Use Case of the Month
Onsite Visit Request Approval
Certain privileged-access employees need to come back into the office to check on environments, or others may need items from the office to sustain their work-from-home situations. To ensure their safety and that of facilities staff, companies need a streamlined process for reviewing onsite visit requests.
Legal Operations
See allLegal Operations
Legal Vendor Continuity
Ensure outside counsel and firms are able to continue servicing your company as usual.
Legal Vendor Continuity
Challenge
Times of crisis often create chaos and disruption; that holds for the third parties and vendors you’ve chosen to work with in legal services or support. Understanding their ability to continue the work will let you plan ahead and arrange for the work to continue.
Solution
- With TAP, customize and send an online smart form to legal vendors to request information needed to clarify business-as-usual or create contingency plans.
- The form asks key questions to determine if a vendor and its employees are still able to work in the given conditions, is still able to work on their assignments, has delays or dependencies, and/or other changes in business continuity.
- Legal vendors include, arbitrators, mediators, expert witnesses, ediscovery firms, contract attorneys, and other organizations.
- The completed questionnaire is triaged to a specified party in Legal Ops who can then follow up or mark resolved once answers are sufficient.
- Optionally, the workflow can re-send the questionnaire after a month if the recipient says “yes” to a question in the initial form that asks, “do you anticipate any changes to your answers in the upcoming month?”
- Easy customization allows your Legal Ops team to create surveys and questions based on company policy.
- Automated follow-up notifications/reminders/escalations ensure timely responses.
Benefits
- The workflow can provide a secure, confidential transaction between outside counsel and the company.
- Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
- Centralized tracking and reporting allow Legal Ops to have real-time overview of all workflows.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- The workflow is a pre-built template but is completely customizable to capture context a company cares about.
ROI
- Impacts of the outbreak on operations and service continuity can be managed and mitigated quickly.
- Fast adoption and accessibility maintain productivity by minimizing delays and disruptions.
Legal Operations
Business Continuity – Law Firms
Ensure outside counsel and firms are able to continue servicing your company as usual.
Business Continuity – Law Firms
Challenge
Companies need to make quick transitions during this time of pandemic, so it’s important to make sure your outside legal firms can still perform their jobs and maintain business-as-usual.
Solution
- With TAP, customize and send an online smart form to outside counsel firms.
- The form contains whatever questions you need to be answered in order to determine if a firm can still carry out its business functions.
- The questionnaire responses is triaged to a specified party in Legal Ops who can then follow-up or mark resolved once answers are sufficient.
- Easy customization allows your Legal Ops team to create surveys and questions based on company policy.
- Automated follow-up notifications/reminders/escalations ensure timely responses.
Benefits
- The workflow can provide a secure, confidential transaction between the Law Firm and the company.
- Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
- Centralized tracking and reporting allows Legal Ops to have overview of workflows in real-time.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- The workflow is a pre-built template but is completely customizable to capture the information a company needs.
ROI
- Impacts of the outbreak on operations and service continuity can be managed and mitigated quickly.
- Fast adoption and accessibility maintains productivity by minimizing delays and disruptions.
Legal Operations
Case Continuity Tracker
Ensure outstanding cases are not in jeopardy and that work toward their completion is still in progress.
Case Continuity Tracker
Ensure outstanding cases are not in jeopardy and that work toward their completion is still in progress.
Challenge
During periods of disruption, it’s important to follow up on outstanding cases and matters. Many may need to reach court at some point soon, so understanding delays and contingencies with outside counsel is critical.
Solution
- With TAP, customize and send an online smart form to outside counsel law firms.
- The form asks key questions to determine if a case is still in progress, has delays or dependencies on vendors or staff, or changes in strategy, and can also query how the counterparty is also reacting to the case.
- Optionally, the workflow can re-send the questionnaire after a month if the recipient says “yes” to a question in the initial form that asks, “do you anticipate any changes to your answers in the upcoming month?”
- The completed questionnaire is triaged to a specified party in Legal Ops who can then follow up or mark resolved once answers are sufficient.
- Easy customization allows your Legal Ops team to create surveys and questions based on company policy.
- Automated follow-up notifications/reminders/escalations ensure timely responses.
Benefits
- The workflow can provide a secure, confidential transaction between outside counsel and the company.
- Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
- Centralized tracking and reporting allow Legal Ops to have real-time overview of all workflows.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- The workflow is a pre-built template but is completely customizable to capture context a company cares about.
ROI
- Impacts of the outbreak on operations and service continuity can be managed and mitigated quickly.
- Fast adoption and accessibility maintain productivity by minimizing delays and disruptions.
Human Resources
See allHuman Resources
Onsite Visit Request Approval
Manage and assess requests from employees and contractors to access the office for various purposes.
Onsite Visit Request Approval
Challenge
Certain privileged-access employees need to come back into the office to check on environments, or others may need items from the office to sustain their work-from-home situations. To ensure their safety and that of facilities staff, companies need a streamlined process for reviewing onsite visit requests.
Solution
- The workflow can provide a secure, confidential transaction between HR and the employee; managers or stakeholders can be added at HR’s discretion
- An online form asks simple questions:
- Do you currently have a fever or have you had a fever at any point in the last 14 days?
- Have you been in contact with anyone who has tested positive for or shown symptoms of having COVID-19 in the last 14 days?
- Have you traveled by air at any point in the last 14 days?
- If any answer is a “yes,” then an explanatory comment from the requesting employee is required.
- Easy customizations allow HR to supply additional questions as they see necessary.
Benefits
- The workflow can provide a secure, confidential transaction between HR and the employee; managers or stakeholders can be added at HR’s discretion.
- Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
- Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- The workflow is pre-built template but is completely customizable by HR (or in-charge department) to capture context a company cares about.
ROI
- Impacts of the outbreak on operations and workforce wellness can be managed and mitigated quickly.
- Employee morale benefits from a faster, more precise process.
- Productivity is maintained with fast adoption and accessibility to employees and their needs.
Human Resources
Self-Reporting Risk Assessment
Quickly deploy a workflow allowing remote employees to report their health and COVID-19 risk status.
Self-Reporting Risk Assessment
Challenge
Give HR managers a tool for capturing information about the health status and COVID-19 risk level of employees, especially those working remotely, in order to manage the impact of the virus on their operations and workforce wellness.
Solution
- An automated workflow, including specification of stakeholders and notifications, offered as a pre-built template ready to use out of the box, but is completely customizable by the user.
- An employee can report to Human Resources if they’ve tested positive for COVID-19, been in contact with persons who have tested positive, or report other risk factors or impacts such as recent travel to a high-risk location, a shutdown of their children’s school, or other items.
- The workflow can provide a secure, confidential transaction between HR and the employee, or managers or stakeholders can be added at HR’s discretion.
- Automatic notifications can prompt all participants to act in a timely manner.
- All participants can consult a real-time view, from within the workflow, of what countries are still affected by the outbreak.
- A form with embedded business logic asks the employee questions like…
- What would you like to report?
- I interacted with someone who had the virus and I will be in self-quarantine for 14 days.
- I have a family member who is a high risk.
- I recently traveled to a high-risk country or location.
- My child’s school has been shut down.
- Other
- All questions have options to add comments.
- Customization allows HR to add to add other questions as they see fit.
- Once a form is completed, it can be automatically routed to the proper stakeholders/managers for review.
Benefits
- HR gains a top-down view of the health/risk status of all employees, regardless of location.
- Centralized tracking and reporting allows HR to have overview of all workflows in real time.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- E-signature integration standardizes secure approvals.
ROI
- Impacts of the outbreak on operations and workforce wellness can be managed and mitigated.
- >Requests and followups are processed with far greater speed and minimized errors, delays, and costs.
- Employee morale benefits from a faster, more precise process.
Human Resources
Remote Work Tracker
Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...
Remote Work Tracker
Challenge
Deliver a quickly deployable workflow that helps HR managers track the status of employees who are working remotely, and the health/travel status of them and their close contacts during a public health crisis such as the COVID-19 outbreak. It must ensure ease-of-use for the end-user while keeping everything aligned and audited internally.
Solution
- An automated workflow, including specification of stakeholders and notifications, is available at no charge to existing customers.
- The workflow is a pre-built template but is completely customizable by the client or their services provider.
- In its first stage, the workflow allows the employee to request to work remotely by using a form containing a combination of entry fields and dropdowns to enter data including:
- Requested start and end dates
- Why are they asking to work remotely?
- Will they be able to work remotely without distractions?
