FEATURES/ SERVICES

DESCRIPTION

FLOWFORMA PROFESSIONAL

FLOWFORMA PROFESSIONAL PARTNER

FLOWFORMA BEGINNER

FLOWFORMA ENTERPRISE + (LEGACY -RENEWAL ONLY)

FLOWFORMA COPORATE (LEGACY -RENEWAL ONLY)

FLOWFORMA

STARTER (LEGACY -RENEWAL ONLY)

User Bands applicable For the use of the FlowForma Service you will be charged a price associated with Authorized User Bands All All 

Entry level

1-100 User Band

All All

Entry level

1-250 User Band

Process Flow A Process Flow is a single set of process steps, questions (data), documents, communications, system integrations and other automated actions that enable the business user in building their business process. Unlimited Process Flows Unlimited Process Flows  5 Process Flows  Unlimited Process Flows Unlimited Process Flows 5 Process Flows
Document Generation Create unlimited word/pdf documents from your process data Unlimited Documents Unlimited Documents Unlimited Documents Unlimited Documents Unlimited Documents Unlimited Documents
FlowForma SharePoint App FlowForma Service that is installed as a SharePoint Add-In on your SharePoint online environment. 500 500 1 20 1 1
Product Support Product support service with defined SLA and monthly feature releases. Details can be found in our support brochure. Included Included Included Included Included Included
MS Teams App FlowForma App on Microsoft Teams provides full visibility of tasks, decision-making capability, and collaboration. Included Included Included Included Included Included
Mobile App Mobile apps for iOS and Android devices provide the best mobile experience and offline forms ability. Included Included Included Included Included Not Included
FlowForma Governance Manage FlowForma deployments across your entire tenancy efficiently from the FlowForma Governance Hub. Set up sandbox areas for citizen developers and transfer work to test and production environments when ready. Apply common processes and standards across your organization. Included Included Included Included Not Included Not Included
FlowForma Engage Secure Users - Have external parties to participate in your processes. Engage allows you to assign a process step to a Gmail, Microsoft or Facebook user. The user authenticates using the external service, never needing direct access to your tenancy. These users will count as Authorized Users and will count towards the users in your user band.
Public Forms Users- External users can participate in workflows using anonymous links to access a step. No login is required. Price is based on the number of steps in a form completed. These users will not count as Authorized Users and will not count towards the users in your user band.
Included
Public Forms - Limit 30,000 steps per annum
Included
Public Forms - Limit 30,000 steps per annum
Not Included Not Included Not Included Not Included
FlowForma Reporting Automatic replication of form metrics and data to an external Azure SQL DB for high-performance analytics. Requires client to provide an Azure SQL DB to host the data. Included Included Included Included Not Included Not Included
FlowForma Data Service FlowForma Services data feed based on the Open Data Protocol (OData). Not Included Not Included Not Included Included
Limit to 10,000 forms
Included
Limit to 10,000 forms
Included
Limit to 10,000 forms
FlowForma Simplify Define data entities (customers, suppliers etc.) and re-use the standard entities in every process in your organization. Requires client to provide an Azure SQL DB. Included Included Included Included Not Included Not Included
FlowForma Collaborate Create workspace portals where cross-functional teams can work together and manage their workload. Included Included Included Included Not Included Not Included
FlowForma Decision Enables group review and individual assessment at key decision points in a process. Included Included Included Included Included Included
FlowForma Connect Connect with over 200 applications via Microsoft Azure Logic Apps using our no-code MS Logic Apps connector. Requires client to have an Active Microsoft Azure Subscription. Included Included Included Included Not Included Not Included
FlowForma Compliance Advanced Audit, e-signatures, and automatic documentation to facilitate regulatory environments. Included Included Included Included Included Not Included
DocuSign Connector A connector to the DocuSign Agreement Cloud that lets you request and manage DocuSign digital signatures applied to documents. Requires the client to acquire a key from DocuSign and pay DocuSign a transaction fee. Included Included Not Included Not Included Not Included Not Included
FlowForma SureStart SureStart has been designed to accelerate Time to Value by getting the first process live in 4 to 6 weeks. For new clients. Included Not Included Not Included Not Included Not Included Not Included
Accelerator Pack (5-day): The Accelerator Pack has been designed to extend the scope of the SureStart. Not Included Not Included Not Included Not Included Not Included Not Included
Advisory Services: A premium offering aimed at supporting further enablement and adoption of FlowForma across the business. The service is intended to be used for Business-As-Usual Requests, Queries, on-going Enablement, Best Practice Advice & Guidance. Not Included Not Included Not Included Included
2 hours per month
Not Included Not Included
Consultancy Days Consultancy Days are typically purchased for the project and migration-related services and are provided as an estimate on a T&M basis. Not Included Not Included Not Included Not Included Not Included Not Included
Shared Product Training A 2-day virtual shared product training course for those new to FlowForma, where attendees get hands-on experience building and automating flows, and learn how to use the standard features and functions in the product. Not Included Not Included Not Included Not Included Not Included Not Included
Dedicated Product Training
A 2-day virtual product training course for those new to FlowForma, where attendees get hands-on experience building and automating flows, and learn how to use the standard features and functions in the product Not Included Not Included Not Included Not Included Not Included Not Included
FlowForma Academy We offer educational training courses through FlowForma Academy Not Included Not Included Not Included 5 Not Included Not Included

 

Specifications:
You need to be subscribed to a Microsoft 365 plan which includes SharePoint Online to use the FlowForma Service. You are responsible for any related Microsoft licenses required for your environments to support the FlowForma Service. By using Microsoft 365, you agree to be bound by Microsoft's terms, available at: https://www.microsoft.com/en-ie/servicesagreement/

Legacy FlowForma Products:
Only available to renewal customers. Once you upgrade from one of these legacy products you cannot choose to re-purchase the FlowForma product with legacy pricing. If you use one of our other legacy FlowForma products that is not listed in the Service Specific Terms, then the terms that apply to FlowForma Service with legacy pricing apply to your subscription.

