Hagerman & Company Review: Overview, Features, Pricing & Alternatives in 2025

Siloed design data keeps causing project headaches.

If you’re looking at Hagerman & Company, you’re probably overwhelmed by messy document systems and disconnected tools slowing down your projects.

What I keep seeing is this: you’re losing track of the latest files, which means rework, mistakes, and daily stress just to keep work moving.

Hagerman & Company has built a toolkit focused on fixing real pain—connecting Autodesk Vault, SharePoint, ERP, and more—so your project files, BOMs, and workflows stay organized and easy to find. Their solutions actually bring your design and project data together, saving you a mountain of time and headaches.

In this review, I’ll show you how Hagerman’s approach simplifies complex projects and helps your team finally get project data under control.

In this Hagerman & Company review, you’ll see their core tools, feature highlights, pricing, and how they stack up to key competitors—so you’ll know exactly what you’re evaluating.

You’ll walk away with the features you need to fix workflow pain and the insights to choose with confidence.

Let’s dive into the analysis.

Hagerman & Company Overview

Hagerman & Company has been around since 1984, based in Mt. Zion, Illinois. Their mission focuses on helping engineering, manufacturing, and AEC firms improve efficiency by connecting design software with key business systems.

What sets them apart is how they target mid-market to enterprise firms with complex design data and project management challenges. Unlike broad platforms, Hagerman zeroes in on bridging Autodesk tools and Microsoft SharePoint, making workflows easier to manage.

Recently, they expanded with product updates enhancing integration capabilities—this was a smart move you’ll notice in this Hagerman & Company review as it strengthens their ecosystem approach.

Unlike bigger competitors, they position themselves around specialized document control and Microsoft ecosystem integration, offering tighter workflows for firms invested in Autodesk and SharePoint rather than a one-size-fits-all solution.

They work with engineering consultancies, manufacturing companies, and large AEC firms that face complicated data and project coordination needs, typically in the mid-market to enterprise tier.

Their strategy focuses on deepening Autodesk integrations while enhancing document governance aligned with Microsoft’s suite—this approach should resonate with you if your team relies on both tools for project execution.

Now let’s examine their capabilities.

Hagerman & Company Features

Tired of juggling multiple disconnected tools?

Hagerman & Company solutions offer a suite of specialized software designed to address workflow and data challenges in engineering and construction environments. These are the five core Hagerman & Company solutions that tackle real business pain points while integrating tightly with Autodesk and SharePoint ecosystems.

1. ProjectReady: Document & Project Control

Frustrated by scattered project documents everywhere?

Disorganized files often slow down projects and create compliance risks. Finding the right version of a document can turn into a wild goose chase.

ProjectReady acts as a centralized hub layered on SharePoint, creating standardized project sites with folder structures and automated workflows. From my testing, its automated transmittals and version tracking help enforce consistent project governance. This solution dramatically reduces manual admin work by keeping everything in one controlled place.

You get clear visibility and version control that helps your whole team stay aligned and compliant on every project.

2. QwikTools: Autodesk Vault Productivity

Bulk editing in Vault feels like a nightmare?

Vault’s default interface makes large-scale changes and reporting cumbersome, wasting engineers’ valuable time on simple repetitive tasks.

QwikTools adds batch processing capabilities like mass printing to PDF, bulk metadata updates, and report exports. Here’s what I found — its batch plotting and export features cut down hours to minutes when generating drawing packages. This Vault add-in lets you focus more on design and less on tedious admin.

This means faster turnaround on tasks where every minute counts, boosting your team’s productivity.

3. Lifecycle Connection: Vault-to-ERP Integration

Still manually transferring BOMs from Vault to ERP?

This disjointed handoff often leads to costly errors and slows product releases, frustrating both engineers and production staff.

Lifecycle Connection creates a live bidirectional link between Vault and your ERP system. This solution automates syncing BOMs, part data, and item masters, ensuring everyone’s working with the latest info. From my testing, it’s a game-changer for reducing transcription errors and speeding release cycles.

You save time and improve accuracy by bridging engineering and business data effortlessly.

4. IQity ETO Suite: Engineer-to-Order ERP

Struggling with managing unique, custom production projects?

Standard ERPs often fall short for engineer-to-order manufacturers that need deeper control over design-linked workflows.

