Integrify Services

We're here to help ensure your workflow project gets done on time and on budget.



We have a range of services to precisely augment the skills and experience of your team. With Integrify Services, you can leverage our team as an extension of yours.

workflow services and consulting

À la Carte

Our service program is à la carte. You tell us how we can help you, whether it’s a full engagement, including everything below, or admin training so you can handle it all yourself.

  • Process Discovery: Integrify Services can work with your team to review, document and improve your process requirements based on our years of hands-on process development.
  • Process Design: We have built thousands of workflow processes for a wide variety of organizations and bring that knowledge to bear on all of your projects.
  • Process Implementation: From process build to user testing, we can ensure your project hits the ground running and receives widespread acceptance.
  • User Interface & System Architecture Design: Assistance with configuring unique user experiences within the Integrify Portal for different roles within your organization.
  • Report & KPI design and creation: Creating custom reports and dashboards that track the measurements you need to improve processes.
  • Extending Integrify: Integrate with your current system environment through the Integrify API and library of plugins. Push and pull data between Integrify and legacy applications.
  • Technical Assistance: Get technical assistance with Integrify including installation, Active Directory synchronization, additional development work and more.


  • Process Workshop: We offer a 1-day or 2-day workshop that gives your team the tools they need to prepare for a process automation project, including Project Planning and Scoping, Process Discovery, Process Design. Read More
  • Rapid Workflow Prototype: Let us build you a working workflow prototype of your business process so you can see it in action. Then demonstrate it, edit it, and test it with full access. Plus you can have your prototype up and running in a week. Read More


Learn from the best with knowledge sharing, skills development, best-practices and continuing education. Learn to use Integrify the way we do.

Integrify offers on-site and online training for business and technical users of varying skills and experience.

  • Web-based Sessions: Schedule one-on-one sessions with the convenience of online training on topics of your choice.
  • Onsite Seminars: Dedicate time at your location for your team to get absorbed with Integrify fundamentals and bring them up to speed by having an Integrify Trainer on site.
  • Self-guided: Or learn at whatever pace you like with our easily accessible training documents.

Administrative Coaching

Are you looking for more in-depth services?

We will review and reinforce learned skills, leading to greater administrative knowledge and productivity. Ensure your administrators gain full utilization of the Integrify system. We will assist your staff in identifying, verifying and resolving problems found in executing daily tasks.

During the coaching sessions, we can assist your administrators in becoming more self-sufficient, and improve the skills of your administrators to better meet the needs of your organization and their specific responsibilities.


Experience Integrify by scheduling a
personalized live demonstration.


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