Workflow Automation Use Cases

Explore how automating processes with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Legal Operations

Legal Operations
CCPA Data Deletion Request
A workflow for fulfilling consumer requests to have their personal data deleted by an organization.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

CCPA Deletion Request

The CCPA gives consumers the right to request that businesses delete personal information that the business has collected from the consumer. This workflow keeps deletion requests on-stream, auditable, and ready for public consumption.

Challenge

Create a public-facing workflow that seamlessly gathers information for a customer through Accounting, HR, and/or Finance. Ensure ease-of-use for the end user while keeping everything aligned and audited internally.

Solution

  • Workflow, including specification of stakeholders and notifications, is completely customizable.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
  • Easy-to-use online self-service forms allow public users to submit requests for deletion of personal data.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Internal SLAs and formal requests for extension can be built into the form.
  • Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.

Benefits

  • “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
  • Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
  • Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
  • Forms are branded to have the same look and feel as the company website for the best end user experience.
  • Central dashboard provides superior monitoring and governance of all sourcing processes.
  • Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.

ROI

Showing up for data privacy isn’t just a good way to show consumers that you care. Failure to do so gets expensive: If you’ve failed to delete a personal data record when requested, or it’s sold without the person’s permission, or leaked, the minimum fine is $2,500 per record. The fine escalates the longer it takes to fix the issue, too. If it’s determined that a breach was due to a known issue you ignored, the fine can automatically shoot up to its cap of $7,500 per record. Multiply this times the number of records that might be involved and you can see how noncompliance can get ruinously costly.

Legal Operations
Legal Services Request Portal
Design and launch automated online forms and Legal Ops workflows for efficiently managing legal services re...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Legal Services Request Portal

Legal departments receive hundreds of legal services requests of various types, and the sheer volume of requests can lead to lost or mishandled requests, and drive up costs. This demands that a better, more efficient legal services requests intake workflow be put in place.

Challenge

Design and launch automated online forms and workflows for Legal Operations capable of efficiently managing legal services request intake.

Solution

By building forms and associated workflows to manage legal services requests using TAP, Legal Ops teams can accurately handle even high request volumes:

  • Individual online self-service forms can be easily designed and made available for submitting legal services requests.
  • Once a request has been submitted, it’s routed to the proper Legal Ops stakeholders/gatekeepers for review.
  • Tracking and auditing of the request and fulfillment process is automated, allowing better governance and compliance.
  • Notifications and alerts can be dispatched to process participants and stakeholders at pre-designated points throughout the intake process.
  • Service request intake workflows can easily integrate with other systems, such as e-billing and matter management processes.

Benefits

  • Legal services requests are submitted and processed with far greater speed and with minimized errors, delays and costs.
  • Centralized tracking and reporting allows managers to have overview of all workflows in real time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
  • Self-service forms provide a quick and standardized request intake process, eliminating errors and waste.
  • Process acceleration improves Legal Ops agility and responsiveness.
  • Real-time oversight permits performance analysis and improvement of the entire process.
  • Automated workflow archiving ensures auditability of workflows and assets.
  • Drives greater efficiency, accountability and a superior user experience for the legal department and business partners.
Legal Operations
Contract Requests
Automate the Legal Ops process for generating a legal contract, whether simple or parts of a complex Contra...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Contract Requests

With the TAP Workflow Automation, you can easily automate the steps involved in generating a legal contract, whether they’re simple tasks or a complex Contract Lifecycle Management (CLM) workflow. TAP will let you accelerate routing, reviewing and approving contracts with both internal and external parties, while eliminating costly mistakes and bottlenecks and delivering exceptional consistency, compliance, speed, and ROI.

For simple or advanced workflows alike

With TAP, you can automate any simple, specific action or repetitive task, such as moving a contract between folders (“Pending” to “Approved”) once it’s been signed.

For more complex contract generation processes, our drag-and-drop workflow designer makes it quick and convenient to route contracts through multiple gatekeepers and channels. Automatic notifications and alerts keep participants engaged and taking timely action, and TAP’s centralized dashboard lets you monitor the progress of all contract workflows.

