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Muhammad Kamran - PeerSpot reviewer
Project Manager at a tech services company with 51-200 employees
Reseller
Top 5Leaderboard
Sep 24, 2019
Reduced the time involved in our client's document processing from days to hours
Pros and Cons
  • "[The most valuable features are] scalability and ease of use. These features are important because the customer where we have deployed it has millions of documents... And over the last five years, the volume of the documents has been increasing. It's handling all of them and without any errors."
  • "There is room for improvement in the file management. It's very complex."

What is our primary use case?

We have implemented it in a real estate environment. They receive many applications on the front-end and, before our implementation, they were processing them manually. When we implemented it, they moved to a completely paperless system.

For example, a customer walks in at the front desk, the reception, and they ask that the company process a transfer or a no-demand certificate, which is a form used in real estate to clear charges against your property. The person at the front desk creates a case in Case Manager. It's processed by the Case Manager in two different departments, and it's completely paperless.

The customer can view the status from their homes. We have created a very scalable application using FileNet and Case Manager.

Our clients use it for office automation systems to have a paperless environment. Most customers are using it for paperless because Case Manager has more capability than any other product within case management and process flows.

How has it helped my organization?

Before the implementation of the software, there were about 30 people who were processing things. One person would take anywhere from one to four days to process something. Now, it takes them two hours. They are processing things within multiple departments within two hours. 

The solution has increased their productivity, saving them time and cost. When it takes a person longer to get something done, there are more operational costs. If we shave the time from days to hours, there is definitely an opportunity for them to save on operational costs.

In government departments and the public sector, they have to follow regulations regarding land issues. The products are already certified by the regulatory parties, such as OSHA and ISO. During implementation we take care of these rules.

What is most valuable?

  • Scalability
  • Ease of use

These features are important because the customer where we have deployed it has millions of documents, millions of block files, and inside one block file there are hundreds of documents. And over the last five years, the volume of the documents has been increasing. It's handling all of them and without any errors.

Also, we see business users using IBM automation and they think that the interface is very easy to use. They can find the options and links they need. It's not difficult to find what they want or to do what they need to do. In the scope of projects where we use it, we have been able to provide them with the user interface they require. After that, they are very comfortable with it. It is already a very simple interface.

What needs improvement?

We have been working with it from version 4.0 and now it is at 5.3. They have improved a lot already.

However, there is room for improvement in the file management. It's very complex. 

In addition, they should have a built-in application for directly capturing documents from the scanners. Currently, they have that, but it is a separate product. They should have a built-in solution for that functionality.

Buyer's Guide
IBM FileNet
January 2026
Learn what your peers think about IBM FileNet. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.

For how long have I used the solution?

We have used it and implemented it for the last five to six years.

What do I think about the stability of the solution?

These solutions are very good in terms of stability.

What do I think about the scalability of the solution?

Most of our customers want to expand their automation processes. They initially implement it in four to five departments and then they expand it to the rest of the departments.

How are customer service and support?

Technical support from IBM is very good. There is level-one, level-two, level-three, and lab services. We have dealt with all these support levels during our implementation. When we have asked for support with technical issues, they have resolved them.

Which solution did I use previously and why did I switch?

In the private sector our customers involve us in the decision-making process, but in the public sector they don't.

Some of our customers were using the Microsoft document management system, the SharePoint portal. They were not happy with that and some of them moved from SharePoint to FileNet. They switched because FileNet has more features and it's easy for the users. They find it a complete enterprise content-management system. They have told us that a SharePoint portal is only a document management system. They cannot use it in the broader context of enterprise content management.

How was the initial setup?

The setup is very straightforward.

What was our ROI?

When it comes to automation processes, so far it has not added up to the mark versus what our customers were expecting, but there is definitely some return on investment due to having an automated system and through savings on the printing costs.

Which other solutions did I evaluate?

There are multiple vendors like OpenText, M-Files, and SharePoint. Our clients have found that FileNet is, overall, a better solution.

What other advice do I have?

I would definitely advise going with FileNet. It is better when it comes to scalability.

