Process Automation Use Cases

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

Policy Exceptions

Challenge

Simply and effectively track and preserve all communications and documents around policy exceptions in order to maintain compliance and avoid risk.

Solution

  • Easy-to-use online self-service forms allow employees to submit policy exceptions for review and approval by the appropriate stakeholders.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, to meet the required process.
  • Workflow, including specification of stakeholders and notifications, is completely configurable.
  • Ensure that when appropriate, a risk assessment is carried out before the policy exception is approved.
  • Track when a policy exception is due to expire and automatically follow up with the request to see if the exception still applies.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Approval or denial notifications can be automatically generated and sent to requesters.

Benefits

  • Far better visibility into policy exceptions across the organisation.
  • Centralizing exception activities in a single system results in enhanced reporting to key stakeholders across the organisation.
  • Increase visibility into policy-related risks through automated logging, process and resolution of exceptions and disclosures.
  • Automation of manual processes – including logging, processing and resolution of exceptions – drives significant ROI.
  • Workflow automation provides significant ROI by streamlining processes and reducing the manual labor required with typical exception processing, while also reducing the potential for costly human error.
  • Reporting dashboard and analysis features make it possible to quickly uncover high-risk behaviors, trends or problem employees.