Square 9 GlobalSearch® Overview

Square-9's GlobalSearch ECM organizes and stores documents for easy retrieval. It offers virtually limitless storage for enterprises.

Use Cases

Customers recommend Workflow Management, Content Management, Collaboration, as the business use cases that they have been most satisfied with while using Square 9 GlobalSearch®.

Other use cases:

  • Performance Management
  • Document Sharing
  • Contract Management
  • Category Management
  • Digital Signature
  • Proposal & Quote Management
See all use cases See less use cases

Business Priorities

Acquire Customers is the most popular business priority that customers and associates have achieved using Square 9 GlobalSearch®.

Square 9 GlobalSearch® Use-Cases and Business Priorities: Customer Satisfaction Data

Square 9 GlobalSearch® works with different mediums / channels such as Offline. and On Premises.

Square 9 GlobalSearch®'s features include Recording. and Square 9 GlobalSearch® support capabilities include Email Support, Chat Support, Phone Support, etc. also Square 9 GlobalSearch® analytics capabilities include Analytics, and Custom Reports.

Reviews

"...We have improved multiple process by developing GlobalSearch workflows to automate previously manual processes...." Peer review by Peg M., IT Operations Manager, Hospital & Health Care

Peer review evidence (same sources as the product rating summary)

"...Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow. . ...." Peer review by Fressia B., EA
"...Enterprise Content Management Software that enables organizations to easily capture, retrieve and distribute your business information...." Enterprise Content Management
"...and I love how it is able to collaborate with other software such as QuickBooks. . ...." Peer review by Mike W., IT Tech

Square 9 GlobalSearch®, belong to a category of solutions that help Data Management Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Square 9 GlobalSearch®

Top Industries

  • Hospital & Health Care
  • Oil & Energy
  • Medical Practice

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Square 9 GlobalSearch® is popular in Hospital & Health Care, Oil & Energy, and Medical Practice and is widely used by Mid Market, Small Business, and Enterprise.

Square 9 GlobalSearch® Customer wins, Customer success stories, Case studies

How does Square 9 GlobalSearch® address your Workflow Management Challenges?

What solutions does Square 9 GlobalSearch® provide for Content Management?

How does Square 9 GlobalSearch® address your Collaboration Challenges?

11 buyers and buying teams have used Cuspera to assess how well Square 9 GlobalSearch® solved their Data Management Platform needs. Cuspera uses 233 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Data Management Platform needs.

 

Square 9 Softworks Automates Dues Processing for Local Union

SEIU Local 6 has implemented Square 9's intelligent document processing solution to automate dues processing, saving 15 hours per week, including 10 hours of paid overtime. The AI-powered platform ex...tracts data from handwritten documents in 30 languages, enhancing efficiency and compliance. SEIU Local 6's administration director praises the ease and adaptability of Square 9's solution.

Read on →

Parallel Environmental Services Corp - Consumer Services - Medium

GlobalSearch and GlobalAction helped Parallel Environmental Services Corp fix invoice approval and filing problems in their accounting department. The company replaced paper-based processes with digi...tal workflows. The team saw immediate benefits, including no more piles of paperwork and easier invoice tracking. Managers now prefer the new system. The company plans to expand the solution to HR.

The Dutch Group - Retail - Medium

Square 9's GlobalSearch, GlobalCapture, and TransformAI helped the Dutch Group automate accounts payable and reduce manual invoice processing. The company integrated Square 9 with their ERP, PDI, to ...eliminate data silos and improve financial visibility. Staff now quickly find invoice and payment information, saving time and reducing errors. AI-powered document capture increased accuracy and freed pharmacists from manual data entry. The Dutch Group reports positive feedback and greater efficiency across accounting and pharmacy operations.

Farmward Cooperative - Medium

Square 9’s GlobalAutomation helped Farmward Cooperative automate invoice digitization and approvals across 11 locations. The accounts payable team now processes nearly 500 invoices a month with less ...paper and faster tracking. Integration with Agvance ERP improved efficiency and secure access to records. Staff save hours previously spent filing and searching for documents. Farmward values Square 9’s responsive customer service and easy reporting features.

Covenant Village - Hospital & Health Care - Medium

Square 9's GlobalSearch, GlobalCapture, and GlobalForms helped Covenant Village, a senior living community, improve accounts payable processes. The previous system lacked flexibility and required cos...tly changes. Square 9 delivered easy customization, AI-powered document capture, and web forms for future HR automation. Staff quickly adopted the new solution, saving significant time in accounting and HR. The AI capture tool reduced manual entry and improved accuracy.

Child Evangelism Fellowship of Ohio - Religious Institutions - Medium

GlobalSearch helped Child Evangelism Fellowship of Ohio digitize and secure 3,700+ documents. The organization needed fast, compliant access to HR and financial records. GlobalSearch Cloud enabled se...cure sharing, quick audits, and disaster protection. Staff now find records in seconds, saving time and money. The solution was implemented quickly, reducing risk and improving compliance.

lightning

Peers used Square 9 GlobalSearch® for workflow management and content management

Square 9 GlobalSearch® Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

2.73/5 ★

Read Reviews (2)
Custom Reports

2.45/5 ★

Read Reviews (22)
CAPABILITIES RATINGS AND REVIEWS
Analytics

2.73/5 ★

Read Reviews (2)
Custom Reports

2.45/5 ★

Read Reviews (22)

Software Failure Risk Guidance

?

for Square 9 GlobalSearch®

Overall Risk Meter

Low Medium High

Top Failure Risks for Square 9 GlobalSearch®

Square 9 Softworks. News

M&A

Valsofts TAG Software Group Acquires Square 9, a Provider of AI-Powered Intelligent Document Processing Solutions

Valsoft Corporation's TAG Software Group has acquired Square 9, a Connecticut-based provider of AI-powered intelligent document processing solutions. This acquisition enhances TAG's expertise in document automation and content management. Square 9 will continue to operate autonomously, with its leadership intact, benefiting from Valsoft's long-term investment strategy.

M&A

Valsoft's TAG Software Group Acquires Square 9, a Provider of AI-Powered Intelligent Document Processing Solutions

Valsoft's TAG Software Group has acquired Square 9, a provider of AI-powered intelligent document processing solutions. This acquisition enhances TAG's expertise in document automation and content management. Square 9 will continue to operate autonomously under TAG, benefiting from shared expertise and long-term investment.

M&A

Valsofts TAG Software Group Acquires Square 9, a Provider of AI-Powered Intelligent Document Processing Solutions

Valsoft Corporation's TAG Software Group has acquired Square 9, a provider of AI-powered intelligent document processing solutions. Square 9, headquartered in New Haven, will continue to operate autonomously under its current leadership. The acquisition aims to enhance TAG Software Group's expertise in document automation and content management, aligning with Valsoft's strategy of supporting mission-critical software businesses.

Product

Square 9 Highlights Document-First Automation as the Missing Link in ...

Square 9 Softworks is promoting a document-first approach to supply chain automation, emphasizing the importance of capturing and processing unstructured data from documents before it enters ERP systems. Their AI-driven platform enhances data accuracy and operational efficiency by automating data extraction and classification, reducing manual entry errors, and improving supply chain visibility.

Square 9 Softworks. Profile

Company Name

Square 9 Softworks.

Company Website

https://www.square-9.com

HQ Location

New Haven, CT

Employees

1001-5000

Social

Financials

IPO