Dedicated to empowering you to automate business processes at speed, here you’ll find quick answers to some of the most common questions we get asked.
FlowForma Process Automation is much more than a workflow tool - it incorporates forms, workflow, document generation and decision making all in one single easy to use interface that promotes adoption in the workplace. FlowForma Process Automation uses its own built in workflow engine that uses simple business logic - 100% no code - to build automated actions, we call these business rules.
Please click on image to enlarge.
FlowForma Process Automation is a 100% no code platform which means you configure processes by filling in a series of forms that define process steps, data, and process (business rules). logic
Here’s an example of a Hide/Show question business rule, showing the condition that represents the business logic and the automated action that shows a ‘reason for rejection’ on the screen.
Yes you must have Office 365 to download and use the FlowForma Process Automation application.
It is included in most Office 365 plans, check with Microsoft to see if it is included in yours. You could alternatively purchase SharePoint Online as a standalone service if you do not already have it in your plan.
FlowForma Process Automation does not support SharePoint On-Premise installations, but it will work on your SharePoint Online service.
A FlowForma Process Automation user is any end user who engages with forms, together with the FlowForma administrators that build processes using the FlowForma Process Automation tool.
FlowForma's pricing is based on the number of users - our current entry level is up to 250 users.
Take a look here to see which package best suits your organization's need.
Yes, it does. FlowForma Process Automation uses SharePoint as a database to store workflow, data and documents, and integrates fully with it.
Yes, it does. FlowForma Process Automation sits on SharePoint Online - which is part of the Office 365 suite - and can integrate with other Office 365 applications.
Yes, it can. FlowForma Process Automation has built in business rules that allow you to integrate with Microsoft Dynamics, SQL Server and HubSpot out of the box.
Using FlowForma’s Logic Apps Connector, we can easily create business rules in the FlowForma Process Automation app to integrate with any cloud-based ERP system that also has a Logic Apps Connector.
Where an ERP does not have Logic App Connectors, we can create custom business rules using REST APIs to integrate.
Form data resides in your own Office 365 Tenancy. FlowForma Process Automation does not retain or have access to your data.
FlowForma Process Automation offers users several reporting options to fit your reporting needs.
To view our reporting options in greater detail, click here
Yes, you can.
As part of our new customer onboarding process we have a SureStart program, which is designed to enable us to work with you to deliver your first process into production, making onboarding as smooth as possible for our new customers.
By availing of the SureStart program, we’ll work alongside you to make sure you get the most out of your investment in the least amount of time.
We also have SureStart Superior, where you’ll first experience our proven original SureStart program (4 phases), during which you'll get your first process live.
Following this, you’ll experience the true SureStart Superior benefit of having 8 users trained up, scoping calls for 4 process projects and a 4-day workshop for 8 users to tackle these processes and push live.
Read our SureStart Superior brochure
After the SureStart program, if you do not have the resources to build out additional processes, our Professional Services Team can build the processes for you.
Core Product Support comes as standard with any FlowForma Process Automation license. Understanding all organizations have different support requirements, we are happy to offer customers additional support options. These include Premium Support for business flow configuration, custom software development and SharePoint platform environment, and/or Software Advisory Support to assist you during the creation of process flows.
Our support team are available to address any of your support issues from 9:00am to 5:30pm GMT, Monday to Friday.
‘‘As with any new software there’s a mindset change for people, but it helps that they can see tangible benefits straight away. The more processes I’ve automated, the more the business sees the benefits and the more they want to use it.
FlowForma Process Automation is completely different to other SharePoint apps; much more business intuitive. I designed a five-step Mobile Request form and completed it in a day.”
- William McCann, IT Manager, Grant Thornton