FORM Platform Overview

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Work smarter with intelligent forms.

Power productivity and increase compliance with the #1 data collection and task management platform for the frontline.

Join 1,000+ of the world’s top companies who digitized their paper, Excel, and manual processes to reduce risk, improve insights, and save time and money with FORM.

Use Cases Drive Compliance Safety You proactively manage risk to keep teams and customers safe. FORM improves audit speed, accuracy, and quality with automated workflows and alerts to drive quick resolution.

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Behavioral Audits

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JHA Forms

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Incident/Accident Reports

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EHS, OSHA, & Food Safety Inspections

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Vehicle, Facility, & Equipment Inspections

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See Something/Say Something Forms

Quality Assurance You maintain quality and consistency to protect your business.

FORM guides and measures teams against your standards and spotlights areas for improvement.

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Audits (5/6S, LPA)

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Defect & Servicing Tracking

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Supplier Product & Facility Inspections

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Standards & Compliance Tracking

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CAPA Management

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Root Cause Analysis

Regulatory Audits & Inspections You execute with precision to ensure compliance everywhere.

FORM helps you digitize data and photo proof of compliance for reporting speed and accuracy.

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Standards Auditing

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Ad Hoc Remediation

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Procedural Checklists

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JSA Audits

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Compliance Tracking

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Third-party vendor compliance

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CI Suggestion Submission Tracking

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LPA Audits

Streamline Operations Facility Management You ensure facilities and equipment are well-maintained so you can serve customers without interruption. FORM helps you maintain assets and avoid surprises.

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Asset Verification Management Maintenance Inspections Loss Prevention Audits Workplace Experience

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Area-Type Audits Building Systems Audits Site Scoping and Cost Analysis Safety Training & LMS

Daily Operations & SOPs You need to manage and confirm execution excellence. FORM digitizes SOPs so teams can execute with precision on their first day or their 400th.

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Program Execution Audits

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SOP Guidance & Escalation

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Recurring Checklists

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Event and Location Scorecarding

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Task Management & Analysis

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Corrective Action

Near-Miss and Exception Reporting

Field Team Management You drive results with distributed frontline teams. FORM keeps everyone on track with the context they need to execute your program, achieve goals, and boost performance.

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Task Deployment & Management

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Attainment & Incentives

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Mobile Data Collection

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Exception Management

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Execution Compliance

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Opportunity & Competitive Audits

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Training and Product Knowledge

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Real-Time Field Insights

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Capabilities Overview

Distribute Tasks

Set Permissions

Assign the right action, to the right person, in the right place, at the right time following your organizational structure with smart forms.

Streamline task assignments, reporting access, and security permissions with configurable roles and permissions.

Configure Workflows

Integrate Data + Systems of Record

Proactively identify issues and drive the right action with configurable workflows that assign tasks, sign-offs, alerts, and escalations.

Connect data, places, and people in one platform and integrate with your other systems of record to extend the value of your tech stack with FORM’s API.

Choose Your OS + Device Guide efficient data collection and task execution on iOS, Android, and native Windows applications on mobile or PC. Capture + Submit Photos Capture visual verification of execution, conditions, and compliance on the frontline with integrated photo capture and reporting.

Work Offline Retain workflows, business logic, and data models in offline mode to protect data and productivity in areas with poor connectivity.

Get Insights in Real-Time Reach conclusions at a glance with reports that summarize your data your way — and access it all on mobile for powerful insights on the go.

Integrate with your CRM, ERP, and Salesforce instance, launch tasks and forms from thirdparty applications, and access data from other apps.

Improve security and employee experience by enabling SSO (Single Sign-On).

Ensure Enterprise Security Protect your enterprise with FORM’s security standards and certifications, including ISO27001, GDPR, and HIPAA. Configure Custom Solutions Build and distribute smart forms directly, or develop custom workflows, integrations and configurations with FORM services for your unique use case.

FORM’s admin portal and mobile app support these languages: Arabic, Burmese, Chinese Simplified, Chinese Traditional, Croation, Czech, Danish, Dutch, English, Estonian, Farsi, Finnish, French, German, Georgian, Greek, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Kinyarwanda, Khmer, Korean, Lao, Latvian, Lithuanian, Malay, Norwegian , Polish, Portuguese, Portuguese Brazilian, Romanian, Russian, Spanish, Serbian, Slovak, Slovenian, Swahili, Swedish, Tagalog, Tamil, Thai, Turkish, Urdu, Ukranian, Vietnamese

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Frontline Feedback Empower Multilingual Teams Increase engagement, eliminate confusion, and drive results with a multilingual platform that works the way your team does.

Get Live Support Ensure your team maintains productivity on the frontline with live support in English and French 24/5.

White Label FORM Increase adoption, engagement, and platform use with configurable UI brand layouts that make FORM look and feel like your brand.

Not only do we expect this partnership to

streamline operations, we’re excited to leverage the flexibility and value of the FORM.com

platform to find new and interesting ways to communicate with Wendy’s restaurant

operators and affect change on a restaurant-byrestaurant basis. From there, we can dig deeper into the data to find even more ways to delight our customers.

- Frank Leary, Wendy’s Taking thousands of staff at remote offshore rigs and onshore terminals away from the comfort

of pen and paper to digital mobility is no small task, but the quality of the digital forms has

been key in making it happen. This is built on

a reputation for quality and concrete examples of value delivery--production losses avoided, improved equipment surveillance through

collected data, improved investigations, and much more.

- Alex Chisholm, BP

+ 1,000+ Customers + 20 Years of Business + 5B Data Points per Year + 135+ Countries + 48 Languages + 300+ Global Team Members

4.6 out of 5 Average User Rating – Capterra

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SCHEDULE A DEMO

Our Solution Platform

Digitize Data Collection

Collect highly-structured data to fuel better insights with configurable smart forms that build a perfect process.

Confirm Execution + Share Insights

Fuel Frontline Action

Visualize and share data to drive action in real-time with dashboards that spotlight issues, automate reporting, and speed resolution.

Guide data collection and tasks for distributed teams with an easy-to-use mobile app that works offline.

Ready to get started?

Let’s work together to connect your frontline to your bottom line. solutions@form.com

1-888-708-8118

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