Pro-Sapien’s EHS software is made for large businesses with unique needs when it comes to EHS management. Especially for mature organizations operating in high-risk industries that have a range of compliance requirements, the ability to configure offers significant value.
Therefore, it’s no surprise that Verdantix research shows that EHS leaders are ousting point solutions in favour of configurable software.
That’s why our EHS software is built to be flexible to your specific needs, which we capture during a key stage of how we work: Specification. Let’s shed some light on Pro-Sapien’s configurability and how we do it.
Manageable Field Contents
One of the first elements to consider is data capture. Although most companies collect similar basic information—for example, an injury is an injury regardless of whether it happened on a construction site or power plant—the details can be quite different depending on industry standards, regional regulations, and company goals.
Furthermore, there is an element of understanding your philosophy around how much information to ask users for, and when.
Pro-Sapien forms are incredibly flexible and dynamic to meet your requirements and be easy to use. There are several typical configurations, including:
- The name of the form (and overall module)
- Adding, removing or editing fields
- Prefilled data
- Tooltip guidance and links
- The layout of form tabs
- Form logic, dependent, and mandatory fields
Capturing the right information is crucial to support workflow and analytics. On top of this, enabling it to be done easily is just as important, which is where our consultants are on-hand with decades of experience in configuring successful EHS systems.
Tailored Workflows for Your Processes
Another key aspect of Pro-Sapien is the ability to tailor our workflows to fit your company’s unique processes.
While workflows are available built-in to our modules, we work with you to identify what needs changed to match your process. For example, adding or removing a verification step, or switching from sequential to parallel approvals.
Perhaps you need a simpler workflow than what we’ve got out-of-the-box in Incident Management or Audits—we understand this during specification exercises and ensure we’re disabling features you don’t need.
On the flip side, you might want an additional step included for high-risk activities or high severity events. This is all what we expect to configure in Pro-Sapien.
Significant workflow changes tend to be more common in areas like Permit to Work, which can be highly specific per organization.
Our collaborative approach ensures your workflows align perfectly with your business processes from the start, providing quick value around visibility and efficiency.
How Configurable is Pro-Sapien’s Reporting?
Getting useful performance insights starts with capturing the right information in forms. Therefore, with our company roots in business intelligence, analytics is never an after-thought at Pro-Sapien.
Equipped with the right data, we can configure the calculations you need at a database level, to bubble up into meaningful trends, rates and KPIs on performance dashboards.
Often, reporting in traditional EHS software is rigid, leaving customers to export data into spreadsheets and manually create reports—a time-consuming and frustrating process.
Pro-Sapien eliminates that need by providing configurable reporting right within Microsoft 365.
Being a Microsoft-based solution, Pro-Sapien is designed specifically for Microsoft Power BI.
This allows you to not only use preconfigured Power BI reports that we deliver, but to also easily create your own. It’s no wonder Power BI is the market-leading BI solution and a top choice for EHS professionals.
Integration with Existing Systems
A frequent question we receive is whether Pro-Sapien can integrate with other business-critical systems such as HR software.
Pro-Sapien is built into Microsoft 365, making it highly compatible with a wide range of systems. Additionally, our data loader functionality allows us to easily transfer data between Pro-Sapien and external platforms.
By receiving or exporting data in a predefined format, our Azure environment automatically picks up the file, imports the data, and syncs it with Pro-Sapien.
“Many of our clients use Workday as their HR system, and the integration is smooth and efficient using this method. Looking ahead, we are planning to release an open API, further enhancing our integration capabilities and giving clients even more flexibility in connecting Pro-Sapien with their existing IT ecosystems.” – Colin Clark, Senior Solutions Consultant at Pro-Sapien
This level of integration ensures that Pro-Sapien fits seamlessly into your broader business environment, allowing data to flow across platforms effortlessly, reducing manual input, and streamlining operations.
What Else Is Configurable?
In addition to workflows, fields, and reports, Pro-Sapien offers a range of other configurable elements to ensure the software fits seamlessly into your organization. Here are a few more examples:
- Organizational hierarchy
- Security, user groups and permissions
- Notification email templates
- SharePoint homepage and library views
These configurable features, combined with our tailored workflows and reporting capabilities, make Pro-Sapien an adaptable EHS solution that evolves with your business needs.
What About Different Languages?
Pro-Sapien’s EHS software is tailored for large, multinational organizations with a variety of language requirements. Nearly half of our client implementations involve global rollouts, with thousands of employees accessing the system daily in their chosen language.
Moreover, we partner with My Language Connection (MLC) for front-end software translations. Pro-Sapien is currently available in 24 languages, and our collaboration with MLC allows us to provide fast and accurate translations for customers across the globe. Find out more about how you can use Pro-Sapien in different languages.
What can we configure ourselves?
We understand that things change over time. Need to make small tweaks? No problem.
In the Pro-Sapien admin area, it’s possible to edit dropdown values, checklists, tooltips and translations, as well as managing the hierarchy, user groups, and roles.
This flexibility allows you to easily adapt to changes in regulations or operational needs:
“For instance, when a new audit standard arises, you can simply add new values to an existing field, keeping your forms up to date without requiring extensive reconfigurations. And if new fields are needed, Pro-Sapien can add them quickly with minimal consultancy, ensuring that the system grows alongside your business.” – Chloe Lobley, Business Development Executive at Pro-Sapien
Furthermore, being deployed into your Azure means you are in full control of user access and security.
Flexibility That Grows With Your Business
Pro-Sapien’s configurability is all about making sure the software works the way you do.
Whether it’s adjusting workflows, fields, reports, or integrating with your existing apps, we tailor the Pro-Sapien system to fit your organization. Our tried and tested approach allows us to do a gap analysis on what we have out-of-the-box, versus where you need it to be.
Plus, with the flexibility to make changes over time—like updating dropdowns or managing user groups—you’re in control as your business evolves. In short, Pro-Sapien adapts with you, helping you stay efficient, compliant, and safe.
Sound like a good fit? Get in touch – we’d love to hear about your needs and discuss some ideas.
