Integrify

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Features

The Integrify 5.0 Administrator Interface provides a graphical environment that allows business owners to design processes and forms with little to no programming experience, and provides them with reporting tools for control and performance measurement.

The Integrify 5.0 End User Interface is a personalized process portal for submitting, processing and real time tracking of requests and tasks. It was designed to make request management and execution not just easier than ever before, but also more portable, making your processes available when and where you need them most. With the Integrify 5.0 widget architecture, users can also start and review requests, complete tasks and generate reports outside of the Integrify portal, providing users the ability to interact with processes the way you want them to.

100% Web Based Solution. Centralized process 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 Management
Forms
Reporting
User Interface
System Administration

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.
Rule 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.
Visual Task Flow DesignerConfigure your task flow using the new Integrify 5.0 designer interface, featuring one-click addition of shapes, right-click menus, pop-up attributes, and more.

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.
Multiple question types offer added flexibilityQuickly choose and define from many types of questions, giving you even more options for your form definition.
Dynamically populate form fields using database queriesSave your users time and trouble by pre-populating form fields using standard database lookups.
Forms Editor allows you 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.
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

Graphical reports paint a complete pictureGet your point across visually with graphs to convey statistical information in a way that lets your users see trends and understand analysis quickly and clearly.
Flexible QueriesBuild your queries where are how you like them. Integrify 5.0's reporting architecture will allow you to define queries, filters and position of filters in queries in the Resource Description Framework (RDF).
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.
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.
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.
User Activity Archives lets users retrace their stepsIn their dashboards, users can view all of their previous approvals and process notifications.
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.
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.
Add Integrify Widgets to your own web page or portal Developers have the ability to embed processes and tasks right on to their own web page, whether it's an internal user portal, an ERP system, or on their internet site. This increased flexibility gives customers and partners control on how they want their users interacting with processes.
Configurable Dashboards enhance user experience Users can have additional tabs and widgets of information defined in their Integrify Portal. These tabs and either internal or external widgets allow users to quickly filter to information.
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

REST based web servicesThe entire process engine is securely exposed through the Integrify REST API, opening up opportunities for customers and partners to create their own applications that incorporate workflow, forms and processes from their Integrify system. For web developers familiar with HTML and JavaScript, the Integrify JavaScript API provides them the ability to embed Integrify widgets in their web sites and applications by pasting a few lines of code. Common uses such as embedding Integrify Task Lists in a customer's Microsoft SharePoint Portal are now easier than ever.
Integrify AJAX library and WidgetsThis toolkit allows you to embed Integrify capabilities into your exiting web sites and intranets.
Homepage System MessagesDistribute critical information instantly. Administrators will be able to post announcements that will be viewed by some or all users when they log in to the system.
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.
Password Expiration PolicyMake sure your process system follows your existing security practices. Integrify 5.0 allows you to set a password expiration policy to make sure your users are changing their login information with appropriate frequency. Administrators will be able to configure your own password strength and expiration policy.
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
User Authentication, including LDAP supportUser authentication is fully secured and can be based on Active Directory or Databases.
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 process owners to keep processes movingMembers of a process owner role will have the ability to restart and reassign a task that is in progress. This allows for corrections to processes in production and reinitialization of the task flow. Additionally, these process owners will be able to roll back a request to a certain task and cancel a request at any time.