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Patrina ERM

Patrina ERM

Overview

What is Patrina ERM?

Patrina ERM is an Enterprise Records Management (ERM) system offered by Patrina Corporation. According to the vendor, this solution is designed to meet the recordkeeping needs of businesses of all sizes, and is utilized by professionals and industries such as Financial Services, Legal Services, Healthcare,...

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Recent Reviews

TrustRadius Insights

Users have found that Patrina ERM is a reliable software solution for companies, particularly in highly regulated industries such as …
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Pricing

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Basic

$250

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Patrina ERM?

Patrina ERM is an Enterprise Records Management (ERM) system offered by Patrina Corporation. According to the vendor, this solution is designed to meet the recordkeeping needs of businesses of all sizes, and is utilized by professionals and industries such as Financial Services, Legal Services, Healthcare, Government, and Insurance. Patrina ERM aims to help businesses consolidate and preserve critical electronic records, ensuring compliance with regulatory requirements and internal stakeholders.

Key Features

Compliant Record Archiving: According to the vendor, Patrina ERM provides a secure and globally accessible platform for consolidating and preserving critical electronic records. The system is said to assist businesses in complying with recordkeeping requirements from regulatory agencies and internal shareholders. Records can be captured, preserved, and consolidated into a secure and accessible archive. The vendor claims that legacy data can be preserved, potentially saving time and operational resources while reducing regulatory risk.

Compliant Message Archiving: Patrina ERM allows for the archiving of electronic messages, aiming to ensure compliance with recordkeeping obligations. Messages can be securely stored and easily retrieved when needed, helping businesses manage all records across organizations more efficiently through a unified archive. The vendor suggests that multiple data sources can be combined into a consolidated view, providing a comprehensive record of communications.

Text Message Archiving Solutions: Patrina ERM offers solutions for archiving text messages, including the Myrepchat Text Message Archiving Solutions. Text messages can supposedly be securely archived and accessed anytime, anywhere through secure online access. The platform is said to provide powerful search analytics for quick access to the information needed. The vendor claims that businesses can gain control over text message records with secure access controls to ensure information is only available to authorized users.

Compliant Data Archiving & Capture Solution: According to the vendor, Patrina ERM provides a compliant data archiving and capture solution. Files are stored on Write Once Read Many (WORM) media, aiming to ensure compliance with regulations such as SEC 17 a-4 and 17 CFR 1.31. The system aims to help businesses unify records by combining multiple data sources into a consolidated view. The vendor suggests that businesses can potentially reduce expenses on storage, software licensing, hardware, and overall data center costs.

Patrina ERM Features

  • Supported: Archiving & Retention
  • Supported: Compliance Tracking
  • Supported: Document Classification
  • Supported: Electronic Signature
  • Supported: File Conversion
  • Supported: Offline Access
  • Supported: Optical Character Recognition
  • Supported: Search/Filter
  • Supported: Version Control

Patrina ERM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found that Patrina ERM is a reliable software solution for companies, particularly in highly regulated industries such as health records management. Many customers in financial firms highly recommend this software as it effectively addresses record management and data security needs in compliance with regulations like HIPAA. The software's robust features and functionality allow users to create endless options for creating queries, making it a versatile tool for data analysis and retrieval. This flexibility enables users to tailor their searches to meet specific requirements and extract the necessary information efficiently. Additionally, customers appreciate the excellent customer service and technical support provided by the Patrina ERM team, ensuring a positive user experience throughout their interaction with the product.

Data Integration: Several users have found the data integration feature of Patrina ERM to be highly beneficial. They have praised its ability to seamlessly integrate with other software tools, such as Microsoft Dynamics, which has greatly improved their workflow efficiency and data management capabilities.

Time-saving and Invaluable for Regulatory Inquiries: Users have expressed that Patrina ERM is unparalleled in terms of saving time and being invaluable for regulatory inquiries. They believe that no other product can compete with Patrina's effectiveness in streamlining processes and providing comprehensive solutions for compliance requirements. This sentiment is particularly strong from a user who has been in the industry for 35 years and has extensive experience with various products.

Ease of Use and Customization: Users have commended the ease of use of Patrina ERM, stating that it is intuitive and easy to navigate. They appreciate the ability to create customized reports tailored to their specific needs, allowing them to extract relevant information efficiently. This flexibility in customization options enhances their overall experience using the software.

Outdated Interface: Some users have expressed dissatisfaction with the interface experience of Patrina ERM, stating that they found the design to be outdated. They believe that a more modern and visually appealing interface would enhance usability and overall user experience.

Poor Color Scheme: Several reviewers have mentioned that the color scheme used in Patrina ERM makes everything blend together, which could potentially hinder usability. They feel that a better choice of colors or improved contrast would greatly improve navigation and readability within the software.

Issues with Organization/Labeling System: A few users have pointed out potential issues with the organization or labeling system in Patrina ERM. Specifically, they mention that if a report is not used frequently, it can become difficult to remember the name of the query. This suggests that there might be room for improvement in terms of organizing and labeling features within the software to enhance user efficiency.

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