Case Study: an international humanitarian aid agency streamlines remote workflows with FlowForma Process Automation

How a Humanitarian Aid Agency Replaced Email and Excel With One Version of the Truth

An international humanitarian aid agency faced significant challenges in managing internal processes for its roughly 3,000 volunteers operating in remote locations with limited connectivity, such as Syria and Haiti. Their operations were hampered by a reliance on paper forms, email attachments, and Excel spreadsheets, which resulted in a lack of version control, poor transparency, and disconnected information. To address this, they implemented FlowForma Process Automation.

The solution from FlowForma, a no-code tool built on Microsoft 365 and SharePoint, automated critical processes including conflict of interest declarations, HR onboarding, flight approvals, and payment requests. This provided a single, auditable version of the truth, greatly improving governance and transparency. The results were substantial: the first process alone was used by 1,800 people, Power BI integration enabled real-time reporting, and the agency gained the ability to quickly develop and deploy new automated processes without writing code.