Square 9 Softworks

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.

• 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.

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

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.

• 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

Sage 100, RORC

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.

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

Microsoft SharePoint

MS SharePoint / SQL

Primary use right now is in document clerk function (scanning/storing of supplier furnished docs and creation of master document package for the customer at time of shipment). This was a labor intensive process previously that had many opportunities for data entry error. We eliminated those opportunities for errors by automating the process through the use of Square 9 Softworks.

• 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)

Laserfiche

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.

• 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