FlowForma in the Energy & Engineering Sector

From regularly speaking with energy, construction and engineering companies, we understand their challenges when it comes to digitizing processes, with many still heavily dependent on paper processes.

Our FlowForma Process Automation tool is proven to support organizations from oil & gas, to engineering and construction to digitize processes, empower mobile users and self-regulate. These bodies choose FlowForma workflow because of its user intuitiveness, mobility and low cost of ownership.

Our Energy & Engineering Customers Include:



How Energy & Engineering Organizations Add Value with FlowForma

  Enabling Self-Regulation

With energy and engineering bodies challenged to self-regulate, a number of organizations have deployed FlowForma Process Automation, to support rapid deployment of online processes, which can be easily audited. Processes can be designed so that process steps are signed, historical form activity is clearly visible, and a snapshot of the workflow design can be captured at a specific point in time. 

  Accelerating the Innovation Process 

With demand growing and competition increasing, ensuring innovation in products and services, technology and business models is critical to any energy and engineering organization. With FlowForma Process Automation, these bodies can put a formal online innovation process in place, managing the process from idea generation, all the way through to product launch.

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   Mobile Accessible Processes

Mobile access is essential to energy and construction bodies, who need their staff to input to processes from challenging locations. With FlowForma Process Automation, engineering bodies can empower users with highly secure access to forms and processes, while on the move. If internet is unavailable, users can avail of off-line mode. E-signature functionality on the mobile app, provides additional security for FlowForma users. 

   Listen to our related podcast

  Enabling Effective Risk Management

Identifying, assessing, evaluating and monitoring risk is of upmost importance to energy and engineering bodies. Many have turned to FlowForma software to manage risks associated with price, politics, technology, financing, environment, operations etc. Using FlowForma Process Automation, these organizations can have a comprehensive view of risks, enabling decision makers to offset risk exposures and opportunities.  


Some Sample Use Cases 

  • New employee referral
  • Safety equipment request
  • Waste transfer
  • Risk management
  • IT projects requests
  • Permission to dig
  • Site visit request
  • Material requisition
  • Labor requests
  • Innovation
  • Joiners and leavers
  • Risk management

Why the Energy & Engineering Sector Choose FlowForma

  • It aids paper process elimination
  • It requires no coding skills
  • It empowers users to build their own processes
  • It provides complete process visibility
  • It provides robust mobile access
  • It enables cross departmental knowledge sharing
  • It is a 3-in-1 toolkit, with forms, workflow and document generation
  • It is a cost-effective solution
  • It maximizes existing SharePoint investments
  • It is available on both Office 365 and Azure
  • It supports BYOD policies

Customer Feedback

"With FlowForma Process Automation, we generate PDFs of the forms and push them through to our document control and records management team. It saves a lot of time, instead of having to find paperwork and scan it."

James Morgan IT Manager, Costain, Skanska & Balfour Beatty,
A14 Joint Venture

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