Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Marketing Portal

Challenge

Design workflows to support a central marketing portal where users can go to create and obtain advertising and communications materials such as ads, posters, collateral and more.

Solution

  • Using TAP, online self-service forms are easily designed that guide users through the process of obtaining marketing support elements.
  • Forms are linked to marketing elements database/hosting site where users can select marketing support elements, then personalize and order them.
  • Submitting a request kicks off the workflow, which routes requests to appropriate gatekeepers for review, if necessary; multiple approval levels can be defined.
  • The workflow connects with your brand asset repository/customization system.
  • Brand consistency can be ensured via forms design and embedded business logic.
  • Workflows can integrate with an enterprise’s data, email, fulfillment, printing, shipping and payment processing platforms, whether in-house or third party.
  • Centralized dashboard permits oversight of all marketing portal workflows and activities.

Benefits

  • Supports efficient, automated marketing support processes while streamlining them and reducing costs.
  • Frees marketing/creative personnel from mundane and time-consuming tasks.
  • Delays and errors are eliminated via workflow and form standardization.
  • Consistent and reliable collaboration and support between marketing departments and stakeholders enhances teamwork and morale.
  • Generates secure workflow audit record for transparency and governance purposes.
  • E-signature integration standardizes secure approvals.