We have integrated it with multiple systems. We have integrated it with customized customer applications built in-house and with Oracle ERP. It's also integrated with a customer's website. The solution provides a built-in API and by using the APIs we are integrating it easily with other systems.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
PeerSpot user
it_user1117863 - PeerSpot reviewer
SAE - Services Account Executive with 1,001-5,000 employees
Real User
Sep 24, 2019
Check-in and check-out capabilities enable document security, but pre-configured use cases would be helpful
Pros and Cons
  • "We use IBM Datacap's capabilities to capture data and then we use FileNet's capabilities for filing, to create an archive of documents... We [also] use FileNet's ability to expose information via APIs and interoperate with other systems."
  • "IBM has a lot of documentation but the kind of information in a lot of the documents can be confusing to our clients. It would be easier if they used video tutorials. Right now, the information is too hard to understand, and there is a lot of it. If they used videos I think FinalNet would be easy to use for an end-user."

What is our primary use case?

We have some projects now with a university in Bogota, here in Colombia. We developed a correspondence process and some administration processes with invoices. We also have a government project where the main process is around the lifecycle of documents. We use FileNet to automate correspondence processes when our clients receive documents.

There a lot of legal requirements in Colombia and companies need to automate their processes around these requirements. We incorporate FileNet in the middle of the process and we collaborate to make our clients' processes more efficient.

We offer FileNet to our clients with IBM's RPA capabilities and help to automate processes.

What is most valuable?

The most valuable feature is when we combine FileNet with Datacap. We have a lot of client data here. We use IBM Datacap's capabilities to capture data and then we use FileNet's capabilities for filing, to create an archive of documents. 

We also use the check-in and check-out capabilities a lot to enable correct document security for users. 

In addition, we use a lot of workflow for document processing for our clients.

Finally, we use FileNet's ability to expose information via APIs and interoperate with other systems.

What needs improvement?

IBM has a lot of documentation but the kind of information in a lot of the documents can be confusing to our clients. It would be easier if they used video tutorials. Right now, the information is too hard to understand, and there is a lot of it. If they used videos I think FinalNet would be easy to use for an end-user.

The technical information is hard to understand at times, especially on the installation of the product. And that's particularly true when you have to install FileNet with high-availability.

In addition, there are a lot of use cases for FileNet as a platform. There are other tools on the market with demos or models, ready-to-use use cases that can be configured. With FileNet, all projects we have to be developed step-by-step. IBM should develop some use cases or pre-configured models, across use cases. That would help us speed up implementation a lot.

For how long have I used the solution?

I've been using FileNet for about five years.

What do I think about the stability of the solution?

FileNet is stable because the web application server is a very powerful tool. The problem is that people don't always correctly configure this tool. If the people doing the configuration are not the right people, the client has problems. But the web application server is very stable when configured correctly.

What do I think about the scalability of the solution?

Scalability is good. IBM is one of the platforms that we can upgrade. They have different versions and new versions and upgrades happen without a lot of issues. As a developer or partner, we can take advantage of the flexibility of the scalability.

How are customer service and technical support?

There are three levels of support. The first one is local support which relies on our experience as a partner. At the second level, we use IBM support for our clients. Sometimes, an issue we have is when our client has an older version for a given component. IBM has told us that some of these versions are no longer supported and an upgrade is required. After that, they can give support. But if we are on the correct version or release, the support is good.

What was our ROI?

In terms of ROI on the automation processes, FileNet is so expensive in Colombia. So return on investment takes time.

What's my experience with pricing, setup cost, and licensing?

A lot of companies here need solutions like FinalNet. Its capabilities are very good. However, when it comes to pricing, IBM needs to make an effort to improve the cost. That's the main issue regarding use of FinalNet in Columbia.

Which other solutions did I evaluate?

In our company, we have three different tools for documents services. One of them is FileNet, another is Laserfiche, and there is a third one. But our company has an agreement with IBM where there is flexibility on pricing.

One of the main differences between IBM and its competitors is the pricing. In this market, IBM is the most expensive platform. But IBM has a lot of components in one package. We can use this advantage to offer just one package with all these components. With the competitors, we may need to combine technologies. Sometimes customers feel that having a lot of different vendors for one solution makes things hard to maintain. With IBM, we have just one platform with multiple components, making it a very good solution in terms of maintenance.

Support is also important after the initial implementation. That's one of the differences between IBM and its competitors

What other advice do I have?

You need to be patient when you first use FileNet because the information is hard to understand. People often learn a lot when they go over the licensing agreement because it gives them all the possibilities of the platform. You also need technical expertise to use the platform. In addition, it's important to use support after implementation. Keep updated on the versions of the product and try to use all its capabilities. Don't try to customize the product code because that may lead you into difficulties.

