Re-imagining External Processes  

Imagine enabling external parties such as suppliers, customers and external stakeholders (including the general public) to input to your business processes? It would probably make your life a lot easier! 

Step into a world where customers can complete steps in an insurance policy renewal, or members of the public can kick off an e Vetting process online, or suppliers can input to your supply chain process.

It's with this in mind, that we innovated FlowForma Engage, a tool to enable your external users to securely and seamlessly complete steps within your business processes. 

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Sample Use Cases

  • 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
  • Loyalty card application - allow customers to apply for loyalty programs
  • Police e vetting - allow people and businesses to be vetted before doing business with you
  • Contractor agreements - request and record contractual agreements 
  • Tender Response Management - seamlessly manage responses, scoring and selection - see related eBook

How it Works

FlowForma Engage is a managed service that allows you to link external resources into your organization’s internal processes.

It sits on FlowForma’s Azure and links through to your own FlowForma environment, where necessary. The FlowForma Engage environment is provided and managed by us, so you won’t have to worry about configuring and maintaining it.

We provide two ways for you to do this:

  1. Anonymous Forms – allows your customers to submit forms without logging into a portal with a username and password. Typically used for once-off transactions (such as business vetting/visitor access etc.)
  2. Secure Access – this is more suitable when you have ongoing processes back and forth with existing customers, partners or vendors. A secure login is required prior to access. 
Business Vetting Process - FlowForma
the benefits of business vetting - FlowForma process automation

The Benefits

✓ processes are completed quicker
✓ data can be validated as the user enters it
✓ improved customer experiences
✓ documents can be generated based on the data inputted
✓ information is automatically passed to the internal system with no need for re-keying
✓ sitting on FlowForma's Azure = no set up or maintenance required by you
✓ no security worries = once data is purged, it is removed from our environment 

Adding Value For Business Managers & Their Customers

Olivia Bushe circle-690264-edited

Olivia Bushe

CEO, FlowForma

"We built FlowForma Engage to enable our customers to engage external stakeholders to input to their business processes.

For the business, i
t empowers them to get processes completed quicker - as external users can seamlessly complete their process steps with less delays, they can also quickly generate documents from the data inputted by the external party.

For the external party, it provides them with a positive customer experience -  self service and no delays."

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