- Do they have high-speed internet?
- In its second stage, after the initial approved time period for working remotely has passed, the workflow automatically emails once-a-week messages to employees that capture the following information:
- Do they need to extend working remotely for another week?
- Was the employee able to work remotely successfully last week?
- If not, why? (A conditional pull-down with answers such as: WiFi issues, phone service issues, physical location, fill-in box for “other”)
- Have you or anyone close to you traveled to any locations with elevated warning levels for a current infectious disease (such as coronavirus or influenza)? (Can link to a CDC monitoring page)
- Have you or anyone close to you had contact with anyone that has tested positive for a current infectious disease?
- Will you be able to successfully work remotely in the upcoming week?
Benefits
- Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- E-signature integration standardizes secure approvals.
ROI
- Requests and followups are processed with far greater speed and minimized errors, delays, and costs.
- Centralized tracking and reporting allows HR to have overview of status of all workflows in real time.
- Employee morale benefits from a faster, more precise process.
- Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
- E-signature integration standardizes secure approvals.
Procurement
See allProcurement
Stock Management & Supply Orders
Enable SMBs to track and order inventories and supplies.
Stock Management & Supply Orders
Challenge
Enable SMBs to more effectively track and order inventories and supplies.
Solution
- TAP allows small to medium-size businesses and organizations to create automated workflows for managing and ordering inventory sales inventory items and supplies.
- By integrating TAP via external API with POS systems, re-stocking workflows can be triggered when inventory drops to set levels.
- Forms and workflows are easily designed using drag-and-drop UI.
- Automated notifications can alert users to need to re-order items, either through APIs or calendar-based.
- Automated re-order emails to suppliers can be built into workflows.
- Mobile access allows managers to oversee stock counts and re-orders anywhere, anytime.
- Unified dashboard provides oversight of all workflows.
Benefits
- Allows SMBs to create customized stock and supply workflows without the expense and complexity of dedicated software platforms.
- Errors are minimized, eliminating costs and delays.
- Mundane tasks are taken off the desk of managers and employees as inventory restocks and supply orders are automated.
- Automatic archiving of workflows and documentation provides secure backup for recordkeeping and compliance.
Procurement
Sourcing Requests
Build automated workflows for managing a variety of RFX processes.
Sourcing Requests
Challenge
Build automated workflows for managing a variety of RFX processes.
Solution
- TAP allows users to design simple or complex workflows for automating Request for Information (RFI), Request for Proposal (RFP), Request for Quote (RFQ), and Request for Bid (RFB) activities.
- Self-service online forms direct vendors/buyers through an error-free request process.
- Easy forms and template creation and process configuration without any coding, thanks to drag-and-drop UI.
- Automatic notifications of all stakeholders can go out at any designated stage of a request workflow.
- Unified dashboard provides oversight of all ongoing and historic requests.
- Detailed audit trails are securely archived for all requests.
Benefits
- Errors are minimized with a standardized, single-platform solution that eliminates manual mistakes and delays.
- Ensures sizable time and cost savings across all RFX processes.
- Enhances organizational agility by accelerating mission-critical processes.
- Ease of form design allows specialized template creation for every type of sourcing request.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
- Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review, helping satisfy Sarbanes Oxley.
Procurement
Service Catalog Requests
Automate the processes for creating service catalog workflows to drive catalog request fulfillment.
Service Catalog Requests
Challenge
Automate the processes for creating service catalog workflows to drive catalog request fulfillment.
Solution
- TAP allows users to design simple workflows to fulfill simple orders, or more complex workflows for more complex orders.
- Self-service online forms direct requesters through an error-free request and checkout process.
- Forms and workflows are easily designed and edited using TAP’s intuitive interface.
- Purchasing agents or managers receive automatic notifications if they’re required to review a request.
- Upon checkout or approval, request workflow can be linked to a fulfillment workflow which runs when those specific items are ordered.
- If desired, requester can be notified automatically of projected fulfillment timing.
- Submitted or approved requests can also be routed through Accounting or other departments.
Benefits
- Automating the Service Catalog Request process ensures accurate fulfillment, time and cost savings for mundane processes.
- Central dashboard provides visibility and close monitoring of all catalog requests.
- Centralized archiving of workflow data allows immediate or historical review of all requests, helping satisfy Sarbanes Oxley compliance.
