Ideagen Risk Management vs. OpenText Dimensions CM

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.

Serena CM is well suited to highly controlled, audited, and process driven environments. It will allow strict segregation of duties, and change traceability. If implemented correctly it will help you quickly build trusts with your auditors. It is also well suited to environments that require constant branching and merging. Due to the complexity of the product and learning curve for your development and operations team it may be overkill in a small shop with loose rules

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• 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.

• Code Promotion: Dimensions CM allows supervisors to control changes to code, in that they delegate requests to developers, and act as a gatekeeper prior to promoting to the next environment. This functionality is configurable so you can set up a workflow that best fits the structure and requirements of your own company.
• Code Repository for changes and versioning: Code can be checked out by item or by synchronizing folders. Code revisions can be compared against other revisions or work files. Item histories show which developers made which modifications, and which supervisor and operations personnel were involved in assigning the request and promoting the code to each environment. Additionally a pedigree will show a stream diagram which graphically displays branches and merges.
• Deployment: Serena Change Management offers help automating deployment including integrations with SVN and Jenkins. Its newer versions also have a powerful graphical deployment automation tool (Serena Deployment Automation- SDA). It comes with a certain amount of licenses built-in. If you have a many nodes to deploy to there will be separate licensing costs for that.

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• 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.

• The only major negative that I have encountered with Serena CM product is that the very power and flexibility of the tool means there is a risk that you will make a mess of things. In other words it gives you plenty of rope to tangle yourself with. I recommend careful, well thought out deployments implementing the built in roles and workflows that can be turned on and configured, using a consistent methodology.
• My experience with the Serena help desk support has not been impressive. Though reasonably polite and diligent, the technicians were well trained, and often gave bad advise and terrible scripts. On several occasions I had to rewrite scripts they have me; if I had run them as provided they would have caused even more difficulties than the problem I was trying to solve. I speak of the support in the past tense because I conditioned myself not to call them, it was usually just easier to solve nay problems my self. They do have a good account management team though, and for any major issues you can go thru them.

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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.

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

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.

Serena CM is superior to Microsoft Team Foundation Server (TFS) in overall functionality, but does not have very good native integration with Microsoft. Therefore in a Microsoft centric shop with no audit needs ,TFS would be better. Otherwise I would choose Serena CM

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• 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.

• Serena has facilitated our annual completion of various audit and technology control certifications. These certifications make a huge difference to our company's reputation and bottom line.
• There has been no negative impact on our company.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info