Make Contract Lifecycle Management a reality

With TAP, you can execute cost-effective CLM by digitally centralizing documents, tracking contract workflows, automating expedited review and approval processes, and providing governance and analysis to continually improve the total process.

Build smarter documents

Our form building tools let you embed customized fields and pre-defined data into standardized templates or customized contracts, reducing human error and safeguarding compliance.

Automated archiving and accessibility

TAP automatically, securely archives workflows and all documents, making audits far easier and ensuring transparency and accessibility, even from mobile devices. That drives greater collaboration and productive engagement for everyone involved.

Secure e-signatures and other integrations

With TAP, you benefit from integration from best-in-class e-signature providers and many other with top-tier enterprise technology platforms.

That extends your ability to transform the contract process into an automated, accelerated staple of how you service customers or clients.

Human Resources

Human Resources
Vacation / Disability Leave Requests
Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Vacation / Disability Leave Requests

Challenge

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

Solution

  • 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.

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 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.
Human Resources
New Independent Contractor Agreements
Create a workflow for HR to review and process requests for new independent contractors.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Independent Contractor Agreements

Challenge

Create a workflow for HR to review and process requests for new independent contractors who aren’t currently on file with the organization.

Solution

  • Easy-to-use online self-service forms allow employees to submit requests for HR review and approval of independent vendors/contractors.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of contractor or other specifics.
  • Workflow can be designed to accommodate different parameters: length of contract, clearances, asset/budget allocations, and so forth.
  • 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 requesters and/or contractors.
  • If approved, contractors can be either sent or directed to online portal for required forms such as contracts, W-9s, 1099s, NDAs or other documents.
  • Automated notifications can include alerts to Accounting /Purchasing department.
  • A secure Cloud-based archive of workflows and all documentation provides for detailed compliance/auditing.

Benefits

  • Requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Required vendor forms and documentation are routed and processed automatically.
  • Contractors/vendor status can be expedited and closely monitored through TAP dashboards.
  • Unnecessary overages and vendor redundancies can be eliminated via improved central governance.
  • E-signature integration standardizes secure approvals.
Human Resources
Performance Evaluations
Develop an automated workflow to streamline and improve the employee performance evaluation process.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Performance Evaluations

Challenge

Develop an automated workflow to streamline and improve the employee performance evaluation process.

Solution

  • Self-serve online forms are easily built and contain embedded business logic.
  • Associated workflows can be built quickly using TAP’s drag-and-drop UI.
  • Requisite forms can be online self-service forms, accessible from any device or location.
  • Completed forms are automatically routed to proper stakeholders for review, comment and approval.
  • Automated notifications ensure all process participants act in a timely manner.
  • Workflows can be integrated with legacy databases, employee performance dashboards, development and mentoring workflows and other processes, as necessary.
  • Process transparency can be enabled, if desired, to allow greater visibility and collaboration for all parties.
  • Centralization eliminates redundancies in documentation and data.
  • A secure Cloud-based archive of workflows and assets safeguards compliance/auditing.

Benefits

  • Process is accelerated, driving efficiency and time/cost savings across the enterprise.
  • Integration with legacy systems preserves employee performance data.
  • TAP eliminates issues with manual processes, including redundant data and documentation.
  • Builds morale through clear standardization of processes and elimination of delays and errors.
  • E-signature integration standardizes secure approvals.

Procurement

Procurement
Stock Management & Supply Orders
Enable SMBs to track and order inventories and supplies.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Stock Management & Supply Orders

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Procurement
Sourcing Requests
Build automated workflows for managing a variety of RFX processes.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Sourcing Requests

Challenge

Build automated workflows for managing a variety of RFX processes.

Solution

  • TAP allows users to design simple or complex workflows for automating Request for Information (RFI), Request for Proposal (RFP), Request for Quote (RFQ), and Request for Bid (RFB) activities.
  • Self-service online forms direct vendors/buyers through an error-free request process.
  • Easy forms and template creation and process configuration without any coding, thanks to drag-and-drop UI.
  • Automatic notifications of all stakeholders can go out at any designated stage of a request workflow.
  • Unified dashboard provides oversight of all ongoing and historic requests.
  • Detailed audit trails are securely archived for all requests.

