03 / 05 · Solution

Digital forms, workflow & case management.

Offline-capable mobile and web data collection with the workflow and case management to act on what you collect.

Talk to us about this See where it fits
The problem

Critical processes still run on paper.

Data captured on paper or in spreadsheets gets typed back into another system later — slow, error-prone, and often skipped. Approvals stall in inboxes. Nobody knows what state a case is in, or who signed off on the previous step.

The fix is forms that work offline, a workflow engine that knows what state each case is in, and integrations into the systems your organisation already runs.

Sub-solution

Migrating from InfoPath? The same platform powers our dedicated InfoPath replacement path — written for IT teams on SharePoint estates.

What we offer

A platform, not a form package.

Five capabilities, all in one deployment. Use the ones you need now; the rest are there when you need them.

01

Offline-capable mobile & web forms

Rich data capture for Android and the browser. Forms work fully offline and re-sync on reconnect. Field workers don't have to think about it.

  • Photos · video · audio
  • GPS · NFC · barcodes
  • Signatures
  • Conditional logic
  • Deferred sync
  • Per-record audit
02

Multi-stage workflow

Submission → review → approval → closure. Role-based routing that survives staff changes. Stages, transitions and rules are configured, not coded.

  • Stage definitions
  • Role-based routing
  • Per-stage forms
  • Reject & return
  • SLA timers
  • Manager override
03

Case management

Every record tracked from open to close. Full audit trail, automatic escalation, configurable status views. A case is a thing you can point at and ask "what's the latest".

  • Open → close lifecycle
  • Audit trail per case
  • Automatic escalation
  • Custom statuses
  • Saved views
  • Bulk actions
04

Notifications

Email and in-app notifications triggered by data changes or time-based rules. PDF attachments generated from submissions where the receiving party needs paper.

  • Event-driven email
  • In-app feed
  • Time-based rules
  • PDF generation
  • Templated content
  • Per-role muting
05

Dashboards & reporting

Built-in views for QA and operational oversight, plus exports into the BI tools your organisation already runs.

  • Built-in QA dashboards
  • Power BI export
  • Tableau export
  • AWS QuickSight
  • Scheduled reports
  • CSV / API access
Deployment

Three ways to deploy.

We work with your hosting preferences and your existing systems. Pick the model that suits your team.

Option 1

Managed cloud

We host and operate. You focus on the work. Suits teams without internal infra capacity.

Option 2

Your cloud or on-prem

Deployed into your Azure, AWS or on-premises infrastructure. Air-gapped deployments supported. Your data stays on your estate.

Option 3

API & webhooks

Push data to any system on submission or schedule. Pull reference data on form load. Documented REST API for the rest.

On a SharePoint estate? See the InfoPath replacement path for SPFx, SharePoint Lists and Entra ID specifics.

Where it fits

If you have any of these, this is for you.

We're not trying to be everything to everyone. These are the situations where this platform has been the right answer.

Technical

Built on solid foundations. Your data, your infra.

Hosting
Self-hosted on your infrastructure — cloud (Azure, AWS) or on-premises. Air-gapped deployments supported.
Database
PostGIS backend. Spatial queries are first-class, not an afterthought.
Mobile
Android native client. Web app for inspectors who prefer a laptop or tablet.
Identity
Entra ID (Azure AD), OIDC, SAML, or local accounts. SCIM provisioning available.
Accessibility
WCAG 2.2 AA. Tested with screen-reader, keyboard-only and high-contrast operation.
Encryption
AES-256 at rest and TLS 1.3 in transit. Per-record field-level encryption optional.
FAQ

What teams ask before they start.

Field-ops, IT and programme leads alike.

Will it work offline in the field, properly?

Yes. Forms run fully offline on Android, with deferred submission and conflict-handling on re-sync. Photos, GPS, signatures and barcodes all capture without connectivity. Reference data (parcel boundaries, asset lists) is cached on-device.

Can non-developers build and edit the forms?

Yes. Form authoring is configuration-led — questions, branching, validation and per-stage layouts are managed through an editor, not in code. We typically train one or two power users in your team to own the form library.

How does multi-stage workflow actually work?

Each form can be assigned a workflow with named stages — for example: submission, review, approval, closure. Each stage has its own role-based routing, its own form fields, and its own SLA timers. Cases move forward, get rejected back, or escalate automatically when timers expire.

What integrations are available?

A documented REST API and signed webhooks cover most integrations. We've integrated with SharePoint, Microsoft 365, Power BI, Tableau, AWS QuickSight, GIS systems and bespoke line-of-business databases.

How accessible and how secure is it?

WCAG 2.2 AA compliant on the web surfaces. AES-256 at rest, TLS 1.3 in transit. Full audit trail per record, role-based access control, optional field-level encryption for sensitive content.

Is this an InfoPath replacement?

It can be. We run a dedicated path for SharePoint estates moving off InfoPath — SPFx web parts, SharePoint Lists, Entra ID. See the InfoPath replacement page for the IT-side detail.

Yours isn't here? Ask us directly.

Previous · Field data collection Next · Custom software
Start a conversation

Tell us which track fits — we'll take it from there.

Email hello@m2geo.ie

An initial scoping call is free. We'll tell you whether the move is straightforward or not.