Ideagen Compliance Reviews & Product Details

We've just started using the software, so I don't have a lot of experience yet, but the ease of set up and hand holding throughout the process has been really great. Review collected by and hosted on G2.com.

I do wish it had more options in designing the overall look of the main page to look more like the company or add pictures to give it visual appeal, but its more simple which is fine. Review collected by and hosted on G2.com.

With any software it is only as good as the people who use it and allowing them to see how it will enhance and add value to their work. CP Policy Management integration team has done a great job understanding our needs, putting themselves in the shoes of our employees and providing options and solutions to address our most common opportunities. Enhanced reports, ease of navigation and the introduction of "how do I" self-help library of support has been a game changer in how we interact with software.

Having a software company that is interested in feedback and how they can make their product more useful and used is one of the core differentiators for their software as they are a software partner adding value to our document management program. Review collected by and hosted on G2.com.

I will start with the same way I introduced the positives. Software is only as good as the users who use it. While getting much stronger and better the number one request for improvement in our document management program is stronger search features. I believe change management and training are core to shift this but simple items like changing terms like "search" instead of "filters" can go a long way.

When we spend time with users on how to accomplish their search needs using filter button and features their needs are normally met. Review collected by and hosted on G2.com.

The ConvergePoint application is an effective and easy to use tool for our Policy Management needs. The technical support provided by the ConvergePoint team has been brilliant.

We really heavly on the ability for our users globally to access a single source of our policies and procedures on a daily basis and ConvergePoint provides this extremely well. Review collected by and hosted on G2.com.

The administration elements can be challenging to get to grips with, but there are great resources available in the HELP section, recordings of training, user guides and an extremely helpful support team. Review collected by and hosted on G2.com.

Funcationality is puspose built for policy management, including workflow managmeent, audit logging of approvals, track changes for document updates, tracking of due dates, and easy rollback to previous versions. The document library interface is easy to navigate and searchable for the basic user. ConvergePoint customer support is very knowledgable and has been extremely helpful supporting the product. Review collected by and hosted on G2.com.

Users require training to use the software, and generally need a one on one walkthough. The users find the workflow process to be confusing which results in a lot of questions. The SharePoint back end has a lag when status is registered and users must refresh the page to see changes in status for workflows. Occasionally, the workflow does not work properly, or the date on the policy approval does not register properly which requires admins to remediate. Review collected by and hosted on G2.com.

Choice to create my own templates

Version history to track changes

Standardized templates throughout the organization

Easy to use the plugin addon on other platforms Review collected by and hosted on G2.com.

Many irrelevant notifications distracting employees

No clear indication of which policies are active at the moment

Might be cumbersome to check compliance with ever changing policies Review collected by and hosted on G2.com.

It is constantly making our job simpler and efficient. The automation keeps our review and approval process up to date and we have not failed an audit in ten years. Implementation and upgrades take a total of 30 to 40 minutes. If I have a question, the customer support team responds within 24 hours or less. Review collected by and hosted on G2.com.

There is nothing that I dislike about the tool. Review collected by and hosted on G2.com.

At first, when I saw the project plan and saw the number of calls that it would take to get the product up and running, I was concerned. But now that I am through the process, I am SO happy that ConvergePoint takes that approach. I am simultaneously learning two different products at the same time - ConvergePoint and a new LMS. I will tell you, I feel like I know ConvergePoint inside-out because of their approach to the project. (Whereas, I'm struggling to learn the new LMS I manage.) Andy Tran has been instrumental in making this a smooth process; from integration to uploading the policies - he's walked us through every step. He is so clear in his instruction and so patient with newbies! The tool itself is user-friendly, sleek, and makes policy management a breeze. We truly couldn't ask for more. Review collected by and hosted on G2.com.

Nothing thus far; we're truly pleased with all aspects of the interactions and the product that we've encountered. Review collected by and hosted on G2.com.

Single sign ons

Easy to plug in with existing softwares Review collected by and hosted on G2.com.

Distracts employees from day to day work with a lot of notifications Review collected by and hosted on G2.com.

ConvegePoint Policy Management is perfect for what we were looking for in automating reminders and having all of our policies in one location. Customer support was the best part of the process. The training was well done, with step by step, week by week, processes. Nakita was available every step of the way. Once we were ready to roll out on our own, we had some hiccups, and Andy was super responsive, along with Nakita. We are slowly rolling out the policy portal, but at this time, we are very pleased with the outcome. Review collected by and hosted on G2.com.

At first, we were getting tons of emails at every step of the way. I needed to go back in and see what step triggered what email. It was too much notification, but at least I was able to fix that rather quickly, especially with the help of customer support (Andy Tran). Review collected by and hosted on G2.com.

The approval flow can allow relevant reviewer to manage own documents without any help from Administrator. Task bot is easy to approve an assigned task. Review collected by and hosted on G2.com.

The Update, Renew tasks need to access via Start Revision Process. Customized fields don't support parent, child list. The sync permission of Classification and Type take long time sometimes. Review collected by and hosted on G2.com.