Procurement2019-05-22T13:47:11+00:00
Procurement

Process Automation Use Cases

See these examples of how TAP makes your contracting, supplier management and other procurement workflows run more efficiently.

Procurement

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

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

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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Process Automation Use Cases

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

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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Process Automation Use Cases

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

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.
Procurement
Restricted Commodities Orders
Automate processes for orders for Restricted Commodities such as chemicals, toxins and other regulated comm...
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Process Automation Use Cases

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

Restricted Commodities Orders

Challenge

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

Solution

  • 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.

Benefits

  • 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.
Procurement
Request To Ship
Create a workflow used to submit new requests to ship parts/packages/shipments to different company offices.
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Process Automation Use Cases

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

Request To Ship

Challenge

Create a workflow used to submit new requests to ship parts/packages/shipments to different company offices around the world.

Solution

  • Self-service online forms prompt users to define the job and package details and submit for review.
  • Submissions are automatically routed for proper review.
  • If approved, notification is auto-generated; if denied, notifications may be designed with fields the reviewer can check off or fill in to indicate reasons for rejection.

Benefits

  • Automating the workflow accelerates the entire logistics process.
  • Reduction of errors creates cost savings.
  • Centralized storage of workflow data allows immediate or historical review of this request and others.
Procurement
Purchase Requisitions
Develop an automated workflow for processing purchase requisitions.
Explore

Process Automation Use Cases

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

Purchase Requisitions

Challenge

Develop an automated workflow for processing purchase requisitions.

Solution

  • Self-service online forms prompt users in drafting complete, error-free purchase requisitions.
  • A preparer’s submission 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 for approval – if, say, it exceeds a set spending limit.
  • 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.

Benefits

  • Automating the requisition process accelerates it while reducing errors and delays via self-service forms with embedded business intelligence.
  • Reduction of errors and increased efficiency drive cost savings.
  • Centralized archiving of workflow data allows immediate or historical review of this request and others, and helps satisfy Sarbanes Oxley compliance.

Accelerate your enterprise.

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

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