Item: Penelope
Rating: 7
Author: Paul Salemi

Use Cases and Deployment Scope

It’s used by the company for case notes, financial tracking and contact information.

Pros and Cons

30-day notifications
Storing information
Creating reports

Allow for “.” in attachment file names
Allow user to delete workflows
Allow for a group of documents to be attached at the same time versus only to be able to attach a single document at a time.

Most Important Features

Tracking clients' notes
The funding
Attached documents

Return on Investment

Helps meet our goals
Easily accessible
Serve clients with accurate information regarding their cases

Key Insights

Do you think Penelope delivers good value for the price?

Yes

Are you happy with Penelope's feature set?

Yes

Did Penelope live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Penelope go as expected?

I wasn't involved with the implementation phase

Would you buy Penelope again?

Yes

I think for tracking clients' progress and funding authorization, [Penelope by Social Solutions] works as well as it is designed to. I do get frustrated when I have to attach multiple documents and can do it only one at a time. As well as having to delete the period or substitute it in the documents’ titles.

Penelope Promise

Overall Satisfaction with Penelope by Social Solutions