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Features List
This features list is downloadable as a PDF (470KB)
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- Process Management
- Forms Management
- Reporting
- User Interface Capabilities
- Security, Integration & System Administration Features
- Plugins and Web Services
Process Management
Flexible task settings meet all your needs
Even 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.
Configurable routing keeps everyone informed
Easily modify the routing for each type of request. Integrify supports routing to an unlimited number of recipients based business rules.
Automatic process escalations keep your processes moving
Define notifications that can escalate a request after a specified amount of time, or create your own pre-defined rules that move process along without continual user monitoring.
Condition Builder reduces process design time
Automatically 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.
Configurable email messages get your message across
Customize your email notifications to eliminate confusion and help guide users through your processes.
Email notification templates visually reinforce your process steps
Changing the appearance of email notifications provides immediate visual cues that make your requests stand out and help your users take the appropriate action. Integrify's templates are reusable, saving you time and providing a consistent experience across multiple processes.
Extended hierarchy of process categories helps you stay organized
Processes can be categorized in multiple levels, making process administration simpler. By building a meaningful process hierarchy, you also help end users find a specific process more quickly.
Expanded Process Definition lets you set your own parameters
With the ability to expand on process information, customers can utilize Integrify for ITIL initiatives and define Service Catalogs with Integrify's powerful workflow capabilities. Process metadata includes but is not limited to; display standard delivery time, display % on time stats, training information, contact instructions, technical requirements, cost (if applicable), file upload fields, versions, policies and more.
Role-Based routing definitions allow you to assign tasks dynamically
Eliminate 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.
Multi-Tiered process definition provides security for sensitive data
Ensure that information reaches only those who need it by creating "child" processes. You specify what data is - and isn't - passed to the child requests.
Child processes improve service delivery
Using 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 definition
Define 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.
Audit trail ensures you have the all data you need for compliance
Integrify tracks all system changes to facilitate audits and ensure compliance. You'll always know what happened when and by whom.
Process copying saves time and money
Why reinvent the wheel? Copy an existing process to reuse your previous work and get a head start on similar efforts. You can also create new versions of the same process without having to start from scratch.
Due dates help you meet your Service Level Agreements
Set 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.
Task Indicators
Administrators can optionally define urgency indicators when creating tasks. These have a color code to them, making it easier for end users to differentiate tasks that are of high, medium or low urgency.
Email reminders help users stay on top of their tasks
Today'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.
Built-in support for industry best practices for deployment
You wouldn't deploy a product without testing it, so why would you do that with the processes that run your business? Integrify includes out-of-the-box support for building, testing, and deploying your processes.
Unlimited branching scales to handle any size process
No matter how complex your workflow is, Integrify has the flexibility you need to manage it.
Find and replace lets administrators manage change quickly
Administrators can search for contacts involved in any process and easily replace them.
Dynamic notifications offer flexible information flow
Base your notification scheme on the requester, client or reporting relationship. Perfect for role-based solutions for large teams and organizations.
Task assigner definition empowers users to make decisions on the fly
Define a task assigner to allow end users to choose where to send a task in the process, giving them the ability to adjust to any changes in their environment in real-time.
Task Scheduling
Users can schedule tasks to kick off at a specified time, facilitating customers that need project management capabilities incorporated into their processes.
Task Delegation
Users 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). The delegate would be able to act on their tasks during the specified date range.
Custom process roles take security to another level
Eliminate concerns about access to sensitive information captured in a process. Create and assign custom process roles to lock down data viewing rights for different users involved in your process.
Forms Management
Form Builder makes form creation a snap
The 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 form presentations provide flexibility in data capture
Additional forms can be created and presented to users at any point during a process, ensuring the data you need is captured in your request.
Forms Library serves as a one-stop repository
Integrify stores all forms in a centralized location, allowing administrators to easily add existing forms to any process.
Dynamically populate form fields using database queries
Save your users time and trouble by pre-populating form fields using standard database lookups.
Form Replication simplifies form management
Create new forms by copying existing forms, rather than building them from the ground up, reducing your form management costs.
Form Field Replication reduces build time
When creating a field or question in a form, administrators can now pre-define the amount to be created, letting them build forms more quickly.
Forms Editor allows administrators to design forms at will
Enhanced forms layout can present any look and feel you want.
Import questions/choices from external sources
Have 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.
Built-in form field validation process setbacks
Reduce errors by enforcing field validation for questions within a form. You can even define your own custom error message.
New question types offer added flexibility
Take advantage of the new number, email and calendar question types, giving you even more options for your form definition.
Section headers guide users through your forms
Increase usability with section headers for any questions you add to a form, allowing users to navigate them with less time and effort.
Question copying reduces form design time
Copy questions within a form, allowing you to create forms faster than ever before.
Reporting
Online reporting provides real-time visibility
Track 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 steps
In their dashboards, users can view all of their previous approvals and process notifications.
User Reporting gets information to those who need it
Users can be granted access to activity reports on any given process, allowing managers to assess, evaluate and find process efficiencies.
Enhanced 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 quickly
Run reports based on your form data to easily find the requests you're looking for.
Graphical reports paint a complete picture
Get 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 SLAs
Track your team's progress against Service Level Agreements and use Scoreboards to track the overall efficiency of your processes to drive improvements.
User Interface Capabilities
Enhanced 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.
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.
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.
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.
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.
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).
Task History View Display (templates)
Administrators 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.
Most Popular Request Panel
Enhancing ease-of-use, users can now quickly get to processes
they commonly submit with the Popular Request Panel.
Security, Integration & System Administration Features
Exports allow easy integration with existing systems
Use standard HTML-based reporting and CSV exports to manage requests. Or allow our Professional Services group to work with you to define custom export routines that can handle your custom export needs.
Email notifications work with all standard systems
SMTP-based mail ensures interoperability with your existing email system, and Integrify's reliability features provide guaranteed compatibility.
Dynamic User Groups instantly adapt to organizational change
With 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.
.NET compiled code gives you the cutting edge
Integrify is built on .NET technology to provide you with the performance you need, executing your processes quickly and flawlessly.
User Authentication, including LDAP support
User authentication is fully secured and can be based on Active Directory or Databases.
Multi-language support speaks your language
In 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.
Enhanced 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.
Secure connections keep your systems safe
Integrify establishes secure connections via SSL.
Simply Functional
There are many BPM and workflow software products to choose from and most of them also offer solutions to just about any process an organization will face. But none offers the right combination of simplicity and functionality needed when automating approval workflow.
Just the complexity vs. the ease-of-use of a software product makes all the difference when considering the total cost of ownership. No lengthy projects, no extensive training and no end-user rejection. Keeping it simple, yet maintaining the features needed to handle your approval workflow is what you'll find with Integrify.
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