Helping Your Cross-Functional Teams Collaborate With Ease

 

Collaborative work management software tools such as FlowForma Collaborate, provide organizations with additional features and functionality to enable cross functional teams to collaborate on strategic initiatives (such as innovation, talent management and digital transformation) in a secure, collaborative and mobile way. 

 

FlowForma customers include:

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FlowForma Collaborate: In Action

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✔️ Grouping Processes: With FlowForma Collaborate, you have the ability to group processes into dashboards that can give trend analysis on your processes

✔️ Work Items Queue: Users can access work item queues to easily view what processes in a process group are assigned to a user and what stage they are at.

✔️  Discussion Board: Enjoy simple and effective communication with discussion boards for process groups, allowing you to tag users or processes in messages.

What Makes FlowForma Collaborate Unique

Did You Know Fact-1

 

One View

FlowForma Collaborate gives you a single macro view of all program activity, no matter where the work is carried out.

Seamless Collaboration

Virtual teams can collaborate on programs that span multiple departments, geographies, or business functions.

 

 

Your Work

Each user sees only the work that matters to them, with personalized dashboards and task queues.

No-Code

You can configure FlowForma Collaborate with zero coding skills—just like FlowForma Process Automation.

Global Collaboration, Made Easy With FlowForma

Seamless Collaboration

Break down silos by connecting virtual teams, departments, and external stakeholders within one unified workspace.

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Macro + Micro Visibility

Gain a holistic program view while empowering individuals with personalized dashboards of tasks, queues, and priorities.

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Multi-Owner Flexibility

Support complex initiatives by enabling multiple process owners to oversee and manage processes across business units.

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Native Integration

Enhance your automation suite with collaboration features, fully aligned with forms, workflows, analytics, and document generation.

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No Code Configuration

Just like FlowForma Process Automation, Collaborate requires no coding, empowering business users to configure and adapt processes with ease.

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Program-Centric Management

Organize all activity, documents, and workflows under initiatives/projects for clear accountability and efficient delivery.

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Collaborative Work Management tools - FlowForma

ADD-ON HIGHLIGHT:
Grouping Processes

With FlowForma Collaborate, you have the ability to group processes into dashboards that can give trend analysis on your processes

Collaborative Work Management Grouping Processes - FlowForma Process Automation

ADD-ON HIGHLIGHT:
Work Items Queue

Users can access work item queues to easily view what processes in a process group are assigned to a user and what stage they are at

Collaborative Work Management - discussion boards - FlowForma

ADD-ON HIGHLIGHT:
Discussion Board

Enjoy simple and effective communication with discussion boards for process groups, allowing you to tag users or processes in messages

Discover More AI-powered Features of FlowForma Process Automation

Copilot

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  • With FlowForma Copilot, you can fast-track process automation with Agentic AI. Conversing with our copilot, you can create a high-level version of your business process in seconds.

Forms

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  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

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  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Insights

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  • Take your reporting to the next level, by creating dashboards in minutes to assess all aspects of your processes and business data, all from within the FlowForma platform.

Governance

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  • Allow IT departments to easily govern how FlowForma Process Automation is used across the business while empowering users to build and test in a controlled environment.

Integrations

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  • The FlowForma Process Automation platforms integrates with thousands of other systems, empowering you to seamlessly send and receive data at any step in your processes.

Mobile App

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  • Fill out and submit forms, review and approve documents and keep your business processes moving anywhere, anytime with the FlowForma Mobile App for iOS and Android.

Engage

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  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Document Generation

FlowForma How It Works - Document Generation See Details
  • FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.

Empowering Cross-functional Collaboration 

 

"The speed of development and the opportunity to involve process owners in creating their own FlowForma forms and workflows is a game-changer. The ability to create workflows quickly with governance from IT, without being reliant on them, is critical. "

 

Martyn McKechnie
Head of Digital Identity,
Blackpool Teaching Hospital NHS

 

Recognized By

 

 

G2 Ranking High Performer DPA-1

 

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Peoples Choice

 

Frequently Asked Questions

Who is FlowForma Collaborate designed for?

FlowForma Collaborate is designed for cross-functional business teams, programme managers, operations leaders, IT departments and executives who need visibility across strategic initiatives. It enables multiple departments to collaborate while maintaining governance, accountability and process consistency. 

What is collaborative work management software?

Collaborative work management software helps teams plan, coordinate and track work across departments from a single platform. Unlike traditional task management tools, FlowForma Collaborate combines workflow automation, dashboards, discussion boards, work queues and process visibility, enabling teams to manage complex business initiatives while staying aligned across Microsoft 365. 

How is FlowForma Collaborate different from project management software?

Project management software focuses primarily on tasks and timelines. FlowForma Collaborate is designed for organisations running structured business processes and programmes. It combines no-code workflow automation, collaboration, approvals, dashboards and governance, giving teams visibility into both project progress and operational processes from one platform. 

What types of initiatives can FlowForma Collaborate manage?

FlowForma Collaborate helps organisations manage cross-functional initiatives such as:

  • Digital transformation programmes
  • Employee onboarding
  • Talent management
  • Compliance programmes
  • Governance initiatives
  • Business change projects
  • Quality improvement programmes
  • Healthcare pathways
  • Continuous improvement initiatives

It provides one workspace where teams can collaborate while workflows keep activities moving.

Can multiple departments collaborate on the same processes?

Yes. FlowForma Collaborate is built for cross-functional collaboration. HR, Finance, IT, Operations, Compliance and other business teams can work together on shared programmes while maintaining clear ownership, permissions and visibility into every process.

What are process groups in FlowForma Collaborate?

Process Groups allow organisations to organise multiple related workflows into a single programme or initiative. This gives managers an overall view of progress, trends, KPIs and workload across connected business processes rather than viewing each workflow individually. 

Does FlowForma provide dashboards for collaborative work?

Yes. FlowForma Collaborate provides personalised dashboards for individual users alongside programme-level dashboards for managers. This gives executives a high-level view of progress while allowing employees to focus only on the work assigned to them.

Can teams discuss work directly within FlowForma?

Yes. FlowForma Collaborate includes discussion boards where users can communicate within a programme, tag colleagues, reference processes and maintain conversations alongside the work itself. This reduces reliance on disconnected email threads and helps keep project discussions in context.

How does FlowForma improve visibility across business programmes?

FlowForma combines workflow automation with collaborative work management, allowing leaders to monitor every stage of a programme through dashboards, work queues, reporting and audit trails. Managers can quickly identify bottlenecks, overdue tasks and process trends across multiple teams. 

Is FlowForma Collaborate built for Microsoft 365?

Yes. FlowForma is built natively for Microsoft 365 and integrates with SharePoint, Microsoft Teams and Outlook. This allows organisations to collaborate securely while keeping their business processes and data within their own Microsoft environment. 

How does FlowForma support governance and accountability?

FlowForma records every workflow action, approval and task within a complete audit trail. Combined with role-based permissions, dashboards and process ownership, organisations gain full visibility into who completed each activity and when, supporting compliance and governance requirements.