FOR IT PROFESSIONALS

Leverage and Transform your Existing Enterprise Applications

into a Powerful Workflow Management and Reporting System that Users Access via Email

FORMVERSE’s patented technology leverages a client’s existing IT infrastructure, transforming it into a powerful forms & workflow automation tool that seamlessly integrates with customer’s existing enterprise applications (ERP, HR, CRM, Finance, etc.) effectively enabling simple forms within email to act as a single user interface to any enterprise application.

The solution combines the power that enterprises need with the ease of use users demand. This approach solves significant problems shared by many enterprise and government organizations.

FOR IT PROFESSIONALS

Leverage and Transform your Existing Enterprise Applications

into a Powerful Workflow Management and Reporting System that Users Access via Email

FORMVERSE’s patented technology leverages a client’s existing IT infrastructure, transforming it into a powerful forms & workflow automation tool that seamlessly integrates with customer’s existing enterprise applications (ERP, HR, CRM, Finance, etc.) effectively enabling simple forms within email to act as a single user interface to any enterprise application.

The solution combines the power that enterprises need with the ease of use users demand. This approach solves significant problems shared by many enterprise and government organizations.

FORMVERSE SYSTEM COMPONENTS

FORMVERSE REGISTRY SERVER

(Web Services) Provides access to forms, dispatching & processing rules required by FORMVERSE components. A second instance of the FORMVERSE Registry Server may be installed in “Shadow Mode” configuration on a separate server to enable “outside-the-network” users to access specific and limited functionality and to ensure compliance with security requirements.

FORMVERSE WEB ADMIN

(Web Services running on Microsoft IIS) Provides the administrator’s interface for all FORMVERSE components. Here administrators can orchestrate a FORMVERSE deployment and manage Accounts and the FORMVERSE database. Installed on the same server as the FORMVERSE Registry Server.

FORMVERSE PASSPORT

An integrated component of the FORMVERSE WEB ADMIN, FORMVERSE PASSPORT provides a connector framework that enables administrators to create automated tasks that allows highly extensible integrations and automated operations bi-directionally. Created Tasks consist of user-definable combinations of Events, Inputs, Actions, and Outputs that allow customers to take workflow functions to a new level. Enabling users with access to FORMVERSE forms within email to act as the single interface to a wide variety of enterprise applications such as SAP, Oracle, HR Systems, CRM’s such as Salesforce and Microsoft Dynamics, CMS system such as Microsoft SharePoint and many other can substantially reduce licensing costs of these enterprise-systems and increase adoption rates.

FORMVERSE TEMPLATE EDITOR

Implemented as a standard executable application, this module provides the administrators the ability to create and modify FORMVERSE Workflow Templates. THE FORMVERSE TEMPLATE EDITOR is in the process being migrated to be a component of the FORMVERSE WEB ADMIN. May be run on a server or workstation.

FORMVERSE DATABASE

(MICROSOFT SQL SERVER) Stores and serves the FORMVERSE Workflow Templates to end-users as and all form data and metadata. Installed as a new database on a new or existing Microsoft SQL Server instance. (Created during installation).

FORMVERSE WEB APP

The end user interface for internal and external users that allow forms to be access, completed, and actioned. Users may also run real-time reports, view history, and view previously completed forms, metadata, and attachments.

FORMVERSE SYSTEM COMPONENTS

FORMVERSE REGISTRY SERVER

(Web Services) Provides access to forms, dispatching & processing rules required by FORMVERSE components. A second instance of the FORMVERSE Registry Server may be installed in “Shadow Mode” configuration on a separate server to enable “outside-the-network” users to access specific and limited functionality and to ensure compliance with security requirements.

FORMVERSE WEB ADMIN

(Web Services running on Microsoft IIS) Provides the administrator’s interface for all FORMVERSE components. Here administrators can orchestrate a FORMVERSE deployment and manage Accounts and the FORMVERSE database. Installed on the same server as the FORMVERSE Registry Server.

FORMVERSE PASSPORT

An integrated component of the FORMVERSE WEB ADMIN, FORMVERSE PASSPORT provides a connector framework that enables administrators to create automated tasks that allows highly extensible integrations and automated operations bi-directionally. Created Tasks consist of user-definable combinations of Events, Inputs, Actions, and Outputs that allow customers to take workflow functions to a new level. Enabling users with access to FORMVERSE forms within email to act as the single interface to a wide variety of enterprise applications such as SAP, Oracle, HR Systems, CRM’s such as Salesforce and Microsoft Dynamics, CMS system such as Microsoft SharePoint and many other can substantially reduce licensing costs of these enterprise-systems and increase adoption rates.

