Co-Innovation Library

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

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Risk & Compliance

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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...

Risk & Compliance

Data Privacy

An organisation must ensure that consent procedures by which employees agree to the retention of their pers...

Human Resources

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Onsite Visit Request Approval

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

Self-Reporting Risk Assessment

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

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

Vendor Onboarding with Privacy Review (KPL)

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

Procurement

CCPA Vendor Onboarding

Vendor compliance is a critical component of security and privacy compliance.

Procurement

Third Party Due Dilligence

Create a solution to onboard new vendors, ensuring relevant information is captured, routed, reviewed and a...

Finance & Administration

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Finance & Administration

Gifts & Entertainment Reimbursement

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...

Finance & Administration

Value-Added Tax (VAT) Return Submission

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

Finance & Administration

Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

Sales & Marketing

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Sales & Marketing

Entertainment Disclosures & Exceptions

Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...

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.

IT & Data Security

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IT & Data Security

Data Review & Decision Alerts

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

IT & Data Security

Hardware & Software Requests

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

IT & Data Security

New Technology Projects

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

Law Firm

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Law Firm

High Volume Transactional Case Review

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

Law Firm

Bar Certification Tracking

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

Law Firm

New Work Intake

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

C-Suite & Corporate Planning

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C-Suite & Corporate Planning

Remote Work Tracker

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

C-Suite & Corporate Planning

Request for Business-Critical Travel

Quickly deploy a workflow allowing you to filter and respond to employee travel requests.

C-Suite & Corporate Planning

Whistleblower

Companies need to provide employees a way to anonymously report activity that they suspect is fraudulent. W...

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