FAQs

Microsoft 365 integration means Pro-Sapien is deployed into your Microsoft 365 environment, and it is the top reason organizations choose our solutions. In technical terms, Pro-Sapien is an Azure-hosted SharePoint add-in. Users access Pro-Sapien through SharePoint or, increasingly, Teams, and we also make use of Microsoft Power BI for dashboards and reports.

Learn more on the following pages:

• What is Microsoft 365 integration?
• What is Teams integration?
• Business Intelligence on Power BI
• The Benefits of Azure Single Tenant

We don't use Microsoft Forms or Power Automate as part of our core product. There are several reasons for this, including their intended use and limitations. Instead, Pro-Sapien forms are our own technology and our workflows are powered by Azure Functions. However, Microsoft Forms and Power Automate can be used in conjunction to Pro-Sapien. For example, clients can use Power Automate to create workflows that enable Pro-Sapien notifications to be sent to Teams.

Pro-Sapien's EHS software is a configurable, enterprise application that we set up for you. Therefore, you won't find us in the Microsoft App Store, as Pro-Sapien is not software an organization installs on their own. Instead, we conduct specification workshops with you to scope your configurations, which we implement on a development environment before deploying to your Microsoft 365. Going forward, you retain the ability to edit security permissions, notifications, checklists, dropdowns, the hierarchy and more without requiring Pro-Sapien support.

Often, we're approached by organizations after their in-house build project has failed or is no longer supported. Internal builds carry a range of risks, whereas EHS software on Microsoft 365 is what we do. Subsequently, we've spent many years engaging with EHS professionals to build our rich, flexible solution. Moreover, the Microsoft platform is changing at a speed that quickly puts internally built systems out of date. For more, read our whitepaper Buy vs. Build.

Yes, we regularly set up third party integrations with programs such as ERP systems. Frequently, this is to bring through data including man hours worked, which is required for calculations in EHS reports such as incident rates. It's in our nature to be flexible, so we're always open to exploring third party integration options on a client-by-client basis.

We believe in delivering fit-for-purpose solutions, so we expect a level of configuration with every new deployment. This varies case to case, but most clients cite our software’s configurability as a key reason they chose us. In fact, we offer one of the most flexible commercial EHS software systems on the market, and we'll spend time with you upfront to make it work the way you do. During the specification exercises, we'll scope your required configurations to the forms, workflows, and reporting model.

The Pro-Sapien application is single tenant, hosted in your Microsoft Azure. This ensures Pro-Sapien is hosted in the same place as other Microsoft 365 functions at your organization, including email. Advantages of single tenant over multitenant include stronger security, better performance reliability, and no forced updates. For more information about this, see our article, The Benefits of Microsoft Azure Single Tenant.

Yes! Even though it's accessed through your Microsoft 365, Pro-Sapien is similar to Software-as-a-Service (SaaS). Therefore, we provide ongoing support and maintenance for all our clients. Software support is handled by our in-house team of Pro-Sapien experts, who manage all support tickets submitted via email, phone, or our online portal. We pride ourselves on good working relationships with our customers and all support staff have the ability to escalate issues directly with the product development team. Find out more about Support.

Our software is used at thousands of client locations throughout the world, but we primarily work with organizations headquartered in North America and Europe.

Around half of our client projects have been global implementations. Pro-Sapien is geared towards enterprises looking to utilize it at multiple facilities internationally, with thousands of employees logging in every day. Visit our clients page to get a feel for the organizations we work with.

Pro-Sapien's software is designed for enterprises requiring cross-process functionality and powerful analytics. Our clients tend to be highly regulated, mid- to large-sized organizations, with an EHS department overseeing thousands of employees. For small or medium businesses, the software is not of the same value and, as such, may be harder to build a case for.

We prefer to partner with clients to implement a configured and fit-for-purpose solution. In our experience, configured systems are more likely to deliver value and successful user adoption. As a result, we don’t offer “plug and play” deployments at this time.

Pro-Sapien's EHS management software integrates with Microsoft Teams. This convenience feature helps organizations engage employees in EHS management, by putting things like Inspections and Observations forms in the app they already use daily. Additionally, Teams integrates with Power BI, so you can bring through your Pro-Sapien reports into a single workspace. For more information, please see our Teams Integration page.