5TH METHOD SOFTWARE

VELOCITY FORMS FOR K2

Digitize and automate common forms across the enterprise — quickly and without code.

SCHEDULE DEMO

MADE FOR BUSINESS USERS,
AS EASY AS MICROSOFT OFFICE

Velocity Forms, built on K2 Five, empowers users of all technical backgrounds to create forms — up to 10x faster — and automate them as part of a K2 application. These forms are easy to create, and they are moble-ready. But unlike other tools, such as Google Forms and Survey Monkey, Velocity Forms for K2 keeps your information inside the firewall, with all the security and compliance necessary for an enterprise.

Do you have forms
like this?

Paper, PDF, Word & Excel

Time-consuming to create

Lack of consistency in look and feel

File-based, not web-based

Poor user experience when filling out

Not mobile-friendly

Distributed via email — no workflow or tracking

Prone to errors (re-keying data)

Form data not searchable, not reportable

Files must be stored and managed

Go all-the-way digital, add
workflow and unlock data

Velocity Forms for K2

Fast and easy to create and publish forms

Consistent look, feel and user experience

Web-based, mobile friendly, easy to fill out

Forms accessible via central dashboard

Easily create review and approval workflows

All data available for reporting and analytics

Integrate with LOB systems to eliminate errors

See more examples of forms that are a perfect fit for Velocity ➤

VELOCITY FORMS FEATURES

 

Wizard-driven design, no training required

Rich-text enabled to support custom formatting

Reusable lists

Flexible workflow start options

Comments and attachments

Simple reporting

Admin Portal allows administrator to manage forms, workflows and system configuration

Security controls to restrict access and prevent compromised information

THE ROI OPPORTUNITY

UPGRADE USER EXPERIENCE OVER WORD, EXCEL, PDF AND INFOPATH FORMS

In any given organization, 20 percent (or more) of the forms in use can be quickly and easily automated — with zero code — using Velocity Forms. Moving from inflexible and cumbersome formats (like Word, Excel, PDF and InfoPath) provides a better and more consistent experience, for end users.

Product Comparison Matrix

 
Feature
Google Forms, SurveyMonkey, etc.
Velocity Forms for K2
Unity Hub for K2
.NET
Workflow
Basic task assignment
Manager approval routing
 
Parallel assignment of tasks
 
Assign tasks to individuals, groups and K2 roles
 
Loopback for rework, or jump to another task in the workflow
 
Data driven routing
 
 
Branching multiple paths in the workflow
 
 
Logic driven task assignment like round robin
 
Send email messages and task notifications
 
Include form or business data in emails
 
 
Starting workflows from email inbox
 
 
 
Start sub-workflows
 
Integration for line of business systems
 
 
Check for duplicate form submissions
 
 
Data driven task assignment
 
 
Save workflows as templates
 
 
 
Reminder emails for tasks
 
 
Custom code
 
 
 
Forms
Digitize Word, Excel PDF and paper documents
Create custom templates
 
 
Use multitude of controls to capture user responses
Create lists and to be used for checkbox lists, drop downs and radio-button
Customized layout of controls
 
 
Customized styling of forms
 
 
Dynamic form content
 
 
 
Calculations, functions and expressions for control values
 
 
Specify mandatory controls
Complex and conditional validation of controls
 
 
Show and hide controls based on value of other controls
 
Grids to capture multiple rows of data
 
Repeating sections of controls
 
 
 
Copy or reuse collection of questions
 
Integration for line of business systems
 
 
Conditional enable/disable of controls
 
Comments and attachments
 
Auto-populated fields
 
 
Show and hide group of controls
Reports
Out-of-the-box reports
 
 
Dashboards and analysis
 
Create customized reports in K2 smartforms
 
Create customized reports using PowerBI
 
Export data to Excel
Tasklist indicating SLA’s or business data
 
 
 
Convert forms to PDF
Security
Specify access to submit form
 
Specify access to create forms and workflows
 
Row-level security for data
 
 
 
Configure system administrators
 

Product roadmap

LET’S TALK.

5th Method understands K2 better than just about anyone. Contact us, and we’ll schedule a demo or talk you through some potential solutions and benefits.

CONTACT US ➤