FORMVERSE TEMPLATE EDITOR

Implemented as a standard executable application, this module provides the administrators the ability to create and modify FORMVERSE Workflow Templates. THE FORMVERSE TEMPLATE EDITOR is in the process being migrated to be a component of the FORMVERSE WEB ADMIN. May be run on a server or workstation.

FORMVERSE DATABASE

(MICROSOFT SQL SERVER) Stores and serves the FORMVERSE Workflow Templates to end-users as and all form data and metadata. Installed as a new database on a new or existing Microsoft SQL Server instance. (Created during installation).

FORMVERSE WEB APP

The end user interface for internal and external users that allow forms to be access, completed, and actioned. Users may also run real-time reports, view history, and view previously completed forms, metadata, and attachments.

SUPPORTED ENVIRONMENTS FOR ON-PREMISE, HYBRID, OR CUSTOMER-CLOUD CONFIGURATIONS

EMAIL PLATFORM

  • Microsoft Outlook: 2010/2013/2016
  • Microsoft Exchange: 2010/2013/2016
  • Microsoft Office 365 (hosted or on-premise)
  • GSUITES/GMAIL Supported. (Full support available 2017)

WEB

  • Microsoft Internet Explorer
  • Microsoft Edge
  • Google Chrome
  • Apple Safari

SERVERS

FORMVERSE may be deployed on Physical or Virtual Servers. Minimum Requirements are: Microsoft Windows Server 2008 Standard or Enterprise, 2008 R2 Standard or Enterprise, 2012, Standard or Datacenter or Microsoft Windows Server 2016 with IIS enabled

DATABASE

Microsoft SQL Server 2008 with SP4 (Standard or Enterprise), 2008 R2 with SP3 (Standard or Enterprise), 2012 with SP3 (Standard or Enterprise), 2014 with SP2 (Standard or Enterprise), or 2016 (Standard or Enterprise). SQL Server Express not supported. Database sizing estimated based on requirements. 200 GB Minimum. Note: For fully hosted configurations, Microsoft SQL Server licensing is included

SUPPORTED ENVIRONMENTS FOR ON-PREMISE, HYBRID, OR CUSTOMER-CLOUD CONFIGURATIONS

EMAIL PLATFORM

  • Microsoft Outlook: 2010/2013/2016
  • Microsoft Exchange: 2010/2013/2016
  • Microsoft Office 365 (hosted or on-premise)
  • GSUITES/GMAIL Supported. (Full support available 2017)

WEB

  • Microsoft Internet Explorer
  • Microsoft Edge
  • Google Chrome
  • Apple Safari

SERVERS

FORMVERSE may be deployed on Physical or Virtual Servers. Minimum Requirements are: Microsoft Windows Server 2008 Standard or Enterprise, 2008 R2 Standard or Enterprise, 2012, Standard or Datacenter or Microsoft Windows Server 2016 with IIS enabled

DATABASE

Microsoft SQL Server 2008 with SP4 (Standard or Enterprise), 2008 R2 with SP3 (Standard or Enterprise), 2012 with SP3 (Standard or Enterprise), 2014 with SP2 (Standard or Enterprise), or 2016 (Standard or Enterprise). SQL Server Express not supported. Database sizing estimated based on requirements. 200 GB Minimum. Note: For fully hosted configurations, Microsoft SQL Server licensing is included

FORMVERSE FEATURES

FORMVERSE FEATURES

ACCESS FORMS IN EMAIL

Full Integration with Microsoft Outlook & Office 365 Email, Microsoft SQL SERVER, and Microsoft Windows Server, as well as GMAIL/GSUITES email.AI

ACCESS FORMS IN EMAIL

Full Integration with Microsoft Outlook & Office 365 Email, Microsoft SQL SERVER, and Microsoft Windows Server, as well as GMAIL/GSUITES email.

NO ADD-IN REQUIRED

No Outlook Add-ins required (Except for Microsoft Outlook 2010 users)

NO ADD-IN REQUIRED

No Outlook Add-ins required (Except for Microsoft Outlook 2010 users)

ACCESS IN BROWSERS AND ON MOBILE DEVICES

Browser-based forms portal included (runs on Microsoft IIS). Users may interact with forms using Microsoft Outlook (2010/2013/2016), Microsoft Office 365 web-based email, any browser (PC/Mac using Internet Explorer/Microsoft Edge/Google Chrome/Apple Safari) or any full-featured browser on mobile devices (tablet and smartphones). Regardless of the venue used to interact with forms, all data is securely stored in the SQL Server database.

