Process Automation Use Cases

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

Gifts & Entertainment Reimbursement

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.