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:
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- 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.
