FlowForma® Process Automation is an all-in-one, AI-powered platform designed to help IT teams manage and automate processes end-to-end. With built-in forms, workflows, document generation, AI capabilities, and seamless integrations, IT departments can rapidly automate tasks ranging from incident management and change requests to complex enterprise workflows. Running natively on Microsoft 365 and SharePoint, it ensures IT governance, security, and compliance while enabling business users to contribute through self-service automation.
The platform also provides AI-assisted process design, dashboards, and reporting, helping IT and business teams streamline operations, enhance visibility, and drive data-driven insights.
IT teams can create a Call Logging process in FlowForma Process Automation to allow end users to submit support tickets easily. Tickets can be automatically routed, tracked, and prioritized, ensuring requests are addressed quickly. This reduces manual work and provides a clear audit trail of all support interactions.
FlowForma enables IT departments to track devices, software licenses, and allocations in one system. Teams can monitor usage, manage renewals, and ensure compliance, all from a centralized dashboard. This simplifies inventory management and reduces the risk of lost or expired licenses.
IT boards can use FlowForma Decision to score and prioritize project proposals before meetings. High-scoring projects are automatically added to agendas, and the entire process is auditable. This improves transparency, simplifies approvals, and reduces administrative overhead.
FlowForma can automate change request processes, allowing IT teams to log, evaluate, and approve system or network changes efficiently. Notifications, approvals, and documentation are all tracked in one place, minimizing errors and ensuring compliance with organizational policies.
IT teams can use FlowForma to manage compliance processes, such as data protection, GDPR, or internal IT policies. Automated workflows ensure that audits, approvals, and documentation are tracked and stored securely. This reduces the risk of non-compliance and provides a clear audit trail for regulators.
FlowForma can streamline security incident management by allowing IT teams to log, escalate, and track incidents in real time. Automated notifications and approvals ensure quick response, while all steps are auditable for future review. This improves security posture and reduces response times for critical issues.
FlowForma leverages AI agents to automate tasks such as data extraction, validation, and risk detection within IT workflows. This allows IT teams to process support tickets, compliance checks, and asset audits faster and more accurately, reducing manual effort, minimizing errors, and enabling smarter, data-driven decision-making.
IT teams can enforce regulatory and internal compliance through FlowForma workflows. Approvals, audits, and documentation are automatically tracked, helping ensure that IT processes meet standards and providing a clear, auditable trail for governance.
FlowForma enables IT departments to automate support tickets, service requests, and change management. Requests are routed efficiently, approvals are recorded, and resolution times are reduced, improving service quality and user satisfaction.
FlowForma sits on top of Microsoft SharePoint and integrates seamlessly with Active Directory. IT teams can access documents, user data, and system information directly within workflows. This reduces silos, streamlines processes, and ensures data consistency across the organization.
FlowForma allows IT teams to maintain full control over their data, as all information can be hosted on the organization’s own SharePoint tenancy. Access controls, permissions, and audit trails provide added protection, giving IT teams confidence that critical data is secure.
FlowForma enables IT teams to modernize outdated processes and legacy systems without the need for extensive coding. By digitizing manual or paper-based workflows and integrating them with existing platforms like SharePoint, IT can streamline operations, reduce reliance on obsolete systems, and improve efficiency.
Head of IS,
Morley College
London
Replacing Infopath and Nintex
"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."
Head of Digital Identity,
Blackpool Teaching Hospital NHS
55 Processes Automated In Year 1
"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. "
IT Director,
Grant Thornton
60% Increase In Time Savings
"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."
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Replacing Nintex and InfoPath with FlowForma Process Automation
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.
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.
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.
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.
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.
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.
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.
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.