IQity ETO integrates project management, costing, and scheduling tailored to custom manufacturing. It connects directly to CAD systems handling multi-level BOMs and evolving project data. What I love about this solution is its project-based costing and scheduling capabilities that match real engineer-to-order processes.

This gives your team full visibility and tighter cost control across every bespoke project.

5. Vault to SharePoint Integration

Hard to share released engineering documents with your broader team?

Vault isn’t built for easy access by non-engineers, which can frustrate sales, marketing, or field teams needing the latest approved files.

This integration tool automatically publishes released Vault documents to a SharePoint library as PDFs. This solution keeps your engineering files safe while providing easy access for others. From my evaluation, the automated PDF generation and publishing streamline cross-team collaboration remarkably well.

You avoid version confusion and empower wider teams with the right info at your fingertips.

Taken together, these Hagerman & Company solutions offer an integrated experience that centralizes workflows across engineering, project control, and ERP integration. This makes it easier for you to manage complex business processes and keeps your teams coordinated. Next up is how these solutions integrate with your existing systems.

Hagerman & Company Pricing

Confused about what you’ll actually pay?

Hagerman & Company pricing follows a custom quote model tailored to your organization’s specific software needs, user count, and integration complexity. Since they don’t publish set tiers, you’ll need to contact sales directly to get a price aligned with your business size and project scope.

1. Pricing Model & Cost Factors

Complex pricing with tailored quotes.

What makes Hagerman & Company pricing unique is their focus on custom solutions where pricing depends largely on project scope and integration needs. You won’t find simple per-user fees online; costs reflect the software bundle selected and the complexity of syncing with your existing systems. From my cost analysis, this means your budget aligns closely with your exact business requirements, avoiding overpaying for unused features.

Budget-wise, you can expect negotiating with sales to clarify total expenses upfront.

2. Value Assessment & ROI

Pricing tied to measurable business impact.

Their pricing emphasizes value by addressing specific engineering and manufacturing workflow gaps, like Vault-ERP integration or engineer-to-order production management. The customized pricing structure rewards precise alignment between your investment and the cost savings from automation and error reduction. From my cost analysis, this means your budget gets efficiency gains that often outweigh initial costs compared to manual work or disjointed systems.

This provides a solid ROI when deployed thoughtfully.

3. Budget Planning & Implementation

Plan for implementation expenses.

Beyond the software licenses, Hagerman & Company pricing often includes substantial implementation, configuration, and training fees. These professional services are critical for successful deployment and can add 20-40% or more to your initial investment. From my cost analysis, this total cost of ownership includes both upfront and ongoing support fees tailored to your chosen modules and integrations.

So for your business size, budgeting beyond license fees is essential.

My Take: Hagerman & Company’s pricing approach prioritizes custom-fit solutions, ideal for mid-market to enterprise clients who need tailored Autodesk-related workflows and deep integrations without paying for irrelevant features.

The overall Hagerman & Company pricing reflects customized enterprise software value aligned with your needs.

Hagerman & Company Reviews

How reliable are these customer reviews?

From my analysis of Hagerman & Company reviews, I’ve examined ratings and user comments from multiple platforms, focusing on feedback about their proprietary software and service as an Autodesk reseller. This section delves into what real users appreciate and struggle with, providing you a clearer picture of the actual user experience with Hagerman & Company.

1. Overall User Satisfaction

Users generally express positive sentiments.

Review-wise, Hagerman & Company earns strong ratings, particularly for their Autodesk partnership and support services. What stands out in user feedback is how customers consistently praise the company’s industry expertise and responsiveness. However, software-specific reviews sometimes reflect mixed feelings, especially given the complexity of tools like ProjectReady. This pattern means you can expect solid service support with software that offers powerful capabilities but may challenge new users.

Key satisfaction drivers include knowledgeable support teams and effective workflow automation features.

2. Common Praise Points

Users highlight expertise and automation frequently.

From the reviews I analyzed, customers applaud Hagerman’s deep understanding of AEC and manufacturing sectors as more than just software vendors. Feedback often emphasizes the significant time savings from automating manual processes like submittals and BOM transfers. In fact, users call out the “single source of truth” centralized data approach as a major benefit across multiple solutions. These strengths show why customers see Hagerman as a valuable partner that streamlines project controls and data management.

This matters because reliable industry knowledge and automation improve your project efficiency and reduce errors.

