Square 9 Softworks vs. Yooz

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.

when you have put the amount in, and the amount does not match the invoice yooz sends an alert to indicate that there is a missing amount that you have not added, and it also helps to let you know when some invoice amounts are more than the usual get for that vendor so you can take note

Incentivized

• 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.

Incentivized

• Strong integtation with Intacct (our GL)
• Strong OCR capabilities that capture the key information of an invoice with accuracy
• Very responsive Support Team if we encounter a problem or have a question.
• In depth documentation for users (pdf's videos) to learn the product

Incentivized

• 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.

Incentivized

• when exporting we have to change the total column's to numbers or it will export with the incorrect totals.
• Yooz needs to not allow itself to add a line to the total and change what you are posting. instead it needs to freeze you from moving on.

Incentivized

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.

ALSOME PROGRAM MAKE EVERYDAY SO MUCH EASIER

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.

Incentivized

Usability of Yooz is close to 10, solves the issue that many companies have and serve to its purpose. The platform is simple, but well design and it is always improving. Since we started using it almost 8 months ago, the invoicing process of our company enhanced sharply. But there is also room for improvement that is why a 9/10

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

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.

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.

Incentivized

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.

Incentivized

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.

Incentivized

Chrome River is slow and full of inconsistencies. Capturing invoices is confusing, as you have to assign approvers and coding at that time. No time to save it and research those details. It has multiple screens labeled inbox but are for different stages in the approval process that aren't specified unless you go into the invoice and review. When you go to exit the invoice, it takes you back to the main menu instead of the inbox you were currently working in. It is live, but the updates are every 10-15 minutes as opposed to immediately.

Incentivized

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.

• 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)

Incentivized

• Yooz helped us process thousands of invoices in a more efficient manner than our previous process called Checkbook with Bank of America.
• Yooz allowed for a more efficient invoice approval process than the previous systems that were used. If the invoices were three way matched, they would be processed quicker.
• Yooz made the integration of the invoice and credit memo process into NetSuite more efficient than the previous software, however, there some limitations with Yooz because it did allow for duplicate invoices to be processed, and that was a big issue.

Incentivized