IT Glue, a Kaseya company since the December 2018 acquisition, is an information management platform that allows for efficient storage and retrieval of all the documentation an organization needs to help their MSP run better. By integrating PSA and RMM data, the vendor says they can help increase efficiency, and reduce onboarding times.
$29
per month per user (5 user minimum)
Square 9 Softworks
Score 9.1 out of 10
N/A
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
IT Glue
Square 9 Softworks
Editions & Modules
Basic
$29.00
per month per user (5 user minimum)
Select
$34.00
per month per user (5 user minimum)
Enterprise
$39.00
per month per user
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
IT Glue
Square 9 Softworks
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
$545 one-time fee
Optional
Additional Details
—
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 Glue is better than any Wiki site we have used. Integrating the Wiki sites with our IT information is too difficult, and they will not easily show statistics from the servers we service. IT Glue will integrate easily with things like Auvik and Lion Guar,d which is why we …
We used simply OneNote before IT Glue and still keep basic info in there. [I believe] it was not great for sharing outside the company but worked very well to share securely with staff. RoboForm can be used to share info to your clients, such as passwords and configuration …
Currently, we are evaluating using Sharepoint instead of IT Glue as documents and items are searchable within the document instead of by title. We feel that by only searching by title and the type it hinders the speed at which information can be found easily.
Although it doesn't show up in the search bar here, we've also used BizDox.
While all these provide many of the same services, for us, IT Glue just works much better. We can get to the information we need from anywhere, it's well organized, and we get it quickly. But above all …
Before IT Glue, we were using office Word documents, spreadsheets, and OneNote for storing client documentation - it was a mess. Since moving to IT Glue all of our documentation is in one place, more organized and easily accessible. The initial input of information was long and …
This seemed like a cool product. You run these PowerShell scripts that you run on the client computer that updated in IT portal. It worked good at first but then it would mysteriously double the computer in IT Portal. If I don't catch it, it will triple and grow and grow. Later …
We tried Confluence but it had such a steep learning curve not only for the installer but for everyone involved. It didn't go very far and everyone got fed up with it quickly. I know confluence can do a ton of things but when you don't have dedicated people to implement you …
IT Glue is much easier and cleaner to use than Confluence. It has a lot more functionality being able to sync across other pieces of software we use, such as ConnectWise Manage and ConnectWise Automate. Alerting to our Slack channel helps in some situations as well. A lot more …
This is no joke, when demoed IT Glue at a convention, and then set a call for the rest of the team to look at it, and it was so intuitive and easy to access data, that we signed, without looking at other software.. Prior to ITGlue all data was in our RMM software.
Spiceworks is a free tool to use if you're in MSP. The community is fantastic, but it lacked in certain features. The amount of information I can put into IT Glue is leagues ahead of Spiceworks. You also have to have supplementary software to reach the wealth of information …
We used SharePoint for quite a while and then moved to IT Glue. Then IT Boost came out, and I wanted to like it but it was super flakey and had some security issues. Overall IT Glue has kind of a sucky sales department, but otherwise, it's a solid product that I would recommend …
We used Bright Gauge a long time ago. At the time, we didn't have enough process and procedure in place to truly evaluate it, so we're currently going through an evaluation of Bright Gauge again now and we'll decide what works better. I don't think we're losing IT Glue …
Couldn't choose Wikipedia but IT Glue definitely has more options for saving content. It's user friendly and is straightforward. There are several editing tools that come in handy when writing up procedural documentation and I found Wiki to be more difficult to use. You'd have …
SharePoint requires specialized training, Confluence isn't MSP-specific, and ITBoost is new and not yet proven. IT Glue's integration with the rest of our toolset was what sold it for us.
ITG was created specifically for IT providers and had the integrations that we need for our PSA tool. Confluence is an amazing platform and may end up being our next move.
We chose IT Glue particularly because it's tailored to IT documentation. As a managed IT service provider, it's perfectly in line with what we were looking for. The flexibility and tagging in particular were the kind of features we were looking for. Confluence is very good, …
Laserfiche could not even complete their installation. Square 9 Softworks was able to come in and rescue the failed project. We have hardly scratched the surface of what we believe we can do in terms of more implementations of the Square 9 Softworks program in other business …
This is the only product that I can think of that we use so far. But we are willing to explore other options, such as automating the invoices being directly uploaded into our accounting software. It would definitely cut down on the time our accounts payable has to input all the …
I have used Agris in the past, and the filing cabinet ability that was implemented was at the end of my time using it, so I never learned it as well as I have been able to with Square 9 Softworks. As, for the last 3 years, I have used it on a daily basis. I personally didn't …
Square 9 Softworks is very easy to setup, use, and maintain, when compared with SharePoint from Microsoft. Also, support is extremely easy to work with, more so than Microsoft. They are easy to reach, and easy to work with. Square 9 Softworks is a niche software company and a …
We reached out to Iron Mountain but did not pursue this option since we had an established relationship with Square 9 Softworks that could be expanded and not a complete restart.
