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From Left: Billy Hartman, Product Developer, Lisa Seeney, Senior Implementation Architect, Adam Yahre, SVP Implementation and Support, Lisa Paetzold, Implementation Specialist, Tom Pioli, Implementation Engineer

Identifi's Implementation team faced a number of challenges during a recent Uplink project that required some late nights and out-of-the-box thinking. Despite myriad challenges the project came in on time and on budget. In appreciation each have been presented with an embroidered Identifi Uplink black-belt that underscores their formidable Fu.

 

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President and CEO Alan Wiessner telling some "fish" stories at Identifi's Holiday Party at the Florida Aquarium in Tampa, FL

Fun times at the The Florida Aquarium. Great food and libations were on hand while Identifi employees, spouses, friends and SO's enjoyed the exhibits. It is a 250,000-square-foot aquarium . We owned the place for the evening. From river otters to sharks, there are more than 20,000 aquatic animals and plants at the Aquarium.

 

Integra Business Systems, Inc. d.b.a. Identifi, is the developer of the iDentifi Enterprise Content Management (document imaging) software.  We offer a paperless environment to include desktop and online e-sign, e-receipt for teller, document tracking, scan, workflow, analytics and report archival in an on-premise or hosted (SaaS) environment.  Identifi is integrated with your primary business processes for easy access and elimination of duplicate work. We are cross browser and mobile ready.

The technology business past, present and future is pretty much a wild ride. Every day we strive to reinvent ourselves. Founded in 1988, Integra Business Systems, Inc., d.b.a. Identifi, celebrated 32 years in business March 2020. To put things into perspective, in 1988 gas was .91 per gallon.

History is such a great teacher, and it has taught us at Identifi, you are the reason we are still here. The secret sauce to being successful is you, our customers, partners, vendors and employees, alike.

Through all the transitions in products and technology, our customers and partners have needed great products and services. We’ve provided it.

To be successful in the technology business, we have to continue to invest heavily in, what we like to call, “intellectual property," a.k.a., Identifi employees.

Our mission is to connect people with technology. We must embrace the constant evolution in technology and in our lives, to make our employees, our partners and our customer’s lives simpler, more productive, and more fulfilling.

We’ve always prided ourselves in providing great products and service. Now we need to take it to the next level, to connect you with the people you interact with every day.

In an increasingly commoditized environment, the risks of the consumer being bombarded with more competitive choices will increase. Creating loyalty through innovation (partnerships) will become more important. Identifi is and has been successful in forming partnerships which will be critical to enable "connected" anything.

Many businesses are saddled with legacy document imaging systems a.k.a., Enterprise Content Management (ECM) technology. Sooner or later companies with legacy ECM systems will have to bite the bullet. We are well positioned to convert and upgrade legacy ECM products to the latest web-based technology.

We know we have to make our technology simple. How do we do that? We have to keep pace with Mobile and the Cloud technology. We do that by using the latest browser based development technology. We build products that employ Responsive Design.

Identifi can connect you and your customers on any device, in all areas of your business, so you can be more productive, for you and your customers.

Our vision is to build products that make your life simpler. We believe we can improve the way you do business and the way your customers connect. We do that by focusing on helping people work together and incorporate the latest technology to make that possible. We are busy inventing the future of collaboration software. Join us. Welcome to Identifi 5.0.

May the joy of the Holiday Season carry over into the New Year!

Integra Client Conference Agenda below:
Integra Client Conference Agenda below:

 

2016-conference-logo.HIGH_QUALITY

Monday, Feb 22nd

 6:00 - 11:00 Fishing Charter – Clearwater Beach Marina

Jim Bryant, Integra’s lead Implementation Coordinator will LEAD you out into the Florida Gulf to catch the finest of Spanish Mackerel, King Fish and Grouper on this off shore fishing expedition!

