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Pharma & Life Sciences Process Automation

Q: Can FlowForma support innovation workflows in life sciences?

Yes — organisations use FlowForma to formalise innovation processes, tracking the lifecycle from idea generation through review, approval, and eventual product launch.

FlowForma's AI-powered Process Automation platform supports Pharma and Life Sciences organizations to quickly automate processes, ensure compliance, and drive innovation.

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Transform Pharma And Life Sciences with FlowForma's AI-Driven Process Automation Platform

FlowForma's AI-powered Process Automation platform integrates forms, workflow, analytics, and document generation. It's powerful platform is proven to help organizations rapidly build out their digital processes with intelligent workflow automation, resulting in increased visibility, productivity and efficiency.

FlowForma ensures secure, compliant process automation for Pharma and Life Sciences. Built on SharePoint, it keeps data protected with audit trails, access controls, and retention policies, supporting regulatory compliance while keeping SharePoint as the single source of truth.

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At a glance

Sector: Pharma and life sciences
Platform: FlowForma Process Automation
Built on: Microsoft 365 and SharePoint Online
Processes: Onboarding, regulatory compliance, approvals, change control and quality management, clinical and research operations, audits and inspections
Supports: GxP, FDA 21 CFR Part 11, EMA and MHRA requirements
Data: Stored within your own SharePoint Online or Microsoft Azure tenancy

On this page The processes The FlowForma advantage Customer story FAQs

Updated 28 September 2026

Automating Business-Critical Processes in Pharma & Life Sciences

Onboarding

Whether it's new employees, contract research organizations (CROs), suppliers, or manufacturing partners, onboarding in pharma and life sciences is highly regulated and documentation-heavy. By automating onboarding workflows, organizations can standardize processes, reduce manual errors, and ensure all required documentation, training, and approvals are completed efficiently and compliantly.

Regulatory Compliance

Regulatory compliance is at the core of pharma and life sciences operations, from GxP and FDA requirements to EMA and MHRA regulations. FlowForma's no-code automation platform provides built-in audit trails, version control, and traceability, ensuring every step of a process is fully documented. This makes inspections, audits, and compliance reporting simpler, faster, and more reliable.

Approvals

Approval processes for deviations, CAPAs, change controls, batch records, and SOPs are critical but often slow and fragmented. FlowForma's AI-powered Copilot enables teams to quickly create compliant, role-based approval workflows that align with internal quality systems, reducing delays while maintaining full oversight and control.

Control and Quality Management

Managing change in regulated environments requires strict control and documentation. FlowForma streamlines change control, deviation management, and CAPA workflows, ensuring all changes are reviewed, approved, and implemented in line with quality and regulatory requirements while providing complete visibility and traceability across the organization.

Clinical and Research Operations

From study start-up activities and site approvals to protocol amendments and document reviews, clinical and research processes involve multiple stakeholders and complex workflows. FlowForma digitizes and automates these processes, reducing administrative burden, improving collaboration, and helping teams focus on accelerating research outcomes.

Audits and Inspections

FlowForma simplifies audit management by automating workflows, capturing evidence, tracking findings, and ensuring timely corrective actions, providing confidence and readiness at all times.

The FlowForma Advantage for Pharma And Life Science Organizations

Improving Collaboration

FlowForma understands that many departments must work together to succeed within Pharma & Life Sciences. The FlowForma Process Automation Tool is developed to accompany many different users working on the same process, tracking every action made and ensuring to touch on each step before advancing to the next stage. In doing so, FlowForma Process Automation boosts accountability and transparency within workflows.

Simplifying Performance Appraisal

Performance appraisal is a time-consuming and tedious process in most sectors, but in pharma, this is often amplified given the size of these organizations and the complexities of contracts. Today, pharma organizations are utilizing FlowForma Process Automation to accelerate this process and provide clear visibility of status, bottlenecks etc. to Heads of HR.

Pharmacovigilance

Pharma and Life Sciences bodies utilize FlowForma Process Automation to manage their pharmacovigilance process. Using FlowForma forms and workflows, these organizations can record pharmacovigilance signals in a controlled manner, keeping an audit of all activity from the initial recording of an ADR (Adverse Drug Reactions), through to the review of the case and implementation of recommended actions.