Benefits

  • Errors are minimized with a standardized, single-platform solution that eliminates manual mistakes and delays.
  • Ensures sizable time and cost savings across all RFX processes.
  • Enhances organizational agility by accelerating mission-critical processes.
  • Ease of form design allows specialized template creation for every type of sourcing request.
  • Central dashboard provides superior monitoring and governance of all sourcing processes.
  • Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review, helping satisfy Sarbanes Oxley.
Procurement
Service Catalog Requests
Automate the processes for creating service catalog workflows to drive catalog request fulfillment.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Service Catalog Requests

Challenge

Automate the processes for creating service catalog workflows to drive catalog request fulfillment.

Solution

  • TAP allows users to design simple workflows to fulfill simple orders, or more complex workflows for more complex orders.
  • Self-service online forms direct requesters through an error-free request and checkout process.
  • Forms and workflows are easily designed and edited using TAP’s intuitive interface.
  • Purchasing agents or managers receive automatic notifications if they’re required to review a request.
  • Upon checkout or approval, request workflow can be linked to a fulfillment workflow which runs when those specific items are ordered.
  • If desired, requester can be notified automatically of projected fulfillment timing.
  • Submitted or approved requests can also be routed through Accounting or other departments.

Benefits

  • Automating the Service Catalog Request process ensures accurate fulfillment, time and cost savings for mundane processes.
  • Central dashboard provides visibility and close monitoring of all catalog requests.
  • Centralized archiving of workflow data allows immediate or historical review of all requests, helping satisfy Sarbanes Oxley compliance.

Finance & Administration

Finance and Administration
Value-Added Tax (VAT) Return Submission
Develop a workflow for European Union users to calculate VAT tax obligations.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Value-Added Tax (VAT) Return Submission

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Finance and Administration
Claims Reimbursement
Automate employee insurance reimbursement claims forms and processes.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Claims Reimbursement

Challenge

Automate employee insurance reimbursement claims forms and processes.

Solution

  • Self-service forms for various claims, such as medical expenses, can be easily designed using the TAP UI for use by employees or HR staff.
  • Forms contain embedded business logic and standardize claims process so initial information capture is complete and error-free.
  • Workflows can route claims to proper internal stakeholders for review, as well as integrating with third-party coverage providers.
  • Workflow are customizable to exact enterprise needs, no matter how complex or simple.
  • Claims notifications and approvals can be automatically sent to employees.
  • All workflow records, assets and documents are centrally stored in a secure Cloud repository.

Benefits

  • Automation of labor-intensive processes delivers huge efficiencies and savings for the organization.
  • Accurate claims processing reduces risks and costs, while adding audit protection as TAP automatically archives all workflows, documents and records in secure Cloud-based storage.
  • Centralized, easy-to-read dashboards identify inefficiencies.
  • Automatic notifications and alerts keep processes moving forward, and allow at-a-glance governance.
  • Accelerated and error-free processes drive improved employee morale.
  • E-signature integration standardizes secure approvals.
Finance and Administration
Employee Tax Return Paperwork
Automate workflows for processing employee tax return forms and paperwork.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Employee Tax Return Paperwork

Challenge

Automate workflows for processing employee tax return forms and paperwork.

Solution

  • Self-service tax forms can be easily designed using the TAP UI, as needed.
  • Forms can be automatically populated with data as they’re completed, or populated from other form and database sources.
  • Workflows allow employees to process returns or obtain all documentation from employers (e.g. tax certificates, fringe benefits reports, pay slips).
  • Easily customizable to meet exact enterprise needs, no matter how complex or simple.
  • Workflows can be integrated with enterprise payroll systems to ensure correct tax withholdings have been paid to tax authorities.
  • PDF version of watermarked tax returns can be sent along with estimate vouchers, filing instructions; manual or e-signatures can be requested and, once provided, trigger filing of the return.
  • All workflow records, assets and documents are centrally stored in a secure Cloud repository.

Benefits

  • Automation of labor-intensive processes delivers massive efficiencies and savings for the organization.
  • Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
  • Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of status and deadlines.
  • Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
  • Accelerated and error-free processes drive improved employee morale.
  • E-signature integration standardizes secure approvals.

