Real-time Accurate Reporting

FlowForma is proud to have recently launched a game-changing no code Insights module, designed for process owners. With FlowForma Insights, no Excel wizardry or Power BI skills are needed. 

From within the FlowForma Process Automation tool, you can now take your reporting to the next level – by creating dashboards in minutes to assess all aspects of your processes and business data.

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^ Watch this short video to learn more about FlowForma Insights

How it Works

FlowForma's new insights module, seamlessly integrates with our existing platform, easily activated by a single click (if you're an existing customer - please contact your Account Manager). 

With FlowForma Insights you can seamlessly build dashboards within the product without needing 3rd party tools like Excel or Power BI.

Sample Use Cases

FlowForma Insights can be used to report on any process or step level of a process. The use cases are endless, below are a few use cases we envisage our customers deriving great insights from:

  • Product Development: Understand the success rates of getting products to market by recording ideation, feasibility, go-to-market planning, and release actions in FlowForma Process Automation. Identify trends showing what product traits are common among ideas that make it through each stage gate to a successful launch. By implementing digital processes on a wider scale, you can track all the way through to the resulting revenue stream, support costs, and profitability.

 

  • Capital Expenditure/Procurement: Identify the hold-ups in your organization’s procure-to-pay processes. Analyze the root cause across the assets, products, and services being procured combined with the suppliers and internal resources involved in the processes. Discover new information on common attributes of delayed processes: problem suppliers, common attributes in requests that approvers find difficult to approve, and data inaccuracies that block processes resulting in knock-on delays impacting customers.

 

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FlowForma App - Workflow Software For Microsoft Teams - Benefits

Elevated Analytics With Data You Can Rely On

Rapid Dashboard Creation: Create dashboards in minutes without relying on third-party tools.

Granular Process Assessment & Improvement: Assess processes at either the form or step level to learn more about your processes and continuously pinpoint areas for improvement.

Instant Bottleneck Identification: Identify process delays or bottlenecks in real-time, enabling efficient process optimization.

✓  Precision Data Analysis: Easily manipulate and report on data with guaranteed accuracy, enabling data-driven insights.

Actionable Insights: Bring together relevant data to make informed, actionable decisions.

Empowering Organizations with Effortless Data Access and Visualization

Gerard Newman circle B&W

Gerard Newman,
Chief Technical Officer,
FlowForma

"Data has never held such paramount significance. In a landscape marked by escalating customer demands and relentless competition, organizations depend on seamless access to real-time data to steer decision-making and foster an ethos of perpetual enhancement.

At FlowForma, we are unwavering in our dedication to simplifying data accessibility and visualization. Our built-in reporting is designed to be effortlessly intuitive, requiring neither Excel expertise nor proficiency in business intelligence tools".