Sub Processors:
For the purpose of Clause 16 of the license terms and conditions the following sub-processors may be used by us:

Sub-Processor Function Personal Data Processes
Analyst Contractor Team Software Developers User Account Details for Support Escalation

FlowForma SureStart:
SureStart has been designed to accelerate Time to Value by getting the first process live in 4 to 6 weeks.

a. As a guideline the first process should fit within the following parameters:
Workflow with a maximum of:
i. 10 steps,
ii. 70 questions,
i. 50 rules,
ii. 4 email templates,
iii. 1 document template (100 rules),
iv. 2 lists,
v. 1 document library (if not default),
vi. 5 “row groups” (to use in questions),

b. SureStart is time-limited and must be completed within 3 months. Any additional effort required after this period will be charged on a T&M basis.
c. SureStart is a joint effort between the Customer and FlowForma, where the FlowForma Expert will coach the Customer through the process. The Customer can expect to be assigned work during the process and gain hands-on experience working with FlowForma. The FlowForma Expert will offer best practice implementation support and guidance throughout.
d. As a prerequisite, the Customer needs to document their requirements for the in-scope process.
e. SureStart includes 2 days of product training (virtual) and up to 6 days of consultancy with a FlowForma Expert (remote).
f. Customer is responsible for ensuring its key resources attend agreed meetings, and complete any work assigned within the agreed timeframes. Should the Customer cancel any meetings within 48 hours, or fail to complete assigned work on time, FlowForma reserves the right to deduct this time from the total number of days.
g. Any additional requirements outside of the scope of SureStart will be discussed and agreed upfront and may incur additional charges.
 
 
Accelerator Pack (5-day):
The Accelerator Pack has been designed to extend the scope of the SureStart:

a. The Accelerator Pack includes 5 days of Consultancy.
b. Typically, Accelerator Packs are used to add 1 to 2 additional processes, depending on complexity, for which the requirements and scope need to be reviewed and agreed with FlowForma in advance.
c. The Accelerator pack is time-limited and expires after 6 months. Any additional time needed to complete the agreed scope of work will be charged on a Time & Materials basis.

Advisory Services:
Advisory Services is a premium offering aimed at supporting further enablement and adoption of FlowForma across the business. The service is intended to be used for Business-As-Usual Requests, Queries, on-going Enablement, Best Practice Advice & Guidance:

a. This is a subscription service paid upfront on a yearly basis.
b. The service provides direct access to FlowForma Experts for up to 3hrs maximum per month over a 12-month term. Any unused hours cannot be carried over to the following month(s).
c. Time will be recorded in 15-minute increments.
d. If a Query or Request requires longer than 30 minutes, the FlowForma Expert may request to schedule an alternative time and date, where both parties have the appropriate time available.
e. The service cannot guarantee the same FlowForma Expert resource each time.
f. Response Times:
• Customer can expect a response time of 4 hours on request for Advisory Services.
• Standard hours are 9.00 a.m. to 5.30 p.m. GMT Monday to Friday, excluding public holidays.

Contact Information:
Please send all requests for Advisory Services to: advisoryservices@flowforma.com

Consultancy Days:
Consultancy Days are typically purchased for project and migration-related services and are provided as an estimate on a T&M basis.

a. All Consultancy Days must be purchased in advance.
b. The days are provided as an estimate only and are subject to change. If any additional days are required, FlowForma will request approval from the Customer in writing. In the case where the request is not approved by the Customer, FlowForma will only be responsible for completing any work that can be achieved within the approved days.
c. The fees have been calculated on the basis of a Monday to Friday normal working week of thirty-seven point five (37.5) hours, excluding designated public holidays in Ireland. Where required by the Customer, FlowForma reserves the right to charge 150% of the specified rate for work outside the normal working week of 08:00 – 18:00 GMT Monday to Friday and 200% of the specified rate for any weekend work. This includes the provision of on-call assistance.
d. If the Consulting Services provided are not complete at the end of the Delivery Period due to your failure to make the necessary resources available to us or to perform your obligations, such Consulting Services will be deemed to be complete at the end of the Delivery Period. If the Consulting Services provided are not complete at the end of the Delivery Period due to our failure to make the necessary resources available to you or to perform our obligations, the Delivery Period will be extended to allow us to complete such Consulting Services.
e. All Consultancy Days are time-limited and expire after 12 months if not used unless agreed otherwise in the order form.

Shared Product Training:
a. This course is offered as a remote delivery.
b. Training is being offered on an individual basis on a shared course. Spaces are limited and the candidate will be placed on a waiting list for the next available course if spaces are filled.

Dedicated Product Training:
a. This course is offered as a remote delivery.
b. Training is being offered on a company basis on a shared course.

FlowForma Academy:
FlowForma Academy allows users of the system to learn at their own pace using our online training videos.