Name: Patrina ERM
Price: 250 USD
Author: Patrina

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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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.


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.

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.

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Patrina ERM

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Patrina

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Patrina ERM

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What is Patrina ERM?