I would rate FileNet, overall, at seven out of ten. It's not just about the platform. It's also the skills of the people around the platform. That is the most important thing you have. The platform is good but it's the people who know the platform who can be hard to find.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
PeerSpot user
Buyer's Guide
IBM FileNet
January 2026
Learn what your peers think about IBM FileNet. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
Moshe Elbaz - PeerSpot reviewer
IT Manager & FileNet Specialist at a tech vendor with 201-500 employees
Real User
Top 20
Sep 24, 2019
Provides a robust, stable, and easily scalable solution for our clients
Pros and Cons
  • "For a large company, for the robustness, stability, performance, and the growth — that you can grow it within seconds — I would advise using FileNet, without any doubt."
  • "The analytics in FileNet are too complicated and they consume too much infrastructure, memory, and CPU. They're too expensive to work with."

What is our primary use case?

We usually use it for document management in insurance or finance companies. Some of our clients are using the workflow for insurance cases. In these companies, FileNet is ingesting a lot of documents and a lot of insurance claims.

In terms of automation, we're using IBM Content Collector and we have started using RPA a bit. We're using ICC for some of our customers to ingest and automate the upload of multiple documents in bulk. We've just started using automation with RPA but not with the P8 system; rather for other functionality that customers need.

Ninety percent of our customers in the insurance industry, here in Israel, are working with FileNet.

Most of our customers use FileNet on-prem.

How has it helped my organization?

Filenet saves time in terms of clearance of insurance claims. Building a claim, from the customer side, is often easier as well. Not everything is perfect but it's good enough to work in most of the big insurance companies here in Israel.

What is most valuable?

Most of our customers are not using some of the most valuable features, like analytics, text search, or case or workflow features. They are generally not used by our customers because they're using other programs that are built-in to their networks. So if a customer has a workflow system already, he won't use the workflow system that is built-in to FileNet, although it's available.

It's the same with the content analytics. If the client has Kibana and Elasticsearch for searching text, they won't use that feature that comes with the FileNet P8 because it's only for the P8 system and not for the whole network.

What needs improvement?

The analytics in FileNet are too complicated and they consume too much infrastructure, memory, and CPU. They're too expensive to work with.

The usability, with the addition of Content Navigator, is not good enough. We're building our own interface, doing a facelift of the product, to satisfy our customers. People here in Israel are generally more Microsoft-oriented. They're used to the SharePoint look and feel, the Outlook look and feel. When they see Content Navigator and its features, it's a bit different for them. It's hard for them to get used to it.

Most of our customers and users are asking for features with a file-system-type look and feel. For example, when they open a folder in their file system they want to see the hierarchy of the folders. If IBM built something like other products, like M-Files for example, with a file-browsing feature, into P8, it would be a very good feature. Most customers around the world would use it.

That is what we're trying to build on our own. It would be easier for the customer to work with, in the same way IBM did with the Content Navigator Office Integration. There, you can browse through Office, the folders, and find things. You can drag and drop documents from Word, from Outlook, straight into the file folder in FileNet. If they would bring these kinds of features into the file system itself, without Office, it would be a killer feature.

For how long have I used the solution?

I have been using FileNet for 20 years.

What do I think about the stability of the solution?

We have been working with it for a long time. It's one of the older versions. Both it and the new version are probably very stable.

We generally don't have any issues with the stability of the system. That could be because we are too small. In Israel we have small companies and they don't have very complicated systems, like in the United States or Europe. We have medium-size customers, compared to companies around the world. We don't have 500 users at a customer's site so these are not huge systems. And they're usually in the same geographical area. It's not like there is a site in New York and another one in Chicago or Philadelphia.

What do I think about the scalability of the solution?

There are no issues with scaling. It's based on WebSphere Application Server so it's very easy to scale up.

How are customer service and technical support?

I've contacted tech support many times. I don't have very much good to say about it. The people in support are changing often so most of the people there aren't familiar with the product. They are always asking for the basic information about the system, even though we've worked with finance customers for many years and we know the product. We try to provide the actual error to customer support and to get an answer about it. But until they forward it to first-level support or engineering, we lose time. We are not usually satisfied with customer support.

Which solution did I use previously and why did I switch?

We used to use M-Files and we are a little familiar with Alfresco and Documentum. Generally, the biggest difference between those solutions and FileNet is the price. The others are much cheaper but most of them are less robust and less stable than FileNet. Programming and manipulating other programs to work with FileNet is easier than in Documentum, as far as I know. Each one has its own best features. It depends on the use case.

How was the initial setup?

