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:
✔️ 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.
FlowForma Governance gives business users the freedom to design and deploy process automation solutions without needing technical skills.
Instead of manually configuring apps, lists, flows, and groups, deployments occur automatically at the click of a button, streamlining rollout across the organization.
IT retains control as the gatekeeper of production environments, ensuring governance, compliance, and reduced operational risk.
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.
Business managers can build, test, edit and deploy processes quickly and easily
Process managers are easily provided with sandboxes in which to test their solutions
Improved functionality for those who want to use the tool company-wide
“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."