Square 9 Softworks vs. Zuri

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.

Workflow automation where you need business resiliency adjusting processes during time to enhance client experience. Zuri is easy. It allows easy updates on stablished (simple and robust!) processes to enhance the workflow. Operations Eficiency gets focus on reducing the human hours and human errors in communications (e-mails), manuals tasks such as spreadsheets and data treatments, all types of repetitive tasks can be automated. Easy, simple and fast by non technical people. Scenarios where you need to automate workflows to ensure qualify and controlling the progresses and productivity of teams, people and organizations. Dashboards and reports specifically created for my own KPIs and goals. I could benefit from more business intelligence, getting my operations data structured (structurated data) and then used Analytics to better understand where and how to improve my operations to: increase client experience, improve profit margins while I was decreasing costs and waist.

• 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

• Workflow automation made simple and fast by non technical people.
• Hyperautomation (technology and processes orchestration).
• Visual and intuitive interface developed for citizen developers and IT teams.
• Accelerate the automation solutions development by IT teams (from simple to complex).

• 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

• AI can be slightly improved.
• Process mining can be slightly improved.

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 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

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

We tried other options, saw many demos, some customized, and used some Trials. Zuri was faster and simpler to model processes and activate the automation solutions. Zuri does now require technical knowledge to automate processes. Business people (citizen developers) can easily create their own automations in simple way, in minutes. Despite, Zuri is less expensive. And, it is used by entire organization, not only IT teams. Although IT teams have the governance (full governance and control - including auditing reports ready in clicks) the business people are on the spot too. IT teams use it to accelerate (faster and better, more controlled!) automation solutions (from simple to complex - all with drag and drop feature) the business people (Sales, Marketing, HR, Suppliers, Logistics...) they can easily automate their processes without the waiting time until IT team can deliver what is needed today.

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

• ROI was around 7 to 9x the second option we had.
• Less expensive than other BPMS tools (options), very fast to implement.
• Additionally, this is a BPMS tool that is used by all organization, not only IT teams.
• Democratized expertise on automation leaving IT team free for more strategic projects rather than creating processes/workflow automation solutions for businesses teams.