Workflow Automation Use Cases

Marketing Portal

Challenge

Design workflows to support a central marketing portal where users can go to create and obtain advertising and communications materials such as ads, posters, collateral and more.

Solution

• Using TAP, online self-service forms are easily designed that guide users through the process of obtaining marketing support elements.
• Forms are linked to marketing elements database/hosting site where users can select marketing support elements, then personalize and order them.
• Submitting a request kicks off the workflow, which routes requests to appropriate gatekeepers for review, if necessary; multiple approval levels can be defined.
• The workflow connects with your brand asset repository/customization system.
• Brand consistency can be ensured via forms design and embedded business logic.
• Workflows can integrate with an enterprise’s data, email, fulfillment, printing, shipping and payment processing platforms, whether in-house or third party.
• Centralized dashboard permits oversight of all marketing portal workflows and activities.

Benefits

• Supports efficient, automated marketing support processes while streamlining them and reducing costs.
• Frees marketing/creative personnel from mundane and time-consuming tasks.
• Delays and errors are eliminated via workflow and form standardization.
• Consistent and reliable collaboration and support between marketing departments and stakeholders enhances teamwork and morale.
• Generates secure workflow audit record for transparency and governance purposes.
• E-signature integration standardizes secure approvals.