Finance & Administration

Workflow Automation Use Cases

TAP lets you design and launch automated processes that are far more efficient, accurate, and cost-effective than outdated manual workflows.

New Partner Onboarding

See all Finance & Administration Use Cases

Challenge

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

Solution

A workflow that expedites review, approval, and fulfillment for all participants.
Using a self-service online form, the submitter provides the basic information of the new partner.
The new partner automatically receives a host of different due diligence checklists to complete before they can be registered as an official partner of the company.
Checklists can then be routed for review/approval to the proper parties.

Benefits

Automating the process delivers an error-free process and faster response to applicants.
Standardization of forms and workflow enables consistency across all similar situations.
E-signature integration standardizes secure approvals.