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How it Works


An award-winning Microsoft Office 365®
 app, FlowForma® Process Automation enables business users and Heads of Departments to quickly implement processes such as HR on-boarding, new product development and clinical trials as well as many others, increasing organizational efficiency and productivity.

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Product Overview

No Code Process Management - FlowForma

No Code
Automate processes without any coding required
Forms & Workflow - FlowForma

Forms & Workflow 
Manage forms & workflow in one integrated solution
Document Generation - FlowForma

Doc Gen 
Create unlimited documents from your process data
Engage External users - FlowForma

FlowForma Engage 
Empower external users to engage in your processes
Connect - FlowForma

FlowForma Connect 
Easily connect FlowForma to other systems
Simplify Forms & Reporting - FlowForma

FlowForma Simplify
Accelerate form building with reusable entity groups
Collaborate - FlowForma

FlowForma Collaborate 
Enable cross-functional teams to collaborate 
Workflow & Decision Making - FlowForma

FlowForma Decision 
Empower your team to make better decisions faster
Process reporting - FlowForma

FlowForma Intel
Propel your intelligence with advanced reporting
Governance - FlowForma

FlowForma Governance 
Provide IT with tools to govern how FlowForma is used
FlowForma - no code workflow automation software

Forms, Workflow & Document Generation - In One Integrated Tool

FlowForma Process Automation uniquely combines forms, workflow and document generation in one integrated tool. As a single tool for building forms and workflow it increases the efficiency of building solutions and ultimately drives user acceptance.

With document generation also included, Business Managers can seamlessly create documents from the data collected within their business processes.

FlowForma - 3 in one workflow management tool for Office 365

Rich in Features

In addition to forms, workflow and document generation, FlowForma Process Automation is an end-to-end solution that empowers you to enable external stakeholders to input to your processes, pull and push data with other systems, empower teams to improve collaboration and make better decisions faster. FlowForma Process Automation integrates directly with your Microsoft SharePoint or Office 365 environment to leverage all the benefits that this powerful collaboration platform provides.

FlowForma - No Code Workflow Software for Microsoft Office 365

Designed for You - No Code

FlowForma Process Automation is designed to be configured by the people who understand your business need. Business consultants, business managers and business analysts are all examples of people who use our Flow Designer tool to quickly create complete solutions on the SharePoint platform.

Discover no code process management

The Ideal InfoPath Replacement

Dedicated to making the complex simple, FlowForma has simplified the InfoPath forms migration challenge for clients, by developing a unique InfoPath migration tool. This tool enables users to accelerate the migration of business process steps and fields to the FlowForma Process Automation environment. Watch our webinar on this topic.

Read our InfoPath Migration Brochure

How it Works - 
No Code, Only Logic

FlowForma Process Automation allows process owners to take control of the configuration of all aspects of the process by using the Flow Designer to define process steps, questions and business rules.

Once a process template is defined, the process can be executed repeatedly. Process performance can be monitored, comparing actual process durations against benchmarks. Individual instances of poorly performing processes can be investigated, as all information on the process is stored within the form on SharePoint.

The flexibility of FlowForma Process Automation allows both simple and complex processes to be implemented, involving sequential or parallel steps. Connected processes can run in multiple sites, serving multiple resource pools.

FlowForma Process Automation can interact with data stored in SharePoint and external systems, pushing and pulling information to and from the external systems and the form. This reduces the effort of completion as information can be automatically filled in as the workflow progresses.

Decision making functionality allows group assessment of data and independent voting on whether to accept or reject propositions. 

FlowForma Collaborate provides organizations with additional features and functionality, to enable cross functional teams to collaborate on strategic initiatives in a secure, collaborative and mobile way. 

Discover the Benefits
 
 
 

Please click on image to enlarge.

FlowForma BPM - no code business automation tool
 
Visual Workflow Designer in FlowForma BPM
 
 
 

Did You Know?

FlowForma - business process automation software

FlowForma Process Automation allows users to quickly generate documents from the data captured throughout the process.

FlowForma BPM - workflow software

Activity Monitoring enables users to visually identify bottlenecks in their business processes or Service Level Agreements that are not met.

FlowForma BPM - workflow mobile app

The mobile app has a simple interface and offers creation of forms offline. The forms are then synced back to the site once connected again.

FlowForma BPM - compliance process automation

FlowForma Process Automation is also a powerful compliant tool; steps can be configured to enable e-signatures, with flow snapshots and integrated audit records.

Learn more

Independent Review

Ron Charity

Independent Reviewer,
SharePoint Reviews

"FlowForma Process Automation is a proven and easy-to-use business process enablement tool that enables power users to quickly create and publish workflows on SharePoint Online, ranging from simple every day workflows to more complex workflows. With Microsoft offering no recommended migration path from InfoPath, this is where FlowForma shines, with its usability and rich feature set.

FlowForma Process Automation also offers a migration tool that organizations can use to migrate business process steps and fields into the FlowForma system and apply business logic required."

Download an Independent Review of FlowForma Process Automation

Webinars

See more webinars

Customer Spotlight - Mckinley Irvin

Putting the Power Back into the Hands of Business Managers - with AIIM

Empowering Process Owners - at Collab 365

Help Videos

See more help videos

How to get Started with FlowForma BPM - Help Video

How to set up Repeating Tables - Help Video

How to Generate Documents - Help Video