Energy & Utilities

Energy & Utilities

Legal Vendor Continuity

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

Energy & Utilities

Law Firm Continuity

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

Energy & Utilities

Case Continuity Tracker

Ensure outstanding cases are not in jeopardy and that work toward their completion is still in progress.

Energy & Utilities

Onsite Visit Request Approval

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

Energy & Utilities

Self-Reporting Risk Assessment

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

Energy & Utilities

Remote Work Tracker

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

Energy & Utilities

Request for Business-Critical Travel

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

Energy & Utilities

Vendor Onboarding with Privacy Review (KPL)

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

Energy & Utilities

Data Inventory and Recertification Request (KPL)

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

Energy & Utilities

Data Subject Access Requests

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

Energy & Utilities

CCPA Vendor Onboarding

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

Energy & Utilities

Benefits Administration

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

Energy & Utilities

CCPA Data Deletion Request

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

Energy & Utilities

Conflict of Interest

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

Energy & Utilities

Data Privacy

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

Energy & Utilities

Diversity Tracking

Provide a means for organisations to ask their employees about the organisation’s diversity program.

Energy & Utilities

Do Not Sell Request

Automating the processing of consumer requests to opt-out of sale of PI to third parties.

Energy & Utilities

Entertainment Disclosures & Exceptions

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

Energy & Utilities

Legal/Policy Questions

Log, preserve and address employee inquiries and legal responses around the implementation of new policies ...

Energy & Utilities

Policy Exceptions

Simply and effectively track and preserve all communications and documents around policy exceptions in orde...

Energy & Utilities

Regular Compliance Affirmation

Enable stakeholders and policy managers to affirm that key policies and procedures are being followed and c...

Energy & Utilities

Third Party Due Dilligence

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

Energy & Utilities

Whistleblower

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

Energy & Utilities

QBR Scheduling

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

Energy & Utilities

Customer Satisfaction Surveys

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

Energy & Utilities

New Demo Requests

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

Energy & Utilities

Marketing Portal

Design workflows to support a central marketing portal where users can go to create and obtain advertising ...

Energy & Utilities

Advertising Fund Requests

Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...

Energy & Utilities

Gifts & Entertainment Reimbursement

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

Energy & Utilities

Data Review & Decision Alerts

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

Energy & Utilities

Hardware & Software Requests

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

Energy & Utilities

New Technology Projects

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

Energy & Utilities

Technical Support/Service Requests

Devise an workflow for efficiently logging, fulfilling and reporting requests for technical support or serv...

Energy & Utilities

New User Onboarding

Develop a workflow to streamline the setup of a new employee (or other user) for enterprise IT services.

Energy & Utilities

Software Access Requests

Design a workflow for managing requests for access to an organization’s software platforms or databases.

Energy & Utilities

Incident Reporting

Create an accelerated process for IT incident notification, investigation, resolution and reporting.

Energy & Utilities

Value-Added Tax (VAT) Return Submission

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

Energy & Utilities

Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

Energy & Utilities

Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

Energy & Utilities

Investment Form

Devise a workflow used to submit and process potential new investment opportunities of varying types and va...

Energy & Utilities

CapEx Requests

Develop a workflow to handle capital expenditure requests.

Energy & Utilities

Shareholder Agreement

Developing a shareholder request and approval process capable of dealing with multiple shareholder types.

Energy & Utilities

Lost Checks

Build a workflow employees can use to claim lost/damaged checks for reimbursements or payroll.

Energy & Utilities

New Partner Onboarding

Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.

Energy & Utilities

Stock Management & Supply Orders

Enable SMBs to track and order inventories and supplies.

Energy & Utilities

Sourcing Requests

Build automated workflows for managing a variety of RFX processes.

Energy & Utilities

Service Catalog Requests

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

Energy & Utilities

Vacation / Disability Leave Requests

Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.

Energy & Utilities

New Independent Contractor Agreements

Create a workflow for HR to review and process requests for new independent contractors.

Energy & Utilities

Performance Evaluations

Develop an automated workflow to streamline and improve the employee performance evaluation process.

Energy & Utilities

Employee Offboarding

Draft a workflow used to mass offboard any number of employees, including mass offboardings.

Energy & Utilities

Employee Suggestion Box

Create an online “employee suggestion box” and workflow for reviewing submissions.

Energy & Utilities

Employee Onboarding

Automate and accelerate the process of onboarding new employees.

Energy & Utilities

Legal Services Request Portal

Design and launch automated online forms and Legal Ops workflows for efficiently managing legal services re...

Energy & Utilities

Contract Requests

Automate the Legal Ops process for generating a legal contract, whether simple or parts of a complex Contra...

Energy & Utilities

Patent Mining Sessions

Create an expedited process for requesting and setting up Patent Mining Sessions within the organization.

Energy & Utilities

Directors & Officers Liability (D&O)

Develop a Legal Operations workflow enabling users to make disclosures about the director, officer, and adv...

Energy & Utilities

Self-Service NDA

Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...

Energy & Utilities

Restricted Commodities Orders

Automate processes for orders for Restricted Commodities such as chemicals, toxins and other regulated comm...

Energy & Utilities

Telework Requests

Build a workflow to expedite the process of employees applying to work remotely.

Energy & Utilities

Request To Ship

Create a workflow used to submit new requests to ship parts/packages/shipments to different company offices.

Energy & Utilities

Confere­nce Participation & Publication Review

Design and publish a request-and-review process for employees seeking to participate in professional confer...

Energy & Utilities

Purchase Requisitions

Develop an automated workflow for processing purchase requisitions.

Energy & Utilities

Electronic Signatures

Adopt a highly secure yet simple means for digitally indicating consent or approval on a digital document.

Energy & Utilities

Trademark Infringement Log

Bring automated efficiency and speed to workflows for trademark filings, renewals, and related Legal Ops pr...

Energy & Utilities

Counsel Retention

Design a workflow to manage the process of requesting, drafting, reviewing and authorizing outside counsel ...

Energy & Utilities

Matter Management Intake

Design a dedicated Legal Operations workflow to manage matter management items, ensure compliance and minim...

Energy & Utilities

Developer Agreements

Automate the process of creating agreements for new external developers working on an organization’s projects.

Energy & Utilities

New Business Intake

Automate the New Business Intake process for Legal Ops teams and law firms, integrating with other systems ...

Energy & Utilities

Membership Form

Devise a workflow allowing people/organizations to easily apply for membership in a trade organization as e...

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