Sales & Marketing

Sales & Marketing
QBR Scheduling
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

QBR Scheduling

Challenge

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.

Solution

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.

Benefits

  • 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.
Sales & Marketing
Customer Satisfaction Surveys
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Customer Satisfaction Surveys

Challenge

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Solution

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

  • Using TAP, survey forms can be customized on a general or per-project basis, and include embedded personalizations.
  • Forms can be housed on a web/mobile web page or embedded in email via integrations with an enterprise’s email marketing platform and other marketing stack components.
  • Workflow can be designed to trigger automated email invites/surveys at completion of a project, calendar points or other designated junctures.
  • Survey results which identify promoter/detractors, etc., can be automatically routed accordingly for appropriate follow-ups.
  • Follow-up surveys and internal reporting can be built into the workflow.
  • Centralized dashboard permits oversight of all survey workflows.

Benefits

  • Supports efficient, automated sales and customer retention while streamlining these processes and reducing costs.
  • Frees sales personnel from mundane and time-consuming tasks.
  • Errors are eliminated via workflow and survey form standardization.
  • Improves the relationship between enterprise and customer through consistent, personalized engagement.
  • Provides a steady flow of valuable sales and CRM insights.
  • Generates secure workflow audit record for transparency and governance purposes.
Sales & Marketing
New Demo Requests
Automate the process of capturing and scheduling requests for product or service demos.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Demo Requests

Challenge

Automate the process of capturing and scheduling requests for product or service demos.

Solution

  • Online self-service forms guide prospects through the process of requesting a product demo during visits to websites, mobile sites or other touchpoints.
  • Designed in TAP, these forms can be as simple or detailed as Sales requires.
  • When forms are submitted, a workflow launches that directs each query to a pre-designated / next available salesperson or sales engineer.
  • Demo requests can be routed to sales management and other stakeholders for review and report.
  • Workflow can trigger an auto-scheduling routine to set up a convenient demo with the prospect, either at the point of contact, via email or phone call.
  • Content delivery can be triggered, providing user with video, collaterals or other materials as part of lead nurture.
  • Workflows can integrate with CRM, email and inbound marketing platforms (Marketo, HubSpot, et al).
  • Centralized dashboard permits oversight of all demo requests and workflows.

Benefits

  • Delivers a better user experience for potential prospects by accelerating response and engagement.
  • Webforms can be designed to pre-qualify leads through embedded business logic, data capture and integration with your present CRM/leads database.
  • Frees sales personnel from lead qualification.
  • Delays and errors are eliminated via form and workflow standardization.
  • Generates secure workflow audit record for transparency and governance purposes.

Information Technology

Information Technology
Data Review & Decision Alerts
Develop an agile workflow triggered by specific data monitoring conditions or events.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Data Review & Decision Alerts

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Information Technology
Hardware & Software Requests
Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Hardware & Software Requests

Challenge

Draft a process for managing requests for hardware or software, and allow those requests and items to be tracked by the organization.

Solution

  • Online self-service requests can be customized in TAP to capture all necessary information.
  • Once a request for hardware or software has been submitted, the workflow routes it to the right stakeholder/administrators for review in designated sequence.
  • Rules and embedded business logic can be embedded in forms/workflow to pre-filter requests.
  • Approvals can trigger other workflows such as hardware/software training or procurement.
  • Integration with IT asset tracking systems can create a record of hardware and software assignment.
  • Automated reminders ensure prompt administrative review of requests, as needed.
  • Status updates can be sent to requesters at various steps in the review process.
  • Mobile access lets workflow participants access and act remotely.
  • Centralized dashboard provides visibility into all requests within the organization, either current or historical.
  • All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.

Benefits

  • Requests can be handled in minutes or hour versus days.
  • Capturing accurate requirements via automated forms eliminates errors and back-and-forth communication.
  • Form and workflow automation within a single system ensures consistency of processes, driving cost and time savings.
  • Customizability means all forms and workflows are adapted to enterprise need.
  • Centralized monitoring permits real-time security oversight and governance of IT assets.
  • Audits and analysis of requests can be done in detail thanks to automatic archiving of workflow records and data.
Information Technology
New Technology Projects
Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Technology Projects

Challenge

Create a workflow or set of coordinated workflows to efficiently manage development of new technology projects.

