Workflow Automation Use Cases

Request for Business-Critical Travel

Challenge

Create a corporation-wide workflow that can be quickly deployed to manage travel requests, especially during extraordinary periods (like the COVID-19 outbreak). It must ensure ease-of-use for the end-user while keeping everything aligned and audited internally.

Solution

• An automated workflow, including specification of stakeholders and notifications, is available at no charge to existing customers.
• The workflow is a pre-built template but is completely customizable by the client or their services provider.
• The TAP-based request form contains embedded business logic, dropdown fields and other features to capture the following information:
• • The primary purpose of the meeting (including client name).
  • The date most recently confirmed by the client, office, or business leader as to when you’re needed onsite.
  • Location for departure location, destination(s), travel route, and method. Example: Departing by train from London’s St. Pancras station to Paris’s Gare du Nord station.
  • Travel dates.
  • Risk/impacts of not traveling such including negative impact on client/industry relationships, et cetera.
  • Alternative options such as teleconferencing, local or partner representation.
• Once submitted, requests are automatically routed to proper stakeholders/managers for review.
• Approval or denial notifications can be automatically generated and sent to requesters and managers.

Benefits

• Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
• Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.

ROI

• Requests are submitted and processed with far greater speed and minimized errors, delays and costs.
• Centralized tracking and reporting allows HR to have overview of all request statuses in real time.
• Employee morale benefits from a faster, more precise request-and-response process.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
• E-signature integration standardizes secure approvals.