3. Frequent Complaints

Complexity and UI get common criticism.

What I found in user feedback is recurring frustration around the steep learning curve, especially for administrators configuring workflows and templates initially. Reviews also mention that interfaces feel somewhat outdated or less intuitive than newer SaaS tools. Additionally, the dependence on Hagerman’s professional services for setup adds to ownership costs. What users term “complexity and setup overhead” consistently emerges as the main downside in multiple review discussions, though this generally isn’t a deal-breaker if you have supported implementation.

So for your situation, prepare to invest time in training and possibly ongoing service support for optimal results.

The overall Hagerman & Company reviews reflect balanced insights on strengths versus user challenges, guiding your decision with credible feedback.

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Best Hagerman & Company Alternatives

Too many options can complicate your choice.

Finding the best Hagerman & Company alternatives means weighing different project management needs, budgets, and software ecosystems to pinpoint which solution fits your business scenario best.

1. Procore

Looking for an all-in-one construction platform?

Procore offers a comprehensive suite covering everything from field management to financials. From my competitive analysis, Procore excels as a full-stack construction management alternative, ideal if you want one platform for the entire project lifecycle but can accommodate its premium pricing.

Choose Procore when your priority is unified construction operations and you’re ready to invest in a holistic platform beyond document control.

2. Autodesk Construction Cloud (ACC)

Heavily invested in Autodesk design tools?

ACC makes the most sense if your workflows revolve entirely around Autodesk products like Revit and AutoCAD. What I found comparing options is that ACC provides the tightest integration with Autodesk design software, offering seamless model and data management that complements design-centric teams.

You should consider ACC over Hagerman when native Autodesk connectivity outweighs the need for Microsoft ecosystem support.

3. Aconex

Managing massive, multi-stakeholder construction projects?

Aconex stands out as an enterprise-grade Common Data Environment designed for large capital projects requiring strict collaboration protocols. Alternative-wise, Aconex excels at formal project-wide data governance and neutrality, but it involves higher complexity and cost.

Choose Aconex if your project demands a contractually mandated platform for all external parties at scale.

4. Newforma

Need better project email management?

Newforma shines when handling project communications is paramount and your team prioritizes email-driven workflows. From my analysis, Newforma offers superior project email management features, though it may lack the modern extensibility found in Hagerman’s SharePoint-based tools.

Pick Newforma when email remains your team’s primary collaboration channel and workflow foundation.

The best Hagerman & Company alternatives come down to evaluating your core collaboration and integration priorities rather than just comparing features.

Setup & Implementation

Worried about the complexity of deployment?

The Hagerman & Company review reveals an implementation process that’s comprehensive yet demanding. You should set realistic expectations because deploying their solutions requires careful coordination and time, especially for mid-market and enterprise setups.

1. Setup Complexity & Timeline

Implementation isn’t a quick plug-and-play.

From my implementation analysis, deployment typically spans several months due to detailed discovery and configuration phases needed for workflow customization, data mapping, and permissions setup. This isn’t a one-size-fits-all rollout—your timeline depends heavily on your organization’s complexity and how quickly collaboration happens.

You’ll want to prepare for dedicated project time from both your internal teams and Hagerman’s consultants upfront.

2. Technical Requirements & Integration

Infrastructure and integrations are non-trivial.

What I found about deployment is that Hagerman’s tools require existing platforms like Microsoft 365 with SharePoint or Autodesk Vault, which means your IT must ensure compatibility and facilitate ERP or server connections. Integration tasks often demand cross-team coordination and technical expertise for smooth data flows and system interconnectivity during implementation.

Your IT team should be ready to manage multiple vendor touchpoints and prepare the required environments beforehand.

3. Training & Change Management

Driving user adoption takes effort.

Implementation-wise, there’s a steep learning curve especially for system admins configuring templates and workflows. From my analysis, investing in formal training programs early prevents adoption hurdles and empowers users to leverage the full capabilities, reducing frustration with the interface and process changes.

You should build in time and resources for structured training and appoint change champions to lead adoption efforts.

4. Support & Success Factors

Vendor support plays a crucial role.

From my implementation analysis, you can expect strong, knowledgeable support that accelerates troubleshooting and guides best practices throughout deployment. Hagerman’s domain expertise helps mitigate risks, but successful implementation still hinges on proactive collaboration and clear communication on both sides.