The initial setup depends. If we're talking about a Windows-based installation, it's very easy. For other operating systems, like Linux, it's a bit complex. If we're talking about the whole P8 suite, it's very complicated. Documentation on how-to, screenshots, or step-by-step instructions are missing in all of IBM's P8 finance products.

Unlike Apple or with other vendors, where you've got to book, you can install it without any understanding of the underlying system. In finance, with P8, if you are not familiar with bits and bytes you won't end up completing the installation.

In terms of how long it takes, if we're talking about only Content Navigator and FileNet P8, a basic system, just the installation could take three to five days. And that's not talking about the implementation. It depends on the customer's site, on the operating system, on the database vendor. Sometimes the version doesn't support it. It also depends on the network. It depends on a lot of things that are not straightforward.

We have a standard implementation strategy that we use for our customers. We're usually asking for Microsoft Windows operating system and either a SQL or Oracle Database, and we are not doing any other complex installation configurations like a very sophisticated single sign-on. That's because it doesn't work very smoothly.

What was our ROI?

The ROI on the automation aspect of FileNet is a big question. I don't have specific numbers. We're dealing with between 30 and 40 customers here in Israel, and every customer is different.

Within the IBM DBA (Digital Business Automation) portfolio we use Datacap and we do see a return on investment from that. The automated document scanning and email scanning show a very good return on investment.

What other advice do I have?

If you are a small or medium-sized company, I would advise working with other programs before you put money into FileNet, even though I've worked with it for a long time. If we're talking about a large company, for the robustness, stability, performance, and the growth — that you can grow it within seconds — I would advise using FileNet, without any doubt.

The performance is dependent on the database. Issues with performance are usually associated with databases issues. And, as I mentioned, the GUI of IBM Content Navigator caused a lot of issues with performance, but it's working well with our GUI.

I would rate FileNet at eight out of ten. It's not a ten because of issues like the flexibility of the system, the ease of working with or manipulating or programming and enlarging it. It needs to be more flexible to work with, not hard-coded and not closed like it is now.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner.
PeerSpot user
Sr. Systems Engineer at a tech services company with 51-200 employees
Real User
Sep 22, 2019
Provides our clients with easy-to-configure and comprehensive compliance and governance
Pros and Cons
  • "There are a lot of valuable features, but the biggest advantage is that this system is stable; it's always online, it always works... once it's configured and running, we don't need to touch it and constantly make changes to it. It's a low-maintenance platform."
  • "There is room for improvement in the scanning solution, Datacap. It's improving all the time. But since it's more an end-user software, the end-users are constantly improving their processes, and I believe that sometimes we're not catching up with their requirements."

What is our primary use case?

All of our customers are using it to ingest, process, and retrieve their documents on a daily basis.

How has it helped my organization?

Automation is definitely the most important thing for large enterprises because they can't process many documents without it. Our clients are definitely planning to expand the use of automation. The more automation they get, the happier they are, because they don't want to spend too much time and have large overhead for processing their documents.

There are different stages of automation. For scanning, our clients use Datacap and, once everything is configured and fits their needs, they scan and process all their documents automatically. They don't need to do a lot of extra steps to get all their documents into the system.

After that, they need to search and retrieve those documents, which is also really nice in the way it is automated. There are different options. They can use Records Manager to create records automatically and keep them for, let's say, seven years or ten years and, after that, they can delete them, but not before that.

We have a customer that was using an obsolete system from 1990-something. They switched gradually, business-unit-by-business-unit, to FileNet P8 and that changed their way of handling everything. It changed the time it takes them to do their jobs and it also completely changed their end-user experience because of all the new technology and all of the automation. It completely changed their business process.

It definitely has reduced our clients' operating costs. It also saves our clients time.

FileNet has also definitely helped them with compliance and/or governance issues. That's another thing that is specific to IBM. They're the best in the business for compliance for all kinds of regulations, laws, state law, etc. They know how all that works. Out-of-the-box, it's really easy to configure according to whatever state they live in and the specific requirements they have. Everything is already in the product. They just need to select and configure it, but doing so is really easy and, once they set it up, they just use it. There are no issues there.

What is most valuable?

There are a lot of valuable features, but the biggest advantage is that this system is stable; it's always online, it always works. In addition, there are not too many changes or updates that cause issues. It's both the system and the environment around it that are stable. For large and enterprise customers, it's the best solution because, once it's configured and running, we don't need to touch it and constantly make changes to it. It's a low-maintenance platform.

