Drive Operational Excellence Across Your Enterprise

FlowForma® Process Automation helps senior leaders achieve continuous business improvement, enhanced compliance and reporting, all while increasing efficiencies across the organization. Growth and resiliency, supply chain issues, and alleviating skills shortages are all top-of-mind priorities for senior management.

Goals

With Business Leaders responsible for steering their organizations to success, they are constantly working on methods to move the business forward. Just some of key goals for this all-encompassing role include identifying areas for improvement, driving innovation, improving customer experience, increasing sales, directing the digital transformation journey and ensuring the right skills are in place.

Challenges

The old adage “if you can’t measure it, you can’t improve it” has never been more relevant. You can only see metrics in the business for processes that are actually captured and managed digitally. This information feeds your tools for evaluating the performance of the business and helps you answer questions like: How can I digitally transform the organization? How can I encourage more innovation? I need to hold on to and develop talent, but how can I assess?

How Can FlowForma Add Value for Business Leaders?

1

Streamline HR Processes

Talent management and insights are often the most difficult challenges for Heads of HR and a real concern for Business Leaders. Many of our customers use FlowForma Process Automation to simplify their talent management processes for recruitment selection, candidate voting, first 30-day feedback, performance reviews, exit interviews, PTO requests, and talent management frameworks. By digitalizing these and other processes, HR departments can free up time for more strategic tasks like creating insightful HR dashboards that illustrate the metrics required to enable quick decision-making and reporting to C Level/senior management.

2

Embrace Innovation To Stay In The Game

It's easy to say 'If it's not broke, don't fix it' and to stick with antiquated technology that costs too much to entertain the idea of replacing it BUT if you have gaps in your tech stack and are challenged by key features that are missing it is time to re-evaluate and consider your options in order to survive.

FlowForma Process Automation is proven to provide the structure, visibility, and collaboration needed to create innovative automated workflows quickly. In some instances, it integrates with and complements existing tech solutions but often is the standalone enterprise solution that orchestrates all workflows across the entire organization.

Forward-thinking companies are empowering their employees and encouraging them to 'think outside the box' because our no code tool allows them to do exactly just that.

This goes hand in hand with analyst advice. Forrester encourages companies to double down on automation to drive innovation.

3

Reduce Overheads and Time-Consuming Tasks

With the overall cost of doing business on the increase and inflation costs soaring many senior leaders are tasked with making cuts where possible and generally being savvier with their budgets to maximize profits. By automating as many paper-based/inefficient processes as possible our customers are reporting attractive cost savings across all departments and a general uptick in employee satisfaction as a result.

The FlowForma Analytics functionality provides senior leaders with the real-time data needed to support better decision-making, identification of where revenue is potentially being lost, and key blockers in all areas of their business.

4

Process Automation For Enhanced Customer Satisfaction

Customer satisfaction is always high on the agenda for customer-centric organizations. Several FlowForma customers have deployed FlowForma Process Automation to digitalize the customer satisfaction process and invite customers to submit feedback via FlowForma Engage, to seamlessly capture insights and feedback.

Senior leaders recognize that it is crucial to move beyond business unit transformations to enterprise-level transformations to avoid risks including inconsistent customer experience.

In a recent PEX survey when asked 'What is your focus for process improvement work for the next 12 months?' 32% of respondents indicated that customer-centric process management is a priority. With the right digital process automation tool companies can analyze data at a process level and a business level to identify where issues may affect customer satisfaction levels and act accordingly. This business intelligence is often the secret sauce that allows quick decision-making to avoid revenue loss and a bad customer experience.

5

Process Automation For Compliance

Regardless of industry, there are normally some elements of compliance needed within all organizations, either regulatory or otherwise. FlowForma customers are making compliance seamless by leveraging the audit abilities of the FlowForma Process Automation tool, capturing additional data and providing audit histories that are easily examined by auditors.

FlowForma Document Generation allows customers to build out the audit documentation automatically from the data collected within forms making preparation for an audit a dream. With a complete digitalized document trail organizations have the tools required to stay compliant.

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What our customers say

Frequently Asked Questions

How does FlowForma help reduce the cost of doing business?

By automating as many paper-based and inefficient processes as possible, customers report cost savings across all departments and a general uptick in employee satisfaction. FlowForma Analytics then gives senior leaders the real-time data needed to support better decision-making, to identify where revenue is potentially being lost, and to see the key blockers in all areas of the business.

Does FlowForma replace our existing technology or work alongside it?

Both, depending on the organization. In some instances FlowForma Process Automation integrates with and complements existing tech solutions. In others it is the standalone enterprise solution that orchestrates all workflows across the entire organization.

How does FlowForma support audit and compliance requirements?

Customers make compliance seamless by leveraging the audit abilities of the tool, capturing additional data and providing audit histories that are easily examined by auditors. FlowForma Document Generation builds the audit documentation automatically from the data collected within forms, so organizations have a complete digitalized document trail.

Do our teams need developers to build automated processes?

No. FlowForma Process Automation is a no-code tool, which is what allows companies to empower their employees to create innovative automated workflows quickly, with the structure, visibility and collaboration those workflows need.

Transform how your business works

Automate processes, reduce operational costs and give leaders the real-time visibility they need to make better decisions across the business