Finance & Administration
See allFinance and Administration
Value-Added Tax (VAT) Return Submission
Develop a workflow for European Union users to calculate VAT tax obligations.
Value-Added Tax (VAT) Return Submission
Challenge
Develop a workflow for European Union users to calculate VAT tax obligations.
Solution
- Self-service forms can be easily designed using the TAP UI to allow clients to submit the right information for VAT calculation.
- Workflows are customizable to meet exact business demands, no matter how complex.
- The client’s VAT is calculated internally, and routed through appropriate internal gatekeepers for review and approval.
- Upon final internal approval, the client can be automatically notified of their VAT obligations.
- All workflow records, assets and documents are centrally stored in a secure Cloud repository.
Benefits
- Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of project status and deadlines.
- Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
- Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
- Expedited, error-free processes drive improved client service and satisfaction levels.
- E-signature integration standardizes secure approvals.
Finance and Administration
Claims Reimbursement
Automate employee insurance reimbursement claims forms and processes.
Claims Reimbursement
Challenge
Automate employee insurance reimbursement claims forms and processes.
Solution
- Self-service forms for various claims, such as medical expenses, can be easily designed using the TAP UI for use by employees or HR staff.
- Forms contain embedded business logic and standardize claims process so initial information capture is complete and error-free.
- Workflows can route claims to proper internal stakeholders for review, as well as integrating with third-party coverage providers.
- Workflow are customizable to exact enterprise needs, no matter how complex or simple.
- Claims notifications and approvals can be automatically sent to employees.
- All workflow records, assets and documents are centrally stored in a secure Cloud repository.
Benefits
- Automation of labor-intensive processes delivers huge efficiencies and savings for the organization.
- Accurate claims processing reduces risks and costs, while adding audit protection as TAP automatically archives all workflows, documents and records in secure Cloud-based storage.
- Centralized, easy-to-read dashboards identify inefficiencies.
- Automatic notifications and alerts keep processes moving forward, and allow at-a-glance governance.
- Accelerated and error-free processes drive improved employee morale.
- E-signature integration standardizes secure approvals.
Finance and Administration
Employee Tax Return Paperwork
Automate workflows for processing employee tax return forms and paperwork.
Employee Tax Return Paperwork
Challenge
Automate workflows for processing employee tax return forms and paperwork.
Solution
- Self-service tax forms can be easily designed using the TAP UI, as needed.
- Forms can be automatically populated with data as they’re completed, or populated from other form and database sources.
- Workflows allow employees to process returns or obtain all documentation from employers (e.g. tax certificates, fringe benefits reports, pay slips).
- Easily customizable to meet exact enterprise needs, no matter how complex or simple.
- Workflows can be integrated with enterprise payroll systems to ensure correct tax withholdings have been paid to tax authorities.
- PDF version of watermarked tax returns can be sent along with estimate vouchers, filing instructions; manual or e-signatures can be requested and, once provided, trigger filing of the return.
- All workflow records, assets and documents are centrally stored in a secure Cloud repository.
Benefits
- Automation of labor-intensive processes delivers massive efficiencies and savings for the organization.
- Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
- Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of status and deadlines.
- Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
- Accelerated and error-free processes drive improved employee morale.
- E-signature integration standardizes secure approvals.
Sales & Marketing
See allSales & Marketing
QBR Scheduling
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
QBR Scheduling
Challenge
Companies that rely on close customer support and dialogue as part of their business model want to reliably automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
Solution
This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:
- Automatically kicking off the process at an advance date that’s set to recur for each QBR.
- Notifying the customer of the upcoming QBR and querying them for pertinent information.
- Helping the Account Manager for that customer collate all details and assets needed for the QBR deck that’s used during the meeting.
- Scheduling the actual QBR meeting with customers, Mitratech team members and any other stakeholders involved.
- Individually communicating with team members and stakeholders at those stages where they’re pertinent to the process; these can include members of the Account Management, Customer Experience, Tech Support, Marketing and Product teams, as each of their areas is covered during the QBR.
- All workflows are automatically stored in a central repository for auditing and analysis.
Benefits
- The cost and time savings and error elimination delivered by automating notifications, document collection/routing, and scheduling.
- Optimization of team member/stakeholder time and attention: the workflow can be designed to involve them only when they’re absolutely needed.