While the system is stable, at the same time, the end-user interface, the Content Navigator, gets updated frequently so that it can match the requirements from the end-users. That way it provides new features and makes sure that everybody is happy.

To summarize, the back-end of the system always works and at the front-end you have an application that gives the best user experience. It's a great combination.

What needs improvement?

I would like to see support for different databases, like MySQL. I believe it's a good thing to have options. I don't think that there will be a lot of customers doing that, but nowadays people like to have options.

There is room for improvement in the scanning solution, Datacap. It's improving all the time. But since it's more an end-user software, the end-users are constantly improving their processes, and I believe that sometimes we're not catching up with their requirements.

For how long have I used the solution?

I have been working with the product for seven years.

What do I think about the stability of the solution?

The stability and usability go together. The backend and the front-end are separate but they work together. Still, we can handle them separately, from a technical point of view.

What do I think about the scalability of the solution?

The whole solution is based on IBM WebSphere, which is basically a complicated website. So all the applications are running on that IBM software and you can create a cluster, more than one server which is handling all those requests. So you can scale it up to as many servers as you need, which increases the performance significantly. Also, you have redundancy in this case. If one of the servers doesn't work, the rest of the servers automatically handle the workloads.

How are customer service and technical support?

I use IBM's technical support all the time. They're extremely responsive and very helpful. They always ask all the questions. They give us all the information upfront. If we need them to join in a call, they always do so really fast. That's been my experience for the last seven years. Every time I need help from IBM, I get it immediately.

Which solution did I use previously and why did I switch?

If a customer is using legacy software that they want to move away from, the primary reasons in the decision-making process that they decide to go with FileNet are the stability and, at the same time, a really nice end-user experience. Also, out-of-the-box, they have all the government and state requirements. The whole solution gives them everything they need.

With a lot of other solutions, you get some of the features but not all of them. So you need to compromise and probably build your own end-user experience or add something on top of it. With FileNet, you get everything you need out-of-the-box.

How was the initial setup?

The initial setup is really easy. If you're going to use all the features out-of-the-box, you just install it and it starts working. You don't need to do anything.

We have customers that have their own end-user solutions or very specific needs, and then we have to spend a little bit more time with them, but that's because they have their own software on top of it that they like to use it. That's more an issue of end-user software and not the actual FileNet system.

Our customers integrate it with other solutions. A lot of the time it's their own software that they have developed in-house. They use FileNet to connect to other platforms such as FileNet Image Services, which is the older product. But there are no issues because FileNet has an API and they just connect to the API and use it. It's well-documented, easy to use, and they don't have any issues.

What was our ROI?

I'm more of a systems engineer so I work on the technical side. I don't see the numbers.

What other advice do I have?

The biggest lesson I have learned from using this solution is that every solution is unique. In general, out-of-the-box, it can meet up to 80 or 90 percent of the requirements, but you still need to gear it a little bit differently for different customers. Every business has its own requirements.

My advice would be to make the right choice, which is IBM. It means less trouble for the customer and less trouble for the engineer installing it.

In terms of the usability of the solution, once we configure and set up everything according to the requirements our customers have, they are really happy with what they get. That's why we spend a lot of time working with them every time there is an upgrade or whenever we implement it for the first time within an organization, to make sure that every single business unit gets all it needs. The solution is used by everybody in the company and they find the solution usable.

I would rate FileNet at ten out of ten because it's great for the customers and it's great for all the engineers involved in the process. It's great for everybody.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner.
PeerSpot user
Dy General Manager (IT) at a government with 1,001-5,000 employees
Real User
Sep 8, 2019
The technology is stable but the unappealing UI makes people reluctant to use it
Pros and Cons
  • "The product is very stable."
  • "The basic and fundamental point about FileNet is that the interface is very bad. It's just not appealing so people are reluctant to use it."

What is our primary use case?

Our primary use case was to have our complete documentation digitized and provide secure access to it for all employees in our organization. Along with that, we were to develop a workflow for check-in and check-out of the documents.

We are currently using FileNet but for a limited purpose. We have just one workflow configured in it. It's only used for document scanning and retrieval.

How has it helped my organization?

FileNet has not improved any of our organization's processes or functions. Our aim in 2013/14 was the same. We wanted to have complete automation, a paperless-office scenario. But that aim has not been fulfilled. 

What needs improvement?

