Re-imagining External Processes With FlowForma Engage

 

Imagine enabling external parties such as suppliers, customers, contractors/subcontractors, and external stakeholders (including the general public) to input directly to your business processes? It would probably make your life a lot easier, and with increased remote working, it removes the pain associated with untouched paperwork at offices.


Step into a world where customers can complete steps in an insurance policy renewal, members of the public can kick off an eVetting process online, and suppliers can be onboarded quickly and input into processes. It's with this in mind that we innovated FlowForma Engage to enable your external users to securely and seamlessly complete steps within your business processes.

 

FlowForma customers include:

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✔️ Customer Feedback: Allow your customers to give you feedback on your services

✔️ Supplier Onboarding: Onboard your suppliers efficiently, ensuring that all the necessary data is captured before internal processing

✔️ External Approvals: Allow people outside of your organization to view and approve data and documents

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✔️ Contractors/Sub-contractors: Allow contractors to get onboarded and input to processes rapidly and request and record contractual agreements.

✔️ Police e Vetting: Allow people and businesses to be vetted before doing business with you or joining your workforce

✔️ Tender Response Management:  Seamlessly manage responses, scoring, and selection of tenders

What Makes FlowForma Engage Unique

 

Did You Know Fact-1

 

 Collaboration

Allow external stakeholders—suppliers, customers, or the public to access forms via a web link, making it easy to involve anyone in your processes without complex IT setups.

Flexible Access

Assign steps securely to specific users or allow anonymous participation. Users can log in with Microsoft, Gmail, or Facebook accounts, ensuring secure access without requiring internal credentials.

 

 

No-code Design

Design and configure entire workflows without coding. Any process step can be made accessible externally, giving you full control over what stakeholders can see and do.

Secure Access

External participants can engage in processes as if they were part of your internal team, without needing direct access to your Office 365 environment—ensuring security and simplicity for all stakeholders.

See FlowForma Engage In Action


Why Mid-Size and Enterprise Organizations Choose FlowForma

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Rapid Automation

Processes are completed quickly (no paper delays)

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Mobile Access

Processes can be input to, from, or anywhere on any desktop, mobile or tablet device

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Improved CX

Customer experience is enhanced by seamless communications and streamlined processes 

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Instant Validation

Data can be validated as the user enters it

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Seamless Doc Gen

Documents can be generated based on the data input

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Improved Efficiency

Information is automatically passed to the internal system with no need for re-keying

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Discover More AI-powered Features of FlowForma Process Automation

Forms

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

Workflow

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

Insights

  • 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.

Copilot

  • 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.

Governance

  • 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

  • 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

  • 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.

Document Generation

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

Saving 20% Admin Time Per Day With FlowForma

 

“Site managers and project managers estimate that having access to FlowForma on tablets as they move around sites has saved them between an hour and two hours per day (approximately 15% - 20% of their time.”

Shaun O'Donnell
IT Director, Coinford


Recognized By

G2 Ranking High Performer DPA-1

 

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Peoples Choice