- More consistent and reliable communication, collaboration and team-building between enterprise and each of its customers.
Sales & Marketing
Customer Satisfaction Surveys
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
Customer Satisfaction Surveys
Challenge
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
Solution
This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:
- Using TAP, survey forms can be customized on a general or per-project basis, and include embedded personalizations.
- Forms can be housed on a web/mobile web page or embedded in email via integrations with an enterprise’s email marketing platform and other marketing stack components.
- Workflow can be designed to trigger automated email invites/surveys at completion of a project, calendar points or other designated junctures.
- Survey results which identify promoter/detractors, etc., can be automatically routed accordingly for appropriate follow-ups.
- Follow-up surveys and internal reporting can be built into the workflow.
- Centralized dashboard permits oversight of all survey workflows.
Benefits
- Supports efficient, automated sales and customer retention while streamlining these processes and reducing costs.
- Frees sales personnel from mundane and time-consuming tasks.
- Errors are eliminated via workflow and survey form standardization.
- Improves the relationship between enterprise and customer through consistent, personalized engagement.
- Provides a steady flow of valuable sales and CRM insights.
- Generates secure workflow audit record for transparency and governance purposes.
Sales & Marketing
New Demo Requests
Automate the process of capturing and scheduling requests for product or service demos.
New Demo Requests
Challenge
Automate the process of capturing and scheduling requests for product or service demos.
Solution
- Online self-service forms guide prospects through the process of requesting a product demo during visits to websites, mobile sites or other touchpoints.
- Designed in TAP, these forms can be as simple or detailed as Sales requires.
- When forms are submitted, a workflow launches that directs each query to a pre-designated / next available salesperson or sales engineer.
- Demo requests can be routed to sales management and other stakeholders for review and report.
- Workflow can trigger an auto-scheduling routine to set up a convenient demo with the prospect, either at the point of contact, via email or phone call.
- Content delivery can be triggered, providing user with video, collaterals or other materials as part of lead nurture.
- Workflows can integrate with CRM, email and inbound marketing platforms (Marketo, HubSpot, et al).
- Centralized dashboard permits oversight of all demo requests and workflows.
Benefits
- Delivers a better user experience for potential prospects by accelerating response and engagement.
- Webforms can be designed to pre-qualify leads through embedded business logic, data capture and integration with your present CRM/leads database.
- Frees sales personnel from lead qualification.
- Delays and errors are eliminated via form and workflow standardization.
- Generates secure workflow audit record for transparency and governance purposes.
Information Technology
See allInformation Technology
Data Review & Decision Alerts
Develop an agile workflow triggered by specific data monitoring conditions or events.
Data Review & Decision Alerts
Challenge
Develop an agile workflow triggered by specific data monitoring conditions or events.
Solution
- TAP’s API, scripts and external API integration capabilities allow for custom data monitoring systems to initiate a workflow based on various conditions the user specifies.
- These can range from standard processes to abnormal system alerts or incidents that may require diagnostics and reports.
- Allows for circumstance-specific workflows to be initiated: A DoS attack threshold is exceeded, for example, triggering a site security workflow.
- TAP can be configured to launch multi-part workflows, for example to obtain status checks/reports from IT personnel with different responsibility areas affected by a condition or event.
- Automated notifications drive timely response from designated team members.
- Inactivity alerts notify administrators if there’s been no activity or resolution after a specified time period; escalation notices can alert managers if actions or resolution are overdue.
- Mobile access lets workflow participants access and act remotely.
- Centralized dashboard allows management monitoring of all review/alert situation across the enterprise.
- All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.
Benefits
- Provides for customizable, immediately-triggered workflows and alerts for any number of situations.
- Minimizes downtime, security breaches or other issues by triggering immediate response, even from remote personnel.
- Centralized monitoring drives real-time transparency and improved governance.
- Post-incident analysis can be more comprehensive thanks to automatic archiving of workflow records and data.
Information Technology
Hardware & Software Requests
Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...
Hardware & Software Requests
Challenge
Draft a process for managing requests for hardware or software, and allow those requests and items to be tracked by the organization.
Solution
- Online self-service requests can be customized in TAP to capture all necessary information.
- Once a request for hardware or software has been submitted, the workflow routes it to the right stakeholder/administrators for review in designated sequence.
