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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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FlowForma - no code workflow automation software

FlowForma Process Automation Overview

FlowForma Process Automation is the process management tool of choice for over 150,000 users. Built for business power users, it enables organizations to seamlessly build out online processes. From the simple every day to the more complex processes, it permits its customers to drive business process efficiency simply and intuitively.

Read the Forrester WaveTM: Low-Code Platforms for Business Developers, Q4 2017, where FlowForma was recognized as a Strong Performer.

download our overview brochure

FlowForma - 3 in one workflow management tool for Office 365

Rich in Features

With features such as document generation, conversion and business rules, FlowForma Process Automation provides an end-to-end solution that incorporates data capture, business logic and document assembly as an output for business processes. The product integrates directly with your Microsoft SharePoint or Office 365 environment to leverage all the benefits that this powerful collaboration platform provides, including document management, lists, views, and Power BI.

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, power users, 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

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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


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