Resources
Committed to helping you on your Process Automation journey, we've compiled some materials to help you along the way.
AI Playbook (2026)
Your essential guide to AI automation in 2026.
Download GuideWorkflow Modernization Guide
A practical guide for IT leaders.
Download GuideBuyers Guide (2026)
A Buyer's Guide to AI-Powered DPA.
Download eBook InsuranceAI Automation for Insurance
Your guide to AI automation in insurance.
Download GuideComparative Buyers Guide
Comparative Buyers Guide To Digital Process Automation.
Download eBookStart a Workflow Revolution
How to Start a Workflow Revolution eBook.
Download GuideYour 2026 Guide
Why It’s Vital To Advance Your Process Automation Plan & How To Triumph.
Download Playbook EnergyNew Energy Playbook
How Automation Is Revolutionizing Operations and Compliance.
Download Guide Financial servicesFinancial Services DPA Guide
2026 Guide To Process Automation In Financial Services.
Download eGuideDPA eGuide
Digital Process Automation: A 6-Step Guide.
Download InfographicComparative Infographic
FlowForma Process Automation vs Microsoft Power Apps.
Download eBookSuccess Stories eBook
Process Automation Success: Real-World Case Studies and ROI Revealed.
Download Customer Spotlight ConstructionPJ Hegarty Infographic
Download Comparative InfographicFlowForma Process Automation vs Go Forms
Download GuideAn Innovator's Guide To No Code Improvement
Download Infographic HealthcareHealthcare Infographic
Download eBook ConstructionBuilding Better Processes in Construction With Automation
Download Construction eBook ConstructionHit A Home Run With Process Automation In Construction
Download Industry Report ConstructionThe State of Construction Digitalization
Download Forrester ReportEmpower Citizen Process Experts to Optimize your Business Processes
Download Infographic ConstructionConstruction Infographic
Download AIIM Tip SheetThe Benefits of No Code
Download Forrester ReportNeglecting Process Innovation Leaves Untapped Business Value
Download Forrester ReportThe Democratization of Development is Accelerating
Download AIIM Tip SheetStop Delaying Digitization
Download AIIM Tip Sheet ConstructionThree Ways to Accelerate Digital Transformation in the Construction Industry
Download Forrester ReportCreate A Governance Strategy To Meet The Process Imperative
Download PEX WhitepaperWhy Digitization Is No Longer An Option
Download ResourceSix Ways To Automate Processes
Download ResourceThe Coronavirus Crisis Increases The Demands On Software And Developer
Download ResourceHow To Build A Business Process Online Before You've Had Lunch
Download Forrester ReportRPA, DPA, BPM, and DCM platforms: The differences you need to know
Download AIIM TipsProcess improvement through automation
Download AIIM TipsProcess automation is a catalyst for digital transformation
Download Cheat SheetA Leader's Cheat Sheet for Secure, Scalable Workflows
Download AIAI Brochure
FlowForma's AI Suite
Download PlatformProduct Brochure
Browse our overview brochure
Download MigrationInfopath Replacement
InfoPath Migration Accelerator
Download EngageEngage brochure
Download Energy EnergyOil & Gas brochure
Download Healthcare HealthcareNHS healthcare brochure
Download Pharma PharmaPharma brochure
Download OnboardingSureStart brochure
Download GovernanceGovernance brochure
Download Construction ConstructionConstruction brochure
Download CollaborationCollaborative work management brochure
Download LearningLearning brochure
Download HRHR brochure
Download ComplianceCompliance brochure
Download MigrationMicrosoft 365 Migration brochure
Download Education EducationEducation brochure
Download Automotive AutomotiveAuto Retail brochure
Download Case study EducationAbingdon Witney
4,000 hours saved annually across trips, incidents, expenses and risk assessment.
Read the story Case study Professional servicesGrant Thornton
60% more efficient across job appraisals, client acceptance and data access requests.
Read the story Case study ConstructionHegarty
50+ construction processes automated.
Read the story Case study ManufacturingNipro Europe Group Companies
26+ locations with transformed business processes.
Read the story Case study ConstructionDowner
3,000+ hours saved per day.
Read the story Case study Public sectorRevolutionizing Government Workflows
87% improvement in contract management, from two months to one week.
Read the story Case study InsuranceAon
Under 1 day to build a workflow, versus 6 months.
Read the story Case study HealthcareBlackpool Teaching Hospitals NHS
70+ processes automated across Blackpool Teaching Hospitals.
Read the story Case study EducationLSTM
120+ workflows deployed across LSTM in just 14 months.
Read the story Case study EducationMorley College
100% paper-free, replacing Nintex and InfoPath.
Read the story Case study Public sectorEurofound
75% faster. InfoPath replaced and processes modernized.
Read the story Case study HealthcareTui Ora
90% faster training approvals, from several days to hours.
Read the story Case study EnergyBouygues Energies & Services
75% faster process development versus Power Apps.
Read the story Case study ConstructionCoinford
50% reduction in admin time for defect management and slab inspections.
Read the story Case study ConstructionMorgan Construction
200+ employees tracked through one automated onboarding process.
Read the story Case study ConstructionConstruction Vehicle Rental Company
40% revenue growth from a more data-driven operation.
Read the story Case study ConstructionCVB JV Tideway East
700+ hours saved on repetitive tasks in a single year.
Read the story Case study HealthcareCollege Of Paramedics Nova Scotia
85% faster, with applications built in 1.5 weeks versus 2-3 months.
Read the story Case study Professional servicesMcKinley Irvin
1.5 hours saved on every payment approval request.
Read the story Case study EnergyDresser Natural Gas Solutions
15% time saved automating manual document control and record-keeping.
