Dashpivot - By Sitemate vs. Square 9 Softworks

-Great replacement to filling manual forms. Helps digitise the entire process and save loads of time - Can be easily customised to your needs - Very simple and effective user interface - Great team behind Dashpivot. Always available to solve your needs. - Can easily analyse information in the filled forms. Though the analytics can be further improved

Square 9 Softworks is well suited for unique needs within companies. We have built, renovated, and optimized custom workflows within our archives, designed highly specific interfaces with our ERP platform, and Square 9 Softworks has answered the bell through it all.

• Manages photos via the use of tags
• It's intuitive, so even a user who has basic computer skills can utilize it.
• Punch listing - a great tool to do your inspection with Subbies, take pics, load them into a form, and workflow the form to them.

Incentivized

• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

Incentivized

• To send the induction template to every sub contractor to fill out and send back to us before entering site. Once we have the basic information we then can do the induction and sign off after completing the induction. Each induction could generate a number and it could form a list of names to a number on a register.
• Site safety audit. If we could carry over a problem to create a list that has to get signed off ones done. That would be very handy.
• Every one of our files generated is to be able to be re detected back on our own business server.

• Overall, it is not as stable as other software. Some errors could not be fixed, such as a form going forward without approval because a user pressed "enter" twice in a row.
• I probably only use 20% of the functionality. Beyond that, I'd have to pay for development. We did that once, and the project that we paid for never was implemented. They allowed us to request a design before my time that was so complicated that they never got it to work. Once I came on board, I implemented a much simpler solution.
• Our upgrade took much, much longer than expected, and was disrupted by so many software issues.

Incentivized

I could NEVER go back to life before Dashpivot.

We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.

It is so simple. I put off getting an online system for sooooo long because I dreaded the thought of getting a new system, having to set it all up and having to teach everyone how to use it. I also envisaged me being the port of call every time it stopped working or people didn't know what they were doing. I now wish I had done it a long time ago. The set up was so basic. I had 45 minutes of training over the phone in front of my PC and I was set to go! By the end of the day, I had already gone from "I'm just going to start off with Site Diaries and implement everything else gradually" to "this is bloody amazing, everything is now on Dashpivot and everyone is using it!" We converted our entire site and internal systems over to Dahpivot by Site Mate in the space of a day! True story.

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

At the beginning of my use of the phone application, it did not support the Arabic language I contacted customer service and my request was taken seriously, and within a short period of time, a phone application was updatet to support the Arabic language

Support is always extremely helpful and responsive. Whenever we have a question, it is simple contacting them and also setting-up an appointment, if necessary. Scheduling the appointment is easy and they are willing to talk on the phone, which is not always true with software companies. Their report support tools are also really east to use.

Incentivized

It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

Implementation was super easy and dare I say fun! I thoroughly enjoyed the implementation process. We all got excited coming up with suggestions and ideas for what we could implement next.

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

Incentivized

Some onsite audit tools are hard to use, they do not transfer well to a mobile platform. Dashpivot is easy to read and use on any mobile device. Additionally other platforms make the document build cumbersome, DashPivot is simple and easy to develop or copy new tools.

SharePoint and Square 9 Softworks are similar in some ways and totally different in others. They both do workflow, although Square 9 Workflow gives administrators more options. They both have a repository, although Square 9 GlobalSearch is more structured in terms of customization. Using field values allows for more exact search capabilites. Square 9 AI tools allows administrators to get the correct data off the page more precisely with less effort.

Incentivized

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• Dashpivot helps keep track of the resources and finances being used in a project making it easy for us to make well-informed decisions.
• It usually would take a day to get the report to the Project Engineer, but with the Dashpivot the reports are almost instant with a good internet connection.

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

Incentivized