Integrify

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Features

Integrify is a secure, scalable Enterprise Request Management (ERM) system built on industry-leading technology that's time and real-world tested by more than 150,000 users. It is designed to integrate easily into enterprise environments. The solution has two major interfaces;

The Administrator Interface allows business owners to design worklow processes and forms with little to no programming experience, and provides them with reporting tools for control and performance measurement.

The End User Interface is a personalized process portal for submitting, processing and real time tracking of requests and tasks.

  • 100% Web Based Solution. Centralized portal and intuitive online forms deliver resistance free end user adoption.
  • Real-time audit trail provides the status of every request in the system to everyone associated with that process.
  • No coding required to build processes – put the power to automate workflow in the hands of process owners.

Process Complexity Simplified
  • Flexible task settings meet all your needsEven complex workflows are easy to create with Integrify. Build unique processes for single, group, and/or multi-tiered approval, either parallel or sequential. Integrify will handle as many, or as few, steps as you need.
  • Condition Builder reduces process design timeAutomatically route your process flow based on the data your users provide - with no scripting required. The intuitive, visual interface for conditional routing allows you to build process routing faster than ever before.
  • Role-Based routing definitions allow you to assign tasks dynamicallyEliminate the bottlenecks caused by using named resources in the approval process. Using role-based routing, you can ensure that your approval process moves forward as quickly as possible without sacrificing accountability.
  • Child processes improve service deliveryUsing parent/child processes, Integrify allows parallel steps to be completed in simultaneously, reducing the time it takes to deliver services to your customers.
  • Graphical task flows simplify process definitionDefine your process visually using a graphical representation of your process tasks. Adding tasks and defining your business rules will auto-generate a diagram of your process flow so you can easily follow it.

Define Tasks The Way YOU Need Them To Work
  • Due dates help you meet your Service Level AgreementsSet a due date for tasks to ensure that your team is meeting its Service Level Agreements. Integrify also allows you to track lagging processes so you can take corrective action immediately.
  • Business days and business hour configurationCreate processes and time based events that are reflective of your organization's business hours and holiday schedule. Administrators can set the company calendar and hours of operation, so that notifications, time-outs and escalations all happen when they are most likely to get seen.
  • Task SchedulingUsers can schedule tasks to kick off at a specified time, facilitating customers that need project management capabilities incorporated into their processes.
  • Email reminders help users stay on top of their tasksToday's professionals are doing more and covering broader responsibilities than ever before. Set email reminders to ensure your users know what they need to do and when to keep your processes moving.
  • Task DelegationUsers can optionally choose to delegate their tasks system-wide to another user. This can handle situations where users may not be in a position to take action on time-sensitive open tasks (i.e. vacation periods).
Forms Library Serves as a One-Stop Repository
  • Centralize Your FormsIntegrify stores all forms in a centralized location, allowing administrators to easily locate and add existing forms to any process.
  • Form Builder makes form creation a snapThe online form builder makes it simple to create whatever forms you need to capture your critical data. Forms can be presented to as many contacts as needed in your process, ensuring that information is captured at any point. You can also preview multiple pages of forms before activating them.
  • Dynamically populate form fields using database queriesSave your users time and trouble by pre-populating form fields using standard database lookups.
  • Forms Editor allows administrators to design forms at will Enhanced forms layout can present any look and feel you want.
  • Built-in form field validation process setbacksReduce errors by enforcing field validation for questions within a form. You can even define your own custom error message.
  • Question copying reduces form design timeCopy questions within a form, allowing you to create forms faster than ever before.
  • Multiple form presentations provide flexibility in data captureAdditional forms can be created and presented to users at any point during a process, ensuring the data you need is captured in your request.
  • Import questions/choices from external sourcesHave existing forms that you would like to use within a process? Save time and centralize existing forms by importing questions into the built-in HTML editor from an external source.
Robust Reporting Provides Process Improvements
  • Online reporting provides real-time visibilityTrack all of your processes using Integrify's Web-based dashboard. All the data you need is available anytime for an immediate audit trail. End users can also view the status of their requests online via their personalized dashboards.
  • User Activity Archives lets users retrace their stepsIn their dashboards, users can view all of their previous approvals and process notifications.
  • User Reporting gets information to those who need itUsers can be granted access to activity reports on any given process, allowing managers to assess, evaluate and find process efficiencies.
  • Administrator Reports provide improved searching of your process library Process reports can be displayed by statuses and forms, allowing Administrators to quickly identify which processes are associated with that status or form.
  • Form Data Reporting lets you find what you need quicklyRun reports based on your form data to easily find the requests you're looking for.
  • Graphical reports paint a complete pictureGet your point across visually with graphs to convey statistical information in a way that lets your audience see trends and understand analysis quickly and clearly.
  • Time reports between statuses help you meet your SLAsTrack your team's progress against Service Level Agreements and use Scoreboards to track the overall efficiency of your processes to drive improvements.
Simplicity = User Adoption
  • Intuitive User Interface provides a superior experience Integrify's intuitive interface makes a great first impression, and its easy access to processes and forms ensures that the positive experience is a lasting one.
  • Keyword search makes it easy to locate requests Perform a keyword search to find the request type you want instantly.
  • Recent activity list keeps common tasks at your fingertips Quickly find the actions you take most frequently using the recent activity list on your dashboard.
  • Sorting/Paging support for lists enhances navigation Integrify allows you to sort lists to find the items you need quickly.
  • Graphical process flows let users easily track status End users can check the status of their requests anytime using a graphical process flow. These diagrams will vividly show which tasks are completed, pending or in progress.

Supports Collaboration and Visibility
  • Threaded discussion enables collaboration Create a threaded discussion for any request, enabling users to post notes that can be viewed by everyone involved in the process, and ensuring that critical information isn't lost.
  • User-Defined Requests lets your customers work more efficiently End users can name their requests for easier tracking. Self-defined request names cuts the time in takes your customers to locate requests in their dashboards.
  • Configurable Dashboards enhance user experience Users can have additional queues of information defined in their dashboards. These queues allow users to quickly filter to tasks based on data from a request (i.e. all requests flagged as high priority).
  • Flexibile options to represent request informationAdministrators can set how the information in the Task History is displayed to users in a process. Some of the choices include having all forms displayed at the top of the task history, an in-line view of forms, and others. Additionally, Integrify can define XSL stylesheets to transform Task History information.
Security, Integration & System Administration
  • .NET compiled code gives you the cutting edgeIntegrify is built on .NET technology to provide you with the performance you need, executing your processes quickly and flawlessly.
  • Multi-language support speaks your languageIn today's global economy, your processes need to work everywhere. Integrify is ready with multilingual support to meet the needs of your customers wherever they may be.
  • User Authentication, including LDAP supportUser authentication is fully secured and can be based on Active Directory or Databases.
  • Security Roles provide increased control Control access for administrators, users and testers on a by-process basis, giving you even greater flexibility in protecting your sensitive data
  • Email notifications work with all standard systemsSMTP-based mail ensures interoperability with your existing email system, and Integrify's reliability features provide guaranteed compatibility.
  • Dynamic User Groups instantly adapt to organizational changeWith Integrify, org changes don't have to mean rewriting your process flows. Create dynamic User Groups using simple database queries such as "all VP's," and your processes will navigate the transitions quickly and smoothly.
  • Secure connections keep your systems safeIntegrify establishes secure connections via SSL.
  • Request mitigation empowers administrators to keep processes movingAdministrators will have the ability to restart a task that is in progress. This allows for corrections to processes in production and reinitialization of the task flow. Additionally, administrators will be able to roll back a request to a certain task and cancel a request at any time.