InfoPath Form Solutions

Microsoft InfoPath is a Form designing solution. InfoPath when combined with SharePoint, provides robust solutions for Business Information Capture, Data input, Business Process Automation (BPA) and Business Process Optimization (BPO).



Softvative have delivered hundreds of solutions based on InfoPath and SharePoint to different customers. Some of our InfoPath Form solutions include are listed below:

  1. HR On-boarding Forms
  2. IT Equipment Request Form
  3. SharePoint Site Request Form
  4. Expense Report
  5. Infrastructure Work Order Request
  6. IT Server Build Request and Checklist Form
  7. Training Request Form
  8. SQL Server Build Request and Checklist Form
  9. PMO Project Intake Request Form
  10. Status Report Form
  11. Time Sheet Form
  12. Risk Management Forms
  13. Compliance Forms
  14. Change Request Form
  15. Leave / PTO Request Form
  16. Insurance Claims Form
  17. Purchase Order Request Form
  18. Expense Report
  19. Asset Tracking Form
  20. Merger & Acquisitions Forms
  21. Healthcare & HIPAA Forms
  22. Electronic Signature Forms


Our InfoPath and related services includes:

  1. Define and Document Business Process
  2. Process Mapping
  3. Form Solution Designing
  4. Data Integration
  5. InfoPath Forms deployment to SharePoint On-Premises or SharePoint Online
  6. Process Automation using SharePoint Designer & other Workflows
  7. InfoPath Training
  8. InfoPath Best Practices





Scenario 1 – IT Server Request and Build Form

IT department had 5 page Word document that Business / IT users used to fill in, print, get management’s signatures and work on it. No approval, all manual steps and time taking process.


Softvative worked with the IT and business stakeholders and documented the processes in Excel and Visio. Later the solution was designed using InfoPath Forms, SharePoint Designer Workflows and SharePoint features.

Features of the solution:

  1. Easy to fill in Form with help on each field
  2. Rules based dynamic form
  3. Request Status monitoring
  4. Email Notifications to email groups of department users
  5. Approval
  6. Server Build Checklist for Engineers
  7. Email to ITSM system (Cherwell, ServiceNow or others) to create a ticket
  8. Submitted forms data stored in SharePoint with reporting views
  9. Process improvement and optimization
  10. Solution saved customer 50 hours /month, paperless solutions

The cost of the solution was around $20K. Within 8 month of the solution deployment, customer saw the return on investment.


Scenario 2 – PMO Project Intake Request form

The customer was using Microsoft Project Server PPM for Project Program Management. They had IT users in the Project Web App (PWA). They wanted to allow thousand of business area users opportunity to submit project requests.


Softvative used the Infopath Form, SharePoint Designer, Sharepoint features and .NET custom application to build a solution in Sharepoint that was integrated with PWA application. The solution allowed business users to submit the request in the Sharepoint solution. Later the custom application used to take the requests and create projects in PWA.

The solution saved customer thousands of dollars in licensing cost of adding users to the application, training cost and support cost.


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