Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.

• Easy-to-use online self-service forms allow employees to submit requests for sick leave, vacations, personal leave or similar absences.
• Form can be easily designed in TAP to capture as much information as necessary.
• Workflow, including specification of stakeholders and notifications, is completely customizable.
• Once submitted, requests are automatically routed to proper stakeholders/managers for review.
• Approval or denial notifications can be automatically generated and sent to employees.
• TAP integrations allow approved leaves/vacations to be logged on employee and/or departmental calendars, alerts to Accounting, etc.
• A secure Cloud-based archive of workflows and assets provides for compliance/auditing.

• 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.

Draft a a workflow used to mass offboard any number of employees, including mass offboardings.

• TAP allows for processing of any number of offboardings at once.
• TAP sends out notifications to employees along with required forms/documents for them to complete.
• Online self-service forms can simplify and expedite employee compliance.
• Any internal approvals and notifications can be built into the workflow for automatic fulfillment.
• Document completion and workflow progress can be centrally monitored by HR and other designated stakeholders.
• Once the offboarding was complete, all documents are automatically filed.

• Drives greater efficiency by standardizing the process, even across a large number of offboarded employees.
• By accelerating the process, can prevent unauthorized use of enterprise assets.
• Reduces errors and audit flags through automation.
• Reduces complaint risks by tracking and recording user actions.
• Automated notifications and alerts ensure compliance.
• Workflow and documentation are securely archived in the Cloud for later retrieval and auditing, if necessary.
• E-signature integration standardizes secure approvals.

Enable SMBs to more effectively track and order inventories and supplies.

• TAP allows small to medium-size businesses and organizations to create automated workflows for managing and ordering inventory sales inventory items and supplies.
• By integrating TAP via external API with POS systems, re-stocking workflows can be triggered when inventory drops to set levels.
• Forms and workflows are easily designed using drag-and-drop UI.
• Automated notifications can alert users to need to re-order items, either through APIs or calendar-based.
• Automated re-order emails to suppliers can be built into workflows.
• Mobile access allows managers to oversee stock counts and re-orders anywhere, anytime.
• Unified dashboard provides oversight of all workflows.

• Allows SMBs to create customized stock and supply workflows without the expense and complexity of dedicated software platforms.
• Errors are minimized, eliminating costs and delays.
• Mundane tasks are taken off the desk of managers and employees as inventory restocks and supply orders are automated.
• Automatic archiving of workflows and documentation provides secure backup for recordkeeping and compliance.

Automate the processes for orders for Restricted Commodities such as chemicals, lab animals, infrastructure materials, special equipment and other designated items.

• Self-service online forms prompt users in drafting complete, error-free order requisitions.
• Forms can inform users they are placing an order for restricted items.
• The order is automatically routed for proper review.
• A purchasing agent receives automatic notification to review the requisition.
• If required, the requisition may be routed to the requester’s manager (and/or other gatekeepers) for approval.
• Forms and workflows are easily designed and edited using TAP’s intuitive interface.
• If needed, submitted or approved requisitions can also be routed through Accounting and Receiving or other departments.

• Automating the requisition process ensures security and governance for Restricted Commodities while still expediting orders through reduced errors and delays.
• Reduction of errors and increased efficiency drive cost savings.
• Central dashboard provides visibility and close monitoring of all purchase requests, including regulated items.
• Centralized archiving of workflow data allows immediate or historical review of this request and others, and helps satisfy Sarbanes Oxley compliance.

Develop a workflow for European Union users to calculate VAT tax obligations.

• Self-service forms can be easily designed using the TAP UI to allow clients to submit the right information for VAT calculation.
• Workflows are customizable to meet exact business demands, no matter how complex.
• The client’s VAT is calculated internally, and routed through appropriate internal gatekeepers for review and approval.
• Upon final internal approval, the client can be automatically notified of their VAT obligations.
• All workflow records, assets and documents are centrally stored in a secure Cloud repository.

• Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of project status and deadlines.
• Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
• Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
• Expedited, error-free processes drive improved client service and satisfaction levels.
• E-signature integration standardizes secure approvals.

Devise a workflow used to submit and process potential new investment opportunities of varying types and values.

• Submissions are made via standardized self-service online forms which can incorporate detailed autofill fields, etc., to navigate user through completion and submission of even complex information.
• If the investment amount required is below a certain value, the form workflow auto‐approves it.
• If the amount is above the threshold, then the opportunity is sent for review.
• Other parameters (type of investment, location, etc.) can be defined to trigger auto-approval or review.
• The number of reviewers depends on the type and value of the investment.
• Notifications alert the submitter to request status at any defined stages.

• Allows expedited investment process, including streamlining of mid- and back-office operations.
• Generates secure workflow audit record for transparency and governance purposes.
• E-signature integration standardizes secure approvals.

Companies that rely on close customer support and dialogue as part of their business model want to reliably automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:

• Automatically kicking off the process at an advance date that’s set to recur for each QBR.
• Notifying the customer of the upcoming QBR and querying them for pertinent information.
• Helping the Account Manager for that customer collate all details and assets needed for the QBR deck that’s used during the meeting.
• Scheduling the actual QBR meeting with customers, Mitratech team members and any other stakeholders involved.
• Individually communicating with team members and stakeholders at those stages where they’re pertinent to the process; these can include members of the Account Management, Customer Experience, Tech Support, Marketing and Product teams, as each of their areas is covered during the QBR.
• All workflows are automatically stored in a central repository for auditing and analysis.

• The cost and time savings and error elimination delivered by automating notifications, document collection/routing, and scheduling.
• Optimization of team member/stakeholder time and attention: the workflow can be designed to involve them only when they’re absolutely needed.
• More consistent and reliable communication, collaboration and team-building between enterprise and each of its customers.

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.

• 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.

• 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.

Develop an agile workflow triggered by specific data monitoring conditions or events.

• TAP’s API, scripts and external API integration capabilities allow for custom data monitoring systems to initiate a workflow based on various conditions the user specifies.
• These can range from standard processes to abnormal system alerts or incidents that may require diagnostics and reports.
• Allows for circumstance-specific workflows to be initiated: A DoS attack threshold is exceeded, for example, triggering a site security workflow.
• TAP can be configured to launch multi-part workflows, for example to obtain status checks/reports from IT personnel with different responsibility areas affected by a condition or event.
• Automated notifications drive timely response from designated team members.
• Inactivity alerts notify administrators if there’s been no activity or resolution after a specified time period; escalation notices can alert managers if actions or resolution are overdue.
• Mobile access lets workflow participants access and act remotely.
• Centralized dashboard allows management monitoring of all review/alert situation across the enterprise.
• All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.

• Provides for customizable, immediately-triggered workflows and alerts for any number of situations.
• Minimizes downtime, security breaches or other issues by triggering immediate response, even from remote personnel.
• Centralized monitoring drives real-time transparency and improved governance.
• Post-incident analysis can be more comprehensive thanks to automatic archiving of workflow records and data.

Devise a workflow for efficiently logging, fulfilling and reporting requests for technical support or service.

• Online forms can be customized in TAP to prompt requesters for all necessary details.
• Workflow automatically notifies and assigns new support/service cases to available or pre-designated IT technicians.
• Automated notifications tell requesters their request has been logged for service and/or when it’s completed.
• Automated reminders ensure IT stays on schedule to fulfill requests.
• Inactivity alerts and escalation notices can inform administrators if there’s been no activity or resolution on a request after a specified time period.
• Integration with IT asset tracking systems can create a repair/service request history for those assets.
• Mobile access lets workflow participants access and act remotely.
• Centralized dashboard provides visibility into all tech support/service request workflows across the organization.
• All workflow records, assets and documentation are centrally stored in a secure repository for later audit and analysis.

