Unlock Business Agility with Intelligent Forms and Workflow Automation

Work smarter by enhancing efficiency and streamlining experiences for both customers and employees.

Why Teams Need Workflow Automation Now

Manual Processes

Manual, time-consuming, and outdated processes drain teams and hinder productivity on repetitive tasks that could be automated.

Error-Prone Work

Complex approval chains often lead to mistakes, resulting in data errors and inconsistent information across their systems.

Technology Confusion

Organizations struggle to choose between various options—Microsoft Forms, Power Apps, or fillable PDFS—and are uncertain which best suits their needs.

Low-Code Evolution

Microsoft's push for low-code and no-code solutions pressures teams to adapt quickly and seek guidance on practical implementation.

Template Flexibility

Teams waste time duplicating similar forms and need reusable, easily customizable templates for various departments.

Automate Today. Transform Tomorrow.

Streamline workflows to reduce costs, boost productivity, and eliminate repetitive tasks. Transform manual processes into intelligent workflows, enabling your team to achieve more with automated efficiency.

Streamline Manual Processes

Watch your processes transform as automation handles repetitive tasks, creating smooth, consistent workflows that keep your business moving forward without manual intervention.

Error-Free Accuracy

Eliminate data entry errors and ensure consistent information. Standardized forms and automated validation make your data clean, consistent, and reliable across all systems.

Real-Time Collaboration

Keep your entire team in sync with automated notifications and status updates. Everyone knows exactly where things stand and what needs attention, eliminating communication gaps.

Dramatic Time Savings

Free your team from manual paperwork and redundant tasks. What once took hours now happens in minutes, allowing your staff to concentrate on high-value work that fosters business growth.

Complete Visibility

Gain valuable insights through Power BI dashboards that monitor every step of your workflows. Identify bottlenecks instantly, measure performance metrics, and optimize processes in real time.

Clear Accountability

Never wonder about task ownership or deadlines again. Automated assignments and tracking ensure everyone knows their responsibilities, with clear timelines and progress monitoring.

Types of Forms and Workflows We Create

Envision IT creates custom forms and workflows for every need. No matter how complex or menial the task, we can help you automate it! We typically leverage Power Automate (Flow) or Azure Logic Apps, depending on the requirements and resulting Microsoft licensing needed. Use-cases for forms and workflows we commonly build are:

HR and Employee Management

Digital expense reporting systems
Policy sign-off automation
Leave request workflows
Career portal applications
Employee onboarding forms
HR document approvals

Administrative and Document Management

Document approval workflows
Reference letter processing
Policy review and approval systems
Digital signature workflows
Automated form routing
Information collection portals

Healthcare and Public Service

Patient waitlist management
Service request tracking
Public health forms
Program registration systems
Resource allocation forms
Compliance documentation

Business Process Automation

Project management workflows
Business performance tracking
Vendor management forms
Budget approval systems
Customer service requests
Quality assurance checklists

Our Process

We start by thoroughly mapping your existing processes, identifying key users, and understanding system interactions across both Microsoft and non-Microsoft platforms. Our team evaluates current workflows, assesses historical data requirements, and identifies opportunities for process optimization.

Based on your unique needs, we design a modern solution that leverages the ideal mix of technologies. Whether it's Microsoft Forms, Power Apps, or custom HTML solutions, we carefully consider licensing implications and select tools that provide the best value for your needs.

We create detailed mock-ups of your forms and workflows, gathering feedback early to ensure the final solution meets your needs. This collaborative approach helps to refine the user experience before full development begins.

Our sprint-based development process systematically tackles both front-end form creation and back-end workflow automation. We integrate comprehensive reporting solutions—from SharePoint lists to Power BI dashboards—giving you complete visibility into process status.

Every solution undergoes rigorous testing across all workflow steps and user scenarios. Our comprehensive UAT process ensures your forms and workflows operate flawlessly in real-world applications.

We carefully plan your rollout, establishing the right environments for ongoing maintenance and creating transparent processes for future updates and improvements.

Trusted by leading organizations to streamline and scale

Companies like yours leverage workflow automation to boost efficiency and drive results across their organization.

Discover Better Ways to Work

Empower your team and optimize their workflows with Envision IT’s customized forms and automation processes. Implement workplace automation to help employees escape monotonous, time-consuming tasks and cultivate a more strategic, dynamic work environment.

Contact Envision IT