Why It's Vital to Advance Your Process Automation Plan, and How to Triumph
Organizations are prioritizing process optimization and automation to drive business objectives. Agile automation is the new norm, with businesspeople driving responsive, rapid automation to increase efficiency and resilience.
Download the infographic
- The strategic outcomes of process automation
- How to answer common boardroom challenges
- Your DPA tool checklist
What's inside the infographic
Process automation is imperative in today's market, and early adoption is key. Your strategic guide covers:
- 01Strategic outcomesNine results organizations achieve with no-code process automation.
- 02Processes digitalized by FlowForma customersFrom HR and finance to compliance and customer service.
- 03Common boardroom challengesPoor adoption, unrealistic goals, legacy systems and skills gaps.
- 04A day in the life and your DPA checklistFrom first install to 50+ processes, and what to look for in a tool.
Strategic outcomes achieved with no-code process automation
AI-powered digital process automation is a key strategic focus, with organizations striving to scale digitalization and optimize processes.
Competitive advantage
via process innovation and agility
Improved productivity
and savings from digitalization
Better customer and employee experiences
from optimized processes
Accelerated digital transformation
with AI-powered process automation
A culture of continuous business improvement
from citizen development
A single source of data truth
and smarter decisions
Reduced risk
from automated regulatory compliance processes
A connected workforce
powered by the cloud and seamless integration
Return on investment
elimination of email and Excel-based processes achieved in under 6 weeks
Meet FlowForma Process Automation
FlowForma Process Automation is an award-winning, enterprise-class business process management tool that empowers businesspeople to rapidly digitalize a wide range of processes.
The self-service, no-code, all-in-one tool (forms, workflow, analytics and document generation) is designed for business users, with minimal IT involvement.
Customers are live with digital processes, empowered and self-sufficient within four weeks of onboarding.
- Self-service process portalsOne place for people to start, track and complete their processes.
- AI-powered CopilotAI assistance built into the FlowForma designer.
- Seamless reporting experienceAnalytics on every process for a single source of data truth.
Some processes digitalized by FlowForma customers
Agile automation, driven by business leaders, enables faster and more responsive solutions in every department.
HR
- Annual leave
- Performance review
- Joiners and leavers
Finance
- Expense management
- CAPEX/OPEX
Health and safety
- Risk assessment
- Incident management
- Safety checklist
IT
- Change management
- Asset management
- Ticketing
Customer service
- Customer onboarding
- Client onboarding
- Client engagement
- Customer renewals
Compliance
- Contract management
- Emissions reporting
- Regulatory compliance
How to address common boardroom challenges
The things that can go wrong with digital transformation are precisely the problems FlowForma avoids.
Poor adoption
Self-service encourages adoption
Business users build and own their processes, so uptake is fast and proven across 300,000+ users.
Unrealistic goals
Rapid ROI
Process accelerators and a business-led approach deliver a return in under six weeks.
Legacy systems
Bypass legacy with code-free integration
Connect to 1,000s of systems using APIs and databases, with an InfoPath migration tool for older forms.
Lack of skills
Continuous automation powered by the business
No-code design means business users build processes, with seamless governance by IT.
A day in the life of a FlowForma user
Do-it-yourself process change, from first install to 50+ processes.
- Week 1Install the FlowForma app for Microsoft 365
- Week 1Accelerated lift-off with FlowForma specialist help
- Week 2Your first process goes live
- Week 2Train business users in best-practice digitalization
- Week 5Your second and third processes go live
- Month 12You have 50+ processes digitalized
Your DPA tool checklist
What to look for when you choose a digital process automation tool.
- All-in-one: forms, workflow, analytics, document generation and AI
- A business developer tool
- Visual designer
- Build once for mobile and desktop
- Cloud product and security
- Flat-rate pricing
- Offline capability
- Access anywhere
- Teams app
- Inclusion of external stakeholders in processes
faster return on investment than our competitors, according to G2.
Read our reviewsResults realized by FlowForma customers
Continuous automation, powered by the business.
Results reported by FlowForma customers.
Process automation planning: common questions
Why is it vital to advance your process automation plan now?
Organizations are prioritizing process optimization and automation to drive business objectives. Early adoption is key: agile, business-led automation increases operational efficiency and resilience, while delays leave email and Excel-based processes in place.
What results do FlowForma customers see?
FlowForma customers save over $80,000 per significant process, digitize 50+ processes a year, deploy 5 times faster and see a return on investment in under six weeks.
How quickly can we go live with FlowForma?
Install the FlowForma app for Microsoft 365 in week one, and your first process goes live in two weeks. Customers are live with digital processes, empowered and self-sufficient within four weeks of onboarding.
Which processes can FlowForma automate?
Common examples include annual leave, performance reviews, joiners and leavers, expense management, CAPEX/OPEX, risk assessments, incident management, change and asset management, customer onboarding and renewals, contract management, emissions reporting and regulatory compliance.
What should you look for in a digital process automation tool?
An all-in-one tool covering forms, workflow, analytics, document generation and AI, built for business users with a visual designer, mobile and desktop from one build, cloud security, flat-rate pricing, offline capability, a Teams app and support for external stakeholders.
Act now, before it's too late
Get the infographic, or start your free 7-day trial and see FlowForma for yourself.