The basic and fundamental point about FileNet is that the interface is very bad. It's just not appealing so people are reluctant to use it. Nowadays, when you go to any web application or mobile application, the interface is very appealing and very intuitive. These aspects are not available in FileNet. People are very reluctant to use that kind of application, one which has a very plain UI.

It should also provide different APIs to interface with multiple applications. There are some connection services for SAP but we have found the extent of such connections is not usable for our needs. We want a side-by-side type of a scenario where we can open an SAP transaction on one half of a screen and on the other half we should get a document from FileNet. That functionality is not in the version we have right now.

In addition, it needs a very smooth storage and retrieval process. 

Along with that, the workflow should be very simple to configure. Currently, we are capturing most of the information in Excel and then interface Excel with FileNet. That should not be how IBM FileNet works. They should improve on how the workflows can be automated with minimum effort on the programming side.

For how long have I used the solution?

FileNet has been deployed in our environment since 2013. We started using it but we faced a lot of a problems and have not upgraded since P8 and onward.

What do I think about the stability of the solution?

The product is very stable. We don't have much of a problem as far as the stability of the technology and the product go.

How was the initial setup?

We awarded the contract to another party and they outsourced it to somebody else. So it wasn't that easy for us to implement FileNet. It took a lot of time for us to implement and install. 

The plan was that once everything would be digitized and we had a paperless-office scenario implemented, we would have high-availability, to have complete redundancy of the applications. Whenever one application would fail, another would take care of it automatically without the end-users knowing about it. But that wasn't set up properly. We then managed with Microsoft Cluster between the two nodes. That also wasn't that successful. So there were issues.

Which other solutions did I evaluate?

We are now looking at another DMS which will have a better look and feel and be easier to operate.

What other advice do I have?

We are an Indian company and the skillset available in India for FileNet is very small. We wanted to to resolve some technical issues and we faced a lot of problems from Indian tech people in supporting us. IBM needs to increase the expertise of FileNet in India wherever possible. They should open training centers or schools in India where people can get exposure to FileNet.

We have SAP ERP for our business applications. We have mail and messaging from Microsoft. We have different productivity applications developed for our own environment, for our own business and business cases. Specifically regarding RPA, we have not developed anything as of yet.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Founder at a tech services company with 201-500 employees
Real User
Aug 11, 2019
The taxonomy feature helps with compliance and ISO
Pros and Cons
  • "The document collaboration is very good. There is something called Pink Note where departments can collaborate within the document. It has a built-in viewer to see any type of document."
  • "I would like to have easier steps for setting up the application. They should have an easy one step process for the whole installation. Right now, you have to know the application well to set it up and have IT expertise."

What is our primary use case?

Predominantly, we use Case Manager in order to automate technical design review processes. We also use it in collaboration with multitenant. 

How has it helped my organization?

We are using FileNet to increase the efficiency of our collaboration and in our organization overall. It has improved the decision-making efficiency, as managers can have access and do approvals while traveling.

We use the of the lifecycle management of the document's automation features in conjunction with Content Navigator.

The solution has reduced our operating costs.

What is most valuable?

It does a 360 view of IBM and views the taxonomy on any documents. It flattens documents so you can see all the attributes of a document on one screen. The taxonomy feature helps with compliance and ISO.

The document collaboration is very good. There is something called Pink Note where departments can collaborate within the document. It has a built-in viewer to see any type of document.

The FileNet user interface is not cumbersome and pretty easy to use. It is easy to search for a document and get to the right place.

The Case Manager doesn't have a difficult process to follow.

What needs improvement?

I would like to have easier steps for setting up the application. They should have an easy one step process for the whole installation. Right now, you have to know the application well to set it up and have IT expertise. 

I would like them to have a document distribution feature, even if it is developed by a third-party, just as long as it has a seamless integration.

For how long have I used the solution?

I have been using it for almost eight years now.

What do I think about the stability of the solution?

The performance is good.

We have one administrator for maintenance. It is relatively low maintenance.

What do I think about the scalability of the solution?

The scalability is pretty good. We can scale horizontally at any one point of time, so we are able to scale pretty easily.

We have about 150 users on it. 

We have around six working machines. It has good capacity, so far.

Our design and technical departments use it for automation projects. The solution is being integrated and scaled into other departments. 

Business users are utilizing it day-to-day usage in the organization.

How are customer service and technical support?

Our organization has administrators who are well trained, so we have experienced people on our team to manage the solution. However, if we have any production issues, we do contact their IT support.

Which solution did I use previously and why did I switch?

We previously used OpenText ECM.

