Sales & Marketing

Workflow Automation Use Cases

TAP lets you design and launch automated processes that are far more efficient, accurate, and cost-effective than outdated manual workflows.

Gifts & Entertainment Reimbursement

See all Sales & Marketing Use Cases

Challenge

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. taking a client out to dinner).

Solution

Using TAP, reimbursement request forms can be designed to meet any enterprise requirements, and made available online for user access.
Forms prompt users for complete expense information, and can accommodate attachment/upload of receipts, etc.
Upon form submission, the workflow can be designed to route requests to the proper gatekeepers, such as a requester’s supervisors and finance department.
Automated notifications and reminders move the process forward by prompting timely action from all participants.
Employees can be sent automated notifications when their request has been approved or, heaven forbid, held up or denied.
Centralized dashboard permits oversight of all reimbursement workflows.

Benefits

Automating a mundane process removes drudgery while accelerating the process.
Costs are reduced due to automated efficiencies and removal of paperwork routing from the process.
Errors are eliminated via workflow and survey form standardization.
Employee morale is improved thanks to expedited, headache-free processes.
Generates secure workflow audit records for transparency, governance and compliance purposes.