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 Offi ce 365, FlowForma seamlessly integrates people and processes with custom workfl ows 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 defi ned to determine when questions and steps require completion.

As forms are fi lled 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 effi ciency 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 effi ciency, business visibility, and agility.

What are the Benefi ts?• Eliminates the need for

writing code• Forms, workfl ow and

document generation in one integrated toolkit

• Leverages more use out of your SharePoint investment

• Integrates with Offi ce 365 delivering fl exible, 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.fl owforma.com

FlowForma

Getting more from your

The Power of Simplicity

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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 RequirementsFlowForma can be installed within the followingSharePoint farms, based on recommended serverrequirements 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

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