ACCESS IN BROWSERS AND ON MOBILE DEVICES

Browser-based forms portal included (runs on Microsoft IIS). Users may interact with forms using Microsoft Outlook (2010/2013/2016), Microsoft Office 365 web-based email, any browser (PC/Mac using Internet Explorer/Microsoft Edge/Google Chrome/Apple Safari) or any full-featured browser on mobile devices (tablet and smartphones). Regardless of the venue used to interact with forms, all data is securely stored in the SQL Server database.

EMBEDDED STRUCTURED FORMS IN EMAIL

EMBEDDED STRUCTURED FORMS IN EMAIL

FORMVERSE emails contain embedded XML-based forms that enable data to be collected in a structured manner, which allows automated processing of information via processing rules, automated extraction and storage in a SQL database, as well as integration with virtually any other enterprise application.

FORMVERSE emails contain embedded XML-based forms that enable data to be collected in a structured manner, which allows automated processing of information via processing rules, automated extraction and storage in a SQL database, as well as integration with virtually any other enterprise application.

USER-TRANSPARENT USE OF FORMVERSE EMAIL

USER-TRANSPARENT USE OF FORMVERSE EMAIL

FORMVERSE email containing electronic forms within the Microsoft Outlook/365/GSUITES environment are sent and received as regular emails, and can be managed and archived just like regular email.

FORMVERSE email containing electronic forms within the Microsoft Outlook/365/GSUITES environment are sent and received as regular emails, and can be managed and archived just like regular email.

POLICY-DRIVEN EMAIL

POLICY-DRIVEN EMAIL

Each FORMVERSE email is designed to meet the requirements of the recipient and to ensure that vital data and information important to the recipient will be processed and actioned appropriately and in a timely manner. Need reminders – no problem. Need to escalate in certain circumstances – all standard within FORMVERSE and completely automated too!. Easy to implement for both simple and complex workflow.

Each FORMVERSE email is designed to meet the requirements of the recipient and to ensure that vital data and information important to the recipient will be processed and actioned appropriately and in a timely manner. Need reminders – no problem. Need to escalate in certain circumstances – all standard within FORMVERSE and completely automated too!. Easy to implement for both simple and complex workflow.

FORMVERSE ACCESS RIGHTS

FORMVERSE ACCESS RIGHTS

FORMVERSE administrators can define specific rules regarding which users have access to which forms, so you’re in control. Once defined, authorized users can initiate a workflow by simply choosing an email-based form from a menu completing the form and sending – no different than any regular email message. Alternatively, the same functions are available for users that choose to interact with forms on a browser using a PC or Mac as well as most smartphones and tablets. Same Forms – Same Workflows – Same Functionality.

FORMVERSE administrators can define specific rules regarding which users have access to which forms, so you’re in control. Once defined, authorized users can initiate a workflow by simply choosing an email-based form from a menu completing the form and sending – no different than any regular email message. Alternatively, the same functions are available for users that choose to interact with forms on a browser using a PC or Mac as well as most smartphones and tablets. Same Forms – Same Workflows – Same Functionality.

FORMVERSE PROCESSING RULES

FORMVERSE PROCESSING RULES

FORMVERSE administrators can define specific rules for the processing of FORMVERSE structured emails to ensure that the emails are routed to the appropriate workflow participants until the entire process is complete. Processing rules also determine if and when data contained within a FORMVERSE email needs to be extracted and where the extracted data should be placed (e.g., an enterprise application or database).

FORMVERSE administrators can define specific rules for the processing of FORMVERSE structured emails to ensure that the emails are routed to the appropriate workflow participants until the entire process is complete. Processing rules also determine if and when data contained within a FORMVERSE email needs to be extracted and where the extracted data should be placed (e.g., an enterprise application or database).

WORKFLOW EXECUTION CAPABILITIES

WORKFLOW EXECUTION CAPABILITIES

The FORMVERSE system can execute complex business workflows against pre-defined access and processing rules.

The FORMVERSE system can execute complex business workflows against pre-defined access and processing rules.

VISUAL DESIGN UI FOR BUSINESS WORKFLOWS

VISUAL DESIGN UI FOR BUSINESS WORKFLOWS

Business workflows are designed using the FORMVERSE Workflow Editor, an intuitive and user-friendly graphical editor. Visualized workflow diagrams provide a straightforward way to review, understand, simplify, and create even the most complex business processes. These workflow rules are designed without entering a single line of code, so individual departments or business units can control and manage their own forms and workflows.

Business workflows are designed using the FORMVERSE Workflow Editor, an intuitive and user-friendly graphical editor. Visualized workflow diagrams provide a straightforward way to review, understand, simplify, and create even the most complex business processes. These workflow rules are designed without entering a single line of code, so individual departments or business units can control and manage their own forms and workflows.

