FlowStudy Summary

The Processes:

  • Contract Management
  • Grant Revenue Management
  • Travel Management
  • Risk Assessment & Compliance
  • Statements of Work
  • Legislative Reports 

The Pain Points:

  • InfoPath Deprecation
  • Manual Paper-Based Processes
  • Budget Constraints
  • Complex Approval Workflows
  • Resistance to Technology 

The Benefits:

  • Faster Approvals
  • Streamlined Compliance
  • Budget-Friendly
  • User Empowerment
  • Scalability
  • Real-Time Insights 

The Next Steps:

 The organization aims to automate more processes, enable more divisions to manage their own workflows, and scale FlowForma enterprise-wide to complete its digital transformation. 

 

The Challenge

Before adopting FlowForma Process Automation, the organization faced challenges such as:

  • InfoPath Deprecation: The organization’s processes were heavily reliant on InfoPath, necessitating a swift replacement.

  • Manual, Paper-Based Processes: Many processes were still manual, leading to inefficiencies and delays.

  • Budget Constraints: The organization required a solution that was not only effective but also budget-friendly.

  • Complex Approval Workflows: Processes such as contract management involved multiple levels of approval, often stretching timelines to months.

  • Resistance to Technology: As a government agency, the organization faced challenges in adopting new technology. 

The Solution

FlowForma Process Automation was selected for its no-code, user-friendly interface, which empowered non-developers to build and manage processes efficiently. Key reasons for choosing the FlowForma Process Automation platform included: 

  •  Integrated Features: Unlike other platforms such as Power Apps and Power Automate, which required separate purchases for forms, workflows, signature packs, and document generation, FlowForma provided an all-in-one solution.

  •  Cost Efficiency: FlowForma’s pricing model fit well within the organization’s budget, avoiding the high costs associated with separate tools.

  • Ease of Use: The no-code interface empowered users across different departments to build and modify processes.

  • Support for Complex Processes: The FlowForma platform enabled the organization to design and manage complex, cross-departmental workflows with ease. 

The Outcome

  • Improved Efficiency: Processes that previously took hours are now completed in minutes, freeing staff for strategic work.

  • Faster Contract Approvals: Contracts that previously took months to get signed are now approved within 1 to 5 days.

  • Streamlined Compliance: FlowForma’s audit trails and metadata capture capabilities made audits effortless, resulting in zero issues during the last audit.

  • Cost-Effective: Avoided high costs associated with PowerApps/Power Automate add-ons for signatures and document generation.

  • Ease of Use: Non-developer administrators can now build and manage workflows independently.

  • Scalability and Flexibility: The ability to quickly modify and enhance processes ensured continuous improvement and adaptability to evolving requirements.

     

Customer Feedback

“We love FlowForma Process Automation from a compliance perspective. The last time we were audited, there were no queries at all, because we could show exactly who approved what and when, with all the data and metadata we captured.”