How FlowForma Process Automation Works

An award-winning Microsoft Office 365® app, FlowForma® Process Automation is revolutionizing traditional workflow management and digital process automation. The tool enables business users and Heads of Departments to quickly implement processes such as HR onboarding, new product development and project restarts, as well as many others, eliminating repetitive tasks while increasing efficiency and productivity.

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Product Overview

No Code Process Management - FlowForma - workflow management tools benefits and features

No Code
Automate processes without any coding required
Forms & Workflow - FlowForma - workflow management tools benefits and features

Forms & Workflow 

Seamless forms & workflow management in one integrated solution
Document Generation - FlowForma - workflow management tools benefits and features

Doc Gen 
Create unlimited documents from your process data
Engage External users - FlowForma- workflow management tools benefits and features

FlowForma Engage 
Empower external users to engage in your processes
Connect - FlowForma - workflow management tools benefits and features

FlowForma Connect 
Easily connect FlowForma to other systems
Simplify Forms & Reporting - FlowForma - workflow management tools benefits and features

FlowForma Simplify
Accelerate form building with reusable entity groups
Collaborate - FlowForma - workflow management tools benefits and features

FlowForma Collaborate 
Enable cross-functional teams to collaborate 
Workflow & Decision Making - FlowForma - workflow management tools benefits and features

FlowForma Decision 
Empower your team to make better decisions faster
Process reporting - FlowForma - workflow management tools benefits and features

FlowForma Intel
Propel your intelligence with advanced reporting
Governance - FlowForma - workflow management tools benefits and features

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

Forms, Workflow & Document Generation - In One Integrated Tool

Digital Process Automation tool FlowForma, 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 tools for Office 365  

Rich in Features

In addition to forms, workflow management tools and document generation, the FlowForma Process Automation tool 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 Management Tools 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. All business people should be empowered to digitize processes in house, with a digital process automation tool trusted by IT, and FlowForma makes this possible.

Forget 'low code', discover NO code

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

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FlowForma BPM - no code business automation and workflow management tools
Visual Workflow Designer in FlowForma BPM - workflow management tools  

Did You Know?

man with tool icon - FlowForma workflow management tools

FlowForma Process Automation allows user to generate documents from the information captured throughout the process.

stop watch icon - - FlowForma workflow management tools    

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

syncing icon - - FlowForma workflow management tools  

The mobile app has an easy interface and allows users to create forms offline. The forms are then synced back to the site once connected again.

binoculars icon - - FlowForma workflow management tools

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

Independent Review

SharePoint Reviews icon - FlowForma workflow management tools

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 everyday 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


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Overview Videos

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