ANY-DEVICE ACCESS FOR A MOBILE WORKFORCE

ANY-DEVICE ACCESS FOR A MOBILE WORKFORCE

Your staff can initiate forms and take action on forms right from within their existing Microsoft Outlook or Office 365 email or from any browser-enabled device including desktops, laptops, smartphones and tablets. Regardless of the entry point, all data is stored within the same SQL Server database. Additionally, these users can access reporting and history even outside of their email client.

Your staff can initiate forms and take action on forms right from within their existing Microsoft Outlook or Office 365 email or from any browser-enabled device including desktops, laptops, smartphones and tablets. Regardless of the entry point, all data is stored within the same SQL Server database. Additionally, these users can access reporting and history even outside of their email client.

REAL-TIME REPORTING FOR ALL USERS

REAL-TIME REPORTING FOR ALL USERS

Your staff now has the ability to run real-time reports right from within any device. Reports are available for staff regardless of if they are a form originator or a participant in the process. Reports are customizable and can include all form data, metadata, and attachments, if desired.

Your staff now has the ability to run real-time reports right from within any device. Reports are available for staff regardless of if they are a form originator or a participant in the process. Reports are customizable and can include all form data, metadata, and attachments, if desired.

EASY BI-DIRECTIONAL INTEGRATION WITH OTHER ENTERPRISE APPLICATIONS

EASY BI-DIRECTIONAL INTEGRATION WITH OTHER ENTERPRISE APPLICATIONS

FORMVERSE can be used as an effective way to securely collect data, which can then be extracted based on recipient defined processing rules and integrated with enterprise applications and databases. With FORMVERSE, a simple email-based for can act as a single user interface to nearly any enterprise application, potentially providing a significant reduction in enterprise software license requirements, as well a high adoption rates. Additionally, forms can access any number of external data sources and provide access to that external data directly from within the form.

FORMVERSE can be used as an effective way to securely collect data, which can then be extracted based on recipient defined processing rules and integrated with enterprise applications and databases. With FORMVERSE, a simple email-based for can act as a single user interface to nearly any enterprise application, potentially providing a significant reduction in enterprise software license requirements, as well a high adoption rates. Additionally, forms can access any number of external data sources and provide access to that external data directly from within the form.

FLEXIBLE DEPLOYMENT OPTIONS

FLEXIBLE DEPLOYMENT OPTIONS

FORMVERSE can be deployed as an on-premise application that can be installed directly within your data center or can be hosted by FORMVERSE on a Tier 1 Cloud Provider. FORMVERSE uses your existing Microsoft infrastructure and relies on Microsoft Outlook of Microsoft Office 365 email, Microsoft Exchange/365, and Microsoft SQL Server technologies to create an easy-to-use yet powerful and secure workflow automation system for your staff.

FORMVERSE can be deployed as an on-premise application that can be installed directly within your data center or can be hosted by FORMVERSE on a Tier 1 Cloud Provider. FORMVERSE uses your existing Microsoft infrastructure and relies on Microsoft Outlook of Microsoft Office 365 email, Microsoft Exchange/365, and Microsoft SQL Server technologies to create an easy-to-use yet powerful and secure workflow automation system for your staff.

CREATE TASKS USING FORMVERSE PASSPORT TO ENABLE SOPHISTICATED, POWERFUL & FULLY-AUTOMATED INTEGRATIONS

CREATE TASKS USING FORMVERSE PASSPORT TO ENABLE SOPHISTICATED, POWERFUL & FULLY-AUTOMATED INTEGRATIONS

FORMVERSE can be used as an effective way to securely collect data, which can then be extracted based on recipient-defined processing rules and integrated with enterprise applications and databases. FORMVERSE PASSPORT is an integrated component of the FORMVERSE Software. It enables organizations to easily and powerfully integrate and exchange data between FORMVERSE Emails and your other Enterprise Databases.

FORMVERSE can be used as an effective way to securely collect data, which can then be extracted based on recipient-defined processing rules and integrated with enterprise applications and databases. FORMVERSE PASSPORT is an integrated component of the FORMVERSE Software. It enables organizations to easily and powerfully integrate and exchange data between FORMVERSE Emails and your other Enterprise Databases.

FORMVERSE PASSPORT implements a connector framework that is designed to provide common services that are required while designing extensible integration applications. These out of the box services include the following:

FORMVERSE PASSPORT implements a connector framework that is designed to provide common services that are required while designing extensible integration applications. These out of the box services include the following:

Please contact us today to arrange a live demonstration of how FORMVERSE can improve operational efficiency within your organization.

Please contact us today to arrange a live demonstration of how FORMVERSE can improve operational efficiency within your organization.