Integrify vs. Workato

It is great as a way to move from a manual paper process to something digital and more streamlined. There is a learning curve for users when it comes to developing a proper form and following/tracking the flow of information. Overall it is a great move, just be ready for some resistance.

Incentivized

Well Suited

• Business Process Work Flows, File Management, Small/Medium # of Records Queried (<~1000)
• Closing a sales deal in system one kicks off work flows in system two for implementation
• Notification of key events in system one via text, outlook event, etc
• While I note management of two-way integrations needs improvement, it is a strength of Workato and easier to set up here than in any other tool.
• Support for connectors business processes require (Docusign, Dropbox, Outlook, Quick Base, Salesforce, etc)

Needs Improvement -

• Management of two-way integrations. It's often a bit of a struggle to create the appropriate fields in both systems to ensure redundant jobs are not run nor infinite loops created. That said, Workato does provide some documentation to counter this.
• Working with Large Data Sets (1000+)

Incentivized

• Easy to develop an intake form.
• Workflow diagram is simple to follow and make adjustments to.
• Dashboard is helpful in identifying bottlenecks in the process.

Incentivized

• Workato is very easy to pick up and use. You'll be creating complex recipes within days. The UI, workflow, formulas, and other features are very intuitive.
• Workato is very powerful. The native connectors it has to hundreds of software already, allows users to make substantial automation and integrations, but the HTTP connector makes it seem like it has no boundaries. If you are using software that isn't a native Workato connector but it has an API, you can use their HTTP connector to make calls to and from.
• Workato is always making improvements to its platform. This includes adding more connectors, more features, updating current connectors to be more powerful, or expanding on other tools it offers.

• It's complicated. No, really. When you log in, you won't know much about what you're doing and you may only get about 10% of what the program is capable of. This is not a good thing as some will just give up before delving further into the program. If it is too complicated at the outset for someone who doesn't understand forms or how these kinds of programs work, you will not gain new clients unless you are there the moment they create an account. You can have someone reach out, but - in my experience - the decision to continue with a program or write it off is in the first ten minutes.
• When I first looked at it, printing larger flows was an issue. They have since addressed this, so the point of mentioning this is that (while they eventually looked back at the bigger picture) looking at large and small views would have been helpful.
• The people I consulted had issues with Javascript. There were ways to get around it, but these people did not have the time to spend on that and asked me to find another solution.

Incentivized

• Customization has a bit of a learning curve associated with it. Be prepared to expand your programming knowledge for any deep customization, however having the option to customize is critical
• Online training material is out there, but can be a bit cumbersome to read through and retain. More straight-forward online training material would help 10 fold

We need to develop Enterprise Application Integrations and Workato was not designed for this

Due to prebuilt recipes, Workato is easy to learn and use for non-technical users if their use case fits the existing recipes. It is not easy for non-technical users to create, modify, debug or maintain complex integrations that are outside the prebuilt recipes.

They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together

Incentivized

We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.

When it comes to workflow, you want something reliable. Something that covers all the bases. You don't get that with a lot of platforms because they want to be the "heart of the <insert name here> industry." Integrify is like a little blob of playdough. It is its own creature, sitting there in the middle, just malleable enough for you to stretch it to whichever department you want without it breaking. If you handle it badly, it will break and not work. But if you treat it right, and work with it, then it can become virtually anything for you.

Incentivized

We found Workato to be easier to use, more powerful and more robust than other solutions we tested at the time. It simply does the trick and allowed us to implement all that we needed in all the precise details we needed. It gave us all the power, flexibility and autonomy we needed without bogging us down with unjustified complexity. Workato came through for us and that's why we keep using it after three intense years.

• For the people I consulted - it helped them put more into the personal aspects of the business. While certain processes ran, they could keep an eye on the data, but were otherwise free to focus on the important aspects of the business. They were a marketing group. Their copywriter was able to be a copywriter instead of just filling out forms all day!
• It's adaptable. You can cross-pollinate any department with it, provided you know what you are doing. So, you are not getting a program for HR, and another for Marketing. Integrify can span the whole business. You can cut costs in focusing on one workflow product rather than a handful.
• It did have one negative impact on the place I consulted. Their tech-savvy person left in early 2019, and nobody else was able to use the program. Nor did they want to try when opening it up and trying to understand it. I was able to help out, but ultimately they were discouraged. I would recommend training multiple people if you use this product, and emphasize their support team!

Incentivized

• Workato is an unusual type of software in that it’s very much middle-wear, which means it’s extra important for stake holders in your company (especially those who won’t be interacting with Workato on a daily basis) to see the ROI that Workato can provide. Typically ROI is in developer time, as well as replacements for other SaaS tools. For our team, we move 2X as fast and need 1/2 the developers, so the ROI is just incredible.