OUR PROCESS
At Centrify, we follow a structured implementation process to ensure smooth integration of new custom solutions with minimal disruption. At every stage, we emphasize clear communication, well-defined roles, and close collaboration between our team and yours.

01
Advisory & Assessment
We conduct a data-driven strategic assessment—covering business process evaluations, data integration, and security and compliance reviews, including our specialized Security Assurance Program—to identify opportunities for improvement. From there, we move into strategic planning, prioritizing use cases and designing tailored solutions.
02
ERP Engineering & Development
Based on our initial assessment, we deliver custom solutions which include:
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Centrify’s proprietary conversational AI platform
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AI-driven productivity enhancement tools
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Workflow and process automation for streamlined operations
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Enterprise data integration to unify information sources
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Data storage and management solutions (e.g., ConvokeDX) for simplified handling of enterprise data
Generative AI–powered advanced analytics and data strategy
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We typically begin with a pilot deployment of select services to demonstrate value and validate our approach, before scaling to a broader rollout with ongoing optimization. Our solutions are designed for seamless implementation, ensuring minimal disruption to existing operations and compatibility with platforms such as Salesforce, Einstein, Google Vertex, and Workato.
Evaluation
Solution Design
Pilot Deployment
Evidence-based expansion
Continuous optimization
03
AI Adoption Support and Workforce Enablement
Centrify offers numerous services to ensure our clients can smoothly adopt our technological solutions.
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AI Workforce Enablement program designed to equip employees–regardless of technical background–with practical knowledge of AI’s potential and limitations, empowering them to confidently apply our AI tools into their daily workflows.
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Concierge-level support and responsive helpdesk services to ensure concerns are addressed efficiently.
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Ongoing mentorship from Centrify’s team of specialists, with over 20 years of experience in applying technology to drive business outcomes—including AI-enhanced solutions.
Security Assurance Program
​​Our Security Assurance Program evaluates both your technology infrastructure and organizational processes—particularly as you adopt generative AI—to identify potential vulnerabilities. We provide clear diagnostics of emerging threats and assess compliance with relevant industry standards to ensure your operations remain secure and aligned.
AI Workforce Enablement Program
Our AI Workforce Enablement program is designed to equip employees–regardless of technical background–with practical knowledge of AI’s potential and limitations, empowering them to confidently apply our AI tools into their daily workflows.