Solution

  • Online self-service forms allow users to request or launch new technology projects.
  • Forms can prompt requesters to designate team members, who are automatically notified of their inclusion, role, etc.
  • Primary, sequential and child workflows can be used to drive team and stakeholder collaboration in dynamic order across large projects, in multiple phases including strategy, design, testing or other development stages.
  • Iterative collaboration workflows can include routing of design assets, spreadsheets and other necessary data among team members.
  • Assets and feedback can be looped among the team so members can build on previous comments until a consensus is reached or decision is made.
  • Automated notifications can alert workflow participants to complete time-sensitive or required tasks.
  • Mobile access lets workflow participants access and act remotely.
  • Centralized dashboard provides visibility into all tech project workflows across the organization.
  • All workflow records, assets and documentation are centrally stored in a secure repository for later audit and analysis.

Benefits

  • Collaborative workflows reduce need for meetings by providing a channel for enhanced input and iterative improvement.
  • Drives more positive engagement and morale by fostering collaboration.
  • Form and workflow customization means processes can be customized to any tech development process.
  • Improved efficiency and process acceleration reduce costs and boost agility.
  • Centralized monitoring drives real-time transparency and improved governance.
  • Performance audits and analysis can be accomplished in detail thanks to automatic archiving of workflow records and data.

Law Firms

Law Firms
High Volume Transactional Case Review
To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

High Volume Transactional Case Review

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Law Firms
Bar Certification Tracking
Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Bar Certification Tracking

Challenge

Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if not the globe.

Solution

  • Centralize and automate bar certification tracking for attorneys in a single workflow automation tool.
  • Easily recognize which lawyers need to update their certifications and automatically notify them when the time is near.
  • Remove the manual effort of tracking and eliminate the errors that accompany manual efforts by automating everything.

Benefits

  • Significantly reduce the number of manual emails – and the staff time required to create and track those emails – by automating notifications and renewals.
  • Drive significant time and cost savings and ROI.
  • Centralized dashboard allows monitoring and management of bar certifications at every stage of a workflow.
Law Firms
New Work Intake
Workflow automation that securely, efficiently and compliantly takes in new business. Implement a visual wo...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Work Intake

Challenge

Staying secure, compliant and efficient while continuing to take in new business on a growing scale.

Solution

  • Workflow automation that securely, efficiently and compliantly takes in new business
  • Implement a visual workflow tool that makes spotting where processes can be further improved and streamlined easy.
  • Unify siloed data into a single technology tool

Benefits

  • Replace multiple, single-purpose apps that take months of in-house development with a single workflow automation software.
  • Successfully and rapidly complete legal processes at a lower cost of salaried time.
  • Standardize processes and eliminate manual error, saving time and money.
  • Complete legal processes in up to 90% less calendar hours

Risk & Compliance

Risk & Compliance
Benefits Administration
Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like....
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Benefits Administration

Challenge

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..

Solution

  • 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.

Benefits

  • 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.
Risk & Compliance
CCPA Data Deletion Request
A workflow for fulfilling consumer requests to have their personal data deleted by an organization.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

CCPA Deletion Request

The CCPA gives consumers the right to request that businesses delete personal information that the business has collected from the consumer. This workflow keeps deletion requests on-stream, auditable, and ready for public consumption.

Challenge

Create a public-facing workflow that seamlessly gathers information for a customer through Accounting, HR, and/or Finance. Ensure ease-of-use for the end user while keeping everything aligned and audited internally.

Solution

  • Workflow, including specification of stakeholders and notifications, is completely customizable.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
  • Easy-to-use online self-service forms allow public users to submit requests for deletion of personal data.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Internal SLAs and formal requests for extension can be built into the form.
  • Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.

Benefits

  • “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
  • Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
  • Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
  • Forms are branded to have the same look and feel as the company website for the best end user experience.
  • Central dashboard provides superior monitoring and governance of all sourcing processes.
  • Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.

