How We Work
Templifyr follows a structured approach to automation: define business outcomes, integrate with existing systems, deploy at the right scale, and enable long-term success.
Our Engagement Framework
We guide clients through six structured stages—from defining objectives to delivering ongoing value. Each stage is designed to ensure automation aligns with business needs while maintaining operational control.
1. Business Outcome Alignment
Every automation engagement starts with clear business objectives—reduced cycle time, improved accuracy, enhanced scalability, or operational cost reduction.
Micro-SaaS: Predefined solutions for proven use cases (tender management, bid evaluation, proposal creation, etc.).
Enterprise: Structured discovery to understand operational challenges, workflows, and strategic priorities before solution design.
2. Integration-First Approach
We enhance existing systems rather than replace them. Our hybrid architecture integrates with your ERP, CRM, and operational platforms.
System Integration: Connect to existing systems through secure, structured integrations.
Process Enhancement: Automate repetitive tasks while maintaining control structures and compliance requirements.
ERP Enablement: Position ERP as system of record while improving adoption and user experience.
3. Tiered Adoption Model
Tier 1: Micro-SaaS Applications
Ready-to-use solutions via webstore. Pay-per-use, subscription, or enterprise licensing.
Tier 2: Enterprise Automation
Custom workflows, system integrations, compliance automation, ERP enablement. 20% benefit for enterprise clients via client portal.
Tier 3: Customized Solutions
Tailored micro-SaaS and automation for unique requirements. Formal contracts covering scope, ownership, and deployment rights.
Clients can start at any tier and expand as needs evolve.
4. Defined Ownership & Governance
Micro-SaaS: Standard licensing. You own content created; we maintain the platform.
Enterprise: Custom workflows delivered with defined ownership. Not released as market products.
Customized: Formal contracts establish IP rights, deployment permissions, and maintenance terms.
5. Structured Implementation
Micro-SaaS: Self-service through webstore. Immediate access with documentation and guided materials.
Enterprise: Phased deployment—requirements validation, integration testing, user acceptance, rollout, handoff with training.
Learning Hub: Enterprise clients access role-based resources, process walkthroughs, and reference materials.
6. Ongoing Support & Evolution
Micro-SaaS: Documentation, email support, best practices guidance.
Enterprise: Client portal with helpdesk, collaboration workspace, document repository, and learning hub.
Evolution: Support automation expansion, additional integrations, and tier migration as needs change.
The Templifyr Method
The Templifyr Method brings clarity to how organizations adopt automation. We offer ready-to-use micro-SaaS solutions for the retail market, client-exclusive automation for enterprises, and a structured path for customization where standard products do not fit. Each engagement is aligned to defined business outcomes, scale, and governance requirements.
→ Purpose-driven automation: Each solution addresses a defined business outcome.
→ Integration-first: Existing systems and processes are enhanced, not replaced.
→ Scalable adoption: Clients may start with micro-SaaS and expand into enterprise automation.
→ Enterprise foundation: Built for security, reliability, and long-term operational use.
Ready to Get Started?
Choose your entry point—micro-SaaS solutions, customized automation, or enterprise-grade workflows.
