How a large medical educational institution replaced paper and inspired collaboration with workflow automation

Find out how Liverpool School of Tropical Medicine created a new culture of engagement and collaboration with no-code process automation which benefits all stakeholders

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The Liverpool School of Tropical Medicine has hundreds of staff working across the globe to help fight tropical disease endemics in remote locations. Their use of paper forms tracked on spreadsheets and email chains made process compliance and their controls challenging, which increased exposure to operational risk.

After implementing automation in more than 120 workflows using no-code in critical areas, such as travel assessment for teams to be sent to remote locations and finance bank transfer forms, the institution was able to improve its operational efficiency. Regular meetings with various departments were set to attain feedback required for creating digital workflows based on their wants and needs, and a culture of continuous process improvement was established across the finance department and throughout the wider business. Rather than replicating existing paper processes and pushing them online, the workforce was instead encouraged to create efficiencies across processes and increase cross-departments engagement.

Watch FlowForma’s session at Workflow Automation 2020 above to hear Liverpool School of Tropical Medicine’s full story.


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