Flow use cases

Overview

Organizations across industries leverage Boomi Flow to solve critical business challenges by building modern, connected, low-code workflow applications. From dynamic forms and healthcare portals to embedded reporting platforms, Boomi Flow helps streamline operations, enhance user experiences, and deliver measurable outcomes.

Use cases

Explore the following use cases to understand how Boomi Flow delivers on its value: rapid application development, seamless system integration, and intuitive, scalable user experiences—helping businesses modernize faster and operate smarter.

Streamlined Loan Processing with Responsive Web Forms

A Financial Services Pvt. Ltd., a mid-sized financial cooperative with a growing online presence, encountered major roadblocks in scaling its personal loan business due to a manual, paper-based application process. The reliance on physical forms led to long turnaround times, frequent address validation errors, and increased workloads for staff manually handling data entry, document verification, and eligibility checks. To modernize their operations and stay competitive in digital banking, the company implemented Boomi Flow to build a low-code, cloud-native loan application portal tailored for web and mobile users.

Using Flow’s drag-and-drop design canvas, the company quickly developed a responsive front-end application that delivered a seamless digital experience for loan applicants. The solution featured dynamic forms that automatically adapted based on user input—displaying only relevant fields to reduce confusion and accelerate completion. Through Flow’s data binding capabilities, known customer data—such as income or dependents—was pre-populated into the form, minimizing manual entry and improving accuracy. Real-time validation checks were built directly into the form components, ensuring that required information was correctly filled out and formatted before submission. These fully responsive forms offered a consistent experience across desktops, tablets, and smartphones.

Boomi Flow also enabled deep integration with the company’s backend systems using prebuilt connectors and Boomi Integration to run processes in Integration via FSS. For example, address validation was performed in real time through a backend service like Locate, automatically correcting ZIP code mismatches before form submission. Once submitted, loan applications were routed instantly to finance officers via a role-based dashboard built with Flow’s UI components, where they could approve or reject requests. The application status is reflected in the applicant’s portal, completing the feedback loop without delays.

By adopting Boomi Flow, the Financial Services Pvt. Ltd., reduced loan processing time from five business days to under 24 hours, eliminated 90% of address entry errors, and significantly increased staff efficiency and member satisfaction. The result was a scalable, secure, modern digital lending experience aligned with today’s consumers' expectations.

Transforming Healthcare Engagement with Boomi Flow

A Health Systems Pvt. Ltd., a regional provider operating clinics and diagnostic centers across three states, faced a fragmented digital landscape that hindered patient engagement and operational efficiency. Patients struggled to manage their healthcare journey due to inconsistent digital experiences across appointment booking, lab result access, and provider communication. At the same time, field nurses relied on paper notes and manual updates during home visits, which delayed data entry and introduced errors.

The company implemented Boomi Flow to address these challenges and create a unified, mobile-friendly patient portal and a dedicated mobile app for field staff. Using Flow’s intuitive drag-and-drop interface, company quickly developed a centralized digital experience that is accessible on desktop, tablet, and mobile devices. The patient portal consolidated key features—appointment scheduling, lab result access, and secure provider messaging—into a single interface. Boomi Flow’s pre-built page components, such as QR code readers and signature pads, were used to enhance usability.

Flow’s multicloud runtime capabilities enabled them to run flows on-premise without connecting to the cloud and enabling deployment across diverse environments. Behind the scenes, Boomi’s API-first architecture securely integrated the Flow applications with the company's existing healthcare systems, ensuring real-time data access and seamless information flow. Automated workflows handled patient intake and scheduling processes, reducing manual errors and streamlining operations. The company also enabled data observability options in Flow to maintain system reliability, allowing them to track data flow and troubleshoot issues proactively.

As a result, the company significantly improved patient satisfaction, reduced appointment-related call volumes, and enabled real-time, paperless data collection in the field. Boomi Flow empowered the organization to deliver a consistent, responsive, and intuitive digital experience for patients and staff—bringing modern efficiency to every healthcare journey.

Streamlining Analytics with Embedded Dashboards in Flow

The Large Supply Chain company, a major distributor of fast-moving consumer goods, faced growing challenges in operational visibility due to fragmented reporting systems. Business users struggled with decentralized access to insights across systems despite having tools like Power BI. Viewing live dashboards, querying backend data, and downloading reports required navigating multiple platforms—slowing down decisions, increasing friction, and limiting visibility into critical metrics like shipment delays, product returns, and regional performance.

To streamline access to reporting and analytics, the company implemented Boomi Flow to build a unified reporting portal that embedded Power BI dashboards alongside operational workflows. The portal provided role-based access to live charts and key performance indicators (KPIs) tailored for operations managers, finance teams, and executives. Using Flow as a central access point via SSO, users can now view dashboards and reports from multiple systems in one UI. The portal leveraged a suite of Boomi Flow components to enhance user experience and reporting capabilities. The Dashboard interface offered a comprehensive view of flows launched within the tenant, including the ability to drill down into individual flows for detailed log and error insights. Interactive Data components, such as tables, charts, and tiles, presented live operational data in visual formats, helping teams monitor real-time trends, exceptions, and KPIs. Additionally, users could upload relevant documents using the File Upload component and export custom reports using the PDF component, making it easy to share insights across teams.

Flow orchestrates data retrieval from backend systems via Boomi Integration. Users can query live data directly from the Flow interface and download results in spreadsheet format for offline analysis. By combining these capabilities, the company created a one-stop, mobile-friendly portal that unifies operational insights and empowers users to act on data in real time.

As a result, the Large Supply Chain company reduced reporting lag, improved decision-making across departments, and enabled a consistent, streamlined interface for accessing actionable insights. Boomi Flow helped transform their reporting landscape into a responsive, connected, and user-centric experience—supporting smarter operations and cross-functional alignment.