Square 9 Softworks

Score9.6 out of 10

72 Reviews and Ratings

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Square 9 Softworks

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What is Square 9 Softworks?

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.

Categories & Use Cases

Media

Screenshot of GlobalSearch, which allows users to organize and sort documents based on extracted data

Screenshot of automated data extraction from documents using Square 9's AI-powered extraction tool, TransformAI.

Screenshot of GlobalCapture, which is used to build workflows and automatically assign tasks to users.

Screenshot of a front-facing Portal for new hires and applicants. This lets them fill out important employee documents such as job application, Direct Deposit and W-4 forms.

Screenshot of the hiring and onboarding portal, where new hire documentation is completed.

Screenshot of GlobalForms, which has new hire government forms such as I-9 and W-4 forms.

Screenshot of GlobalSearch Go, which allows users to quickly preview documents before opening them.

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Screenshot of GlobalSearch, which allows users to organize and sort documents based on extracted data

Vince Rinner

IT Director in Information Technology at Diamond Mattress (51-200 employees employees)

Use Cases and Deployment Scope

We use Square 9 Softworks mainly for invoicing and approval. The ability to quickly scan in documents and do OCR on them to properly identify the fields on the scanned documents is a big time saver. We are looking forward to any improvements in the process but so far it's been great.

Pros

Document scanning and indexing
Workflow automations
Approval processes
E-signing documents

Cons

Additional AI features (seems to be the trend)
Logging in via web or desktop is confusing and probably unnecessary (web works great)
Setting up user permissions in proper groups could be easier

Return on Investment

Square 9 Softworks saves us 2-3 hours per day in data entry time
Invoices are applied correctly to our ERP system with nearly 100% accuracy.
Due to the automations with email notifications, invoice approvals are almost always done on time.

Other Software Used

Microsoft Dynamics 365, Cleo Integration Cloud, SQL Server Management Studio (SSMS), Smartsheet, SmartDraw, Halo Service Desk, IT Glue, SMTP2GO

Tom Regan

IT DIRECTOR in Information Technology at FRANK VACCARO & ASSOCIATES (51-200 employees employees)

Use Cases and Deployment Scope

Document management solution for all our paper. All our client's contribution forms for every client, 10 of them for over 50 employers. We have client warehouse we convert older documents to archives. all of our staff has a scanner on their desk, so every paper communication is scanned in the GS for safe keeping. Database is backup offsite.

Pros

Inbox setup by user
database setup for each client
many archives for client
dropping index ready files directly in archives.

Cons

Love the product
.
in use for over 15 years, gets slow at times, reindexing helps

Return on Investment

workflow processing
created a new ID on our mailings to auto index when returned to us
using 10 clients over 15 years, cost per year for paper storage
compare that to Iron mountain cost - ROI is months

Verified User

Manager in Finance and Accounting (201-500 employees employees)

Use Cases and Deployment Scope

We use Square 9 Softworks for data storage and retrieval. All of our invoices and cash receipt records are scanned using global capture and are stored and able to be queried and retrieved in global search. We process hundred of invoices weekly and have no room to store them on premises. We frequently need to refer back to invoices for pricing and delivery information. Global search makes this possible and does it very efficiently. I look forward to seeing the software continue to develop and become even more detailed and accurate with searches. It did take a bit longer than we expected to get it up and running, and it is quite pricey, but overall it is a good product and fills our needs.

Pros

index fields are easily edited
software has routine maintenance but otherwise rarely has down time
easy to use

Cons

a couple of the index fields that we use to search do not work as well as others
the filter function is a bit confusing
price of software

Return on Investment

Positive impact - documents can be accessed anytime with accuracy.
Positive impact - Software is advancing quickly and will help our business grow and become more efficient.
Negative impact - high cost of software

Other Software Used

Sage 100, RORC

Verified User

Supervisor in Information Technology (51-200 employees employees)

Use Cases and Deployment Scope

We use Square 9 Softworks in a variety of Business Processes. Ordering Equipment, customer satisfaction surveys, warranty repairs, and warranty submissions we utilize GlobalForms. Within GlobalCapture, we submit delivery and acceptance paperwork, and accounting paperwork. It extracts data off the pages and pushes the documents and data to GlobalSearch. Using GlobalSearch, we store all of our records for long-term retention. Using GlobalAction, we introduced workflow to enhance our processes without manually email people to get business decisions done on time. We use every aspect of Square 9's platform to enhance our business.

Pros

utilizing forms to get data from people to make decisions
Extracting data from documents
Creating custom workflows for processes

Cons

GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalForms could have better formatting tools to enhance the fields and text formatting

Return on Investment

Speeds up business decisions - positive
Identifies bottlenecking in processes - positive
Automates processes and speeds up efficiency - positive

Alternatives Considered

Microsoft SharePoint

Other Software Used

MS SharePoint / SQL

Verified User

Executive in Finance and Accounting (201-500 employees employees)

Use Cases and Deployment Scope

We use Square 9 Softworks to automate our AP processes, manage our workflow digitally, and to leverage efficiencies within that process. Additionally, Square 9 Softworks has helped develop key interfaces for uploading into our ERP platforms.

Pros

Custom Workflows
Paperless Retention
Efficiencies Across Platforms

Cons

Support vs. Scripting
Pricing

Return on Investment

Paperless Solutions
Efficiencies in Payables Processes
Knowledge of Support Staff

Other Software Used

AgVantage Edge, AgVend

Laserfiche

DocuWare

Revver

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