Streamlining Artworks

Pharma and Life Sciences organizations are using FlowForma Process Automation to facilitate their teams to collaborate with external design houses across the full life cycle of the product, from mock-ups to print ready files, post production amendments and change management.

Meeting Regulatory Compliance

With the FlowForma compliance features, these organizations are able to construct an environment that can be independently audited against regulatory requirements. 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

37% of Pharma executives admit that their organizations don’t have a well-defined innovation strategy. FlowForma Process Automation is helping our customers to put a formal innovation process structure in place. The user is presented with a full view of the process, from idea generation, all the way through to product launch.

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FlowForma Brings Vestergaard's Contract Process Into One Workflow

Figures from FlowForma's published Vestergaard contract management story. Read the full story

steps in the contract workflow captured in FlowForma

departments in one flow: finance, legal, compliance and sales

countries with access through the SharePoint intranet

self-taught administrator built the flow single-handedly

Sergio Ferraz

Head of Internal Audit and ComplianceVestergaard

Customer webinar

How Vestergaard Automated Contract Management and Ensured Compliance

Sergio Ferraz on the contract process Vestergaard rebuilt, and what changed. 56 min.

Key moments

Watch the full webinar

Delivering Operational Excellence For Pharma & Life Science

Pharmaceutical laboratory — Sergio Ferraz

Head of Internal Audit and Compliance, Vestergaard

NHS clinical staff on a hospital ward — Martyn McKechnie

Head of Digital Identity, Blackpool Teaching Hospital NHS

A team at work in an office — Suzy Pinsent

Digital Transformation Consultant, PBCB

Frequently Asked Questions

What is FlowForma and how does it support pharma and life sciences?

FlowForma is an AI-powered process automation platform that enables pharmaceutical and life sciences organizations to rapidly automate complex business processes, improving visibility, productivity, and compliance while reducing manual effort.

What platform does FlowForma sit on?

FlowForma is built as a no-code process automation platform that runs natively within your organization's Microsoft 365 and SharePoint environment, leveraging the familiar Microsoft collaboration stack. This enables seamless integration with SharePoint, Teams, Outlook, and other Office 365 tools, while providing enterprise-ready forms, workflows, analytics, and document generation all in one place.

Where is our data stored and how is it secured?

With FlowForma, all process-related data - including forms, documents, and workflow records - is stored within your own SharePoint Online or Microsoft Azure tenancy, under your organization's governance and security policies. This means you retain full control over data residency, access rights, and compliance. Data in transit is encrypted, and the solution inherits Microsoft's enterprise-grade security controls such as role-based access and audit logs.

Which types of processes can be automated in the pharma sector?

While FlowForma can automate any business process, some of the most in demand workflows include artwork approvals, pharmacovigilance case management, compliance workflows, collaborative review cycles, and performance reporting across departments.

How does FlowForma help with regulatory compliance?

The platform embeds audit trails, e-signatures, and historical tracking into workflows, making it easier to demonstrate compliance with regulatory requirements and prepare for internal or external audits.

Can FlowForma improve collaboration between teams and external partners?

Yes, FlowForma enables cross-functional collaboration by managing shared workflows and data access, ensuring all stakeholders can contribute and approve steps in a controlled and transparent manner.

What is pharmacovigilance and how can FlowForma assist?

Pharmacovigilance is the process of monitoring drug safety and adverse reactions. FlowForma captures pharmacovigilance signals, logs each step in the review cycle, and maintains a secure, auditable record of actions taken and decisions made.

Does FlowForma help with document control?

Yes. FlowForma's automation includes document generation and version control, helping standardize documents used in artwork, clinical, and quality management processes while reducing errors from manual handling.

How does FlowForma enhance visibility into key processes?

FlowForma provides real-time dashboards and analytics that show process status, bottlenecks, and performance metrics - empowering decision-makers with actionable insights.

Can FlowForma support innovation workflows in life sciences?

Yes - organizations use FlowForma to formalize innovation processes, tracking the lifecycle from idea generation through review, approval, and eventual product launch.

Is FlowForma suitable for regulated global operations?

Absolutely, FlowForma is designed to meet the needs of global operations, supporting complex, multi-stage processes with rigorous audit controls and compliance documentation, which is essential for regulated pharmaceutical environments.