Featured Use Cases
SIFOF offers a robust Form designer to replace current website forms and web PDFs. SIFOF can send these forms through workflows, 3rd party verifications, and update records inside of Intacct.
One of the most powerful features of SIFOF is the ability to create secure portal experiences for your most valuable constituents. Once individuals are part of your portal network, you can create secure workflows for electronic signatures using a managed library of contract templates.
For NFPs looking to automate Grant Making, SIFOF offers a complete end to end portal solution from Application Request, Applicant Submission, Docket Review, Award letter acceptance, and Interim Reporting. All done in a secure, branded, and integrated solution.
For Donor Advised Funds or DAFs SIFOF can streamline the application process for new donors and create a powerful self-service experience. Share rich data insights with your Donors and their advisors, while gathering funding requests and change forms via a branded, secure, and integrated portal experience.
SIFOF provides a streamlined solution for qualifying vendors, validating validity and compliance, and keeping vendor records up to date in Sage Intacct. Once vendors are part of the customers portal network, Contract review and electronic signatures can be done collaboratively while creating/updating transaction definitions inside of Sage Intacct. Share invoice status and gather updated vendor information inside the vendor portal experience.
Basic Quickstart Forms
- Does your company have a library of PDF forms?
- Are you currently using any tools for web forms?
- Would it be valuable to have your web forms integrated to Sage Intacct
Vendor Portals
- Would you be interested in offering a vendor portal experience to allow vendors to get qualifed, submit
invoices, and self services invoice status updates? - How much time would it save you with Data entry, qualifying, and handling phone calls?
Grant Making
- Is your current grant making process manual? Are you using PDF’s, email, and spreadsheets?
- Would you be interested in creating a paperless grant making process?
- Would you be interested in a portal for your applicants and grant recipients?
DAF
- Do you have a library of website PDF forms for Fund advisors to submit in for processing?
- Do you currently offer a portal for your fund advisors?
- Would you be interested in offering a portal solution for gathering forms and requests as well as sharing
fund information with advisors?
- Is there a limit to how many forms and operational workflows I can setup?
No, the goal of SIFOF is consolidation of processes and digitize 100% of the business processes - Do I need to buy users of SIFOF?
SIFOF users are aligned with your Sage Intacct users. You may require some additional Sage Intacct users depending on current user counts. - If all of my processes are in SIFOF, should I be concerned about security and storage?
SIFOF is hosted in the Microsoft Azure Cloud and Data is housed in Azure SQL tables with public API access. Most of the times, this is the same location of company files utilizing OneDrive or SharePoint. - Does SIFOF offer an API to access form data for extraction and Reporting?
Yes, SIFOF offers a single data hub for reporting for any processes committed to the solution. - Do my portal users count towards my licenses?
No, portals are reserved for “non-employees” and are free and unlimited. You may also use public forms to collect data from websites which are anonymous users and not taxed on volume like other forms tools. - Who are SIFOF’s competitors?
Any forms solution such as Microsoft Form, Formstack, Monday, Kissflow, Google forms, and Smartsheet. - Why convert my forms to SIFOF?
The number one reason customers convert is integration. SIFOF references validated accounting data, and can update Sage Intacct automatically. SIFOF’s hybrid solution of handling Integrated and standalone workflows offers a company a single solution for any workflow. - How long does it take to get started with SIFOF?
SIFOF is offered with 2 x 1 ½ hour training sessions. Companies begin testing out the solution immediately following the first session. The second session is where final configurations are made for roll out. However, There
SIFOF seems to do too much. I would not even know where to start. SIFOF is designed to be your long
term workflow solution.
It is not a race. Many companies start small at first by simply exchanging exiting PDF forms on websites to SIFOF basic forms. Once employees are trained on the solution any form or flow in the future can be rolled out with no training required.
I have already invested in my technology stack and don’t feel we have a desire to replace.
SIFOF should be viewed as digitizing processes from the outside in, not core business out. SIFOF can be and is priced to be a “catch-all” for SOME processes keeping your company out of PDF’s, email, and spreadsheets.
- Director IT: They understand and like the data flexibility plus the ease of use as no-code system. The public API and data are stored on the Azure cloud with Angular front-end framework.
- CFO/Controller: High demand for better reporting and collaboration around coded documents like PO, change orders, expenses, time, daily reports, PTO requests, etc. CFO focused on better reporting and ability to consolidate applications to run business.
- President/Owner: interest in company-wide real-time reporting capabilities as Omnidek can be used to collect data from all departments. Lower cost for technology, as Omnidek can be used across departments and consolidate applications.
What Does Omnidek Offer?
One platform for all forms, processes, and files
The average company spends $1500 a month per employee on technology and management of technology
Omnidek reduces 50% of apps it takes to run your business
Because you now have EVERYTHING you need in ONE PLACE
All of your employees know how to use it
Every time you purchase a new App for a process- you now have to train EVERY SINGLE PERSON that is going to use it
Usernames and password management is a nightmare
Let’s consider the world we live in right now- Covid
We can reduce 90% of time it takes to implement new process improvements
Reduce 70% of emails inside a company
Eliminate company risks associated to phishing, ransomware attacks, security breaches, adhering to company email policies (purging for company liability/ electronic Risk)
Eliminate information overload of bloated email inboxes, lack of controls, loss or delay in communication, probability of missing important items due to information overload
What Does Omnidek Offer?
