FlowForma Process Automation Reviews & Product Details

Our experience with FlowForma Process Automation has been incredibly positive. As an NHS shared service working with eight NHS Trusts across the North West London area, FlowForma has been instrumental in standardising our processes. The implementation of FlowForma enabled us to create our first standardised process, significantly improving efficiency and output quality.

One of the key advantages of FlowForma is its integration with various Microsoft functions. For instance, its connection to the Outlook address book using the 'Persons or Group' and 'Get User Profile Property' features has reduced typing errors by approximately 80% when staff input email addresses, especially when assigning steps to different approvers. 

FlowForma's hosting on SharePoint has allowed us to create a central hub accessible to users from all eight NHS Trusts, despite their separate IT networks. This centralisation has simplified access and management. Moreover, FlowForma's flexibility has enabled us to tailor digital forms slightly for specific Trusts when needed.

The support team at FlowForma has been really helpful. Whenever I need assistance, I feel very comfortable reaching out to them.

Overall, FlowForma has empowered our staff to efficiently track and manage their digital forms, enhancing our operational effectiveness. Review collected by and hosted on G2.com.

There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. Review collected by and hosted on G2.com.

i like that flowforma process automation makes things kinda easy even if i'm not super technical. the forms are simple to setup and most things work just by dragging and dropping stuff. it saves a lot of time because we don’t have to chase people for updates, the workflow just moves on its own. also the interface feels clean, so it's not confusing like other tools i tried before. Review collected by and hosted on G2.com.

i dont really dislike much, but sometimes flowforma feels a bit slow when the workflows get bigger. like if there are too many steps, it takes a few seconds to load and that kinda bothers me. Review collected by and hosted on G2.com.

This automation software is very useful to store and process the client data and proceeds the client database for quick access and readability. This makes the automation life easier and quicker. Review collected by and hosted on G2.com.

It has to. Improve the user interface to navigate the process smoothly and find the option easily. Review collected by and hosted on G2.com.

FlowForma could become a strategic technological asset for your organization if it is serious about digitalizing its business. One of the best features of the product is the customer care. They are always ready to give you a hand in the development of your own processes. The road is not easy, and the learning curve will be somehow steep because after all you need to learn to no code; that entails learning the language of the tool, though, plus, other skills like understanding how your SharePoint list must be structured. For this reason, having such strong customer service is fundamental, and FlowForma has it. If your organization's leadership bets on going serious about automating your processes, FlowForma is a great choice as a technological enabler of such strategic choice. The tool is easy to use, but you need to start small and not choose your most complex process as your first to automate (trust FlowForma advisors on this). It can be integrated with other applications, but that's an advanced API feature that we have not yet implemented, although we surely intend to. Review collected by and hosted on G2.com.

The learning curve will be steep and you need to accept that you'll have to dedicate time to it. Developers have done a great job of allowing non-IT people to create digital processes, but still, a proper learning effort is demanded. However, that's ok because as you go along with your learning effort, you'll become more and more creative and design your processes in a much more elegant manner. Review collected by and hosted on G2.com.

Pawel Wierzgon was patient, solutions focused and was timely in his responses to our many knay queries. The ease at which he could bring us though the process and allowed us to look at how best to implement this system into our existing sharepoints. He also identified feature we did not knew existed in Flowforma which will allow us to roll this form out to all employees to use on an annual basis. The ease of integration was excellent and we aim to now transition all our forms to Flowforma. Review collected by and hosted on G2.com.

The look and feel is still an issue of mine. I know the enw look and feel is going live shortly, so hope that our current forms can transition across once this is launched. Review collected by and hosted on G2.com.

The ability to create business processes without code, with simple business logic, and to engage with external contributors and to dynamically file generated reports and analyis data collected by each form. Good customer support. Review collected by and hosted on G2.com.

It has limited housekeeping routines, and does not have the built-in ability to reduce image sizes on upload to use SharePoint space more efficiently. Review collected by and hosted on G2.com.

Quick automated approval process that collects submissions in a centralised location Review collected by and hosted on G2.com.

Lack of features; such as not being able to handle rejections in the same vain as handling pass backs. Lack of security control. Review collected by and hosted on G2.com.

I find that evey step makes sense and that it links together in a way that is efficient. Flow forma support is always on hand with good detailed responses to any quiries too. Very easy to intergrate into the business and has a large amount of features which we frequently use. Review collected by and hosted on G2.com.

Not really something against flowforma but there isnt much documentation online of others using flowforma. Review collected by and hosted on G2.com.

I appreciate that FlowForma is purpose-built for workflow management. Our program offers a variety of services, and each one works differently. Most non-profits make do with traditional database software. As a result, users must tab through countless irrelevant fields. This is time-consuming and tedious. With FlowForma, we can set up workflows to collect only the details needed for a particular service. It is--and feels--more streamlined; users value this. Review collected by and hosted on G2.com.

We have not identified any dislikes/disadvantages. Review collected by and hosted on G2.com.

Firstly, The user interface offered is reasonable, It is very straightforward to understand and utilize. One thing I learned, if we create a Simple flow or a complex one, we must be clear about our requirements and the logic.

And there is " No Code" involved in this process automation. Review collected by and hosted on G2.com.

Nothing! The system does everything we require it to do as a business. Review collected by and hosted on G2.com.