FileBound

(11)
4.1 out of 5 stars

FileBound is a cloud process automation application that improves the way organizations execute work by controlling documents, content and processes. An end-to-end solution, FileBound delivers all of the capabilities needed to implement automated workflows: forms, analytics, integration, capture and more. All of these capabilities can be accessed anywhere by authenticated users from any connected device, including mobile smartphones and touch-enabled tablets.

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FileBound review by <span>Patrick M.</span>
Patrick M.
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FileBound Document Management and Workflow System

What do you like best?

FileBound offers a tremendous amount of functionality at entry level cost. The features contained in FileBound are extremely useful for automating a variety of document based processes but these features are usually only found in extremely expensive enterprise level products. FileBound brings expensive product functionality to the table for mid-sized businesses that are not able or not willing to spend large amounts of capital on enterprise level software products.

The greatest thing about FileBound, in my opinion, is the flexibility to use the product within any department in an organization to tackle multiple and diverse business problems.

What do you dislike?

Due to the large amount of functionality within FileBound there have been some stability issues with past versions of the product. When rolling out new versions of the product in the past certain pieces of functionality have become unstable or unpredictable, requiring FileBound to review and fix. The good news is that FileBound is quick to respond when any issues arise and they work diligently to fix any issues as soon as they arise, leading to many of the stability issues being addressed and fixed by FileBound in previous versions via patches or upgrades. I am happy to report that the currently available version, version 7, is much more stable and reliable than past versions, while including new functionality that has helped the product address specific business needs and become more useful to businesses of all sizes.

Recommendations to others considering the product

Make sure that you have any business processes you are planning on implementing in FileBound mapped out completely and in very much detail. This will help you ensure that you are re-creating the client's business process as it currently exists.

Additionally be prepared for scope creep and be prepared to push back on it. As clients start to see and learn about the different features within FileBound they become a "kid in a candy store" and want every feature they see implemented in their new process. This is all well and fine and understandable, but you must be prepared to tell the client "not yet", and make sure you get the system implemented first. Trying to include scope creep in an initial implementation is a recipe for disaster, and will very easily cause system implementation to fail. It is best to first recreate the business process in FileBound as it is currently used so that users completely understand what they are doing in the system on a day to day basis. Once the system is implemented you can move onto "Phase 2 and Beyond", which is adding features and functionality that the client would like to improve their current process with.

What business problems are you solving with the product? What benefits have you realized?

The business problems we are solving with FileBound typically relate to paper pain within an organization. We have helped clients tackle paper problems ranging from backfile conversions and storage needs to electronic Business Process Management (BPM) to electronically capture and route documents through an organization for review. We have used FileBound in scenarios across Accounts Payable (to route and approve invoices for payment), Human Resources (to provide an Employee On-Boarding System) and within Purchasing (to create a Vendor Purchasing On-Boarding System).

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FileBound review by <span>Thomas J.</span>
Thomas J.
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FileBound - A Powerful and Affordable Business Process Automation Tool

What do you like best?

Every business process depends on content. When you need to quickly add content management, e-forms and workflow to your business processes FileBound by Upland is an excellent choice. As a systems integrator, I really appreciate the web-based architecture that I can easily implement on site or in the cloud and customize for each client. The e-forms help my clients move away from paper-based workflows that generate tedious labor, to electronic workflows that generate Big Data to drive better performance.

What do you dislike?

Browser-based user interfaces can make consistency issues in the user experience.

Recommendations to others considering the product

Paper documents are the original way systems were integrated in the past. Today, if you see paper documents piling up, that is a sure sign that your process is overdue for automation. As you speed up your old paper processes by replacing them with e-forms and automation you will soon learn how easy it is to reproduce those wins in project after project. Just make sure that Project One is in a critical business process with an easily measurable ROI.

What business problems are you solving with the product? What benefits have you realized?

Paperwork reduction, process automation, better security, better customer experience, improved regulatory compliance, improved data collection for analytics that drive better planning.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
FileBound review by <span>Jenni V.</span>
Jenni V.
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Good Solid ECM Solution

What do you like best?

FileBound is a good product to provide document management of active and inactive records. The cloud solution makes the expenditure small enough for most clients to be able to cope with while the on premise solution gives IT the control they crave.

Security and audit trails are excellent and the reporting mechanism available for higher end users is appreciated by many clients who must be able to prove who is accessing what, when and why.

What do you dislike?

No ECM solution is perfect, FileBound is consistently improving through upgrades to make the software features meet client requirements.

What business problems are you solving with the product? What benefits have you realized?

Records and document management. Physical space has been reclaimed with the removal of filing cabinets, boxes, and piles of paper. Clients can now find what they need quickly.

FileBound review by <span>Keith R.</span>
Keith R.
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Small business owner

What do you like best?

Mobile compatibility. It allows you to access this software remotely through a mobile-optimized site and on their Android or iOS mobile app. That is a huge plus.

What do you dislike?

I had problems with document tagging. I would have to shut the program down and start it up again.

Recommendations to others considering the product

It is a little expensive. So do your research.

What business problems are you solving with the product? What benefits have you realized?

I really love the fact that it can be integrated with Microsoft Office. That cross platform ability is a huge plus.

FileBound review by User in Banking
User in Banking
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Versatile presentation product

What do you like best?

Easy to use. Data is stored in an easy to navigate format.

What do you dislike?

I experience quite a bit of lag time with FileBound.

Recommendations to others considering the product

This is a great product that allows companies to keep organized and cut down on paper clutter.

What business problems are you solving with the product? What benefits have you realized?

We are trying to go as paperless as possible, and FileBound has allowed us to cut back on file cabinets and create an organized document storage solution that can be accessed by all who need it. No risk of damaging or losing paperwork is another huge plus.

FileBound review by User in Retail
User in Retail
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FileBound is helpful and useful

What do you like best?

It is great to have a program that can store all invoices, credit memos, etc. for a company in one place that won’t clog up the servers onsite.

What do you dislike?

It is frustrating that the desktop application has to be “installed” every time I want to use it.

Recommendations to others considering the product

FileBound is incredibly helpful for storing documents that would otherwise consume an unfortunate amount of space on the servers.

What business problems are you solving with the product? What benefits have you realized?

We are saving space on our servers and also creating less backlog.

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