Sage Intacct Forms and Operational Flows allows companies to fully optimize operational workflows by accelerating data collection, eliminating manual work, and ensuring accuracy across operational and financial workstreams.

Sage Intacct Forms and Operational Flows also comes with prebuilt workflows, forms libraries, and portals specifically designed for nonprofit organizations to support grantmaking, donor advised funds, and vendor contracting.

Key Benefits:

Improve collaboration across your organization 
So often, engagement and collaboration with your network can be surface-level. With Sage Intacct Forms and Operational Flows you can now create custom forms and gather data with collaborative, chat-style dialogues across your entire ecosystem. Not only will this increase employee collaboration with streamlined communications throughout your business, but it also empowers your stakeholders to access data and engage with your organization via an external portal. 

Gain efficiencies with automated operational workflows
Efficiencies can drive momentum in your process flow with both your internal and external stakeholders. Identifying opportunities for process improvement and taking action without external consultants or IT involvement refines and improves broad implementation across your user base. A centralized single inbox approval process eliminates e-mail and paper-based approvals. 

Increase transparency and capture insights in one place
Manually consolidating data from multiple sources can be costly and time-consuming. Sage Intacct Forms and Operational Flows reduces dependencies of costly add-on applications and simplifies your IT stack. By collecting data and driving entries into other Sage Intacct application areas as needed, transparency across your organization is improved with user-level insights into workflows and approvals. 

https://help.omnidek.com/hc/en-us 

Empowerment 

• Less reliance on add-on applications 
• Full coverage of process flow across all users 
• Centralized data hub on work in progress for real-time data analytics 

Engagement 

• Customers 
• Vendors 
• Employees 
• Contract employees 
• Other key stakeholders 

Efficiency 

• Real-time dashboards 
• Self-service user portal 
• New process creation and deployment 
• No code self-service portals 
• No code form and workflow builders 

Economics 

• Vendor qualification 
• Purchase requests 
• HR forms and flows 

Use Case
One use case of Sage Intacct Forms and Operational Flows is to use the pre-built or fully configurable forms and portals to manage the entire grant life cycle from eligibility to application to interim reports and draw requests. 

Sage Intacct Forms and Operational Flows for Nonprofits
Grantmaking

• Grant applications
• Eligibility quiz
• Award letters
• Interim reporting
• Final reporting
• Grant and payment history portal

Donor-advised funds

• Applications
• Award acceptance letter
• Change forms
• Contribution pledges
• Grant requests
• Portal with contribution history and giving details

Vendor or grantee contracting

• Registration
• ACH information
• Contracts
• Portal with contract and payment history
• Contract template library

Other use cases

• Volunteer requests
• Volunteer waivers
• Meeting minutes 
• Board member applications
• Board member nominations
• IT service requests
• PTO requests

System Requirements:
Customers will utilize a partner App ID provided by Sage Intacct. API usage is included in the SI Forms and Operational Flows license.

Price:

Integration Approved Countries:
Canada; United States;