Workflow Automation Use Cases

Explore how automating processes with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Use Case of the Month

Coverage Opinions

Staff Counsel and Claims Professionals collaborate and align with right parties.

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Legal Operations

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Legal Operations

Coverage Opinions

Staff Counsel and Claims Professionals collaborate and align with external parties.

Legal Operations

Legal Vendor Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Legal Operations

Law Firm Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Human Resources

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Human Resources

Onsite Visit Request Approval

Manage and assess requests from employees and contractors to access the office for various purposes.

Human Resources

Self-Reporting Risk Assessment

Quickly deploy a workflow allowing remote employees to report their health and COVID-19 risk status.

Human Resources

Remote Work Tracker

Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...

Procurement

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Procurement

Stock Management & Supply Orders

Enable SMBs to track and order inventories and supplies.

Procurement

Sourcing Requests

Build automated workflows for managing a variety of RFX processes.

Procurement

Service Catalog Requests

Automate the processes for creating service catalog workflows to drive catalog request fulfillment.

Finance & Administration

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Finance and Administration

Value-Added Tax (VAT) Return Submission

Develop a workflow for European Union users to calculate VAT tax obligations.

Finance and Administration

Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

Finance and Administration

Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

Sales & Marketing

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Sales & Marketing

QBR Scheduling

Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

Sales & Marketing

Customer Satisfaction Surveys

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Sales & Marketing

New Demo Requests

Automate the process of capturing and scheduling requests for product or service demos.

Information Technology

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Information Technology

Data Review & Decision Alerts

Develop an agile workflow triggered by specific data monitoring conditions or events.

Information Technology

Hardware & Software Requests

Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...

Information Technology

New Technology Projects

Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...

Law Firms

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Law Firms

High Volume Transactional Case Review

To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...

Law Firms

Bar Certification Tracking

Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...

Law Firms

New Work Intake

Workflow automation that securely, efficiently and compliantly takes in new business. Implement a visual wo...

Risk & Compliance

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Risk & Compliance

Benefits Administration

Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like....

Risk & Compliance

CCPA Data Deletion Request

A workflow for fulfilling consumer requests to have their personal data deleted by an organization.

Risk & Compliance

Conflict of Interest

Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple sta...

Data Privacy

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Data Privacy

Vendor Onboarding with Privacy Review (KPL)

Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can s...

Data Privacy

Data Inventory and Recertification Request (KPL)

GDPR Article 30 requires companies produce records of processing activities to prove compliance to regulato...

Data Privacy

Data Subject Access Requests

The CCPA and the similar state-by-state regulations that are following ensure that consumers have a stronge...

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