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Forms Automation Platform


The increasingly rapid pace of software technology – with an abundance of new devices and operating systems hitting the global market at an unprecedented rate – creates many challenges for companies interested in migrating their business processes to the cloud. To succeed in this competitive environment, transforming operations to run faster, more efficiently, and offer higher levels of visibility has become more important than ever. With, you can refine, automate and improve how critical operating data is collected, managed and shared across the enterprise.

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Enterprise Data Collection

Out-of-the-box to completely custom – flexibility on demand.

The Platform offers a flexible core technology and a robust set of features and functionality – providing you with limitless options to configure the data collection applications (ex. forms and surveys) your business needs on the frontend of your business process.

Customization to create the ideal user experience.

Ensure your solution is optimized to deliver a high quality user experience while maintaining enterprise brand compliance. enables you to include advanced logic and custom JavaScript for optimal user interactions and lets you skin the application with your own custom CSS, logo and other branding components – even allow you to run the application on custom URLs so you can present your solution as your proprietary application.

Anywhere, anytime access.

The ubiquity of mobile technology is both the opportunity and the challenge for businesses looking for that competitive edge within their industry. The range of different devices in use along with the frequent instance that a business process is being performed offline give the enterprise limited options in their efforts to refine and optimize that area of business. offers a device agnostic platform gives users anywhere, anytime access to critical business forms and documentation, online or offline on any smart device. Years of development have made’s offline capabilities second to none – ensuring your data-driven operations never skip a beat, regardless of location.

Security when and where you need it.

SaaS implementations of are hosted at remote data centers that are SSAE 16 complaint with documented controls and operational procedures. is also Tier III/TIA 942 compliant from both a design and operational perspective. On the client side, offers advanced access-level and permission settings that let you configure who has access to what and when. Single Sign-on (SSO) integration ensures a secure and streamlined access point for your users. is HIPAA compliant across all web and mobile platforms.

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Process Optimization

Accelerate performance with automated workflow and collaboration

Improving the way people and processes interact is more important than ever. As cloud computing continues to mature, the pervasive reach of technology to nearly every corner of the globe creates an increasingly competitive market. gives you a complete suite of integrated tools and technologies that help you ramp up productivity and streamline how information is captured and connected across the enterprise. Advanced logic and workflow plugins let you configure the flow of critical business data and create the unique sequences your process requires for approvals, conditional task and event management, or the general oversight of complex operations as they are happening in real-time.

Tie it all together with’s API

End-to-end management of enterprise data involves many contributors, processes and various points where information is shared with other systems, people and departments. The data handoffs among these groups were not very smooth, requiring an abundance of emails, spreadsheets, paper and the double entry of data – all things that slow productivity.’s flexible API can take captured data and integrate directly with any legacy systems and existing software, such as – creating a bi-directional flow of information that synchronizes the output from various systems and operations.


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