Empowering Users In A Controlled Environment  

 

In today’s organizations, employees want self-service tools that help them work smarter, faster, and with less dependency on IT.

With FlowForma Process Automation, an all-in-one tool that combines AI, forms, workflow, analytics, and document generation, our customers are seeing first-hand the value of empowering business managers to design and deploy their own processes.

At the same time, we understand the importance of balance. That’s why we’re committed to supporting IT departments with the governance they need, ensuring FlowForma is used securely and consistently across the business, while still giving users the freedom to build and test in a safe, controlled environment.

 

FlowForma customers include:

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Control Smarter Everywhere: FlowForma Governance in Action

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✔️ HR Process Development: HR teams build processes in a sandbox. Once approved, IT reviews and promotes them to production via governed pipelines.

✔️ Procurement & Contract Approvals: Procurement teams create workflows, while governance ensures proper stakeholder reviews and that only validated versions are rolled out.

✔️ Compliance: Business units author processes related to compliance, but governance ensures that only approved versions are deployed, with proper versioning and audit trails.

✔️ Departmental Innovation: Departments (e.g. Finance, Operations) experiment with process improvements and then submit to IT for review and controlled release to the organization.

What Makes FlowForma Governance Unique

 

Did You Know Fact-1

 

Citizen Developers

FlowForma Governance gives business users the freedom to design and deploy process automation solutions without needing technical skills. 

Simple Deployment

Instead of manually configuring apps, lists, flows, and groups, deployments occur automatically at the click of a button, streamlining rollout across the organization.

 

 

 IT as Gatekeeper

IT retains control as the gatekeeper of production environments, ensuring governance, compliance, and reduced operational risk.

Flexible Access

IT can quickly create sandboxes for process managers to test and refine solutions safely. Once validated, processes can be promoted into live environments for day-to-day use.

 

 

Why Organizations Choose FlowForma for Governance

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Controlled Deployment

Processes are deployed in a controlled way

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Empower IT

IT is empowered to govern the use of FlowForma across the business

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Empower Users

Business managers can build, test, edit and deploy processes quickly and easily

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Safe Testing

 Process managers are easily provided with sandboxes in which to test their solutions

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Improved Functionality

Improved functionality for those who want to use the tool company-wide

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Increased Adoption

Increase product adoption across the organization

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Discover More AI-powered Features of FlowForma Process Automation

Forms

FlowForma How It Works - Forms Learn More
  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

FlowForma How It Works - Workflow Learn More
  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Insights

FlowForma How It Works - Insights Learn More
  • 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

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  • 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.

Integrations

FlowForma How It Works - Integrations Learn More
  • 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

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  • 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.

Engage

FlowForma How It Works - Engage Learn More
  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Document Generation

FlowForma How It Works - Document Generation Learn More
  • FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.
“For us, it was about gaining further efficiencies and adopting an internet-first approach to cybersecurity. The ability to create workflows quickly with governance from IT, without being reliant on them, is critical as we seek to automate in other areas."
Shaun Bucknill
Acting Deputy CIO, Blackpool NHS Teaching Hospital


Recognized By

G2 Ranking High Performer DPA-1

 

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Peoples Choice

 

Frequently Asked Questions

What is FlowForma Governance

FlowForma Governance is a central management hub that enables IT teams to oversee how process automation is developed, tested and deployed across the organisation. It provides controlled environments, deployment management and governance controls that allow business users to innovate while IT maintains security, compliance and operational oversight. 

How does FlowForma balance citizen development with IT governance?

FlowForma empowers business users to build and improve processes using no-code tools, while IT retains control through governed environments, permissions, approval workflows and production deployment controls. This reduces IT backlogs without compromising security or compliance. 

Can FlowForma support separate development, test and production environments?

Yes. FlowForma Governance supports a structured application lifecycle with separate sandbox, User Acceptance Testing (UAT) and production environments. Business teams can develop and test new processes safely before IT reviews and promotes approved versions into production. 

What are FlowForma sandboxes?

Sandboxes are isolated environments where business users can safely design, build and test new workflows without affecting live production processes. Once testing is complete, IT can review and promote approved solutions through governed deployment pipelines. 

Who controls process deployment in FlowForma?

IT remains the gatekeeper for production deployments. Business users can design and refine workflows in sandbox environments, but only authorised administrators can approve and publish processes into live production, ensuring consistency and governance across the organization. 

Can multiple departments build their own workflows?

Yes. HR, Finance, Procurement, Operations and other departments can independently create and improve business processes using FlowForma's no-code platform. Governance controls ensure all processes follow organisational standards before being released into production.

How does FlowForma improve compliance and audit readiness?

FlowForma Governance helps organisations maintain compliance through controlled deployments, version management, approval workflows and complete audit trails. Every process change is tracked, providing transparency for internal governance and regulatory requirements.

Does FlowForma Governance work with Microsoft 365?

Yes. FlowForma is built natively within Microsoft 365 and SharePoint. Governance capabilities work alongside your existing Microsoft Entra ID permissions, SharePoint security and Microsoft 365 governance policies, allowing organisations to automate processes while keeping data under their own control. 

Is FlowForma Governance suitable for enterprise organizations?

Yes. FlowForma Governance is designed for organizations that need to scale process automation across multiple departments while maintaining enterprise security, compliance and operational control. It is particularly well suited to regulated industries such as healthcare, financial services, manufacturing and the public sector.

Can FlowForma help standardize process automation across the organization?

Yes. FlowForma Governance enables IT to establish consistent standards for process design, testing and deployment across business units. This helps organizations scale automation while maintaining quality, reducing duplication and ensuring best practices are followed.