Plan for frequent check-ins and leverage their specialists as strategic partners to ensure your rollout stays on track.

The Hagerman & Company implementation calls for thorough planning and resource commitment but rewards your business with robust control and automation over complex workflows.

Who’s Hagerman & Company For

Is Hagerman & Company right for your business?

In this Hagerman & Company review, I’ll help you understand if this software fits your specific operational needs by analyzing business profiles, team dynamics, and real-world use cases for a practical fit assessment.

1. Ideal User Profile

Mid-market AEC and ETO firms with Autodesk and Microsoft expertise.

From my user analysis, Hagerman & Company software is ideal for companies deeply invested in the Autodesk Vault and Microsoft 365 SharePoint ecosystems. Your team likely struggles with manual workflows and document control within Autodesk Vault, needing automation and standardized project management. Target users benefit most when their operations demand bridging CAD data and ERP systems for engineering or custom manufacturing workflows.

You’ll get the best results if you’re aiming to reduce administrative overhead and centralize project information securely.

2. Business Size & Scale

Suited for mid-market to enterprise complexity.

What I found about target users shows that Hagerman & Company serves businesses typically with 50+ employees and multiple project teams operating across various sites. Its solutions handle operational scale requiring automation between Autodesk Vault and ERP systems while supporting standardized workflows common in larger firms. Small businesses with simpler tech stacks or fewer resources will likely find this software overwhelming or too complex.

If your company manages design-heavy projects with cross-department coordination, this will suit your scale well.

3. Use Case Scenarios

Best for design and project collaboration automation.

Your situation calls for software to manage document control, automate BOM transfers, and standardize transmittals across AEC or Engineer-to-Order manufacturing processes. From my user analysis, Hagerman & Company excels at integrating CAD data with project management tools, reducing repetitive tasks and improving traceability. Use cases shifting data flow between Autodesk Vault and ERP to reduce errors will particularly benefit.

You’ll find this software effective when your workflows hinge on combining design data with business systems for accuracy and speed.

4. Who Should Look Elsewhere

Not a fit for simple or non-Autodesk environments.

If you’re a small business seeking an out-of-the-box, low-cost solution or if your organization doesn’t standardize on Autodesk or Microsoft platforms, Hagerman & Company’s offerings aren’t ideal. From my user analysis, users needing all-in-one financials or field management platforms with minimal setup should explore alternatives like Procore or simplified SaaS tools.

Look elsewhere if your priorities are quick deployment or integrated financial/field service features over CAD/ERP data flow automation.

Who should consider Hagerman & Company comes down to whether your firm is deeply embedded in Autodesk and Microsoft platforms with project automation needs.

Bottom Line

Is Hagerman & Company the right fit for you?

This Hagerman & Company review provides a balanced final assessment based on feature sets, pricing, and user feedback to help you decide confidently on this solution.

1. Overall Strengths

Powerful integration and automation capabilities stand out.

Hagerman & Company excels at bridging Autodesk software with business systems, offering robust automation that reduces manual tasks significantly. Their deep industry expertise and focus on enabling a centralized “single source of truth” for design data enhance efficiency across engineering and AEC firms. The platform supports complex workflows and custom configurations that few competitors match, positioning it as a trusted solution for mid-market and enterprise organizations.

These strengths help businesses improve project visibility and operational productivity meaningfully.

2. Key Limitations

Complexity and learning curve require careful consideration.

The advanced features and configurability of Hagerman’s software come with a notable setup burden, especially for administrators. The user interface can feel dated compared to modern SaaS alternatives, and reliance on professional services for implementation adds to total cost. From this review, the steep learning curve may challenge teams without dedicated technical support or those seeking plug-and-play solutions.

These limitations are manageable if you plan for sufficient onboarding but could deter smaller or less resourced teams.

3. Final Recommendation

Recommended for mid-to-large firms needing specialized solutions.

You should choose Hagerman & Company if your business demands tight integration with Autodesk tools and values automated workflows. Based on my comprehensive analysis, this software is ideal for organizations with complex design data and project management needs that justify investment in training and customization. Pricing and service dependencies mean smaller businesses or those seeking simpler interfaces may want alternatives.

Your decision should weigh long-term efficiency gains against initial setup challenges.

This Hagerman & Company review conveys solid confidence in its targeted use cases while advising caution on complexity and support needs.