- Rules and embedded business logic can be embedded in forms/workflow to pre-filter requests.
- Approvals can trigger other workflows such as hardware/software training or procurement.
- Integration with IT asset tracking systems can create a record of hardware and software assignment.
- Automated reminders ensure prompt administrative review of requests, as needed.
- Status updates can be sent to requesters at various steps in the review process.
- Mobile access lets workflow participants access and act remotely.
- Centralized dashboard provides visibility into all requests within the organization, either current or historical.
- All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.
Benefits
- Requests can be handled in minutes or hour versus days.
- Capturing accurate requirements via automated forms eliminates errors and back-and-forth communication.
- Form and workflow automation within a single system ensures consistency of processes, driving cost and time savings.
- Customizability means all forms and workflows are adapted to enterprise need.
- Centralized monitoring permits real-time security oversight and governance of IT assets.
- Audits and analysis of requests can be done in detail thanks to automatic archiving of workflow records and data.
Information Technology
New Technology Projects
Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...
New Technology Projects
Challenge
Create a workflow or set of coordinated workflows to efficiently manage development of new technology projects.
Solution
- Online self-service forms allow users to request or launch new technology projects.
- Forms can prompt requesters to designate team members, who are automatically notified of their inclusion, role, etc.
- Primary, sequential and child workflows can be used to drive team and stakeholder collaboration in dynamic order across large projects, in multiple phases including strategy, design, testing or other development stages.
- Iterative collaboration workflows can include routing of design assets, spreadsheets and other necessary data among team members.
- Assets and feedback can be looped among the team so members can build on previous comments until a consensus is reached or decision is made.
- Automated notifications can alert workflow participants to complete time-sensitive or required tasks.
- Mobile access lets workflow participants access and act remotely.
- Centralized dashboard provides visibility into all tech project workflows across the organization.
- All workflow records, assets and documentation are centrally stored in a secure repository for later audit and analysis.
Benefits
- Collaborative workflows reduce need for meetings by providing a channel for enhanced input and iterative improvement.
- Drives more positive engagement and morale by fostering collaboration.
- Form and workflow customization means processes can be customized to any tech development process.
- Improved efficiency and process acceleration reduce costs and boost agility.
- Centralized monitoring drives real-time transparency and improved governance.
- Performance audits and analysis can be accomplished in detail thanks to automatic archiving of workflow records and data.
Law Firms
See allLaw Firms
High Volume Transactional Case Review
To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...
High Volume Transactional Case Review
Challenge
To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an efficient, timely, and secure manner.
Solution
- An automated, built-in process that standardizes and ensures the appropriate approval channels.
- A workflow tool that makes sure the right person reviews the right case at the right time, without the need for manual tracking.
- A centralized dashboard enables complete visibility into any stage of the approval process.
- Parallel approvals that allow for multiple approvals simultaneously while removing the hold-ups of a linear approval process.
- Required information all stored in a single, secure location, so any approver can easily find everything they need to make the right decision.
Benefits
- Centralized dashboard allows monitoring and management of approvals at every stage of a workflow.
- Drive significant time and cost savings and ROI by automating otherwise manual processes
- Significantly increase the speed and efficiency of any approval process, allowing Legal to move more quickly and drive greater value.
Law Firms
Bar Certification Tracking
Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...
Bar Certification Tracking
Challenge
Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if not the globe.
Solution
- Centralize and automate bar certification tracking for attorneys in a single workflow automation tool.
- Easily recognize which lawyers need to update their certifications and automatically notify them when the time is near.
- Remove the manual effort of tracking and eliminate the errors that accompany manual efforts by automating everything.
Benefits
- Significantly reduce the number of manual emails – and the staff time required to create and track those emails – by automating notifications and renewals.
- Drive significant time and cost savings and ROI.
- Centralized dashboard allows monitoring and management of bar certifications at every stage of a workflow.
Law Firms
New Work Intake
Workflow automation that securely, efficiently and compliantly takes in new business. Implement a visual wo...
New Work Intake
Challenge
Staying secure, compliant and efficient while continuing to take in new business on a growing scale.
Solution
- Workflow automation that securely, efficiently and compliantly takes in new business
- Implement a visual workflow tool that makes spotting where processes can be further improved and streamlined easy.
- Unify siloed data into a single technology tool
Benefits
- Replace multiple, single-purpose apps that take months of in-house development with a single workflow automation software.
