FAQ

frequently asked questions

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General Information

Profilery is a software for consulting companies, project service providers, and agencies that professionalizes the process of creating and maintaining employee profiles as well as preparing the profiles for the client. Employees maintain their competencies, project experience, etc. in Profilery; sales managers access these profiles, find suitable employees for projects, and create proposals. Profilery digitizes the proposal process, eliminates media breaks, and thus enables better and faster processes in the placement of specialists.
Profilery was developed for everyone who works with employee profiles to offer their own employees for client projects. Most of our clients are consulting firms (IT consulting, management consulting, technical consulting, etc.), project service providers, or agencies.
Profilery was born out of the realization that all processes related to employee profiles are often manual, slow, and prone to error. Profilery aims to map these processes in one system, making working with employee profiles faster, more efficient, and more professional.
While Personio focuses on managing employees from an HR perspective, Profilery specifically addresses the problem of profile management for companies that offer their employees to clients. This use case cannot be covered by Personio.

Of course, we offer an interface to Personio to use your existing employee data if you are already working with Personio.

Setup

No, Profilery is intuitive to use and guides you step-by-step through the setup after registration. Additionally, Profilery provides comprehensive online help. If you have any questions, you can of course contact our customer service at any time.
You can easily add your existing profiles to Profilery. Alternatively, we offer a data migration service. As part of this service, we import all your existing profiles, regardless of the format they are currently in.
Yes, in addition to the data migration service, we also offer a guided onboarding process including training and workshops for all users.

Usage

No. Profilery runs as a web application in all common modern browsers: The latest versions of Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari are supported.
Yes, Profilery has a rights management system to define which information is displayed to whom.
Yes, depending on the chosen plan, there are different options to customize Profilery both in the view for internal stakeholders and in the design of proposals for clients to match your company's corporate identity.
Profilery actively and efficiently supports employees through targeted questions, automatic corrections, selection options, and AI-driven suggestions in creating and maintaining their profiles. More details can be found in our feature overview.
No, Profilery supports you in creating a profile tailored to the specific request based on the client's inquiry. For example, the most relevant experiences can be highlighted and irrelevant experiences can be hidden.
You have two options to send the proposals to the client: sending via link or exporting a PDF file and sending via e-mail.
Sending as a link offers various possibilities that exporting does not. These include the possibility to update subsequently, interactivity, improved accessibility, and more. In our blog post "Advantages of Sharing Profiles as a Link", we have extensively covered this topic.
We know that it often works better to send PDF files. Therefore, Profilery also offers the option to export the proposal. Here, you design the proposal in the same way as for sending it as a link completely in Profilery. You can then choose from different templates for the export. You will receive your export as a Microsoft Word file, which you can then save and send as a PDF. Of course, you can also make changes to the file if desired.
Of course. We are happy to create individual export templates for you, so your profiles look exactly the way you want them to. We can also create multiple templates if different clients require different layouts. When exporting, you simply select the desired template.
That is no problem at all! We know that, for example, authorities have templates in which they need to receive your profiles. In such a case, we are happy to create this template for you as an export template.

This way, you can create exactly the format the client needs with just one click, without having to manually fill out templates.
No. Clients receive the proposals either via link or via e-mail. It is not necessary for your Clients to use Profilery themselves.

Integrations & APIs

Yes, Profilery supports Single Sign-On (SSO) from Microsoft Entra ID, Google SSO, Okta, and OneLogin.
Yes, Profilery offers an interface to Personio. If you use Personio, you can directly import your existing employee profiles into Profilery.
Yes, we are constantly working on integrating additional interfaces. If you have specific requirements, please feel free to contact our customer service directly.

Pricing & Billing

We offer different plans for Profilery. You can find an overview here.
Profilery is billed based on the number of active profiles.
No, there are no additional costs under normal circumstances. However, you can add additional options at any time, such as support during setup or the migration of existing data. You can find an overview here.

Support & Customer Service

Yes, our Standard and Professional plans include prioritized support.
Yes, in the Professional plans, it is possible to agree on an extended Service Level Agreement. Please contact our support directly for an individual offer.

Data Protection and Security

The protection of your data is of the highest priority for us. We implement strict technical and organizational measures to protect your data and adhere to current industry standards and European data protection regulations.

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