Best Forms Automation Software in New Zealand

Interfacing’s Integrated Management System (IMS ) is an AI-supported platform that brings BPM, QMS, Document Control, and GRC together in one environment. Teams use IMS to design and manage processes, govern documentation, oversee risks, and demonstrate compliance with complete visibility and reliable audit evidence. Built for sectors that depend on strict oversight, such as aerospace, life sciences, public sector, and financial services, IMS offers real-time monitoring, automated workflows, and AI-driven analytics that strengthen quality and lower operational exposure. The system is ISO 27001 certified and validated for 21 CFR Part 11, ensuring secure and compliant use in regulated operations. IMS also provides low-code automation, process mining, audit tools, training management, CAPA workflows, and dashboards that help organizations improve performance and maintain regulatory control. AI enhances governance, improves precision, and supports continuous compliance.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Unlock your team's potential by boosting engagement, collaboration, recognition, and community with Assembly. Our platform has helped thousands of companies break down communication silos, increase collaboration between peers and cross-functional teams, and celebrate their wins along the way! Engage your team with Assembly and see the benefits of increased productivity, better communication, and a stronger sense of community! Get past the information overload Streamline your communication. Empower your team to share knowledge. Announcements are now effortless for all departments and locations. Stay informed and take control. Information at your fingertips Say goodbye to tedious searches. Store, locate, & manage documents or presentations across all tools and apps effortlessly with our streamlined intranet workplace search. Simplify the processes Take back your time and put the repetitive tasks on autopilot. From scheduling an engagement survey for the end of every quarter, simplifying the feedback loop to automating onboarding, we got you covered. Automate Milestones and Anniversary Recognition Never forget to recognize an employee for their birthday or work anniversary. Assembly can automate that process for you.

All the tools you need for a successful online company. All-in-one software that is easy to use for chat bots, email marketing and marketing automation. Gist's all in one platform means you don't have to purchase multiple subscriptions. Your team won't have to switch between multiple tools in order to understand your customers. Chatbots, forms, and automated meeting scheduling allow you to automatically qualify more leads and close more deals. Complete email marketing campaigns can be scaled to grow traffic, convert more visitors, retain customers, and increase conversions. Customers can be assisted in real time with an automated, collaborative inbox and self-service support. You can replace 8+ tools and keep all your products, customers, emails subscribers, and data in one location.

We provide organisations with a digital workplace they can call home. Claromentis has expanded the capabilities of the traditional intranet. It allows people to access information, communicate with and collaborate with coworkers, streamline business processes and learn new skills. Our digital workplace software connects teams to each other and their work, regardless of where they are located. Our software connects all the tools your team needs to do their job effectively, regardless of whether they are located in an office or completely remote. We are trusted by top brands around the world, including household names such as Virgin Care, Legal & General and Crabtree & Evalyn; non-profits like SeriousFun Children's Network and innovative tech companies such as Boost.ai.

Malcolm! This is a collection of web-based tools that allow you to interact with your users. Transform repetitive tasks and procedures into Workflows. You can create anything, from a simple form to a multi-step customer journey. You can either start from scratch or choose one of our pre-configured templates. Teach Malcolm! Teach Malcolm! You can also have your answers rated by users to help you improve your content. We make it easy to display content from Malcolm if you already have a website and/or app. There are many options for embed, widget, overlay, plugin and plugin options. If you don't own a website, or you would like to create a dedicated area within Malcolm for your content! Our hosted Hub is a great choice. Connect Malcolm! Connect Malcolm! Webhooks allow you to integrate with your own systems.

Gluu is a process operations platform that connects how you design work with how teams actually run it. Map end-to-end processes (incl. BPMN 2.0) with roles, controls and SOPs, and publish them to the people who do the work on web, iOS and Android. Turn flows into execution by scheduling checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress, bottlenecks and hand-offs in real time. Capture data at the source with no-code forms; automate reminders and scheduled reports; keep versioned documents, clear ownership and a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove that standard work was followed—every time. Because everyone works from the same process and definitions, decisions become consistent and audit-ready across sites. Outcomes: faster onboarding, fewer errors and shorter throughput—without more headcount. Teams in operations, quality and customer service use Gluu to make standard work easy to follow and to improve it continuously. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJ A/S “Covers ISO 9001 and ISO 27001 requirements.” — Meindert V., CEO Process owners stay in control: define responsibilities, maintain a living process hierarchy, and roll out updates with version control. Portfolio views track cases and projects against shared templates. Designed for midsize, multi-site organizations seeking consistent execution and accountability.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

