FlowForma is a business process automation solution that sits on the Microsoft SharePoint platform. It integrates people and processes through customizable workflows. Resources can be assigned to workflow steps and business rules can automate tasks. Forms in FlowForma can be filled in, saved, redirected, and printed with email alerts notifying stakeholders. This streamlines processes and improves efficiency and productivity compared to manual or coded solutions.

1. Any organisation’s
workforce achieves
better quality and
higher quantity
outcomes when it isn’t
restrained by
outmoded, slow, or
manually-intensive
business processes.
Meet FlowForma the
smarter and faster
business process
solution for analysis
professionals.
Sitting on the Microsoft
SharePoint platform and
integrating with Office 365,
FlowForma seamlessly integrates
people and processes with
custom workflows which
automatically move information
through a sequence of actions
or tasks related to a business
process. Resources may be
assigned to steps and business
rules defined to determine when
questions and steps require
completion.
As forms are filled in, they
may be saved, redirected, and
printed. A system of
programmable email alerts,
governed by business rules,
communicates progress on
forms to relevant resources.
FlowForma helps
organisations to adhere to
consistent business processes,
and improve organisational
efficiency and productivity by
managing the tasks and steps
involved in business processes.
Built for analysis professionals as
apposed to SharePoint
developers, FlowForma allows
businesses to easily
automate any process,
delivering operational efficiency,
business visibility, and agility.
What are the Benefits?
• Eliminates the need for
writing code
• Forms, workflow and
document generation in one
integrated toolkit
• Leverages more use out of
your SharePoint investment
• Integrates with Office 365
delivering flexible, agile and
mobile business process
management
• Seamless integration with
3rd party systems
• No need for full SharePoint
licences/eCALs
• Enables power users to
manage their own
processes
• Provides clear visibility of
the process from beginning
to end
• Permits easily accessible
information for reporting
• A more cost effective
solution than software
development services
www.flowforma.com
FlowForma
Getting more
from your
The Power of Simplicity
™

2. Do Things Better
Since its launch in 2012 FlowForma has been
making enterprise forms management simpler for
public and private sector organisations across a
wide range of critical business processes,
including:
1. Audit Processes
Providing complete process visibility, audit form
completion process, and integration with the
CRM system between a major National
Standards Authority and its 50 auditors based
across the Atlantic.
2. HR & Finance Processes
Faster processes for Beaumont Hospital that
had literally hundreds of forms in Word format
loaded onto its system, previously involving
hours of manual effort for forms completion.
3. New Product/Customer Processes
A leading speciality foods manufacturer with
over 3,000 products needed to ensure quality
of data around products and customers and
used FlowForma to ensure better allocation of
information and seamless integration with the
Back office system (AS/400).
4. HR Appraisal/Talent Management
Two London hospitals faced significant
Microsoft Licencing costs [c. £500k each] in
order to implement a pre-built appraisal
process using InfoPath. They found
FlowForma to be 80% more effective as a
solution and were able to reduce their licensing
costs.
www.flowforma.com
Technical Features
1. Question Engine
The question engine extends the default
field types providing logic to support complex
forms and workflows.
2. Business Rules Engine
The business rules engine supports the
workflow element of FlowForma by allowing
users to control the forms actions, based on
pre-defined business rules.
3. Forms Engine
The flow designer is at the hub of the product and
brings all the elements together in one common
administration interface, allowing users to manage
flows, steps, questions and related business rules
centrally.
4. Digital Signature
The ‘verify digital signature’ question type is used
to verify the digital signatures added to a
Microsoft Word document.
5. Activity Monitoring
Activity monitoring can be performed at step or
flow level to seamlessly identify what has been
completed and whether or not it was done on
schedule.
6. Connecting Forms
Elements from one form can be linked to another
form within the same or different SharePoint sites.
7. Systems Integration Engine
FlowForma comes with a comprehensive
software development kit (SDK) to allow software
developers pass data in/out from 3rd party
systems/web services (e.g. SAP/Oracle/SQL) or
create custom business rules/questions type.
Systems Requirements
FlowForma can be installed within the following
SharePoint farms, based on recommended server
requirements by Microsoft:
• SharePoint 2010 Server
• SharePoint 2010 Foundation
• SharePoint 2013 Server
• SharePoint 2013 Foundation
• Microsoft Word 2010 minimum
(for document generation template
management only)
Alternatively deploy straight to Office 365
“FlowForma simply gave us the power to
become more self sufficient.”
Dave Pritchard, Senior System Analyst,
EuroFound
FlowForma 1st Floor, Block T, EastPoint Business Park, Dublin 3
T: +353 (0)1 8843 200 F: +353 (0)1 8843 201 E: info@flowforma.com
™