Ideagen Risk Management vs. Microsoft 365

Pentana is great for monitoring PIs and risks. We find it less helpful for monitoring projects (with the Actions module); it isn't quite flexible enough for our needs, though the support team have been very helpful in adding custom fields for us.

Office everyday things since time immemorial. It's hard for Google Suite or any other to compete with Microsoft. They have everything, and it all works great, with incredible tools and capabilities. The new integrations work seamlessly most of the time, such as embedding a Power BI in a PPT. Expecting too much AI, like note taking, or LLM-based PPT, is not available in my tier at least, so depending on the budget, you won't get all you may expect from an AI leader. For diagramming and process maps, you're better off with other tools like those above.

Incentivized

• Pentana is excellent for monitoring, recording and reporting on PIs. Very easy to use the PI module.
• Pentana is excellent for monitoring risks at various levels (service, strategic etc.). Risks are displayed very clearly in a tree structure and the module is relatively easy to use.

• It allows us to keep our email organized. I like the fact that I can create folders in Outlook, and they replicate on my mail server.
• Excellent for drafting and saving those documents as PDFs without needing PDF editing software.
• Spreadsheets - what more is there to say?

• Pentana could improve the free Documents module that comes with Pentana Risk. At the moment documents have to be linked to an action in order to display query results (such as how many documents are due for review) - this can be confusing for users who don't understand why there is an action linked. There is also no easy way for users to see the documents that are assigned to them.
• We would like to use the Actions module fully in order to monitor our corporate projects, but it a bit confusing for users and not very flexible when a project doesn't mirror Pentana's way of monitoring actions.

• Microsoft 365 really needs to work on protection part. In complex environment it is not reliable as compared to its competitors like Proofpoint. There are many instances where it fails to perform effectively.
• In SharePoint Online the versioning feature of the document needs to be improved by Microsoft. Sometimes when we have to roll back to the previous version it does not work as expected.
• In Teams messaging and app permission policies can be improved. There are some settings where we have to add a lot of things manually.

There are many features of Office that we cannot replicate in any other tool. Plus people know it already. It's not going away anytime soon.

Incentivized

Some modules are more user-friendly than others. It's sometimes not obvious where to click to update the fields (or even that field titles can be clicked on). We have written 'Howdys' to help users. There can also seem to be a lot of steps/clicks to updating risks and actions. The Reports module on Pentana classic is certainly not user-friendly, particularly the Report Layout and Charts modules - we were told these would be integrated into the web version but this hasn't happened yet.

It works mostly, but sometimes it doesn't. And, as previously stated, when you have outages I have to scramble and let people know that your systems are down, and take calls from C-levels asking "well why is Microsoft having an outage??????" That is undue stress on me, but since I don't decide these things, I just have to roll over and spread 'em.

Incentivized

The support team are excellent and always answer queries promptly. They are very helpful.

Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.

Incentivized

Everything works and I use it all the time.

Incentivized

We selected Pentana because our neighbouring authorities are users and had spoken highly of the product and given us demonstrations; some of our staff were also familiar with Pentana when it was called Covalent. It seemed to be the best product on the market for monitoring risks, PIs and projects.

Its very user-friendly, collaborative and efficient that boosts productivity using cloud tools. their security is strong and it provides data protection. There are regular updates that shields us from attackers too. It offers a wealth of learning resources, including tutorials, help articles and video guide to help users make the most of the application and personally upgrade their skills.

• Pentana Risk has allowed my team to focus on other areas of work whereas before we would be manually chasing for updates on PIs and risk. Pentana Risk does the chasing for us!
• We are able to produce reports for audit purposes very easily, rather than sending spreadsheets which is what we used to do.
• New managers can easily inherit risks, projects and PIs and see all of this on a custom portal, saving them time when they start.

• It has helped keep the high-energy culture my company has since it allows easy communication and calls.
• Positively impacts responses from clients, since we can see how many times they have been contacted. (the more someone is contacted, the less likely they are to respond. Microsoft helps make sure we all know who and who not to contact)
• positively impacts my ability to focus, since you can mute notifications. Since I look at my computer all day, it is helpful to lock in and not get distracted by the many emails I receive a day. You can also change preferences, so emails with high urgency are still seen.