Digital Document Management Software

Our old, paper-based contract workflow process had many snags – lost documents, unknown status, incomplete signatures, and no tracking of milestone dates. Square9 allowed us to easily design a system that mirrored our workflow, provided easy ways to upload documents, and most importantly – uses automatic reminders of milestone events based on dates in the actual contract. We are very much looking forward to its full implementation as our employees get used to navigating a new system and have every confidence that it will create great efficiencies for the organization!

During the first year of our partnership with Square 9, we have implemented 10 new workflows that have substantially improved efficiency across our organization. Our after school program now offers online applications for parents, our maintenance department processes all work requests, and in response to COVID-19, case managers were able to remotely submit electronic requests for client financial assistance.

GlobalSearch has saved our company from paying expensive fines and hours upon hours of work. We no longer lose files or misplace paperwork. I cannot imagine doing Human Resources anywhere without GlobalSearch. When someone needs information on an employee there is no longer the frustration of trying to find the document. I can’t imagine how much money and time we have saved.

Implementing GlobalSearch was very successful, and we did achieve the business value we had anticipated. This may be the first time in my professional career that I got exactly what I paid for.

Now with Square 9’s solutions, we have the ability to set up automatic emails that can go directly to the intended person. So, instead of having to print out documents, email or fax them, employees can receive the necessary information and documents right to their inbox. Productivity has gone up a great deal now that this several step process has been automated and it has also helped ensure things get where they need to be on time