- Successfully and rapidly complete legal processes at a lower cost of salaried time.
- Standardize processes and eliminate manual error, saving time and money.
- Complete legal processes in up to 90% less calendar hours
Risk & Compliance
See allRisk & Compliance
Benefits Administration
Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like....
Benefits Administration
Challenge
Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like. Once suggestions are submitted, HR needs to evaluate them before deciding whether to include them in any benefits package. HR also need to keep track of the suggestions made including the types of benefits that are approved or rejected..
Solution
- Easily design an online form that employees can complete to submit their benefit suggestions.
- Enable employees to keep track of the status of their suggestions.
- Route the suggestions to the correct stakeholders for review.
- Automatically notify employees whether their suggestions have been accepted or rejected.
- Use the resulting data to understand the trends in suggestions.
Benefits
- Centralized tracking and reporting allows HR to have a better understanding of the benefits sought by employees.
- Drives more positive engagement and morale by fostering employee engagement, contribution and ownership.
- Automation of manual processes – including the logging and processing of suggestions – drives significant ROI.
- Drives greater efficiency and a superior user experience for the HR department and business partners.
- Suggestions can be tracked and recorded, enabling the creation of a historical record of participation by employees.
Risk & Compliance
CCPA Data Deletion Request
A workflow for fulfilling consumer requests to have their personal data deleted by an organization.
CCPA Deletion Request
The CCPA gives consumers the right to request that businesses delete personal information that the business has collected from the consumer. This workflow keeps deletion requests on-stream, auditable, and ready for public consumption.
Challenge
Create a public-facing workflow that seamlessly gathers information for a customer through Accounting, HR, and/or Finance. Ensure ease-of-use for the end user while keeping everything aligned and audited internally.
Solution
- Workflow, including specification of stakeholders and notifications, is completely customizable.
- Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
- Easy-to-use online self-service forms allow public users to submit requests for deletion of personal data.
- Once submitted, requests are automatically routed to proper stakeholders/managers for review.
- Internal SLAs and formal requests for extension can be built into the form.
- Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.
Benefits
- “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
- Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
- Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
- Forms are branded to have the same look and feel as the company website for the best end user experience.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
- Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.
ROI
Showing up for data privacy isn’t just a good way to show consumers that you care. Failure to do so gets expensive: If you’ve failed to delete a personal data record when requested, or it’s sold without the person’s permission, or leaked, the minimum fine is $2,500 per record. The fine escalates the longer it takes to fix the issue, too. If it’s determined that a breach was due to a known issue you ignored, the fine can automatically shoot up to its cap of $7,500 per record. Multiply this times the number of records that might be involved and you can see how noncompliance can get ruinously costly.
Risk & Compliance
Conflict of Interest
Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple sta...
Conflict of Interest
Challenge
Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple stakeholders in the organisation.
Solution
- Easy-to-use online self-service forms allow employees to submit the details of any potential conflict of interest and maintain their disclosure status.
- Once submitted, requests are automatically routed to proper stakeholders for review.
- Correlate disclosure information with helpline-reported issues to visualize potential conflicts and prevent them from becoming issues.
- Allow ethics and compliance professionals to proactively gather information and complete due diligence to protect their organization.
Benefits
- Log conflicts in a consistent manner and track issues over time, through to resolution.
- Save valuable time and gain ethics and compliance team efficiency by removing the need for manual disclosure collections.
- Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
- All stakeholders involved at the correct time and in the correct sequence.
- TAP’s powerful reporting to enables an organisation to provide evidence that their compliance programme is effective.
- Reporting dashboard and analysis features facilitates quickly uncovering high-risk behaviors, trends or problem employees, making it possible to proactively get ahead of developing COI issues.
Data Privacy
See allData Privacy
Vendor Onboarding with Privacy Review (KPL)
Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can s...
Vendor Onboarding with Privacy Review (KPL)
Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can seamlessly integrate sourcing and procurement activities with security and privacy review to ensure Privacy-By-Design.
Challenge
Design and launch online forms and workflows vendors can easily complete in order to streamline onboarding and ensure compliance with any and all data privacy regulations.
Solution
- Design and launch an easy to use vendor onboarding form that tracks, triages, and automates vendor onboarding requests.