Read the story Case study EnergyOil And Gas Services
5+ business functions automated across operations, engineering, QA, HR and finance.
Read the story Case study EnergyOil And Gas
5x faster form-based tasks.
Read the story Case study Not-for-profitTouch Community
70% more efficient form circulation.
Read the story Case study Not-for-profitAcruxKC
100% of duplicate manual data entry eliminated.
Read the story Case study Not-for-profitNot For Profit
1,800 users on a single automated governance process.
Read the story Case study Professional servicesErgo
3 sources of truth reduced to 1.
Read the story Case study Professional servicesISO
74% reduction in access errors for ISO administration.
Read the story Case study PharmaPharma
60% improvement in artwork management efficiency.
Read the story Case study ManufacturingFMCG
Zero coding needed to migrate critical business processes.
Read the story Case study HealthcareHospital
30+ seconds to complete and send a waiting list form.
Read the story Case study Professional servicesRimkus Consulting Group
50% faster project reviews, cut from 2 days to 1.
Read the story Case study ManufacturingVestergaard
100+ emails replaced by one automated process.
Read the story Video · 1:28FlowForma platform introduction
Watch VideoFlowForma platform demo
Watch Video · 1:32FlowAssure: AI-driven vendor risk management
Watch VideoFlowForma Forms
Watch Video · 0:58Ambient Process Discovery Agent
Watch Video · 1:00The FlowForma Playground
Watch VideoFlowForma Collaborate
Watch VideoFlowForma Insights
Watch Video · 2:38FlowForma mobile app
Watch Video · 3:12FlowForma Engage: bring external users into your processes
Watch Video · 3:40FlowForma Governance: sandboxes, testing and production control
Watch Video · 31:44FlowForma for Microsoft Teams
Watch Video · 8:19 InsuranceInsurance AI automation masterclass: top use cases
Watch Video · 32:57FlowAssure product showcase: meet the AI agents
Watch Video · 44:11AI and digital process automation in 2026: an IT leader briefing
Watch Video · 49:18Workflow automation migration
Watch Video · 0:25 ConstructionPJ Hegarty processes 16,000 forms a month
Watch Video · 1:02 Public sectorUtah Department of Health & Human Services
Watch Video · 1:15 InsuranceAon Insurance advances its digital transformation strategy
Watch Video · 1:32 EnergyBouygues Energies & Services: FlowForma vs Power Apps
Watch Video · 2:42 EducationMorley College London: replacing Nintex and InfoPath
Watch Video · 27:27 HealthcareBlackpool Teaching Hospitals NHS: the full story
Watch Video · 42:26 EnergyDresser Natural Gas Solutions: process visibility and savings
Watch Video · 45:58 Professional servicesGrant Thornton unlocks a 60% efficiency gain
Watch Video · 56:33 ConstructionHow Downer improved efficiency and fuelled growth
Watch Video InsuranceAon discusses its automation journey
Watch PodcastTalking ISO Compliance With Process Automation
Listen Podcast2023 Process Automation Predictions Uncovered
Listen PodcastCategory Visionaries: Building the Future of Digital Process Automation
Listen Podcast ConstructionTech Central: How Construction Companies Embrace Digitization Without In-House Developers
Listen PodcastHow To Transform Your Business With An Acorn Approach
Listen PodcastThe Digital Transformation Podcast: How To Govern No Code Process Automation
Listen PodcastEveryday MBA: Why Go On A Process Automation Journey?
Listen PodcastFlowForma Guest on The Digital Transformation Podcast
Listen PodcastEveryday MBA: Winning The War On Paper
Listen Podcast ConstructionTop Tip: Digitize Construction With FlowForma DPA
Listen PodcastExpert Tip: Return To Work Processes
Listen PodcastExpert Tip: Preparing For The New Normal
Listen PodcastDigitize Series: Help Businesses Rapidly Digitize Processes
Listen PodcastDigitize Series: Digitize Processes To Empower Remote Work
Listen PodcastDigitize Series: Tips On How To Work Effectively From Home
Listen PodcastBPM.com Podcast: Process Automation - Myth or Reality
Listen PodcastEveryday MBA: Digital Process Automation Tactics And Success
Listen PodcastTop Tip: Empower Your Workforce To Digitize Your Processes
Listen Podcast Professional servicesCustomer Spotlight: McKinley Irvin
Listen PodcastVendor Spotlight: AIIM (No Code Technology)
Listen Podcast ManufacturingCustomer Spotlight: Vestergaard
Listen Podcast Professional servicesCustomer Spotlight: McKinley Irvin & AIIM
Listen Podcast EnergyCustomer Spotlight: Essar Oil
Listen Podcast ConstructionCustomer Spotlight: A14 - Costain, Skanska & Balfour Beatty
Listen Podcast InsuranceCustomer Spotlight: Aon (feat. Forrester)
Listen Upcoming eventRethinking Process Automation with AI
Watch on demand On-demand webinarModern Workflow Migration without the Headache
Watch on demand On-demand webinar ConstructionAutomating EHS at Scale in Construction
Watch on demand On-demand webinarFlowAssure Product 2026
Watch on demand On-demand webinarAI & Digital Process Automation in 2026: An IT Leader Briefing
Watch on demand On-demand webinarFlowAssure Product Showcase
Watch on demand On-demand webinarAI Automation Masterclass
Watch on demand On-demand webinar EducationMorley College Success Story
Watch on demand On-demand webinar InsuranceInsurance Success Stories
Watch on demand On-demand webinar Financial servicesFinancial Services AI Masterclass
Watch on demand On-demand webinar Public sectorCustomer Spotlight: Utah DHHS Shares Their Success Story
Watch on demandTransform your business processes inside Microsoft 365
See FlowForma connect, automate and govern every process, right inside Microsoft 365.
