Resources

Committed to helping you on your Process Automation journey, we've compiled some materials to help you along the way.

Playbook

AI Playbook (2026)

Your essential guide to AI automation in 2026.

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Guide

Workflow Modernization Guide

A practical guide for IT leaders.

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Guide

Buyers Guide (2026)

A Buyer's Guide to AI-Powered DPA.

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eBook Insurance

AI Automation for Insurance

Your guide to AI automation in insurance.

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Guide

Comparative Buyers Guide

Comparative Buyers Guide To Digital Process Automation.

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eBook

Start a Workflow Revolution

How to Start a Workflow Revolution eBook.

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Guide

Your 2026 Guide

Why It’s Vital To Advance Your Process Automation Plan & How To Triumph.

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Playbook Energy

New Energy Playbook

How Automation Is Revolutionizing Operations and Compliance.

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Guide Financial services

Financial Services DPA Guide

2026 Guide To Process Automation In Financial Services.

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eGuide

DPA eGuide

Digital Process Automation: A 6-Step Guide.

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Infographic

Comparative Infographic

FlowForma Process Automation vs Microsoft Power Apps.

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eBook

Success Stories eBook

Process Automation Success: Real-World Case Studies and ROI Revealed.

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Customer Spotlight Construction

PJ Hegarty Infographic

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Comparative Infographic

FlowForma Process Automation vs Go Forms

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Guide

An Innovator's Guide To No Code Improvement

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Infographic Healthcare

Healthcare Infographic

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eBook Construction

Building Better Processes in Construction With Automation

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Construction eBook Construction

Hit A Home Run With Process Automation In Construction

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Industry Report Construction

The State of Construction Digitalization

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Forrester Report

Empower Citizen Process Experts to Optimize your Business Processes

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Infographic Construction

Construction Infographic

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AIIM Tip Sheet

The Benefits of No Code

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Forrester Report

Neglecting Process Innovation Leaves Untapped Business Value

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Forrester Report

The Democratization of Development is Accelerating

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AIIM Tip Sheet

Stop Delaying Digitization

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AIIM Tip Sheet Construction

Three Ways to Accelerate Digital Transformation in the Construction Industry

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Forrester Report

Create A Governance Strategy To Meet The Process Imperative

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PEX Whitepaper

Why Digitization Is No Longer An Option

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Resource

Six Ways To Automate Processes

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Resource

The Coronavirus Crisis Increases The Demands On Software And Developer

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Resource

How To Build A Business Process Online Before You've Had Lunch

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Forrester Report

RPA, DPA, BPM, and DCM platforms: The differences you need to know

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AIIM Tips

Process improvement through automation

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AIIM Tips

Process automation is a catalyst for digital transformation

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Cheat Sheet

A Leader's Cheat Sheet for Secure, Scalable Workflows

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AI

AI Brochure

FlowForma's AI Suite

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Platform

Product Brochure

Browse our overview brochure

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Migration

Infopath Replacement

InfoPath Migration Accelerator

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Engage

Engage brochure

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Energy Energy

Oil & Gas brochure

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Healthcare Healthcare

NHS healthcare brochure

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Pharma Pharma

Pharma brochure

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Onboarding

SureStart brochure

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Governance

Governance brochure

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Construction Construction

Construction brochure

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Collaboration

Collaborative work management brochure

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Learning

Learning brochure

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HR

HR brochure

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Compliance

Compliance brochure

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Migration

Microsoft 365 Migration brochure

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Education Education

Education brochure

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Automotive Automotive

Auto Retail brochure

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Case study Education

Abingdon Witney

4,000 hours saved annually across trips, incidents, expenses and risk assessment.

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Case study Professional services

Grant Thornton

60% more efficient across job appraisals, client acceptance and data access requests.

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Case study Construction

Hegarty

50+ construction processes automated.

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Case study Manufacturing

Nipro Europe Group Companies

26+ locations with transformed business processes.

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Case study Construction

Downer

3,000+ hours saved per day.

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Case study Public sector

Revolutionizing Government Workflows

87% improvement in contract management, from two months to one week.

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Case study Insurance

Aon

Under 1 day to build a workflow, versus 6 months.

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Case study Healthcare

Blackpool Teaching Hospitals NHS

70+ processes automated across Blackpool Teaching Hospitals.

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Case study Education

LSTM

120+ workflows deployed across LSTM in just 14 months.

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Case study Education

Morley College

100% paper-free, replacing Nintex and InfoPath.

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Case study Public sector

Eurofound

75% faster. InfoPath replaced and processes modernized.

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Case study Healthcare

Tui Ora

90% faster training approvals, from several days to hours.

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Case study Energy

Bouygues Energies & Services

75% faster process development versus Power Apps.

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Case study Construction

Coinford

50% reduction in admin time for defect management and slab inspections.

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Case study Construction

Morgan Construction

200+ employees tracked through one automated onboarding process.

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Case study Construction

Construction Vehicle Rental Company

40% revenue growth from a more data-driven operation.

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Case study Construction

CVB JV Tideway East

700+ hours saved on repetitive tasks in a single year.

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Case study Healthcare

College Of Paramedics Nova Scotia

85% faster, with applications built in 1.5 weeks versus 2-3 months.

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Case study Professional services

McKinley Irvin

1.5 hours saved on every payment approval request.

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Case study Energy

Dresser Natural Gas Solutions

15% time saved automating manual document control and record-keeping.

