See for yourself how easy it is for users to navigate the Integrify Portal with these tours that show how users can submit requests, complete tasks and customize their portal.
User Submitting an IT Request (5:19)
- Users starting a new request
- Users easily completing on-line forms
- Instant visibility into request status
- Adding comments to a request
Manager Approving a Request (4:11)
- Managers can review the request details
- Take action on their open tasks
- Reassign Tasks
The Flexibility and Ease of the User Interface (7:45)
- Users adding tabs and widgets to their interface
- Saving filters for their tasks
- Mitigate requests as a process owner
- Review activity reports
The following tours show how you can define, change and manage your processes. We have included
some process examples in order to show a few of the powerful features offered in Integrify.
Pricing Discount Request (9:55)
- Using multiple forms in a single process
- Allowing a task to be re-assigned (ad-hoc)
- Defining task reminders and due dates
- Pre-filling form data with process information
New Hire Request (8:22)
- Defining tasks to be processed in parallel
- Hiding sensitive data in a form
- Routing a request back for more information
- Adding a new branch to a new hire process
Capital Expenditure Request (9:48)
- Creating and changing questions on a form
- Pulling data in from existing customer information
- Validating data in a form
- Defining approvals based on the total cost
Request for IT Services (11:37)
- Creating a new process within Integrify
- Creating form and approval tasks for the process
- Changing recipients of the process tasks
- Defining routing rules based request type
Flexible options to display requests (2:00)
- Ability to define how request information is displayed
- Changing style templates for different process users
- Highlighting tasks, forms and attachments for easy access
Business days and business hour configuration (2:30)
- Create processes and time based events
- Define your organization's business hour schedule
- Define your holiday schedule
- Set notifications to account for your hours of operation
With the videos below, we've included some highlights of the flexibility of Integrify. Check back, we'll add new videos showing more Plugins, Web Services capabilities, and the flexibility of Integrify Widgets.
Excel Plugin (3:00)
- Upload an Excel spreadsheet into a process
- Define business rules based on data within the cells of the uploaded Excel document.
- Dynamically assign approvers based on excel data
SOAP Client Plugin (2:30)
- Pass data to external web services
- Receive data from external web services
- Base process conditions on data from external sources
Dynamic Assigner Plugin (3:30)
- Ability to flexibly assign one-to-many approvers
- Build SQL statements that dynamically retrieves approvers
- Defining assignment conditions to those individuals