Cognidox is an online document-management system for high-tech, life sciences and medical device product development. Cognidox is available in the cloud and as an on-premise solution. It promotes product lifecycle management and knowledge sharing between developers and clients, partners, customers, and customers. Cognidox is secure and reliable. We offer plug-ins for many programs, such as Microsoft Office. We also offer an API that allows you to integrate almost any process with Cognidox. Cognidox's core function is a DMS. An add-on for Cognidox allows you to license and distribute documents to third parties via a fully sandboxed website. This allows you to publish specific documents while keeping your main storage secure. Another popular add-on is gBMS - Graphical Business Management System. Visio can be used to capture your business processes. A good BMS should give clear oversight of your entire operation.

The Accellion platform for secure content communication effectively safeguards against data breaches and compliance issues related to third-party cyber threats. Chief Information Officers and Chief Information Security Officers trust Accellion for comprehensive oversight, compliance, and control of sensitive information such as intellectual property, personally identifiable information, protected health information, and other critical data shared across various third-party communication channels, including email, file sharing, mobile applications, enterprise software, web portals, SFTP, and automated inter-business processes. Users can confidently click the Accellion button, assured that it represents a secure method for transmitting sensitive information externally. With deployment options that include on-premise, private cloud, hybrid, and FedRAMP solutions, the Accellion platform offers the necessary security measures and governance that CISOs require to safeguard their organizations, reduce risks, and comply with stringent regulations like NIST 800-171, HIPAA, SOX, GDPR, and FISMA among others. Accellion has successfully protected over 25 million users across more than 3,000 organizations, showcasing its effectiveness and widespread adoption in the industry. The platform's robust features continue to evolve, ensuring organizations remain ahead of emerging cyber threats.

Drag & Drop process flowchart maker allows you to embed video, docs and guidance to make things easier. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. Summary dashboards and detail reports allow you to view all task progress, track the status of tasks, and see what is due. Communicate, @mention and resolve issues as a group (even Guests), keeping track of everything discussed. Audits, feedback, tracking process success, and recording 'why not done' are all possible with audit trails and timestamps. Drag and drop process flowchart maker to create clear instructions. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. You can view all task progress, track the status of tasks, and see what is due using summary dashboards and detail reports.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

Sugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page.

Webdocs offers comprehensive document management solutions that cater to cloud platforms, Windows, and IBM iSeries systems. Their document management software enables users to digitally capture, organize, and share all types of documents and data seamlessly. You can easily automate the routing of electronic files through various workflows, such as approvals, payments, and order fulfillment, eliminating the need for cumbersome paper processes. By integrating ERP, POS, LOBs, and additional systems with your document management software, you ensure consistent data management throughout your organization. Say goodbye to the challenges of printing spool files and the complexities of generating reports in different formats. With Webdocs, you can create and deliver reports using a single tool, streamlining your workflow. Additionally, Webdocs lays a solid foundation for electronic document management, while its other specialized software modules focus on accounts payable processes, forms management, and efficient document creation and distribution. This comprehensive approach enhances overall productivity and simplifies document-related tasks across the board.

We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.

Minerva allows you to create clickable instructions online. Minerva can be used to communicate a series of steps without having to physically stand next to anyone. Minerva is completely free. Additional paid features (e.g. We are happy to provide additional support for paid features (e.g. analytics, collaborative editing). Minerva is an interactive guide that teaches you how to do things. Our guide will show you where to click and what to do next, so you can spend more time doing than just searching. Our mission is to make it easy to do anything online, especially for you. We will show you where to click and what to do next. Get our extension now! We make process knowledge and expertise available wherever you need it. Minerva Pro allows you to create private recipes, teams, and view analytics at individual, team, and recipe levels.

Your employees can connect to everything they need to do the job. iTacit is more than an employee app. It gives your front-line access to email-free messages and training, a social intranet as well as digital forms, checklists, and other resources. Better engagement starts with hiring and continues through employee retention. iTacit makes it easy to streamline recruitment, onboarding, training, as well as setting performance goals and standards. Keep an eye on your workforce's progress. Give your team the tools and training they need to succeed and watch them grow. iTacit can reduce or eliminate in-person training, track compliance, and offer independent learning paths for employees. Multiple teams working together and a large front-line workforce can pose challenges. Your business and customer success depend on a skilled workforce. This means you will already face the challenges of segmenting communications, managing compliance records, and other tasks.