Information Technology

Workflow Automation Use Cases

Check out these Use Cases to see how TAP workflow automation streamlines and optimizes processes costing too much time and effort from your tech team.

Information Technology

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

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...
Explore

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...
Explore

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.
Information Technology
Technical Support/Service Requests
Devise an workflow for efficiently logging, fulfilling and reporting requests for technical support or serv...
Explore

Data Privacy Use Cases

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

Technical Support/Service Requests

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Information Technology
New User Onboarding
Develop a workflow to streamline the setup of a new employee (or other user) for enterprise IT services.
Explore

Data Privacy Use Cases

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

New User Onboarding

Challenge

Develop a workflow to streamline the setup of a new employee (or other user) for enterprise IT services.

Solution

  • Online self-service forms are customizable in TAP to capture all pertinent information.
  • The user (typically someone in HR) completes and submits forms to initiate the workflow.
  • The request is routed to the proper managers or other specified personnel for review, in designated sequence.
  • If the request is approved, an email is automatically sent to the IT helpdesk, and can be used to trigger a new ticket containing all information provided by HR and others.
  • IT technicians can be automatically assigned and notified of the new task.
  • Onboarding forms allow IT to record what devices/software/access the new user has been provided, plus passwords and other salient info.
  • Completion notices are automatically sent to designated personnel.
  • Automated reminders ensure prompt action by all participants.
  • Status updates can be sent to requesters at various steps in the process.
  • Mobile access lets workflow participants access and act remotely.
  • Centralized dashboard provides visibility into all IT onboardings within the organization.
  • All workflow records, assets and documentation are centrally stored in a secure repository for audit and analysis.

Benefits

  • New users can be onboarded in minutes or hours, versus days, for immediate productivity.
  • Obtaining accurate requirements via automated forms eliminates errors and back-and-forth communication.
  • Form and workflow automation within a single system equals consistency of processes, saving time and costs.
  • Expedited responsiveness promotes improved employee morale.
  • Customizability means all forms and workflows are adapted to enterprise need.
  • Any changes to enterprise processes or protocols can be reflected in revised workflows almost immediately.
Information Technology
Software Access Requests
Design a workflow for managing requests for access to an organization’s software platforms or databases.
Explore

Data Privacy Use Cases

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

Software Access Requests

Challenge

Design a workflow for managing requests for access to an organization’s software platforms or databases.

Solution

  • Online self-service forms are customizable in TAP to capture all necessary information.
  • The workflow can be tailored to alert the right stakeholder/administrators once a request for access has been submitted.
  • Rules and embedded business logic can be embedded in forms/workflow to pre-filter requests.
  • Automated reminders ensure prompt administrative review of requests, if necessary.
  • Status updates can be sent to requesters at various steps in the review process.
  • Mobile access lets workflow participants access and act remotely.
  • Approvals can trigger notifications to requester and user(s), and trigger other workflows, such as training and orientation.
  • Centralized dashboard provides visibility into all software 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

  • Form and workflow automation within a single system equals consistency of processes, saving time and costs.
  • Customizability means all forms and workflows are adapted to enterprise need.
  • Centralized monitoring permits real-time security oversight and governance of who has access to enterprise platforms.
  • Audits and analysis of software requests can be done in detail thanks to automatic archiving of workflow records and data.
Information Technology
Incident Reporting
Create an accelerated process for IT incident notification, investigation, resolution and reporting.
Explore

Data Privacy Use Cases

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

Incident Reporting

Challenge

Create an accelerated process for IT incident notification, investigation, resolution and reporting.

Solution

  • Online forms are customized in TAP to prompt users for all necessary incident details.
  • Workflow automatically notifies and assigns new incident cases to the proper investigator or group.
  • Customizable automated reminders are emailed to set tasks and due dates.
  • Inactivity alerts notify administrators if there’s been no activity or resolution on a case after a specified time period; escalation notices can alert managers about overdue cases.
  • Approval requests and status updates can be designed in TAP to be automatically routed at specified steps within the workflow.
  • Rules and business logic can be embedded in forms and workflows to optimize your incident management process.
  • Mobile access lets workflow participants access and act remotely.
  • Centralized dashboard provides visibility into all incident workflows across the enterprise.
  • All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.

Benefits

  • Form and workflow customization means precise processes can be installed for any conceivable incident.
  • Minimizes impact of incidents (downtime, security breaches or other issues) by compelling immediate responses, even from remote personnel.
  • Centralized monitoring drives real-time transparency and improved governance.
  • Post-incident audits and analysis can be done in detail thanks to automatic archiving of workflow records and data.

Accelerate your enterprise.

Transform your processes with best-in-class workflow automation.