                                 10:00 – 1:00        Winter the Dolphin Tour – Clearwater Aquarium

This is not your typical aquarium!  The Clearwater Aquarium is a marine life rescue center and home of Winter the dolphin, star and inspiration of the hit movie Dolphin Tale, which was filmed on location.  Winter is not the only animal others include, sea turtles, otters, sharks & pelicans.  Come be inspired and educated by their ongoing work of rescue, rehabilitation and release. Includes a boat ride.  Meet Abby Ross our VP of Sales in the lobby.

                                   1:00 – 4:00       Beach Tennis/Volleyball – Sheraton Sand Key Resort

Come join Chris Oppenheimer, AVP of Customer Support out on the beach volleyball courts at the Sheraton Sand Key Resort for some fun!  Combine, volleyball & tennis and you get the exciting sport of Beach Tennis.  You don’t need to be a professional to play and you are always welcome to just come out and watch by the tiki bar.

                                 6:00 – 8:00         Welcome Reception – Poolside/Sheraton Sand Key Resort

Welcome!  Join the Integra staff, Partners and other Integra customers for dinner and drinks poolside at the Sheraton Sand Key Resort.  Network with your peers and enjoy the live Caribbean music.  Drink, Dance and enjoy the beautiful sunset on Clearwater Beach!

Tuesday, Feb 23rd        

                              8:00 - 4:00   Registration – Outside of Palm/Bay Rooms

                              8:00 – 8:45   Breakfast – Island Room II

Get ready to learn! Join the Vendors and Integra employees and your peers for breakfast.  Start out your morning well while preparing for an exciting day of education.

                              8:45 – 9:30   State the Union Address – Palm/Bay Rooms

President and CEO of Integra, Alan Wiessner will open the day’s events with a recap of where Integra has been and where we are going.  Get ready for a big reveal!

                              9:30 – 10:45 Keynote Speaker – Palm/Bay Rooms

Bob Hirschfeld a “Cybersatirist” takes a satirical look at business and technology and the world around us.  Start the morning out laughing with Bob who was a contributing writer for Jay Leno from the Tonight Show.

                             10:45 – 11:15 Break

Microsoft Gold

Safety Harbor, FL -- (Feb 26, 2015) - Integra today announced it has attained Gold Certified Partner status in the Microsoft Partner Program with a competency in Application Development, recognizing Integra's expertise and impact in the technology marketplace. As a Gold Certified Partner, Integra has demonstrated expertise with Microsoft technologies and a proven ability to meet customers' needs. Microsoft Gold Certified Partners receive a rich set of benefits, including access, training and support, giving them a competitive advantage in the channel.

Microsoft Competencies are designed to help differentiate a partner's capabilities with specific Microsoft technologies to customers looking for a particular type of solution. Each Competency has a unique set of requirements and benefits, formulated to accurately represent the specific skills and services that partners bring to the technology industry. Within select Competencies, there are Specializations that focus on specific solution areas that recognize deeper expertise within that Competency. Serving as a specialized path to earning those Competencies, Specializations give direct access to the tools and resources that support that specific area of focus.

Integra's iDentifi.Net product was tested and approved by Microsoft in February. The company achieved its Application Development Competency by meeting testing requirements for its software, its operating system, and other components – and by receiving the required number of customer references.

As an ISV, an application development competency allows Integra access to all of Microsoft’s server platforms to enable seamless integration with those products.

"Customers are looking for partner companies they can trust to build a positive customer experience with the platforms they depend on,” said Aaron Stine, Senior Vice President of Development and Professional Services at Integra. “As a Gold Certified Partner, Integra has demonstrated its expertise in providing customer satisfaction using Microsoft products and technology."

About Integra Business Systems, Inc.

Integra is a software development company that produces document imaging, management and workflow with 20 years experience in the financial services, real estate and other industries. The iDentifi product line delivers a wide range of features for scanning, storing, coding, tracking, finding and viewing documents throughout the enterprise. Modular solutions include storage and management of all document types, workflow, enterprise report management (COLD), electronic signatures, signature and photo ID verification, document version control, document retention policies and document on and off line archival. For more information visit www.identifi.net.

