Process Automation Use Cases

Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Purchase Requisitions


Develop an automated workflow for processing purchase requisitions.


  • Self-service online forms prompt users in drafting complete, error-free purchase requisitions.
  • A preparer’s submission is automatically routed for proper review.
  • A purchasing agent receives automatic notification to review the requisition.
  • If required, the requisition may be routed to the requester’s manager for approval – if, say, it exceeds a set spending limit.
  • Forms and workflows are easily designed and edited using TAP’s intuitive interface.
  • If needed, submitted or approved requisitions can also be routed through Accounting and Receiving.


  • Automating the requisition process accelerates it while reducing errors and delays via self-service forms with embedded business intelligence.
  • Reduction of errors and increased efficiency drive cost savings.
  • Centralized archiving of workflow data allows immediate or historical review of this request and others, and helps satisfy Sarbanes Oxley compliance.