Square 9

GlobalSearch is Square 9’s flagship Enterprise Content Management (ECM) solution that allows businesses to securely store, organize, and retrieve digital documents from a centralized repository. It is designed to help organizations transition from paper-based systems to digital document management.

Key Features:

• Centralized document repository with easy search and retrieval

• Secure user access controls and audit trails

• Integration with third-party systems like ERP and CRM

• Version control and automated archiving

• Compliance tools for industries like healthcare (HIPAA) and financial services (GDPR, PCI-DSS)

Applications:

• Digitizing contracts, invoices, and HR documents

• Document retention policies for compliance

• Secure access to sensitive client or patient information

GlobalAction is a workflow automation platform designed to streamline repetitive, document-centric processes by routing tasks, automating approvals, and reducing manual intervention.

Key Features:

• Workflow customization for task automation

• Automated document routing for approvals and reviews

• Integration with GlobalSearch for seamless document handoffs

• Real-time tracking of workflows and performance metrics

Applications:

• Automating invoice approvals and payments

• HR onboarding and document processing

• Compliance tracking and reporting for regulatory purposes

GlobalCapture is a document capture and data extraction solution that automates the process of converting paper documents into digital assets and extracting key information using advanced OCR (Optical Character Recognition) technology.

Key Features:

• OCR technology to convert scanned documents into editable and searchable files

• Data extraction for key fields like invoice numbers, dates, and customer details

• Barcode recognition for automatic document categorization

• Batch processing of large document volumes

Applications:

• Automating data entry from invoices, receipts, and forms

• Scanning and categorizing physical records like legal documents or patient charts

• Streamlining data capture for ERP and CRM integration

GlobalForms is an electronic forms management solution that allows businesses to replace paper forms with digital web-based forms. It captures data electronically and integrates seamlessly with GlobalSearch and other back-end systems.

Key Features:

• Digital form creation with drag-and-drop tools

• Mobile-friendly forms for data capture on-the-go

• Integration with GlobalSearch for automated document storage

• Customizable workflows for form approval and processing

Applications:

• Replacing paper-based patient intake forms or client onboarding forms

• Creating digital surveys, order forms, or feedback submissions

• Capturing data for regulatory compliance and record-keeping

5. GlobalSearch C2 (Cloud-based Document Management)

GlobalSearch C2 is the cloud-based version of GlobalSearch, offering the same robust document management functionality but hosted in a secure cloud environment. It is designed for businesses looking for a scalable and accessible solution without the need for on-premises infrastructure.

Key Features:

• Cloud-based storage and access for remote teams

• Secure data encryption and multi-layered security controls

• Scalability to meet growing business needs

• Remote access from any device, ensuring business continuity

Applications:

• Supporting remote or hybrid workforces with secure document access

• Reducing IT infrastructure costs with cloud-based storage

• Compliance with industry regulations for data privacy and security

GlobalForms C2 extends the capabilities of GlobalForms into the cloud, allowing businesses to create and manage forms with the flexibility and scalability of cloud infrastructure. It integrates with GlobalSearch C2 to streamline data capture and form processing.

Key Features:

• Cloud-hosted digital forms accessible from any device

• Integration with cloud-based workflows for seamless automation

• Scalable form creation for various business needs

• Compliance with security and data privacy regulations

Applications:

• Remote form submissions for clients, employees, or customers

• Automating approval workflows for form-based processes

• Capturing customer data for analytics and decision-making

This is a bundle of core solutions designed to help small and medium-sized businesses (SMBs) start their digital transformation journey. It includes basic versions of GlobalSearch, GlobalCapture, and GlobalAction to streamline document management, data capture, and workflow automation.

Key Features:

• Simplified setup and deployment for small businesses

• Scalable solutions that can grow with business needs

• Cost-effective licensing for budget-conscious organizations

Applications:

• SMBs looking for affordable digital transformation tools

• Managing client records, invoices, and other critical documents

• Streamlining day-to-day business processes

Square 9 provides an SDK to allow developers to customize and integrate its solutions into other business applications. This enables organizations to extend the capabilities of Square 9’s tools and tailor them to specific use cases.

Key Features:

• APIs for integrating document management and workflow automation with other systems

• Customizable workflows and document templates

• Advanced reporting and analytics integration

Applications:

• Custom integrations with existing ERP, CRM, or HR systems

• Building tailored document workflows and reporting dashboards

• Automating industry-specific processes for greater efficiency

CloudBridge enables hybrid environments, providing seamless integration between cloud-hosted Square 9 solutions and on-premise systems. This is especially useful for businesses that require a combination of both cloud and on-site infrastructure.

Key Features:

• Synchronization between cloud and on-premise systems

• Secure data transfers between environments

• Scalable architecture for growing businesses

Applications:

• Hybrid workforces needing both cloud access and on-premise control

• Industries with specific compliance or data residency requirements

• Streamlining data access between different storage environments

GlobalCompliance provides enhanced compliance management features designed to help businesses meet industry-specific regulatory requirements like HIPAA, GDPR, SOX, and PCI-DSS.

Key Features:

• Pre-built compliance workflows for different regulations

• Comprehensive audit trails and reporting tools

• Secure encryption and user access controls

• Automated compliance checks and alerts

Applications:

• Healthcare organizations needing HIPAA-compliant document management

• Financial services ensuring compliance with SOX and PCI-DSS regulations

• Any business dealing with personal or sensitive data requiring GDPR compliance