- Workflows and forms can be easily created in TAP drag-and-drop UI, specifying routing, stakeholders, and notifications at every stage.
- Ensure that your company’s data governance standards are applied throughout the requests, from initial screening through audit trail capabilities.
- Workflows can be modified or updated on the fly, a crucial factor in staying compliant with ever-evolving rules and regulations.
Benefits
- Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
- Documents and files that are relevant to each collaboration are centralized in one repository, not scattered with poor version control.
- All collaborators involved at the correct time and in authoritative sequence.
- Processes repeat correctly every time, in standardized way, no matter how complicated.
- Far higher security for sensitive processes that cross organizational lines.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
ROI
- Detail quantified ROI in terms of savings, work hours, execution times, etc.
Data Privacy
Data Inventory and Recertification Request (KPL)
GDPR Article 30 requires companies produce records of processing activities to prove compliance to regulato...
Data Inventory and Recertification Request (KPL)
GDPR Article 30 requires companies produce records of processing activities to prove compliance to regulators. With TAP Workflow Automation, it’s easy to compile this information through parallel workstreams that operate at automated and approved intervals.
Challenge
Organize and orchestrate a process by which data from SMEs, legal review, and inquiry is tracked, compiled, and bundled, ensuring compliance with GDPR Article 30 and guaranteeing recertification.
Solution
- Self-service online forms are easily deployed and contain embedded business logic that maps exactly to your business practice (or responds to the call for a new business practice).
- Keep it on brand by employing a solution that can deliver styles straight from your playbook, from intake forms to automated emails and “thank you” notifications.
- Process transparency can be enabled, if desired, to allow greater visibility and collaboration for all parties.
- Centralization eliminates redundancies in documentation and data.
- Ensure that your company’s data governance standards are applied throughout the requests, from initial screening through audit trail capabilities.
- Workflows can be modified or updated on the fly, a crucial factor in staying compliant with ever-evolving rules and regulations.
Benefits
- Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
- Documents and files that are relevant to each collaboration are centralized in one repository, not scattered with poor version control.
- All collaborators involved at the correct time and in authoritative sequence.
- Far higher security for sensitive processes that cross-organizational lines.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
- Stylized and on-brand intake forms keep your customers in your brand experience at all times.
ROI
- Detail quantified ROI in terms of savings, work hours, execution times, etc.
Data Privacy
Data Subject Access Requests
The CCPA and the similar state-by-state regulations that are following ensure that consumers have a stronge...
Data Subject Access Requests
The CCPA and the similar state-by-state regulations that are following ensure that consumers have a stronger grip on their own data. In order to grant consumers easy access to the data collected by an enterprise (without driving said enterprise nuts), TAP Workflow Automation can be used to implement processes to automatically screen, triage, and complete such requests.
Challenge
Design and launch a single form that can handle any and every CCPA-or-copycat mandated consumer request, simultaneously ensuring compliance through automation and auditability.
Solution
- Design and launch an easy to use customer facing form that tracks, triages, and automates consumer requests mandated by the upcoming regulations.
- Keep it on brand by employing a solution that can deliver styles straight from your playbook, from intake forms to automated emails and “thank you” notifications.
- Ensure follow up on your “follow ups.” If a request requires follow up within a specific time-frame, build in time-based escalations to keep yourself compliant and your customer satisfied.
- Workflows and forms can be easily created in TAP drag-and-drop UI, specifying routing, stakeholders and notifications at every stage.
- Ensure that your company’s data governance standards are applied throughout the requests, from initial screening through audit trail capabilities.
- Workflows can be modified or updated on the fly, a crucial factor in staying compliant with ever-evolving rules and regulations.
Benefits
- Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
- Documents and files that are relevant to each collaboration are centralized in one repository, not scattered with poor version control.
- Stylized and on-brand intake forms keep your customers in your brand experience at all times.
- All collaborators involved at the correct time and in authoritative sequence.
- Processes repeat correctly every time, no matter how complicated.
- Far higher security for sensitive processes that cross-organizational lines.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
ROI
- Mandated responses to potentially large volumes of requests can be done with maximum cost- and resource – efficiency.
- Penalty avoidance: Demonstrating compliance with CCPA not only shows consumers you care, but failure to do so can become ruinously expensive.
- Learn more about CCPA penalties you can avoid at our CCPA Resources FAQ.
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