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Bonterra Penelope
Description de Bonterra Penelope
Penelope est une plateforme logicielle de gestion de cas basée sur le cloud, conçue pour les organisations de services sociaux comptant au moins 15 utilisateurs.
Bénéficiez d'une source unique de vérité et libérez votre organisation de plusieurs silos de données et systèmes obsolètes, grâce à une solution configurable conçue pour les organisations offrant plusieurs services.
Penelope comprend des options de collecte de données, de flux de travail et de reporting flexibles, tandis que le portail client mobile, ClientConnect, contribue à améliorer l'expérience client.
Qui utilise Bonterra Penelope ?
Pour les organismes à but non lucratif et de services sociaux, de taille moyenne à grande et proposant plusieurs services, ayant besoin d'un logiciel sécurisé basé sur le cloud qui soit flexible, configurable et qui aide à améliorer l'engagement et les résultats des clients.
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I like this program!!
Commentaires :
At first it was daunting as there is SO much information but once we figured it out I love it!
I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.
Avantages :
Being able to read my staff input by generating a report whenever I need it. Being able to pull reports to the tableau so I can see my numbers just like that.
Inconvénients :
Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.
Alternatives envisagées précédemment :
EXcellent system for client files and caseload management
Commentaires : We love Penelope for report writing and for documenting outputs for different projects including quality assurance reviews - we know that we are not using Penelope to it's full capacity and there is a lot more potential for improved and different methods of reporting.
Avantages :
The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management
Inconvénients :
Customization of the software was a challenge for us to understand our needs with respect to the many different functions and options available - using the sandbox was helpful in working out a few of the errors we made in planning
Want to leave this service but they hold your data hostage
Commentaires : Extremely poor experience. Cannot even describe how obtuse the customer service and technical support is
Avantages :
Theres not much that I can think of that I like about it. Have seen several much better more user friendly options. There are apps like asana for task management and harvest for time tracking and many invoicing apps that work better for cheaper.
Inconvénients :
very outdated and not user friendly. Cant keyword search so case notes become a wall of unusable info. Cant run excel reports, only clunky pdf ones. takes way too many clicks to do anything. poor customer service even though we've been customers almost 10 years. will only provide you client data to you ONCE for free and only in coding format that only an IT professional could use. Want to charge twice the cost of a years service for them to extract the data in a usable format. They say this will take 35 hours-- shouldnt they have the code and process for that down pat, as something they do all the time? make it impossible to leave the service unless you want to abandon all of your historical data and manually input your clients into a new system or pay an exorbanent amount of money. feel taken advantage of. they are not staying current with competitors.
Penelope from the Perspective of Reporting and Program Surveillance
Commentaires : I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually. Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.
Avantages :
Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily.
Inconvénients :
I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.
many used
Commentaires : We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.
Avantages :
The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.
Inconvénients :
The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope.
