Pega Platform vs. Square 9 Softworks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pega Platform
Score 5.7 out of 10
N/A
Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.
$35
per month per user* (or $0.45 per case**)
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
Pega PlatformSquare 9 Softworks
Editions & Modules
Low-code Factory Edition
$35
per month per user* (or $0.45 per case**)
Standard Edition
$90
per month per user* (or $0.80 per case**)
Enterprise Edition
Custom Quote
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
Pega PlatformSquare 9 Softworks
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details*500 named user minimum. Additional users available in blocks of 100. Billed annually. Based on a 3-year term. **350,000 cases / year minimum. Additional cases available in blocks of 150,000.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
More Pricing Information
Community Pulse
Pega PlatformSquare 9 Softworks
Considered Both Products
Pega Platform
Chose Pega Platform
Pega Platform has more functionality that is relevant for our business such as templates, categories and an audit trail that helps us better manage our knowledge base. Ultimately these added features and the ability to also manage workflow within the same tool made it a no …
Chose Pega Platform
Appian and Acoustic Campaign (formerly IBM Watson Campaign Automation)
Chose Pega Platform
  • It is having solid product functionality and performance.
  • strong customer-oriented.
  • Data modeling and SOA support.
Chose Pega Platform
Pega have standards platform for developers to develop components quickly compare to others products.
Chose Pega Platform
We did the POC of both UiPath and Pega RPA. As we already have a PEGA platform, we selected PEGA RPA for ease of integration and setup.
Chose Pega Platform
Salesforce is much faster, but you can’t complete the same things in it. Pega does work well with Salesforce though and can track cases. Pega requires a lot more setup and training than Salesforce, at least at my company. I don’t even know if Salesforce offers the same thing as …
Chose Pega Platform
Pega was by far the best one on leveraging AI and BPM to drive 1-1 personalization. Pega Next-Best-Action capabilities were definitely what made us choose them among the competition. Moreover, Pega has a robust community of users that made us feel we were making the right …
Chose Pega Platform
Easy to build applications with quality delivery.
Chose Pega Platform
Pega RPA and UIPath both are tools for Robotic process automation. In our projects we were dealing with Pega applications which are easily coupled with Pega RPA. It is better in a multi-threading environment as separate features are provided in Pega RPA. In UIPath, one needs to …
Chose Pega Platform
Our business needs have a lot of dealing wherein case management is of utmost importance. We had to have a concrete structure of cases, child cases, and their binding cases. Also, data appropriation and its synchronization in these particular cases also play a very important …
Chose Pega Platform
It has less cost compared to other also good products. Very good support of the visual studio.
Chose Pega Platform
Pega is a browser portal verses with Oracle you get an installed console and BUI
Pega is Java base. If you need software you can manage with not coding, Pega is a good option however you can still do so much with the OSC without any coding. JIRA would be better for service desk …
Chose Pega Platform
Pega Platform provided me the many OOTB features like SLA, Workflow, Reports, which are very much needed for my application development with very minimal or no changes. Even customization is very simple and robust. Business rule management is very much needed in my application, …
Chose Pega Platform
Pega was who we first chose, but due to the high learning curve and really needing developers who knew CODE, we were forced to look at other solutions like UiPath.
Chose Pega Platform
I can only compare it to our legacy ticketing system we were using previously (based in Remedy) and Pega far outfunctions that system. It provides us the ability to customize intake forms, business rules, and reporting that far outperforms Remedy. We can also intergrate Pega …
Chose Pega Platform
We used Salesforce.com and Orcle CRM. Later, after creating a couple of mock applications, we found Pega was best suited to our customer business process.
Chose Pega Platform
Pega Platform is the best BPM tool with more modularity, scalability and the best case management features. Very suitable for Banking, health insurance, and finance projects. The platform is used by analysts, developers and a number of other roles within a single Pega …
Chose Pega Platform
We did evaluate multiple products offerings with Pega Platform capabilities and observed that Pega PRPC rules engine and case management capabilities are better over so many BPM Tools. We also conducted a detailed study with developers to identify the best products out of Suite …
Chose Pega Platform
Pega offers a business-friendly toolkit for defining applications. Unlike traditional BPM tools, there is much fewer complications, the technical syntax to handle in modeling processes and hardly any hard-coded programming. A well-trained business user can be trusted to create …
Chose Pega Platform
Cheaper than TIBCO and has a better front-end as compared to TIBCO.
