Proprietary Web Based Forms Platform

Easily create and integrate forms data into your ECM or ERP system with little or no development experience required.

PROFORMA is a proprietary web based forms solution that can be locally hosted, looks professional to end users, integrates with ECM and ERP systems, and has a user friendly form building interface. For more complex implementations, PROFORMA also allows for integration with third party applications via SQL queries and web service calls.


RPI Consultants developed PROFORMA because we saw our clients struggling to capture important data through overly complex forms solutions, and integrate that data into important business processes.

Often, web based forms solution are costly and require a large amount of custom development – creating even more burdens when it’s time to update the forms. We wanted to create a tool that almost any user could use to quickly and easily create and publish online forms, while maintaining a high level of security and flexibility to keep data safe and integrate data with existing processes.

Data Integration

PROFORMA data fields can be effortlessly passed into your ERP or Enterprise Content Management (ECM) platforms, such as Infor Lawon, Perceptive Content (ImageNow), and OnBase by Hyland. PROFORMA’s robust image generator automatically exports an image of the form with user input in an associated data file. This makes it quick and easy for any ERP or ECM to import and index documents for further processing.


PROFORMA is available exclusively through RPI Consultants, although it can be used to integrate web based forms data into any ERP, ECM, CRM, or other data base. For more information on purchasing PROFORMA, or for a demo, Contact Us today.

Industry & Solution Applications:

Accounts Payable

  • PO Request Forms
  • New Vendor Setup
  • Expense Reimbursements

Human Resources

  • Employee Applications
  • Benefits Change Requests
  • Employee Surveys

Higher Education 

  • Admissions Applications
  • Student Employment Requests
  • Transcript Requests


  • New Patient Registration
  • Request for Information
  • Patient Survey

PROFORMA Knowledge Base

PROFORMA is available exclusively through RPI Consultants. Check out our knowledge base articles related to PROFORMA, or visit our webinars page to watch pre-record live webinars.

I’d just like to say that the folks you brought to bear were top-notch technically and very professional representing your company. Thank you again for your responsiveness and the long after hours of support. I personally appreciate it.

Eric BuhringVice President Application Services, Teletech Technology

Our partnership with RPI Consultants helps us ensure customers can effectively use Lawson products to make their business processes simpler and more cost-effective.

Brian SterrettLawson Software

RPI was flexible to work with our schedule and meet our specific needs. With their help we were ready to move forward with our upgrade.

Tom FarryBon Secours Health Systems

One planning phone call and one follow-up call once our script was written and we were live! Responsive, Professional, Integrity that’s how I would describe RPI Consultants.

Meg KobalterBarton Memorial Hospital

Our [ImageNow] launch was an immediate success. I have to say that after a few months of working with RPI, I wasn’t surprised.

Craig Hopkins, Finance Implementation LeadSisters of Charity of Leavenworth Health Systems

We understood that we required a robust, customized solution. RPI not only had the expertise with ImageNow, they listened to our needs and helped make sure it was a success.

Chris Tozier, Director, IT DepartmentInternational Speedway Corporation

RPI has more than just knowledge. The consultants I have worked with are personable and are leaders who will drive towards a more efficient solution. As a result, we are now recognizing a significant return on investment, with minimal impact to operations.

Joel StaffordBon Secours Health System

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