Square 9
What Is Square 9?
Improve your bottom line and gain a competitive advantage with industry-leading digital transformation solutions from Square 9 Softworks. Drive productivity with a workflow driven environment, manage Read more documents, and turn paper and PDFs into usable business intelligence. Countless industries use Square 9 to transform and automate their common tasks and manual processes, so they can focus more on their customers and partners. Learn how Square 9 can digitally transform your organization. Read lessWho Uses Square 9?
Resellers looking to add Digital Transformation to their MSP portfolio. Customers looking to digitally transform their organization to automate processes and gain remote access to their documents.
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Reviews of Square 9
Korey
The Konica Minolta Professional Services team delivers Square 9 as a document management solution!
Pros:
The Square 9 solution platform offers a wide variety of products for document capture, storage, retention, retrieval and workflow processes to increase our customers productively and enable them to work efficiently. Square 9 is the perfect fit for our existing customers already utilizing Bizhub multi-function devices. The Square 9 bEST connector directly integrates with our devices, simplifying scanning, indexing, and searching of documents from the panel. The user interface design is easy to use and significantly cuts down on training costs. The simplistic GlobalSearch and GlobalCapture configuration interface enables our customers to really own the solution and makes it easy for them to apply changes or expand the system to other business areas within the company. The recent advancements with GlobalCapture provides enhanced capabilities to automate the capture of information for unstructured documents. The ability to automatically separate, classify, and extract data from unstructured documents is a major enhancement to the Square 9 platform. The GlobalAction workflow design canvas provides many tool and options to design a solution to meet specific business requirements. The flexibility of the configuration provides several benefits for document workflow automation increasing our customer's return on investment!
Cons:
Software and re-seller / customer support can always be improved, however the software works great and the Square 9 support team does a great job responding to cases! Square 9 regularly releases new updates and enhancements to their software. At times, response times may be long depending on a variety of situations. A regularly updated knowledge base for customers and re-seller's on common issues and request would be a great help or a community for re-seller's and customer to share or post new ideas, enhancements, or common problems may expand the community. Overall great system and support. Highly recommend!
Timothy
Our end users frequently tell me they could NOT do their jobs without the Square9 products we use.
Pros:
What I love most about the Square9 suite of products is the integration and ease of use. We use both GlobalSearch and GlobalForms, and they work hand in hand. the products have completely changed the way in which we do business. Every department in our organization from HR On-boarding to Accounting, Operations, Legal, and every other department benefits from our Square9 products. We have over 50 GlobalForms in the production environment and have plans for many more. We are continually fine-tuning our workflows in the business. the ease of form creation gives us great flexibility in how we collect data on everything from new employees, inventories, validation forms, check lists and even electronic health records. My end users tell me we would have a mutiny on our hands if we tried to take away GlobalSearch from them. Overall we are very happy with the products.
Cons:
the only real con I can think of is the fact that the backend product that powers GlobalForms is not a Square9 product. This sometimes leads to differing opinions on the cause of issues or solutions to problems. This hasn't caused us much in the way of difficulties, but sometimes it pops up as a problem.
Chris
Unusable at scale
Comments: Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things.
Pros:
User friendly enough for people with low computer literacy skills.
Cons:
No automatic cleanup options. File bloat is unmanageable. can only select 22~ docs ever minute. Max of 1,000 at a time. On own virtual server with 12gb ram. Support only suggestion add more ram, at 24gb sever is using under 30% but still move as slow and crashes when tiring to delete more than 1,000 docs at a time. If you buy this product be prepared to dump unlimited storage space to it.
Square 9 Softworks Response
last year
Dear Chris, As a customer who has been with us for 11 years, we appreciate your feedback. We're sorry your experience didn't match your expectations, but we thank you for bringing this issue to our attention. We always aim to deliver a great experience, and we are disappointed when we don't meet expectations. I have contacted our head of support, customer service manager, and account manager, so they can address your concerns. You may reach our head of Customer Success anytime at [email protected] to discuss further. Again, thank you for your feedback. -Dawn
Chris
Super happy with our implementation so far. We're just getting into things now...
Comments: one step closer to going paperless
Pros:
Love the workflow design interface for global capture and global action. Also, the batch manager is SO useful in tracking the workflows and how they are working (or not working). The ability to tie documents to other databases with lookups is also very powerful.
Cons:
I wish the documentation had some examples, esp with the OCR template setup. An example in particular of the directional OCR zones with repeats for line item data extraction into a table field. Even a walk through video would be VERY helpful. The current documentation doesn't explain all the settings and how to configure them for repeating zones. Since its difficult to explain in text, a visual would REALLY help. I've been fighting with it for some time now and I still don't have it working. A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice.
Jeremy
I've used SmartSearch/GlobalSearch for a little over 5 years. We use it to capture inv, pods & POs.
Comments: Ease of finding documents via index fields. Nice indexing tools, especially key-free. Make it possible for my remote project sites to create visibility of their documents and purchasing transactions. The same goes for our Corporate office being able to create visibility for our projects sites.
Pros:
Ease of use. User friendly. Creates many efficiencies for us. We use to create 3 way matches for AP and this software does it great. I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.
Cons:
Small bugs or quirks. Increasing wait time for key free. Limited options to "burn" items such as signatures or annotations. Missing a strong phone or tablet ap. Worflows are improving but not to a point that satisfies the needs of my company. Would be great to have option to print index fields in margin of shrunk document...or even on a second page.
