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.
Explore

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...
Explore

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...
Explore

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.
Explore

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.
Explore

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.
Explore

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.
Explore

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.
Explore

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.
Explore

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.
Explore

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.
Explore

Data Privacy Use Cases

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