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Apply Lumiform’s workflow automation platform to all use cases

Apply Lumiform’s workflow automation platform to all use cases

Discover all the ways you can use the Lumiform app to optimize your business. Starting from initial inspections and ending with data analysis, the use cases cover every business function

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Key benefits

1.

Perform inspections and audits using digital checklists that you can fill out in a fraction of the time age paper-based checklists. Measure everything from the quality of your products to the safety of your environment, to your employees' behavior, to ensure it all meets your own internal and any external standards.

2.

Risk assessments reveal the potential issues within your business. Identify any safety hazards or unsafe workflows to keep your employees protected and help them do their jobs better. You can also use risk assessments to identify threats to your business as a whole an examine the impact of strategic decisions.

3.

The Lumiform app automatically stores any completed checklists in the cloud. That means your data is encrypted, organized, and accessible at any time. Using checklists to carry out inspections and audits also ensures a consistent and compliant document format. Having all your data stored and being able to print physical copies helps prove compliance with regulations.

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Get a head start with ready-to-use templates

28-point infection control checklist
360 Performance Review Template
360 Leadership Assessment Template
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Key features

1. Set up forms in a snapSelect from over 12,000 ready-made inspection templates or create powerful custom forms in a flash.
2. Inspect with ease via appConduct inspections efficiently via the intuitive Lumiform inspection app. From wherever you are, online or offline.
3. Solve issues fasterShare observations and assign corrective actions directly to colleagues and track the entire troubleshooting process.
4.Share results and get valuable insightsShare your automatically generated inspection reports directly with all stakeholders while thoroughly analyzing all data.

Chat and logs for actions

Work collaboratively on actions while logging operations.

Scheduler

Schedule and assign inspections so that they get conducted reliably in time.

Notifications

Push notifications, emails or SMS remind your team of inspections that need to be done.

Text and photo comments

Add text comments and photos during an inspection.

Logics

Use logics to guide your team through each inspection in a standardized way.

Customize report

Customize your reports so they fit your needs exactly.

Automatic actions

Trigger and assign actions automatically based on an inspector’s answer.

External assignees

Involve external partners in action resolution at no extra cost.

APIs

Push notifications, emails or SMS remind your team of inspections that need to be done.

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What are the use cases of workflow software?

All-in-one solutions like Lumiform help businesses across industries. Any company that performs routine tasks can work faster and more accurately with a workflow automation app. That means you can ensure things like compliance, workplace safety, and product quality in a fraction of the time.

The use cases Lumiform offers are relevant no matter what your business is. Especially since you can create custom checklists that include any specific details relevant to your organization. Among the use cases that streamline your operations are:

  • Inspections
  • Audits
  • Checklists
  • Risk assessments
  • Documentation
  • Issue management

Improve your workflows with inspections

Use Lumiform to inspect anything in your business, whether it’s a physical product, a workplace, or a process. These inspections help you make sure that all your equipment is working properly, that the workplace is safe, and more.

Every “category” of inspection – quality assurance, safety inspections, hygiene inspections, etc. – can be tailored to your work. Use a pre-made template as a guide to important inspection criteria, and add items if necessary.

Most importantly, automated inspections tell you exactly what to look for, saving valuable time, and since they’re digital, you can reuse the same inspection form each time you repeat an inspection.

Maintain compliance with audits

Audits are a similar use case to inspections. The difference is that an audit is explicitly connected to compliance; they’re a type of inspection regulatory agencies use in order to determine whether your business is following all the rules it’s supposed to.

Regulatory agencies aren’t the only entities that can perform audits. There are also internal audits you can and should perform regularly to ensure your business is compliant with applicable laws. Luckily, as these external standards are much more explicit than internal ones, you can find audit criteria online easily (common regulatory agencies include OSHA and ISO).

Just like it does for inspections, workflow software makes regular and comprehensive auditing much easier. Being able to refer to digital audit checklists for a step-by-step walkthrough of the process saves time and makes the end result as accurate as possible.

Organize your workflows by creating checklists

Checklists are the foundation of every audit and inspection you perform using Lumiform. They break down routine workflows into specific tasks in order to:

  • Ensure inspections are thorough
  • Make the process up to 50% faster
  • Ensure reliable data collection

Use a checklist creator app or download a premade template to get started using checklists in your day-to-day activities. You can work with these checklists no matter where you are as long as you have a mobile device, even when you’re offline.

Safeguard your business with risk assessments

A key use case for workflow automation software is conducting risk assessments. These assessments are key to ensuring that neither your employees or business are at risk. There are several types of risk assessment that cover hazards of all kinds.

A risk assessment app helps your business identify potential issues and records your findings automatically, so they can be shared. And when creating risk assessments (like you would any other checklist), you can program certain responses as issues. That means that if one of these responses is given, it will notify relevant employees so that the risk can be addressed.

Preserve your data with automatic documentation

Your business can leverage the Lumiform app to optimize data and document management. For a lot of businesses, maintaining accurate records is a challenge, especially when they collect data with pen and paper.

All Lumiform checklists are saved in the cloud once finished, and they’re accessible indefinitely. That means you don’t have to think about where to store or how to organize your data. Using digital checklists to collect data also ensures your documentation is accurate and prepared correctly.

Solve problems with issue management

Issue management helps you find problems before they escalate. The faster this happens, the fewer large issues your business has to deal with. Issue management software allows you to automatically or manually report problem as you find them during an inspection, and notify the person(s) in charge of solving it.

In addition to raising issues in real time, issue management software enhances collaboration. Once you open an issue report, all employees and stakeholders involved can see it and communicate via the mobile app. The more people informed about an issue, the more effectively it can be handled.

Related categories

  • Operational excellence
  • General
  • Business processes

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Checklists

Read in-depth guides covering key topics related to this article.

Document changes with an exception reportDevelop an incoming inspection procedure for receiving goods
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Visual inspection softwareInspection softwareChecklist creator appIssue management software
See all use cases

Topic guides

Read in-depth guides covering key topics related to this article.

Security risk assessment: The complete guideMastering inspection reports: A comprehensive guideEverything you need to create effective inspection checklists with Lumiform
See all topic guides

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