What is our primary use case?
My main use case for MetricStream is to design the GRC workflow. At PG&E, I leverage MetricStream GRC to support compliance with NERC, the North American Electric Reliability Corporation reliability standards, by designing and configuring the end-to-end compliance workflows. I collaborate with compliance subject matter experts, auditors, and other business stakeholders to translate the NERC standards and requirements into structured controls, assessments, and evidence collection processes, issue management workflows, and remediation tracking within MetricStream. I map regulatory obligations to control activities, configure the approval workflows, automate compliance attestations and notifications, and establish traceability between standards, controls, risks, findings, and corrective action plans. By doing this, it enables centralized compliance monitoring, improves audit readiness, reduces manual tracking efforts, and provides leadership with real-time visibility into compliance status across multiple NERC standards.
This solution streamlines compliance operations, reduces manual effort by approximately thirty-five percent, improves audit preparedness, and provides real-time reporting and dashboards for compliance leadership overseeing programs impacting about twenty-three thousand plus employees at PG&E. Overall, this was the specific use case I have used MetricStream for.
What is most valuable?
The top MetricStream features that I found most valuable are control and compliance mapping, workflow automation, issue and corrective action management, and the evidence management repository. Control and compliance mapping was one of the most powerful features for NERC compliance as we can map NERC standards and requirements directly to controls, risks, evidence, and corrective actions, creating end-to-end traceability. During audits, it is very easy to demonstrate which controls satisfy specific regulatory obligations.
Workflow automation allowed us to automate approval workflows, evidence collection requests, compliance attestations, and issue remediation activities, significantly reducing manual follow-ups and email-based tracking. The issue and corrective action management feature provides a structured process for tracking issues, assigning owners, monitoring due dates, and validating remediation activities. The evidence management repository creates a centralized location to manage everything from documents to reports, screenshots, and audit artifacts, creating a single source of truth.
Other helpful features include the dashboard and executive reporting, as well as risk control regulation relationships. These were the features I found most valuable in MetricStream.
What needs improvement?
Since I have used MetricStream for the last three years, one of the top improvements that comes to my mind is enhanced user experience and UX/UI. I believe that while MetricStream is highly configurable, some workflows can feel really complex for occasional users or first-time users, and I do not find the existing UI/UX experience very intuitive. A more intuitive interface with simplified navigation and role-based dashboards could reduce training time and improve user adoption for both first-time and occasional users.
Additionally, MetricStream could include advanced analytics and AI capabilities. More AI-driven insights using predictive risk analysis and intelligent recommendations could help organizations identify compliance gaps before they become audit findings. Furthermore, simplified configuration and integration could be beneficial; configuring workflows, forms, and integrations currently requires a lot of specialized expertise. Low-code or no-code enhancements and easier integration with enterprise systems such as SharePoint, ServiceNow, SAP, or Azure DevOps could reduce implementation effort and operational time.
The reporting needs enhancement, perhaps by including role-based reporting and simplifying the dashboard, which currently has too much information and can overwhelm first-time or occasional users. It would be better to show only what is necessary or introduce configurations to display what each user wants to see on their dashboard.
MetricStream could definitely improve its accuracy and reliability of output. It could provide more curated, personalized recommendations instead of generic suggestions. Additionally, MetricStream could develop recommendations that align with role-based dashboards instead of providing uniform recommendations across the board.
For how long have I used the solution?
I have been using MetricStream for three years.
What do I think about the stability of the solution?
MetricStream's performance is reliable for daily compliance operations, reporting, and workflow executions. For large data loads and complex reports, it is important to maintain responsiveness and user experience, but overall, MetricStream performs well in managing large volumes of data.
What do I think about the scalability of the solution?
MetricStream demonstrates strong scalability by supporting enterprise compliance programs with large volumes of regulatory requirements, controls, assessments, evidence records, and user activity. It effectively supports thousands of users and compliance NERC compliance workflows. Proper configuration, data management, and performance monitoring are important to maintain efficiency as usage grows.
How are customer service and support?
The customer support is great. They assist with all initial questions and if any glitches occur, they are prompt in helping us understand how to configure things. Additionally, when needed, they help set up additional training to walk us through demos of each module to help us make the best use of MetricStream for our organization's needs.
How was the initial setup?
We follow the training guide provided by MetricStream, and we are able to integrate it easily with our systems and data sources, although we did encounter some initial bottlenecks, which we resolved and moved forward.
What about the implementation team?
In my organization, we have a MetricStream onboarding training that I took. Once I completed that, I gained a good understanding of how MetricStream works and started using it to build and design all the GRC workflows.
What was our ROI?
MetricStream delivers measurable return on investment by reducing manual compliance activities, improving audit readiness, and streamlining evidence management. At PG&E, we observe approximately a thirty-five percent reduction in manual effort due to workflow automation and centralized documentation, which leads to faster evidence retrieval, improved remediation tracking, and better visibility into compliance status. Therefore, I see a positive and substantial return on investment.
What's my experience with pricing, setup cost, and licensing?
I did not handle the pricing, setup cost, and licensing aspects of MetricStream, as that was managed by another team at PG&E overseeing all applications. I was involved once MetricStream was deployed and started building the GRC workflows, so I do not have any experience with pricing, setup costs, and licensing.
Which other solutions did I evaluate?
Before selecting MetricStream, we evaluated other GRC platforms such as ServiceNow GRC, Archer, and SAP GRC based on scalability, compliance capabilities, workflow flexibility, and integration. I think MetricStream is a stable platform for managing enterprise compliance, supporting NERC standard requirements, audit, evidence management, and regulatory workflows reliably at PG&E.
What other advice do I have?
My advice to others looking into using MetricStream is to clearly define compliance processes, data structures, and user roles before implementing it. Investing time in workflow design, stakeholder alignment, and user training is crucial to maximize adoption. Organizations should also focus on integration strategies, reporting needs, and continuous optimization to ensure MetricStream delivers long-term value for their GRC programs. I would rate this product a seven out of ten.
Which deployment model are you using for this solution?
On-premises
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other