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What is Si-Fi?

Si-Fi functions as a powerful and accessible Business Rules Management System (BRMS) that allows business users to design complex rule structures and workflow processes without requiring any coding expertise. Users have the ability to choose from a wide range of actions, such as creating, viewing, or selecting Salesforce records, making logical determinations via Si-Fi Expressions, dispatching emails, or posting updates on Chatter. These various functionalities can be easily linked together through an intuitive drag-and-drop interface, which significantly enhances user experience. In addition, Si-Fi facilitates interaction with all standard Salesforce objects, custom objects, and external data sources via web services. With its drag, drop, and connect capability, users can construct dynamic elements that are essential for effective business operations. Serving as a complementary resource to Salesforce Flow and Visual Workflow, Si-Fi is particularly designed to assist organizations with demanding process requirements in their quest for operational excellence. In an era where customer focus is paramount, the ability to implement flexible, measurable, and manageable processes has become crucial for achieving success. Moreover, the platform's user-friendly design ensures that even individuals with limited technical backgrounds can leverage its functionalities effectively. This accessibility empowers a broader range of users to engage with the system, promoting innovation and efficiency across various business functions.

What is DocFinity?

DocFinity is an innovative platform that offers a comprehensive approach to Enterprise Content Management, Business Process Management, Workflow, and Records Management. It simplifies the management of documents while improving business operations with a self-service model that caters to various industries, including accounts payable, accounts receivable, contract oversight, customer service, human resources, legal affairs, and IT management. Users can effortlessly scan, upload, import, store, and organize a wide array of content types, such as documents, audio, and video files, all supported by a user-friendly search and retrieval mechanism. The system allows for easy integration of data and specialized features for external stakeholders through adaptable gateways that align with your organization’s branding. With its intuitive drag-and-drop workflow design, businesses can streamline the flow of information to both employees and systems, minimizing the likelihood of errors. Furthermore, DocFinity facilitates the linking of pertinent documents and data across multiple business applications, which boosts overall efficiency and teamwork. Consequently, organizations can anticipate enhanced productivity and more organized operations throughout every department, leading to a robust improvement in decision-making and resource allocation.

Media

Media

Integrations Supported

Microsoft 365
Microsoft SharePoint
Salesforce

Integrations Supported

Microsoft 365
Microsoft SharePoint
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ORIAC Solutions

Date Founded

2006

Company Location

United Kingdom

Company Website

oriacsolutions.com/products/salesforce-si-fi-app/

Company Facts

Organization Name

Optical Image Technology

Date Founded

1986

Company Website

www.docfinity.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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