The Top 5 Workflow Automation Use Cases of 2021

Let’s travel back in time and take a look at a countdown of, according to the feedback we received from our users, the top five workflow automation use cases from companies of 2021.

Contracts Approval & Signature Workflow – Legal, Sales, Procurement Departments

Can you name a process that requires more back-and-forth than a tennis match? Contract approvals. They also require delicate relationship management and time sensitive actions. So, it’s no surprise that teams are leveraging automation technology as an extension of their team to organize and develop better, more strategic workflows.  Workflow automation makes the process involved with contracts as seamless and easy as 1-2-3.

1. Fill out an intake request form designed with user or historical data pre-fills, help text and required fields.
2. Intelligent business logic routes the form to the appropriate approver who can request more info, collaborate or escalate.
3. Once approved, the document is generated with dynamic clauses, the contract is routed through e-signature, and automatically stored in a secure repository.

In the past, we’d create our own spreadsheet to track, but now the TAP tool does all that for you. You can instantly see where a document is in the process and what last happened with it – no manual tracking is needed. It saves a lot of time.” – Senior Contracts and Project Manager

(CSAT) Customer Satisfaction Survey – Support Department

Everyone can agree that feedback makes teams better, which undoubtedly creates a more effective and efficient support experience.  But, going one step further and asking ourselves: how is that feedback collected, used, and stored?

By automating this process with TAP, support and service can request feedback from customers when tickets are closed or upon other customizable triggers. Managers can collect and view feedback in real-time by leveraging TAP’s extensive data and analytics features. Users can even create paths for escalation to gather additional feedback or mitigate customer dissatisfaction.

We send an automated survey to every customer at the completion of each case. The positive feedback that we receive in those communications is a great way for me to recognize and reward our team members for their contributions” – Support Manager

Incident Management – Claims Department 

When a piece of machinery breaks or stops working your mind immediately races to the question: how do I fix this? And sadly, with this issue, no tool belt is needed. For most, what comes immediately afterward involves paper claims, forms, long phone calls with outdated elevator Muzak and too much time without a working machine.

Corp! Magazine found that “U.S. businesses waste $8 billion annually just managing paper. It costs an organization an average of $20 to file a document, $120 to find a misplaced document, and $220 to reproduce a lost document.” All that paper management adds up, fast. So why not take the clutter out of the process? Companies who leverage workflow automation technology see processing times cut down drastically while customer satisfaction and loyalty increases simultaneously.

With Mitratech’s workflow automation solution, TAP, all forms can be completed virtually anywhere at any time. With added insights, status tracking and informative updates all through an automated incident management process created by the users.  Companies that say goodbye to legacy workflows and the taste of envelopes tend to witness the effectiveness of workflow automation almost immediately. By creating numerous, in-depth “set-it-and-forget-it” workflows, teams are seeing an increase in time available for making bigger, more impactful decisions.

There’s potential to save $4M by creating a portal for claims. Essentially a data intake from different sources, including customers that are looking to file claims, sue a dealerships or issues related to affiliated repair shops. Not only did this streamline the process in which the company gathers claims and potential matters, but also cuts fees law firms are charging (can no longer charge per hour when it’s obvious it was only 15 minutes of work).” – Claims Management Leader, Automotive Manufacturer

Ask Legal: Legal Service Request Portal – All Departments 

When your teams are global and you need help from legal but don’t know who or where to ask, where can you turn? There’s no shortage of virtual communication tools like teams, Zoom, and Slack, but more times than not, the right questions get asked of the wrong people.  Causing a simple question to become a wild goose chase and a lot of wasted work for all concerned.

Within TAP Workflow Automation, companies find they’re leveraging Legal Services Request Portals as the centralized source for questions umbrella’ed under common contract types. With dashboard views, reminders and smart routing all requests can be found and stored in a central location – keeping it out of a catch-all mailbox or bogging down employees.

[It’s a] one-stop-shop for employees to ask questions. Legal can easily triage requests to the right reviewers based on conditional logic. This went from a manual process full of follow-ups on requests or answering the same question that could have been in an FAQ to streamlined for faster resolve time and higher-value work to be performed by staff.”​ – Senior Legal Operations Analyst