 

 

Back by popular demand…

*Mark Your February 2016 Calendars!*

Integra Client Conference & Training Seminar 2016

February 22nd -24th

Sheraton Sand Key Resort

(Integra Group Rate:  $222 a  night)

Costs:

Full Conference: $249 per Institution

Events Only (Perfect For Guest): $99

 More to follow as the dates approach...

peoples-cu1The People’s Credit Union is a community credit union that has served the people of Rhode Island since 1922. Located in Rhode Island, Peoples has six branch locations.  Each branch uses iDentifi.eSign to capture electronic signatures for transactions, new accounts and account maintenance.  The Credit Union uses iDentifi.eReceipt for electronic transaction processing, iDentifi.Trak for monitoring required documents and iDentifi workflows for efficient and streamlined verification and quality control.

The Credit Union uses Pax units for eSign processing on the teller line and Topaz units for new account processing.  Currently, electronic signatures are used for all over-the-counter teller transactions as well as all deposit related documents, such as, new consumer and business account signature cards, safe deposit box agreements, account maintenance forms, IRA administration documents, ATM/Debit Card agreements and so much more.

The eSign functionality has brought many benefits to the Credit Union including increased operational efficiency, stronger controls and security, enhanced member service and a decrease in our operational tasks and costs.

Tellers are able to process transactions faster, with minimal paper to clutter their teller stations.  Documents are automatically uploaded to the iDentifi web system reducing the possibility of getting misplaced while complementing our clean desk policy.

Teller and new account staff now have instant access to member and account documents and our research requests are now completed in just a few minutes whereas before, staff had to wait (sometimes days) while operations staff sifted through paper files that were locked in vaults and file cabinets.

In addition, now that we have streamlined operations and eliminated the need for filing paper documents, the Credit Union is able to take on more strategic projects without having to hire new staff to support these goals.   Bethany Cottrell, Core Systems Manager, People's Credit Union

The eReceipt functionality enables the Credit Union to process member transactions quickly, securely and efficiently.  Electronic receipts are automatically stored to the iDentifi web system.  If a member needs a copy, tellers can quickly and easily pull and print copies of receipts.  Receipts processed through the drive-up include a barcode and are quickly and easily scanned into document storage as part of the tellers everyday process.  The eReceipt module is easily customizable which allowed the Credit Union to choose which transactions require an eReceipt and which do not.

The iDentifi system provided the Credit Union with customizable and easy to use security and retention tools.  Access has been limited to only those individuals that have a business need, including auditors who may need access to very specific documents for auditing purposes.  In addition, People’s has set very detailed retention schedules eliminating the need to manually track documents that need to be securely destroyed.

The People’s Credit Union also utilizes iDentifi workflows for both quality control purposes and approvals of any scanned loan documents and deposit related eSign documents.  Documents are automatically placed in the beginning stage of the work flow.  Operational staff are able to easily move documents throughout each step of the workflow process until all documents are completed and approved.  Users use the sticky note feature to notate any comments or approvals.

iDentifi.Trak is the newest module that the Credit Union has added to its processes.   iDentifi.Trak allows the Credit Union to monitor specific documents to ensure they have been loaded into the iDentifi system.  Our operations staff use the robust reporting that is included in the iDentifi.Trak system to monitor pending items and exceptions.  On a regular basis, the iDentifi system looks to see if any missing documents have been added to the system to automatically clear out any exceptions.

Over the next year or so, People's Credit Union hopes to expand eSign to all loan related documents.  This will be the last accomplishment in our goal of converting to a paperless environment.

The iDentifi.Net ECM Suite from Integra Business Systems, Inc. provides document management solutions addressing today’s challenging needs for ROI, secure storage of documents and information; while aiding you with regulatory and compliance issues.

We couldn't do it without you! We're celebrating the Holidays with Santa, as another successful year, 2014 comes to a close.  We are reminded once again, our greatest achievement is the relationships we have developed over the years with you, our customers, our partners, our employees and our friends, of which most are synonymous.  Thank you! 

Please enjoy a relaxing, peaceful and safe holiday season and don't forget to celebrate like Santa!

Seasons Greetings from Integra Business Systems, Inc.

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