What is our primary use case?
We use the solution for e-mails and scan-related workflows integrated within a project.
Every email and scanned document will be automatically linked to one of my customers and related projects. Everything is stored where it should be so my team stops wasting time looking for emails or information.
I can create tasks linked to a document so that every time a document or email generates a task I can easily find the document when the task pops up as a reminder.
Ketl acts as a smart centralized hub for customer information and daily tasks or workflows. Plus the UX is super simple. Like Google, it is just nice to use.
How has it helped my organization?
Our email and document-related workflows are now automated and linked automatically to a project/customer. It's much easier to stay organized.
Before, we would always forget to save an email or a document in the right place, meaning the information was always partial. Whenever someone was on vacation or absent, taking over was always complicated. No one would know exactly what remained to be done, what had been sent to the customer, etc. Now we know at all times that our information is totally structured and transparent with no effort at all.
What is most valuable?
The solution has AI that can suggest where documents and emails should go.
No one likes to keep things in order. It takes too much time and the added value seems low because of that. However, when it's a no-brainer and automatic, suddenly I can concentrate on my added value and let the system organize itself.
My team is more efficient. I can keep track of tasks to make sure we do not forget anything and whenever someone is missing I can simply open a customer page and know that all the information I need will be there. We now work as one coordinated team and no longer are siloed.
What needs improvement?
The solution is adding billing and timesheets (coming soon). Ketl knows that integrating timesheeting and invoicing would add to the whole centralized hub system. Since Ketl is aware of user activities on documents (Office, PDFs, emails, etc.), it can suggest timesheets for each user to be later confirmed.
This will save hours of time and add to our billing since we will forget less of our billable time. We estimate 5% to 10% of our billable hours are lost during the year since we forget to note a small task. With automated timesheeting, billing will be less burdensome and more effective.
For how long have I used the solution?
I've used the solution for two years.
What do I think about the stability of the solution?
It's a young and recent solution so we've had a few bugs when we started last year. That said, it's been rock solid for a while now.
What do I think about the scalability of the solution?
It's a cloud-based web app that seems very scalable and easy to use.
How are customer service and support?
Support is always available to fix any issue within the hour. We haven't called them very often lately, however.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We were not using any particular tool for information management or document management, just the old traditional folders.
How was the initial setup?
The initial setup was super easy. In a few clicks, we were ready to go.
What about the implementation team?
A vendor team came in for a few hours for training and minor setup points.
What was our ROI?
So far we have seen an ROI of between 600%-700%, which is ludicrous.
What's my experience with pricing, setup cost, and licensing?
Ketl is very low effort and costs little to implement. It's how they differentiate themselves from other solutions. The idea is not to make it complicated. In a single day, we were up and running, with AI helping a lot in setting up the system appropriately to our needs.
Which other solutions did I evaluate?
We looked into different options, notably M-Files and Odoo, however, those were too complicated to implement. Of course, licenses were not that expensive, That said, when you look at the actual time and services required from consultants for these to work properly, it would have been way too expensive for a medium-sized structure like us.
What other advice do I have?
It's been great working with Ketl so far and I would recommend it to anyone looking for a simple and good-looking app to manage company information.
Which deployment model are you using for this solution?
Public Cloud