Previously, there was a lot of exchange of documents via email with outside parties and within the organization. This became cumbersome. We looked for a solution that to increase the efficiency of our collaboration, which is why we are using FileNet.

We also liked Case Manager and the overall architecture of FileNet. 

How was the initial setup?

It took a while to get it up and running, but it is not very complicated. It took us about a week to have all the components setup.

What about the implementation team?

There needs to be a coordination between the hardware and software teams.

What was our ROI?

Our leads completion process used to take two to three days. It now takes half a day.

What's my experience with pricing, setup cost, and licensing?

Yearly, we pay for the maintenance, which is $20,000.

What other advice do I have?

The overall package is a good product. It has good usability and scalability.

Using it has to be planned properly. It will take baby steps to roll this product out throughout your organization. Assess your users level of ability with training.

We have integrated the solution with BRP.

At the moment, we are also looking into IBM Business Automation Workflow.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
PeerSpot user
Senior Consultant at a financial services firm with 1,001-5,000 employees
Real User
Jul 2, 2019
Significantly reduced the time needed to open accounts in our system
Pros and Cons
  • "Gves us the ability to create an end-to-end [document] transaction."
  • "We brought DocuSign into our company's solution three years before. At that time there was no direct integration. We would like to pull documents out from FileNet, push them to DocuSign and, when done, retrieve them and store them back in FileNet. We wrote our own custom solution for that. It would be nice if there was some tool we could have used to do that."

What is our primary use case?

I work in the account-opening process, and we have IBM BPM, Workflow, and FileNet document repository. We use different products to generate documents. Our solution uses IBM BPM Workflow in which people fill out a questionnaire. That gives us a document that we store in FileNet. We deliver those documents either physically or via DocuSign. We get them signed to open the account.

How has it helped my organization?

It has increased productivity. And while I don't know for sure, because I am not from that group, I believe the solution has reduced operating costs. It has saved time as well. I have heard that it has reduced the time needed to open an account from 20 to 25 days down to a day.

What is most valuable?

Because the account-opening process varies on a case-by-case basis, we may have several documents generated for a particular case. We would like to put them in one client section. API-wise, it gives us the ability to create an end-to-end transaction.

What needs improvement?

Before we ask for any documents from customers, we would like to automatically see if any of them are already in our system. Are the documents signed already? We need to know before we have them sign a document that the document has already been signed. That is done manually, it's not automated.

Also, I have heard that there is already an integration with DocuSign. That was one of our needs. We brought DocuSign into our company's solution three years before. At that time there was no direct integration. We wanted to pull documents out from FileNet, push them to DocuSign and, when done, retrieve them and store them back in FileNet. We wrote our own custom solution for that. It would be nice if there was some tool we could have used to do that.

It would be helpful if I could submit a question and get a bunch of documents back. I would like to be able to query the documents that are already in the system and then we wouldn't have to worry about some of them because they're only year-old documents. If there is a document that is three years old we may have to re-ask for it from the customer. Such a rules-engine is not available.

Moreover, the questionnaire we use to generate documents is in XML and then it's coded in a scripting language. If there were rules it would be easy to configure them to pull out a specific document. The business cannot find what documents are in a given area right now.

What do I think about the stability of the solution?

Stability-wise, the solution is good. There is not much downtime. I don't see any issues with it.

What do I think about the scalability of the solution?

In terms of scalability, we started with about 100 relationship partners and now we have around close to 1,000 partners, so it's quite good.

How are customer service and technical support?

Technical support is going well. There are a few issues, but we have set up several monitors for our technical modules.

How was the initial setup?

The initial setup is a bit complex unless you know some scripting languages. It's pretty complex.

Within the solution we have several products like BPM, Oracle Service Bus, as well as a lot of custom applications. The bank has its own deployment procedure that we follow for the specific products. IBM BPM is separate and we have laid out our own process. There are a couple of automated ways of doing it, but we follow the bank procedures.

The products we are using from the IBM portfolio include FileNet, IBM Case Manager, Content Navigator is there, and Datacap. We have integrated FileNet with different bank solutions. The integration process was good.

What other advice do I have?

My advice is to set up rules in an outside programming tool. Put them in a separate configuration tool and make an API call to find a list of the documents which match. It would then show the list of the documents to the partner who is trying to open the account. Currently, sometimes they send a request and they get a bunch of documents and they say, "This isn't what I want, I want something else." Then they change the question and the region of the documents. To preview a list of the documents we have to generate the documents. The reason we cannot preview is because the rules are coded in our system instead of being externalized in a separate configuration.