• Form and workflow customization means precise processes can be installed for any conceivable incident.
• Improved efficiency and process acceleration reduces costs.
• Expedited responsiveness promotes improved employee morale.
• Minimizes impact of tech support / service-related issues (such as employee downtime due to device failure) by automating notifications to drive immediate responses, even from remote personnel.
• Centralized monitoring drives real-time transparency and improved governance.
• Performance audits and analysis can be done in detail thanks to automatic archiving of workflow records and data.

To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an efficient, timely, and secure manner.

• An automated, built-in process that standardizes and ensures the appropriate approval channels.
• A workflow tool that makes sure the right person reviews the right case at the right time, without the need for manual tracking.
• A centralized dashboard enables complete visibility into any stage of the approval process.
• Parallel approvals that allow for multiple approvals simultaneously while removing the hold-ups of a linear approval process.
• Required information all stored in a single, secure location, so any approver can easily find everything they need to make the right decision.

• Centralized dashboard allows monitoring and management of approvals at every stage of a workflow.
• Drive significant time and cost savings and ROI by automating otherwise manual processes
• Significantly increase the speed and efficiency of any approval process, allowing Legal to move more quickly and drive greater value.

Deliver highly secure yet simple means for digitally indicating consent or approval on a digital document.

• e-Signatures are a legally acceptable mechanism for signing a contract, and use the latest and most secure technology available to automate and track digital signatures.
• TAP provides easy integration of e-Signature technology into form and document-based workflows.
• Leverages best-in-class platforms including Adobe Sign and DocuSign.
• Centralized control and auditing via TAP and automated notifications allow managers/stakeholders to track approvals/consent status of a workflow.
• Works via mobile devices, allowing remote/on-the-go approvals.
• Automated notifications and alerts ensure timely participation from all concerned.

• Integration with top-shelf e-signature platforms provides best possible security and assurance that contracts will be compliant, legally binding, and secure.
• Centralized dashboard allows monitoring and management of approvals and consents at every stage of a workflow, even those involving multiple stakeholders.
• An automated approvals process accelerates engagement and participation, while standardization reduces errors.
• Delivers significant time/cost savings and ROI.

Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like. Once suggestions are submitted, HR needs to evaluate them before deciding whether to include them in any benefits package. HR also need to keep track of the suggestions made including the types of benefits that are approved or rejected..

• Easily design an online form that employees can complete to submit their benefit suggestions.
• Enable employees to keep track of the status of their suggestions.
• Route the suggestions to the correct stakeholders for review.
• Automatically notify employees whether their suggestions have been accepted or rejected.
• Use the resulting data to understand the trends in suggestions.

• Centralized tracking and reporting allows HR to have a better understanding of the benefits sought by employees.
• Drives more positive engagement and morale by fostering employee engagement, contribution and ownership.
• Automation of manual processes – including the logging and processing of suggestions – drives significant ROI.
• Drives greater efficiency and a superior user experience for the HR department and business partners.
• Suggestions can be tracked and recorded, enabling the creation of a historical record of participation by employees.

An organisation must ensure that consent procedures by which employees agree to the retention of their personal data are in place and reviewed. Also, employees need the ability to find out what personal data is being processed, why it is being processed and where it is being held.

• Easy-to-use online self-service forms allow employees to submit any data privacy requests in a consistent manner.
• Forms can be built with embedded business logic, dropdown fields and other features.
• Once submitted, requests are automatically routed to proper stakeholders for review.
• Ability to capture rationale around the outcome of requests.
• Process transparency can be enabled, if desired, to allow greater visibility and collaboration for all parties.
• Track requests in a central database to ensure they are responded to within a timely manner and escalate to appropriate stakeholders if requests are overdue.

• Automatic audit trail that documents every step of the process as they happen and prove compliance.
• Faster response times to requests that follow the correct process.
• Reduce data handling errors with process automation.
• Using self-service to capture employee consent (where required), provide the ability to request data changes or transfers, and any other updates helps deliver the transparency, accuracy and compliance required under the GDPR.
• Centralized tracking and reporting allows the DPO and other stakeholders to have an overview of all request statuses in real time.