Cheaper than Salesforce when the target audience is the internal customers like call center agents and claim specialists.
Chose Pega Platform
Pega is far more customization and cohesive in its overall design.
Square 9 Softworks
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
Unfortunately, I have no experience with any other software used at Harrison REMC besides Square 9.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
We've been with Square 9 for many years so have not been in the market for some time so not familiar with the competition out there
Chose Square 9 Softworks
Square 9 Softworks is very different from other software that I have used. It acts more of a file box than anything else.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
I like the Square 9 Softworks platform because it is simple to use and visually simple.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
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.
Chose Square 9 Softworks
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.
Chose Square 9 Softworks
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.
Chose Square 9 Softworks
Square 9 Softworks met the needs of what was needed.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
I have not used any other document storage besides Square 9.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
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.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
Never used another similar product
Chose Square 9 Softworks
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
Chose Square 9 Softworks
We only looked at and ultimately chose Square 9 Softworks as our solution.
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
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 …
Chose Square 9 Softworks
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 …
Features
Pega PlatformSquare 9 Softworks
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Pega Platform
8.8
Ratings
7% above category average
Square 9 Softworks
-
Ratings
Dashboards9.00 Ratings00 Ratings
Standard reports8.60 Ratings00 Ratings
Custom reports8.60 Ratings00 Ratings
Process Engine
Comparison of Process Engine features of Product A and Product B
Pega Platform
7.8
Ratings
7% below category average
Square 9 Softworks
-
Ratings
Process designer8.00 Ratings00 Ratings
Process simulation6.00 Ratings00 Ratings
Business rules engine9.00 Ratings00 Ratings
SOA support9.00 Ratings00 Ratings
Process player9.40 Ratings00 Ratings
Support for modeling languages5.40 Ratings00 Ratings
Form builder9.60 Ratings00 Ratings
Model execution6.00 Ratings00 Ratings
Collaboration
Comparison of Collaboration features of Product A and Product B
Pega Platform
9.0
Ratings
7% above category average
Square 9 Softworks
-
Ratings
Social collaboration tools9.00 Ratings00 Ratings
Content Management Capabilties
Comparison of Content Management Capabilties features of Product A and Product B
Pega Platform
4.4
Ratings
60% below category average
Square 9 Softworks
-
Ratings
Content management4.40 Ratings00 Ratings
Best Alternatives
Pega PlatformSquare 9 Softworks
Small Businesses
Square 9 Softworks
Square 9 Softworks
Score 9.1 out of 10
PowerDMS by NEOGOV
PowerDMS by NEOGOV
Score 7.0 out of 10
Medium-sized Companies
Square 9 Softworks
Square 9 Softworks
Score 9.1 out of 10
MSB Docs
MSB Docs
Score 9.4 out of 10
Enterprises
CMW Platform
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Score 8.9 out of 10
Tungsten Capture
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Score 8.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Pega PlatformSquare 9 Softworks
Likelihood to Recommend
6.0
(0 ratings)
9.2
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
4.9
(0 ratings)
Usability
9.0
(0 ratings)
6.5
(0 ratings)
Availability
-
(0 ratings)
7.3
(0 ratings)
Performance
-
(0 ratings)
7.3
(0 ratings)
Support Rating
10.0
(0 ratings)
7.9
(0 ratings)
In-Person Training
-
(0 ratings)
7.3
(0 ratings)
Online Training
8.0
(0 ratings)
-
(0 ratings)
Implementation Rating
10.0
(0 ratings)
6.4
(0 ratings)
Ease of integration
-
(0 ratings)
4.5
(0 ratings)
Product Scalability
-
(0 ratings)
7.3
(0 ratings)
Vendor post-sale
-
(0 ratings)
7.3
(0 ratings)
Vendor pre-sale
-
(0 ratings)
7.3
(0 ratings)
User Testimonials
Pega PlatformSquare 9 Softworks
Likelihood to Recommend
Pega [RPA] is good to address a specific business function requirement with not too many bots or automation processes. It takes time and effort to set it up. Though once done, it is very easy to configure and use. One should also run a POC to verify if this product meets the scalability requirements.