We are not doing anything around automation at this time. We are just capturing the documents but we are not analyzing them. My team is looking into expanding into automation, as is the architecture team. There have been meetings with IBM recently on that.

The use of the solution within our organization is growing. A lot of business units are onboarding the solution now. We started with one and now we've got four or five business units we are supporting.

We have business users using the solution. For them, the usability is not 100 percent but it gives them some flexibility. They still have a problem: they may open an account for a customer but there are five different types of accounts. They have to ask for specific documents each time but they don't want to send the same document to the customer for five different accounts. There is some intelligence we cannot apply at the moment, such as finding which documents are already in the system and that we don't want to send to the client to fill out again. It is manual work as of now. The relationship manager will look into all the documents and say, "Okay, I already have this document from the client in the past couple of months so I won't send it again." Primarily, when we generate documents we don't apply intelligence to validate which documents we have. We don't analyze the data in the system; we keep generating documents.

I would rate FileNet at nine out of ten. All the capabilities I needed in setting up documents or applying security, using content and filters, met the requirements that we had for the solution.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
System Analyst at a comms service provider with 10,001+ employees
Real User
Jul 2, 2019
We can move things from paper to digital, making things searchable and easy to access
Pros and Cons
  • "The usability is really good. Our business users are pleased with it. They seem to get what they are looking for, and it's very efficient."
  • "During the initial setup, all the details and different technical things that we were trying to figure out became complex."

What is our primary use case?

As a developer, I am usually supporting this solution. I do things to automate it and make it work for our clients.

How has it helped my organization?

We are using automation with cell towers. They are putting all the different information about different cell towers into FileNet, so they can search to know where the different cell towers are. Cell towers are still always evolving, even with 5G. This project has paid for itself, as it would take a lot of manpower in order to find out this information and search for it quickly.

We have increased the productivity of accounts payable. Instead of processing invoices manually, which are coming from vendors, we can now process them digitally. We can index and organize them, then refer to them later, paying things on time.

It does help with compliance and governance issues. We are able to look for things quickly to get back to court cases.

We can often refer to the system to help us to make decisions. We are also able to get the information quickly.

The solution helps improve business process and case management in our organization.

What is most valuable?

We can move things from paper to digital, making things searchable and easy to access.

The usability is really good. Our business users are pleased with it. They seem to get what they are looking for, and it's very efficient.

What needs improvement?

We have had different problems and IBM has resolved those different problems.

What do I think about the stability of the solution?

The stability is getting better. It had a few issues for a while. Our old solution had problems at the beginning and those issues got better, then we move to a new solution. While the new one still has problems, they are getting better.

What do I think about the scalability of the solution?

It's absolutely scalable. It is scalability as far as the servers and systems. The physical systems can scale by being able to attach and hook into different automation that we create and when we link things together.

How are customer service and technical support?

The technical support is very good. IBM has support which goes around the world, which is pretty good. They have a ticketing system that we are able to use to get support from when we need it.

IBM Services is where we get help. We have a good connection with IBM.

Which solution did I use previously and why did I switch?

We switched from FileNet IS to FileNet P8.

We are always continuing to move forward. IBM continually offers new products on their roadmap, then we follow along with that roadmap, what is supported and what won't be supported. 

How was the initial setup?

The initial setup was straightforward as to what we were trying to do. However, all the details and different technical things that we were trying to figure out became complex. 

What about the implementation team?

We deployed it in-house.

What was our ROI?

The solution saves time and money. It helps us to be able to accomplish the goals of our business, as opposed to being tangled in the weeds of what we could do. This solution takes cares of for us.

It reduces operating costs, probably in the millions of dollars.

What other advice do I have?

Try it because it works. There are many alternative solutions, but this one has worked well for us. It has been scalable, and there have been different automation that we have been able to surround it with that have helped us to make it even closer knit to the clients' business needs.

It is very integratable, which is good. We have a lot of different integrations that goes on with it. It allows for a lot of hooks into it, so we can use code. There are also different components which are available with it, even out-of-the-box.

It is advanced and further along than other products.

There are always different ways to do something. Sometimes automation and technology will help resolve these more than we think.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free IBM FileNet Report and get advice and tips from experienced pros sharing their opinions.
Updated: January 2026
Buyer's Guide
Download our free IBM FileNet Report and get advice and tips from experienced pros sharing their opinions.