PaperTracer

Pros: The ability to use the software to assist in developing a new contracting process/workflow has been extremely valuable to our organization. We've been able to move our contract submission and approval process from paper to electronic via PaperTracer. While most of the functionality of PT is available right out of the box, we have been able to customize the software to some degree to better fit our organizations process and goals. The application has also provided a greater degree of transparency in the organization as users are now able to access their contracts in a central location as needed without having to contact the Legal Department.

Cons: No compatibility with ADFS. Only available on Internet Explorer and no compatibility with mobile devices.

Overall: Overall we have had a positive experience with PaperTracer. We've been able to quickly adopt a new contract process that meets the contracting needs of our growing organization. The executive has been extremely helpful and quick to respond to all requests and questions regarding PaperTracer.

Pros: 1. Easy to customize the workflows as per your need

2. Savings on $$ as don't need separate e-sign solution

3. Great support from PaperTracer

Cons: N/A

Overall: We are using PaperTracer for below processes for our company:

1. HR management

2. Recruitment Management

3. Employee onboarding Management

4. Vendor Management

It has been last 4 years the solution is working really well and we keep adding more workflows. As our company is evolving we could update the existing workflows very easily and quickly. And using the e-Signature through solution is super easy and helpful.

Recommendations to other buyers: Provide your business needs and PaperTracer team has experts to define the workflows for your business and then setup in PaperTracer to be deployed for your usage.

Pros: Use of access, availability of information

Cons: Nothing at this time

Overall: We have been a customer for over 10 years. The expertise and promptness to personalize to our use is over and beyond any other software company.

Recommendations to other buyers: No thank you.

Pros: The system is easy to use, configurable and flexible. Support is customer focused and timely. Upgrades are easy since the vendor does them and they always are looking to improve the system.

Cons: Uses Silverlight

Overall: Implementation was simple and quick. We converted data and it fit the system well. PaperTracer designed a custom process that we use to notify users/contract owners that it is time for them to perform an annual review of the contract. We are a healthcare facility and as part of our certification it is required that we review all contracts annually. What was developed in PaperTracer fits our needs perfectly. We also use the system to track and notify contract expirations. Our Compliance Officer asked us to develop something to track Business Associates Agreements. This was the first real change to the system we attempted to make on our own. We had a proof of concept set up in about 20 minutes.

Recommendations to other buyers: A great product. If you are looking for a contract or document tracking system check them out.

Pros: Implementation/Conversion from our old system was easy. It is simple and intuitive to use

Cons: It currently uses Silverlight but I understand that is going to change in a few months.

Overall: PaperTracer is more logical than our old system/process. It is easier to find contracts and also control who has access to each contract. It also solved our issue with having to perform a review of every active contract once a year. The review process is very easy and quick.

Pros: Ease of use and customer support.

Cons: Would like to see more automated functionality (dates) and reporting.

Overall: Customer support and response to suggestions for functionality improvement are impressive! I am fairly new to the system and I'm already training fellow associates on functionality and use.

Pros: This is a fantastic data and document management platform. The workflows can be tailored to the granular level of your needs and they can be simply modified to get your desired result. This product is more than just a document retention software, it allows for the gathering and tracking of data, and data elements, making data mining simple.

Cons: Collaboration and document sharing could be improved upon.

Comments: PaperTracer is used in many areas of our Company. We have approx. 18 separate Orgs with multiple databases in each(departments) Each has a different function. Support is great in everyway. There has been nothing we have presented that was not accomplished quickly.

Pros: The system is user-friendly. Great customer support.

Cons: I have nothing negative to say about this system.

Comments: I have not had any issues with this service at all. I enjoy it and it works great for our company and the things that we need out of it.