Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.
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Square 9 Softworks
Score 9.5 out of 10
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For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$50
per month per user (5 User Minimum)
Pricing
Epicor ECM
Square 9 Softworks
Editions & Modules
No answers on this topic
Square 9 Process Automation Essentials
$50
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
Offerings
Pricing Offerings
Epicor ECM
Square 9 Softworks
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
It is well suited for billing service storage and retrieval. It ends the need to pay extra for a storage space. It also makes for easy cleanup of files on a yearly basis.
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.
Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
The functionalities are straight forward, so it is not hard to use the docStar system.
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.
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.
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.
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.
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.
Our support for DocStar has been phenomenal! They are always prompt, courteous, and effective. We have never had a bad experience with the support staff and they are always available when we need their help.
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.
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.
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.
Briefly evaluated Veeam before settling on new DMS that had these features. That product looked outstanding, but couldn't justify the duplication of costs for similar results. Did not get a lot of chance to use it, but the mobile availability to access the console looked great and easy to use.
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.
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.
We have saved almost 10,000 dollars a year just in toner cost. We had to implement some up front cost for tablets and other computer aspects but the initial cost of this was about 3,000 to 4,000 dollars. docStar has saved us an instrumental amount of money and will so in the future as well.
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)
