Process Automation Use Cases

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

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.