5 Ways to Bring Your Integrify Instance Up to Speed

 

Integrify's environment allows our customers to create workflow applications to make their organization more efficient. In this article, we share five key strategies recommended by Integrify's expert team, ranging from optimizing dashboards and elevating form functionalities to refining reporting, utilizing KPIs, and effectively organizing users and groups. Explore how implementing these improvements can boost your Integrify instance, guaranteeing a smooth and effective workflow environment.

Upgrade Your…

Dashboards

Dashboards allow administrators to define user interface screens that can be assigned to users or groups within the organization. To improve the Integrify experience, start with upgrading your dashboard(s) for your users.

A great place to start is to watch this webinar from Danielle, a Customer Success Specialist at Integrify, Dashboarding Designing. Some of her recommendations include configuring your dashboards, adding launch buttons, and adding widgets. You can also use codes and examples on the page for the on-demand webinar.

Here are links for specific pages for dashboard topics:

1. Configuring Dashboards
2. Launch Buttons
3. Adding a Widget/HTML Widget to Your Dashboard
4. Assigning and Sharing Dashboards

Forms

Our following recommendation is to look at improving your forms. Integrify uses forms as the primary means to gather information from users during the execution of a process. There are a variety of applicable fields that can be used to elevate your forms. For example, showing or hiding fields with form rules, doing calculations in the form, or mocking up a form to then be generated to a PDF in its process.

Another unique form feature to highlight is the ability to use CSS to customize certain elements in your forms, such as fonts, font sizes, colors, backgrounds, spacing, etc. To assist with this, we have created code templates that you can copy and paste into the CSS tab on your Integrify form. We have created this page, Style Your Forms with CSS, and there is a short tutorial video to show you how it works.

Helpful links for improving your forms can be found here:

1. CSS Styles in Forms
2. Style Your Forms with CSS
3. PDF Generator
4. Creating a Public-Facing Form
5. 12 Tips for More Usable Web Forms

Reports

Along with upgrading the look and feel of your dashboards and forms, improving your reporting is our next recommendation. Integrify reporting offers additional detail and summarized access to request data within a given process. The most successful and valuable reports for your end users are those that target and retrieve concise data attributes for a given process.

If you have not dove too deep into Integrify forms, the reports overview, planning, and creating reports pages will be a great starting point.

Here are those helpful links:

1. Reports Overview
2. Planning Reports
3. Creating Reports
4. Adding a Report to a Dashboard

Also, when configuring your dashboards, from the first section of this article, be sure to add one of your newly created forms!

KPIs

Utilizing KPIs is the following way to bring your Integrify instance up to speed. A KPI measures the amount of time between the completion of two tasks. KPIs and metrics are still essential in driving tangible process improvement results. If you are still getting familiar with the scope of KPIs, we have an article, Process Metrics and KPIs Explained, which is a great place to start.

Integrify specific pages from our Help Site about KPIs can be found here:

1. Adding Process KPIs to a Dashboard
2. KPI Overview
3. Defining Process KPIs

Users/Groups/Categories

Lastly, bring your instance to a new level by organizing your users, groups, and categories. Making groups and categories are necessary things you most likely already have set up, but continuing to monitor them is essential.

To make your processes more efficient, rather than assigning individuals as recipients to a task, you could assign it to the whole group, making it easier for processes to flow in case someone is out of the office. In this scenario, you could also utilize our delegation feature.

Keep your users updated, and continuously add, replace, and mark your users active or inactive. Your instance will always be up-to-date and efficient by staying current on these features.

Important links from the Help Site about users, groups, and categories are:

1. Active and Inactive Users
2. Add Users & Replace Users
3. Delegations
4. Groups
5. Categories

Updating and upgrading these five features lets you bring your Integrify instance up to speed to get the most out of our platform. If you need assistance on any of these, feel free to reach out to our Customer Success Team, who will be able to assist you.

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Customer Corner   Using Integrify