Technology workflow automation use cases

Stay ahead of the game in an industry that’s as innovative as it is fast paced. Workflow automation puts the power back into the hands of technology companies, helping to equip organisations with the tools they need to reach their full potential – and outsmart the competition. 

With workflow automations, technology companies can reduce compliance costs, keep pace with rapidly changing regulations, and make the best use of all available data. 

Automation helps businesses to manage internal and external risks with maximum efficiency. Providing technology companies with a whole host of new opportunities, automated workflows quickly translate into faster growth and better profitability.

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Legal Vendor Continuity

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

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Law Firm Continuity

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

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Case Continuity Tracker

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

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Onsite Visit Request Approval

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

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Self-Reporting Risk Assessment

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

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Remote Work Tracker

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

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Request for Business-Critical Travel

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

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Vendor Onboarding with Privacy Review (KPL)

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

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Data Inventory and Recertification Request (KPL)

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

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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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CCPA Vendor Onboarding

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

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Benefits Administration

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

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CCPA Data Deletion Request

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

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Conflict of Interest

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

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Data Privacy

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

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Diversity Tracking

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

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Do Not Sell Request

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

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Entertainment Disclosures & Exceptions

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

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Legal/Policy Questions

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

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Policy Exceptions

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

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Regular Compliance Affirmation

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

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Third Party Due Dilligence

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

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Whistleblower

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

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QBR Scheduling

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

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Customer Satisfaction Surveys

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

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New Demo Requests

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

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Marketing Portal

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

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Advertising Fund Requests

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

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Gifts & Entertainment Reimbursement

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

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Data Review & Decision Alerts

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

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Hardware & Software Requests

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

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New Technology Projects

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

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Technical Support/Service Requests

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

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New User Onboarding

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

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Software Access Requests

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

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Incident Reporting

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

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Value-Added Tax (VAT) Return Submission

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

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Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

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Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

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Investment Form

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

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CapEx Requests

Develop a workflow to handle capital expenditure requests.

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Shareholder Agreement

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

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Lost Checks

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

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New Partner Onboarding

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

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Sourcing Requests

Build automated workflows for managing a variety of RFX processes.

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Service Catalog Requests

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

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Vacation / Disability Leave Requests

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

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New Independent Contractor Agreements

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

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Performance Evaluations

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

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Employee Offboarding

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

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Employee Suggestion Box

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

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Employee Onboarding

Automate and accelerate the process of onboarding new employees.

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Legal Services Request Portal

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

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Contract Requests

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

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Patent Mining Sessions

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

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Directors & Officers Liability (D&O)

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

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Self-Service NDA

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

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Telework Requests

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

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Request To Ship

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

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Confere­nce Participation & Publication Review

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

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Purchase Requisitions

Develop an automated workflow for processing purchase requisitions.

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Electronic Signatures

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

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Trademark Infringement Log

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

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Counsel Retention

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

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Matter Management Intake

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

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Developer Agreements

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

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New Business Intake

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

Accelerate your enterprise.

Transform your processes with best-in-class workflow automation.