Process Automation Use Cases

Explore how automating a Legal Services Requests Portal with TAP Workflow Automation can generate savings and improved responsiveness.

Developer Agreements

Challenge

Create an online self-service agreement for new external developers working on an organization’s projects.

Solution

  • A simple online self-service agreement form is filled out by the requester, who includes all information specified about the developer.
  • If approval routing is necessary, this can be built into the workflow so stakeholders/gatekeepers are included in the process.
  • Notifications and alerts ensure prompt action by any members of the workflow.
  • Once approved, the document is then sent out for the dev to sign.

Benefits

  • The process is accelerated, while errors are reduced.
  • Simple standardized form can be obtained any time, any location.
  • Agreements can be processed through a single portal so large companies realize at-scale efficiency.
  • All workflows are automatically backed up to a secure Cloud archive, and easily accessible for audit, governance and compliance purposes.
  • E-signature integration standardizes secure approvals.