Is FlowForma Process Automation a workflow tool?

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.

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FlowForma Process Automation is 100% no code

 

What does 100% no code mean?

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.

 

Do I need to have Office 365?

Yes you must have Office 365 to download and use the FlowForma Process Automation application. 

 

Does SharePoint Online come with Office 365?

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. 

 

What if I have SharePoint Online and SharePoint On-Premise, will it work with both?

FlowForma Process Automation does not support SharePoint On-Premise installations, but it will work on your SharePoint Online service. 

 

What do FlowForma define as a user?

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.

 

How does your pricing work?

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. 

 

Does FlowForma Process Automation integrate with SharePoint?

Yes, it does. FlowForma Process Automation uses SharePoint as a database to store workflow, data and documents, and integrates fully with it. 

 

Does FlowForma Process Automation integrate with Office 365?

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. 

 

Can FlowForma Process Automation integrate with other ERPs?

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.

 

Where does my form data reside?

Form data resides in your own Office 365 Tenancy. FlowForma Process Automation does not retain or have access to your data.

 

How does reporting work?

FlowForma Process Automation offers users several reporting options to fit your reporting needs.

  • FlowForma Collaborate features built in dashboard reporting using information from the SharePoint forms list.

  • FlowForma Simplify allows you to create and manage custom entities from FlowForma Process Automation. These entities can then be used for reporting or re-used in other flows.

  • SQL (Sequel Server) allows you to store your data outside of the FlowForma Process Automation tool and push and pull data to the database via business rules.

  • Native SharePoint Lists can be created and FlowForma business rules can export and update the list items with form data.

  • Using the FlowForma OData feed, you can access all FlowForma process data, allowing you to build out reports through any OData web feed supporting tool of your choosing.

  • FlowForma Intel is a faster and easier reporting method which is carried out using an up-scaled version of the Standard Reporting Feed.

  • A question within Flow Designer can be defined as a published question by simply clicking a box in the configuration screen. This then creates a column for the published question in the SharePoint forms list.

To view our reporting options in greater detail, click here

 

Can we outsource process building to FlowForma Process Automation?

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.

 

How does your support work? Does it cover US hours?

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.

Read our Supporting You brochure

Our support team are available to address any of your support issues from 9:00am to 5:30pm GMT, Monday to Friday.

What Our Customers Say

‘‘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

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