Read full review
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.
Read full review
Pros
  • Reusability
  • Pega’s Situational layer cake architecture is capable of organizing application to suit enterprise needs. An enterprise can have a complex organization structure located around the globe. Because of Situational layer cake architecture reusing common policies and procedures is easy while allowing for differences between products, regions, channels and customer segments.Whereas with some application development platforms, separate copies of the application should be created to suite different business context.
  • Faster application delivery
  • With Pega developers can reuse common policies and procedures, replicate functions and industry specific frameworks and utilize pega UI elements to develop applications. IT is easy to deploy.Therefore developers are capable of delivering application earlier compared to some application development platforms. Pega reduces time taken to deliver an outcome.
  • Pega upgrades
  • Pega platform is upddated to adapt and work with latest technologies.
  • Proprietary users support and maintain Pega platform continuously. Pega customer support is always willing to enhance product support.
Read full review
  • 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.
Read full review
Cons
  • Reporting is not extensive in Pega. Because of this higher management is not able to get the reports which will give them insights into a different area. So Reporting functionality can be improved in Pega.
  • Organizations that want to fully use all the features of the Pega 7 platform must follow Pega’s solution development methodology which may not be aligned fully with the organization objectives.
  • During upgrades, some of the rules which are deprecated have to be changed to new available rules. This becomes a problem as one has to understand all the functionality and then change a lot of things.
Read full review
  • 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.
Read full review
Likelihood to Renew
Pegasystems has continued to demonstrate a strong partnership with our organization and investment in their product that aligns with our overall vision and need. Pegasystems has engaged us at every level, with the assistance of minor defects to the overall roadmap planning and alignment of our goals
Read full review
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.
Read full review
Usability
Pega Platform is enhancing its product and launching new features day by day which help to achieve customers needs. If I talk about the earlier version of Pega Platform (i.e. pega v5 and 6.3) there were many numbers of limitations in Pega Platform and if we need to do some customization then needed to write custom java and jave scripts to achieve the functionally. Now I can say Pega Platform is running with market trends and demand. Pega Platform is giving all the options which support the current technologies like decisioning capabilities, real time processing, mashup, process fabrics etc..
Read full review
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.
Read full review
Reliability and Availability
No answers on this topic
Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
Read full review
Performance
No answers on this topic
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.
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Support Rating
It’s very slow sometimes, but that may be our servers. Also the Knowledge Library needs some work - again, not sure if it’s our setup or what- but I’m unable to search the body of an article for content, so I have to be very intentional with tagging, but it’s not ideal.
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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.
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In-Person Training
No answers on this topic
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.
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Online Training
The online training is an excellent one, but still it is missing hands on development.
Read full review
No answers on this topic
Implementation Rating
Implementation is totally depend up on the requirement
Read full review
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.
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Alternatives Considered
We did evaluate multiple products offerings with Pega Platform capabilities and observed that Pega PRPC rules engine and case management capabilities are better over so many BPM Tools. We also conducted a detailed study with developers to identify the best products out of Suite of BPM products. It's observed that Rules engines integration is very streamlined with forms in Pega whereas other tools multiple have powerful data model capabilities but lacks the ease of creating business rules.
Read full review
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.
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Scalability
No answers on this topic
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.
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Return on Investment
  • Our company has boomed in the past few years because we of how we use Pega.
  • We will get a project from a client and the turnaround will be so quick they will throw 3-4 more projects at us.
  • Smaller developer teams means less complexity and less overhead.
Read full review
  • 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)
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ScreenShots

Square 9 Softworks Screenshots

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