IT Process Automation Platform for Microsoft 365

Goals

IT is measured on how fast the business can move and on how well it is protected. The goal is to let process owners automate their own work while identity, data, permissions and audit trails stay exactly where IT already governs them, and to retire the legacy forms estate along the way.

Challenges

Every department wants its process automated this quarter, and the development backlog only grows. Say no and the business buys its own tools, creating shadow IT and a data estate nobody governs. Say yes and IT absorbs another platform to secure, license, host and support.

How Can FlowForma Add Value for IT Leaders?

Clear the Automation Backlog

The requests queuing up outside IT are rarely complex — they are approvals, requests and hand-offs the department already understands better than IT does. With FlowForma, process owners build and maintain their own forms and workflows with no code, so IT stops being the bottleneck on everyday change and gets its development capacity back for the work only IT can do.

No New Platform to Secure

FlowForma runs inside your own Microsoft 365 tenant. Process data and documents stay in your SharePoint, access runs through your directory, and there is no separate data estate, no third-party hosting and no new identity store to reconcile. IT governs the automation the same way it governs everything else in the tenant.

Retire the Legacy Forms Estate

InfoPath, ageing Nintex workflows, Kissflow processes, half-finished Power Apps and Power Automate, and the spreadsheets that quietly run departments all carry risk and support cost. Because FlowForma is built for the business to own, legacy processes can be rebuilt by the teams that use them rather than queued as an IT migration project, including the asset, device and licence tracking that tends to live in a spreadsheet nobody maintains.

Automate IT's Own Service Processes

The IT department is as process driven as any other. Support tickets and call logging, change request approvals, security incident escalation and project approval scoring can all run through FlowForma with a full audit history against every decision — so compliance reporting becomes a by-product of the process rather than a project of its own.

Connect the Systems You Already Run

Automation that cannot reach your systems of record just moves the re-keying somewhere else. FlowForma integrates with the ERP, CRM, HR and finance systems already in place, so a process can read and write where the data really lives instead of holding a second copy of it.

What our customers say

The speed of development and the opportunity to involve process owners in creating their own FlowForma forms and workflows is a game-changer. The ability to create workflows quickly with governance from IT, without being reliant on them, is critical.

Martyn McKechnie

Head of Digital Identity, Blackpool Teaching Hospital NHS

Read the Blackpool NHS story

We needed to move beyond legacy systems like InfoPath and Nintex. With FlowForma, we didn't just replace, we improved. The platform is easier to use, highly customizable, and scales with our college's needs.

Will Johnson

Head of IS, Morley College London

Read the Morley College story

The more processes we've automated with the FlowForma Process Automation platform, the more the business sees the benefits and the more they want to use it. FlowForma is completely different to other SharePoint apps; much more business intuitive.

William McCann

IT Director, Grant Thornton

Read the Grant Thornton story

Frequently Asked Questions

How is FlowForma deployed within our IT environment?

FlowForma is built natively on Microsoft SharePoint and Microsoft 365. It is deployed within your existing Microsoft tenant, meaning there is no separate infrastructure to manage and no external data silos. This allows IT teams to leverage existing governance, security, identity, and compliance controls already in place across Microsoft 365.

What does the platform architecture look like and how does it scale?

FlowForma is designed for enterprise-scale process automation. It leverages SharePoint's proven scalability and reliability, supporting thousands of users, complex workflows, and high-volume process execution without performance degradation. Scaling is handled through Microsoft's cloud infrastructure rather than custom platform maintenance.

How does FlowForma fit into our development, testing, and release lifecycle?

FlowForma supports structured lifecycle management with separate environments for development, testing (UAT), and production. IT teams can control deployment, manage versioning, and ensure changes are validated before being released, aligning with enterprise change-management and DevOps practices.

How does FlowForma integrate with our core business systems?

FlowForma integrates seamlessly with Microsoft 365 and SharePoint and supports integration with thousands of external systems such as ERP, CRM, HR, and finance platforms via APIs. This allows processes to orchestrate data across systems without custom code.

What security controls are built into FlowForma?

FlowForma leverages Microsoft's enterprise-grade security, including Azure Active Directory for identity management, role-based access control, encryption at rest and in transit, and detailed audit trails. IT teams retain full control over who can access, design, and execute processes.

Where is our data stored and who owns it?

All data remains within your Microsoft 365 tenant and SharePoint environment. FlowForma does not take ownership of customer data or store it in third-party systems. This ensures full data sovereignty and alignment with internal security and compliance policies.

How does FlowForma support regulatory and compliance requirements?

Because FlowForma is deployed inside your own Microsoft 365 tenant, it inherits the governance, security, identity and compliance controls you already have in place rather than introducing a separate set. Workflows include audit trails and reporting to evidence compliance with policies, regulations and internal governance requirements, and process data and documents remain within your own environment throughout, so data sovereignty is unaffected.

How does FlowForma use AI, and is our data used to train AI models?

FlowForma's AI capabilities enhance process efficiency through features such as intelligent summarisation, data extraction, and decision support. Customer data is not used to train public AI models, and AI features operate within secure enterprise boundaries, ensuring data privacy and governance.

How does FlowForma balance citizen development with IT governance?

FlowForma empowers business users to build processes using no-code tools, while IT maintains oversight through permissions, environment controls, governance policies, and audit logs. This reduces IT backlog without compromising security, compliance, or architectural standards.

Let the Business Build. Keep IT in Control.