FlowForma

FlowForma is a secure, enterprise-ready AI-powered Digital Process Automation (DPA) platform that transforms ideas into automated processes in seconds. It is designed to make process automation fast, intelligent, and scalable, handling everything from simple to complex business workflows. Trusted by global enterprises, FlowForma helps organizations digitalize operations, reduce manual effort, and achieve complete compliance.

How to use FlowForma

FlowForma simplifies process automation through its intuitive, no-code interface, especially with FlowForma Copilot. Users can initiate a new process by uploading a diagram or directly requesting it from Copilot. After reviewing the AI-suggested steps and questions, the process can be refined and built. Business and workflow logic are easily implemented without coding, followed by testing to ensure rules function correctly. The process can then be quickly adjusted to meet specific business needs, enabling rapid deployment of automated workflows.

Core Features of FlowForma

• AI-powered Copilot: Instantly builds high-level business processes and workflows through conversational AI.
• AI Agents: Automate routine, time-intensive steps like approvals and data checks.
• Ambient Process Discovery Agent: Captures meeting conversations and transforms them into detailed, ready-to-use workflows.
• User-Friendly Forms: Ensures accurate, validated data collection, boosting productivity.
• Powerful Workflow Engine: Standardizes processes with automated communications, audit trails, and seamless delegation.
• Insights & Dashboards: Creates reports and dashboards in minutes to assess process performance and business data.
• Enterprise Governance: Allows IT to control platform usage while empowering users to build and test in a controlled environment.
• Extensive Integrations: Connects with thousands of other systems for seamless data exchange at any process step.
• Mobile App: Enables users to fill, submit, review, and approve forms and documents on iOS and Android devices, anywhere, anytime.
• FlowForma Engage: Facilitates secure engagement of external stakeholders (customers, suppliers) in internal digital processes via unique web links.
• Document Generation: Automates the creation of professional documents at scale with one click, replacing manual processes.

Use Cases for FlowForma

FlowForma is highly versatile and applicable across numerous industries and departments. Common use cases include:

• Human Resources: Streamlining employee onboarding, leave requests, expense approvals, and performance reviews.
• Finance: Automating invoice processing, procurement workflows, and sales ledger tracking.
• Operations & Compliance: Managing ISO compliance procedures, health and safety check sheets (e.g., on construction sites), and GDPR compliance.
• Customer & Supplier Management: Digitalizing customer and supplier onboarding processes, including KYC and compliance checks.
• IT & Digital Transformation: Migrating from legacy systems like InfoPath and Nintex, and accelerating digital transformation initiatives.
• Industry-Specific Solutions: Tailored applications for healthcare (patient consent, scheduling, incident management), construction (permit to dig, concrete pour reports), and financial services (client onboarding, regulatory compliance, loan approvals).

Advantages of FlowForma

FlowForma offers significant advantages for organizations seeking to optimize their operations:

• Rapid Automation & ROI: Transforms ideas into processes in seconds, leading to fast ROI realization, with some clients seeing benefits in weeks.
• Enhanced Efficiency: Cuts incident rates, improves data quality, and delivers substantial time savings (e.g., 60% increase in time savings for Grant Thornton, over 4,000 hours saved annually for Abingdon & Witney College).
• No-Code Empowerment: Empowers business users to build and manage workflows without relying heavily on IT, while maintaining IT governance.
• Scalability & Flexibility: Automates processes from simple to complex, scaling with organizational needs and highly customizable.
• Improved Data & Visibility: Provides transparency, consistency in data, and real-time visibility for easier reporting and decision-making.
• Comprehensive Platform: An all-in-one solution combining forms, workflow, insights, governance, document generation, and integrations.
• Award-Winning Support: Offers 5-star customer support, including 1-to-1 expert support and a comprehensive customer support portal.

Pricing and Plans

FlowForma offers tailored pricing plans based on organizational needs, billed annually for a 12-month contract:

• Essentials: Starts from €2,067 / £1,722 / $2,347 per month, for automating up to 3 processes. Includes Forms, Workflow, Document generation, Mobile app, SharePoint integration, Governance, Onboarding and Adoption services. FlowForma Copilot and Insights are available as add-ons.
• Professional (Most Popular): Starts from €2,900 / £2,486 / $3,293 per month, for automating up to 30 processes. Includes all Essentials features plus External users and Advanced integrations. FlowForma Copilot and Insights are available as add-ons.
• Enterprise: Custom pricing for large enterprises requiring widespread automation. Includes Forms, Workflow, External users, Document generation, FlowForma Insights, Mobile app, Enterprise governance, Advanced integrations, Onboarding and Adoption services. FlowForma Copilot is available as an add-on.