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How to Roll Out Policy Changes

roll out new company policies

When you roll out changes to company policy you want your team to embrace the new policy and for the transition to be as smooth as possible. Part of managing a successful business, small or large, is continually looking at what’s working, what’s not working, and how you can improve. And when you realize something isn’t working as well as it should, you need to change it—and that can mean making changes to your… View More


Should You Train Online or In Person? It Depends...

training online vs. training face to face

Many companies are struggling with the new normal of remote work from meetings to work hand-offs. But one of the most difficult aspects of dispersed employees is training. Training teams are being forced into the difficult decision of training workers using video conferencing tools and other digital… View More


How People React to New Software

how people react to new software

People take to software in different ways at different speeds so a successful software implementation requires flexibility, creativity, and humanity. Related Getting Users to Actually Use Your Workflow… View More


5 Ways to Avoid Risk in Process Automation Projects

process automation risks

Digital process automation is picking up steam across the business landscape, from simple online form creation to sophisticated machine learning algorithms that predict equipment failures before they occur. Embarking on this automation journey is appealing to many companies but it's critical to ensure that you can avoid risk and leverage many of the realizable benefits of… View More


How to Plan

hot to plan any project

Whether you’re trying to be more productive throughout the day, power through a big project, or launch a new business venture, it’s important to have a plan. The right plan acts as a roadmap; it gets you from where you are now to where you want to be. But not everyone is a natural planner. And if you don’t know how to plan—plan for the day, plan the project, or plan for the new business—it can be hard to know where to start.… View More


Finance Teams Are Spending Too Much Time Processing Transactions

processing transactions

According to PwC, today's finance leaders are improving business results by investing in commercial insight, spending less time on transactional work, and running at lower costs. They're also keeping automation high on their list of priorities as part of the push to digital transformation. Finance team leaders… View More


How to Stay Focused

how to stay focused

How do you stay focused in a world full of stress and distractions? We provide some techniques for maintaining focus and being more productive. You have things you need to get done throughout the day—and in order for those things to get done, you need to stay focused. But with everything going on in the world right now, many people are finding it harder to focus than ever. And if you’re one of those people, the… View More


[Partner Podcast] Preparing for Workflow Automation

How does an organization prepare for automation? Our VP of Services, John Bartlett joined our partner NeoSystems on their NeoCast podcast to discuss how companies can better prepare for workflow automation projects and prevent implementation roadblocks. The discussion is part of NeoSystem's… View More


The Six Bad Habits of Remote Co-Workers

bad coworker habits work from home

The last thing you want to do is make working at home more challenging for yourself or anyone else on your team. We provide some tips that will help you avoid being "that coworker." During the coronavirus pandemic, more people are working from home than ever before, many for the first time. And making the transition from working in an office to… View More


Skills-Based Routing Replaces the Group Email Inbox

skill based routing article illustration

What is Skills-Based Routing? Skills-based routing is a strategy for marrying requests with the most appropriate resources. It's frequently used in customer call centers where incoming calls, chats, emails, and social media messages are automatically routed to the best available agent to handle. However, the concept extends beyond an inbound call… View More


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