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Average Ratings 680 Ratings

Total
ease
features
design
support

Average Ratings 18 Ratings

Total
ease
features
design
support

Description

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

Description

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Acumatica Cloud ERP
AddonSoftware
Epicor BisTrack
Epicor Eagle
Epicor Eclipse
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Outlook
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
PBS™ Accounting
QAD Adaptive ERP
Salesforce
Traverse

Integrations

Active Directory
Acumatica Cloud ERP
AddonSoftware
Epicor BisTrack
Epicor Eagle
Epicor Eclipse
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Outlook
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
PBS™ Accounting
QAD Adaptive ERP
Salesforce
Traverse

Pricing Details

$29/user/mo
Free Trial
Free Version

Pricing Details

$500/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CMW Lab

Founded

2010

Country

United States

Website

www.cmwlab.com

Vendor Details

Company Name

Synergetic Data Systems, Inc.

Founded

1988

Country

United States

Website

www.unform.com

Product Features

Business Process Automation

Enhance and simplify fundamental business functions using low-code solutions tailored for large organizations. The CMW Platform empowers you to digitize and manage complete processes such as capital expenditure approvals, procurement, and compliance, featuring role-specific access, intuitive visual workflows, and comprehensive traceability throughout various departments.

Business Process Management

A comprehensive low-code Business Process Management (BPM) platform that enables the design, execution, and enhancement of business workflows throughout the organization. Tailored for both technical and non-technical users, it promotes effective governance, adaptability, and seamless connectivity with your existing enterprise systems.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Enterprise Architecture

This innovative low-code platform for enterprise architecture (EA) and business process management (BPM) empowers organizations to create dynamic and executable enterprise architecture. It goes beyond static diagrams, offering a system that actively influences operational workflows. Users can craft capability maps, define business components, and outline system landscapes, all while establishing direct connections to processes and applications. As architectural elements evolve, corresponding processes adapt seamlessly. The platform features integrated process automation, intuitive visual modeling, and robust API connectivity, ensuring that any shifts in strategy, organizational structure, or system configurations are mirrored throughout your operations in real-time. It effectively bridges the divide between planning and execution, transforming architecture into a vital governing force. This solution is particularly beneficial for sectors such as finance, healthcare, manufacturing, utilities, and government, where traceability, agility, and a unified perspective on the interplay between strategy, systems, and processes are crucial. It facilitates architecture-driven execution by aligning business strategy with operational workflows.

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Idea Management
Modeling & Simulation
Project Management
Risk Assessment
Transformation Roadmapping
Version Control

Issue Tracking

CMW Platform is a low-code business process management system (BPMS) designed for creating tailored applications, such as advanced issue tracking systems that surpass conventional ticketing solutions. It empowers users to develop personalized workflows, forms, roles, and rules that seamlessly integrate with their organizational processes and enterprise architecture. With built-in automation features and enterprise architecture modeling tools, you can link issue tracking to various related operations, including procurement, compliance, service requests, and change management. The platform offers a user-friendly visual designer, a robust business rule engine, and comprehensive API capabilities for seamless integration with external systems, such as ERP, CRM, email, and document management solutions. Additionally, it includes features like audit trails, access management, customizable dashboards, and automated routing, all tailored to meet your specific requirements. Employed across diverse sectors such as manufacturing, finance, healthcare, and public services, CMW Platform enables organizations to efficiently address internal issues, incidents, and requests, ensuring agility, control, and scalability while maintaining compliance and preparing for future challenges.

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Project Management

Introduce automation into your project management processes with the CMW Platform. This tool allows you to organize, monitor, and manage project workflows — starting from initiation and approvals to execution and reporting — while effortlessly connecting to financial and planning systems.

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Create and streamline planning processes that incorporate budgeting, resource distribution, and key milestones. The CMW Platform ensures that plans are in sync with organizational goals and facilitates automated collaboration among different teams.

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking

Gain instant insight into your project's advancement through comprehensive dashboards, status monitoring, and automated notifications. Link tracking directly to core processes for a seamlessly integrated project management ecosystem.

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Task Management

Streamline your organized workflows by incorporating logic, dependencies, and escalation protocols. Move past simple checklists by connecting tasks to forms, approvals, and actual data, all while ensuring transparency and readiness for audits.

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management

Create and oversee intricate workflows featuring role-specific routing, conditional logic, and integration capabilities, all within an intuitive low-code platform. Quickly adjust to evolving requirements while ensuring compliance and optimal performance.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Print Management

Cost Tracking
Device Status Monitoring
Environmental Metrics
Guest Printing
Mobile Printing
Multi-Printer Support
Multiple Authentication Methods
Print Billing
Print Job Deletion
Print Job Routing
Print Quotas / Limits
Remote Printing
Reporting / Analytics
Secure Print Job Release

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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