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Case study Energy

Oil And Gas Services

5+ business functions automated across operations, engineering, QA, HR and finance.

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Case study Energy

Oil And Gas

5x faster form-based tasks.

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Case study Not-for-profit

Touch Community

70% more efficient form circulation.

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Case study Not-for-profit

AcruxKC

100% of duplicate manual data entry eliminated.

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Case study Not-for-profit

Not For Profit

1,800 users on a single automated governance process.

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Case study Professional services

Ergo

3 sources of truth reduced to 1.

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Case study Professional services

ISO

74% reduction in access errors for ISO administration.

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Case study Pharma

Pharma

60% improvement in artwork management efficiency.

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Case study Manufacturing

FMCG

Zero coding needed to migrate critical business processes.

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Case study Healthcare

Hospital

30+ seconds to complete and send a waiting list form.

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Case study Professional services

Rimkus Consulting Group

50% faster project reviews, cut from 2 days to 1.

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Case study Manufacturing

Vestergaard

100+ emails replaced by one automated process.

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Video · 1:28

FlowForma platform introduction

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Video

FlowForma platform demo

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Video · 1:32

FlowAssure: AI-driven vendor risk management

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Video

FlowForma Forms

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Video · 0:58

Ambient Process Discovery Agent

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Video · 1:00

The FlowForma Playground

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Video

FlowForma Collaborate

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Video

FlowForma Insights

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Video · 2:38

FlowForma mobile app

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Video · 3:12

FlowForma Engage: bring external users into your processes

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Video · 3:40

FlowForma Governance: sandboxes, testing and production control

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Video · 31:44

FlowForma for Microsoft Teams

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Video · 8:19 Insurance

Insurance AI automation masterclass: top use cases

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Video · 32:57

FlowAssure product showcase: meet the AI agents

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Video · 44:11

AI and digital process automation in 2026: an IT leader briefing

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Video · 49:18

Workflow automation migration

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Video · 0:25 Construction

PJ Hegarty processes 16,000 forms a month

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Video · 1:02 Public sector

Utah Department of Health & Human Services

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Video · 1:15 Insurance

Aon Insurance advances its digital transformation strategy

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Video · 1:32 Energy

Bouygues Energies & Services: FlowForma vs Power Apps

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Video · 2:42 Education

Morley College London: replacing Nintex and InfoPath

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Video · 27:27 Healthcare

Blackpool Teaching Hospitals NHS: the full story

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Video · 42:26 Energy

Dresser Natural Gas Solutions: process visibility and savings

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Video · 45:58 Professional services

Grant Thornton unlocks a 60% efficiency gain

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Video · 56:33 Construction

How Downer improved efficiency and fuelled growth

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Video Insurance

Aon discusses its automation journey

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Podcast

Talking ISO Compliance With Process Automation

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Podcast

2023 Process Automation Predictions Uncovered

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Podcast

Category Visionaries: Building the Future of Digital Process Automation

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Podcast Construction

Tech Central: How Construction Companies Embrace Digitization Without In-House Developers

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Podcast

How To Transform Your Business With An Acorn Approach

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Podcast

The Digital Transformation Podcast: How To Govern No Code Process Automation

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Podcast

Everyday MBA: Why Go On A Process Automation Journey?

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Podcast

FlowForma Guest on The Digital Transformation Podcast

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Podcast

Everyday MBA: Winning The War On Paper

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Podcast Construction

Top Tip: Digitize Construction With FlowForma DPA

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Podcast

Expert Tip: Return To Work Processes

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Podcast

Expert Tip: Preparing For The New Normal

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Podcast

Digitize Series: Help Businesses Rapidly Digitize Processes

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Podcast

Digitize Series: Digitize Processes To Empower Remote Work

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Podcast

Digitize Series: Tips On How To Work Effectively From Home

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Podcast

BPM.com Podcast: Process Automation - Myth or Reality

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Podcast

Everyday MBA: Digital Process Automation Tactics And Success

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Podcast

Top Tip: Empower Your Workforce To Digitize Your Processes

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Podcast Professional services

Customer Spotlight: McKinley Irvin

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Podcast

Vendor Spotlight: AIIM (No Code Technology)

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Podcast Manufacturing

Customer Spotlight: Vestergaard

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Podcast Professional services

Customer Spotlight: McKinley Irvin & AIIM

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Podcast Energy

Customer Spotlight: Essar Oil

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Podcast Construction

Customer Spotlight: A14 - Costain, Skanska & Balfour Beatty

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Podcast Insurance

Customer Spotlight: Aon (feat. Forrester)

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Upcoming event

Rethinking Process Automation with AI

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On-demand webinar

Modern Workflow Migration without the Headache

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On-demand webinar Construction

Automating EHS at Scale in Construction

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On-demand webinar

FlowAssure Product 2026

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On-demand webinar

AI & Digital Process Automation in 2026: An IT Leader Briefing

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On-demand webinar

FlowAssure Product Showcase

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On-demand webinar

AI Automation Masterclass

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On-demand webinar Education

Morley College Success Story

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On-demand webinar Insurance

Insurance Success Stories

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On-demand webinar Financial services

Financial Services AI Masterclass

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On-demand webinar Public sector

Customer Spotlight: Utah DHHS Shares Their Success Story

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Transform your business processes inside Microsoft 365

See FlowForma connect, automate and govern every process, right inside Microsoft 365.