ROI

Showing up for data privacy isn’t just a good way to show consumers that you care. Failure to do so gets expensive: If you’ve failed to delete a personal data record when requested, or it’s sold without the person’s permission, or leaked, the minimum fine is $2,500 per record. The fine escalates the longer it takes to fix the issue, too. If it’s determined that a breach was due to a known issue you ignored, the fine can automatically shoot up to its cap of $7,500 per record. Multiply this times the number of records that might be involved and you can see how noncompliance can get ruinously costly.

Risk & Compliance
Conflict of Interest
Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple sta...
Explore

Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Conflict of Interest

Challenge

Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple stakeholders in the organisation.

Solution

  • Easy-to-use online self-service forms allow employees to submit the details of any potential conflict of interest and maintain their disclosure status.
  • Once submitted, requests are automatically routed to proper stakeholders for review.
  • Correlate disclosure information with helpline-reported issues to visualize potential conflicts and prevent them from becoming issues.
  • Allow ethics and compliance professionals to proactively gather information and complete due diligence to protect their organization.

Benefits

  • Log conflicts in a consistent manner and track issues over time, through to resolution.
  • Save valuable time and gain ethics and compliance team efficiency by removing the need for manual disclosure collections.
  • Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
  • All stakeholders involved at the correct time and in the correct sequence.
  • TAP’s powerful reporting to enables an organisation to provide evidence that their compliance programme is effective.
  • Reporting dashboard and analysis features facilitates quickly uncovering high-risk behaviors, trends or problem employees, making it possible to proactively get ahead of developing COI issues.

Data Privacy

Data Privacy
CCPA Vendor Onboarding
Vendor compliance is a critical component of security and privacy compliance.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

CCPA Vendor Onboarding

Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can seamlessly integrate sourcing and procurement activities with security and privacy review to ensure Privacy-By-Design.

Challenge

Design and launch online forms and workflows for vendors to easily complete to streamline onboarding and ensure compliance with any and all data privacy regulations.

Solution

  • Design and launch an easy to use vendor onboarding form that tracks, triages, and automates vendor onboarding requests.
  • Workflows and forms can be easily created in TAP drag-and-drop UI, specifying routing, stakeholders and notifications at every stage.
  • Ensure that your company’s data governance standards are applied throughout the requests, from initial screening through audit trail capabilities.
  • Workflows can be modified or updated on the fly, a crucial factor in staying compliant with ever-evolving rules and regulations.

Benefits

  • Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
  • Documents and files that are relevant to each collaboration are centralized in one repository, not scattered with poor version control.
  • All collaborators involved at the correct time and in authoritative sequence.
  • Processes repeat correctly every time, in standardized way, no matter how complicated.
  • Far higher security for sensitive processes that cross-organizational lines.
  • Central dashboard provides superior monitoring and governance of all sourcing processes.
Data Privacy
Do Not Sell Request
Automating the processing of consumer requests to opt-out of sale of PI to third parties.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Do Not Sell Request

Under the CCPA, consumers have the right to opt out of the sale of PI to third parties. This workflow makes it easy for consumers to opt out and easy for companies to stay compliant.

Challenge

Build a public-facing workflow that couldn’t be simpler for the consumer, and keeps your company compliant by tracking, managing, and auditing requests. Each “opt-out” lasts for 12 months, so make sure your workflow can handle automated follow-up notifications at scale.

Solution

  • Workflow, including specification of stakeholders and notifications, is completely configurable.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
  • Consumers can access the request from the company site, and their experience is so on brand that they do not realize they are using third party software.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Internal SLAs are built into the form, and after 12 months the requests are automatically reviewed.
  • Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.

Benefits

  • “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
  • Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
  • Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
  • Forms are branded to have the same look and feel as the company website for the best end user experience.
  • Central dashboard provides superior monitoring and governance of all sourcing processes.
  • Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.

ROI

  • Mandated responses to potentially large volumes of requests can be done with maximum cost-efficiency.
  • Penalty avoidance: Showing compliance with CCPA not only shows consumers you care; failure to do so can become ruinously expensive.
  • Learn more about CCPA penalties you can avoid at our CCPA Resources FAQ.

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