One platform for all forms, processes, and files
The average company spends $1500 a month per employee on technology and management of technology
Omnidek reduces 50% of apps it takes to run your business
Because you now have EVERYTHING you need in ONE PLACE
All of your employees know how to use it
Every time you purchase a new App for a process- you now have to train EVERY SINGLE PERSON that is going to use it
Usernames and password management is a nightmare
Let’s consider the world we live in right now- Covid
We can reduce 90% of time it takes to implement new process improvements
Reduce 70% of emails inside a company
Eliminate company risks associated to phishing, ransomware attacks, security breaches, adhering to company email policies (purging for company liability/ electronic Risk)
Eliminate information overload of bloated email inboxes, lack of controls, loss or delay in communication, probability of missing important items due to information overload
Replace Your Traditional Business Office
No code. No paper. Less apps. Faster, better results.
Eliminate paper…. forever!
No need to reinvent the wheel. Utilize existing PDF forms and app screens with Omnidek’s simple drag and drop form builder. Connect forms to spreadsheets and data platforms for improved, integrated data collection creating a seamless, simple, and efficient workflow that your staff will already be visually accustomed to.
Replaces: PDF, Word, Excel, MS Forms, Access, Timesheets, Expense Reports, Business form tools
Create an evergreen communication strategy. Integrated Chat with every business process.
Chat communications and audit history live inside Omnidek alongside workflows and forms forever creating a powerful historical snapshot of your business workflows.
Replaces: Outlook, Teams, Skype, Google Hangouts, Slack, Gmail
Quit keying in spreadsheets. Let your Workflow do it for you.
Gather data via forms and analyze your data in real-time with Omnidek Insights. Set conditions and create interest points or actionables for your team members. Turn your business content into a powerful data matrix accessible via a public API for real-time dashboarding on activity.
Replaces: Excel, Google Sheets, SmartSheets, AppSheets
Channels are the data version of a file folder and its just better.
Files and folders are great at storing your grandparent’s 8 1/2 x 11 documents but in the Omnidek NexGen Operating system it’s all about data. Replace or modernize the processes that generate files and folders and building new data first processes. Omnidek Channels links all business forms regarding specific jobs, customers, vendors, etc. and gives you a complete view of all associated forms and content automatically without lifting a finger!
Replaces: Windows folders, Servers, One Drive, Sharepoint, DropBox, Box
Create a network of your business contacts to do work together.
Companies today use old school utilities like email, attachments, and file sharing to #DoWorkTogether. These utilities were built for 8 1/2 x 11 sheets of paper, not data. Omnidek’s next gen operating system creates a new world free of files, attachments, and email allowing companies to share data, collaborate, and #DoWorkTogether securely and efficiently inside business portals. Create business portals for all your business relationships in minutes and start building your business network.
Replaces: Custom software, Client & vendor portals, Sharepoint, One Drive, Email, Teams
Replace Your Traditional Business Office
No code. No paper. Less apps. Faster, better results.
Eliminate paper…. forever!
No need to reinvent the wheel. Utilize existing PDF forms and app screens with Omnidek’s simple drag and drop form builder. Connect forms to spreadsheets and data platforms for improved, integrated data collection creating a seamless, simple, and efficient workflow that your staff will already be visually accustomed to.
Replaces: PDF, Word, Excel, MS Forms, Access, Timesheets, Expense Reports, Business form tools
Create an evergreen communication strategy. Integrated Chat with every business process.
Chat communications and audit history live inside Omnidek alongside workflows and forms forever creating a powerful historical snapshot of your business workflows.
Replaces: Outlook, Teams, Skype, Google Hangouts, Slack, Gmail
Quit keying in spreadsheets. Let your Workflow do it for you.
Gather data via forms and analyze your data in real-time with Omnidek Insights. Set conditions and create interest points or actionables for your team members. Turn your business content into a powerful data matrix accessible via a public API for real-time dashboarding on activity.
Replaces: Excel, Google Sheets, SmartSheets, AppSheets
Channels are the data version of a file folder and its just better.
Files and folders are great at storing your grandparent’s 8 1/2 x 11 documents but in the Omnidek NexGen Operating system it’s all about data. Replace or modernize the processes that generate files and folders and building new data first processes. Omnidek Channels links all business forms regarding specific jobs, customers, vendors, etc. and gives you a complete view of all associated forms and content automatically without lifting a finger!
Replaces: Windows folders, Servers, One Drive, Sharepoint, DropBox, Box
Create a network of your business contacts to do work together.
Companies today use old school utilities like email, attachments, and file sharing to #DoWorkTogether. These utilities were built for 8 1/2 x 11 sheets of paper, not data. Omnidek’s next gen operating system creates a new world free of files, attachments, and email allowing companies to share data, collaborate, and #DoWorkTogether securely and efficiently inside business portals. Create business portals for all your business relationships in minutes and start building your business network.
Replaces: Custom software, Client & vendor portals, Sharepoint, One Drive, Email, Teams
Problems
Solved by Omnidek
Solution
Do work together on one platform.
Solution
Fast approvals with real-time business chat.
Solution
No more unsearchable data using documents or spreadsheets.
Solution
Onboard new work processes in less than a day.
Solution
Automate data into your accounting system.
Solution
Seamless workflow with your customers, vendors, and contractors.
Solution
See exactly what you need to know.
Problems
Solved by Omnidek
Solution
Do work together on one platform.
Solution
Fast approvals with real-time business chat.
Solution
No more unsearchable data using documents or spreadsheets.
Solution
Onboard new work processes in less than a day.
Solution
Automate data into your accounting system.
Solution
Seamless workflow with your customers, vendors, and contractors.
Solution
See exactly what you need to know.