Features look similar but the price point is much more affordable for my current employer. Square 9's training material could use an update but works overall.
We chose to leave ImageSilo and go with Square 9 Softworks because 1) ImageSilo was inconsistent and buggy and 2) Square 9 Softworks was streamlined and had a lot of helpful features. It seemed easier to maintain.
Square 9 was a better fit for our organization due to the costs and features that it offers. With Square 9, we were able to get 3 years of licensing for about 1 year of the competitors licensing costs.
Square 9 is also much easier to manage and use on a day-to-day basis than …
We did not research other product offerings so I have nothing to compare the program to. I can only share why we selected Square 9 Softworks to use as our document management system. Square 9 Softworks was amazing to work with from day 1 - we worked with Xerox initially for …
The main thing we liked was the ease of use of GlobalSearch. Also, the people doing the demo were able to answer somewhat technical questions without having to get back to us a day later from one of their more technical people.
I have not used other document management software. Prior to Global Search we manually entered metadata through Adobe Acrobat. This was extremely time consuming and not exactly user friendly. Global Search cut the indexing time to less than 1/4 the time we were spending on each …
Our company has been using this product for 20+ years. Since it was Fortis, then SmartSearch, to GlobalSearch, and for every transition the Square 9 team has been a great asset to making the change go smoothly
We actually had installed IBM FileNet and ended up switching to Square 9 Softworks due to an issue with the IBM reseller. In the end, we're happy it worked out this way because Square 9 Softworks was more suited for our small business. It was not only easier to use but required …
From an HR standpoint, it seems like other solutions stack up better than Square 9, but it may just be because we don't have it set up right. For example, with filing a document for an employee...I have to manually type (and get correct) ALL of the information related to that …
At my last job we used Square 9 for document storage but chose AvidXChange for Accounts Payable processing because of price and because also paid the invoices. At my current job, we chose Smart Search because it was more customizable, our invoice approvals were less …
IT Glue is well suited to any size managed service provider that requires a secure central knowledge base. IT Glue also integrates well with N-Central to automatically populate the configurations tab with all the relevant Workstation, Printer, and Server information making client on-boarding a breeze.
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.
Flexible Assets are custom questions or forms that you get to create to keep the kind of documentation that *you* want. Our team has done this, and have developed a comprehensive system in our documentation that is better than anything we've ever had.
Tagging. This feature is so helpful when interlinking related items in the documentation system. IT Glue makes it so easy to tag other configurations, including printers, firewalls, phones, etc.
Public sharing of knowledge base articles. Often our clients need to know how to do something. We can add pictures, step-by-step walkthroughs that save us and them a ton of time.
iFrame embedding. There's some flexibility to the web pages that have been helpful for putting other things, such as Cognito Forms in.
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.
So far we have enjoyed the functionality of ITG with one exception:
The search feature is severely lacking. We have thousands of articles in this knowledge base but the search window is about 1" wide and only shows the first few words of each article. Within our system, those first few words are often the same "SYSTEMS: How-To...". If we are searching for a system, we will have no alternative but to manually try to find this document by browsing through folders within ITG.
Unfortunately ITG has not responded to a flurry of enhancement requests around this feature, that go back quite a while.
The functionality that would make this a killer app for us would be a dedicated search page that displayed results like a Google search page.
Ability to export all client documentation if the client moves to another provider.
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.
Overall IT Glue meets every need that we need it to. IT is easy to use and convenient and we have not had very many issues with it since the inception. I would easily recommend it to anyone who needs this software.
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 interface is excellent and very easy to use. As long as the text you input into the system can be easily read, you will have no problem finding it with all the different categories offered. Sometimes, the slider on the right can blend in with dark backgrounds, making it hard to see.
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.
Other than a few access outages, ITGlue is always up and available to us. Their ability to export Playbook, that contain our customers data, and securely send those over to them is amazing and are produced pretty fast. We have IT Glue linked with several other services and software and we have not found that it slows anything down.
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.
No problems with support when needed it. Their answers on how to handle DR/BC situations when ITG is down are not stellar. They don't seem to get the business risks of their suggestions to just give the xls backup to engineers (aka give all passwords of ALL clients to engineers in an unencrypted flat-file where it is easy to copy, print, etc.)
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.
Currently, we are evaluating using Sharepoint instead of IT Glue as documents and items are searchable within the document instead of by title. We feel that by only searching by title and the type it hinders the speed at which information can be found easily.
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've had a number of false starts on getting all of our clients' assets documented. The culture shift just has not happened yet and there is a general lack of trust in the data.
It's nice to not have to go hunting for information about client assets anymore. We can be much more productive this way.
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)