Solutions 2017-12-10T21:21:05+00:00

Solutions

Actual TAP Use Cases.

Use Cases

Customize, standardize and optimize using TAP workflow automation

Across any enterprise, any industry, any Line Of Business, the ThinkSmart Automation Platform lets users design their own customized workflows. With workflow automation strategies powered by TAP, high-volume processes are standardized, optimized, and repeated with a minimum of time and error.

Just some of the industries, departments and processes we accelerate?

Industries - Technology, Government, Healthcare, Financial Services, Insurance
Industries, Department - Legal Operations, Human Resources, Procurement, Finance + Administration, Information Technology, Sales + Marketing
Industries, Department, Processes - Instant NDA, Approval Processes, Contract Opperations, Matter Management, HR Onboarding...

Need some Use Case examples?

Chances are, we’ve got one (or more!) that fit your operations.

Legal Operations

Legal Operations

Give yourself and your clients greater efficiency with fewer delays or costly mistakes with TAP workflow automation strategies.

  • Self-Service NDAs
  • Membership Form
  • Directors & Officers Liability (D&O) Workflow
  • Conference Participation & Publication Review
  • Patent Mining Sessions Workflow
  • Developer Agreements
  • Matter Management
  • Counsel Retention
  • Trademark Tracking
  • Electronic Signatures
  • Contract Automation
  • New Business Intake

EXPLORE USE CASES

Human Resources

Human Resources

Design and launch faster, more effective workflows for every aspect of human resources.

  • Telework Requests
  • Employee Onboarding
  • Employee Suggestion Box
  • Employee Offboarding
  • Performance Evaluations
  • Vacation / Sick Leave Requests
  • New Independent Contractor Agreements

EXPLORE USE CASES

Procurement

Procurement

TAP helps your procurement workflows run more smoothly and efficiently than ever.

  • Request To Ship
  • Purchase Requisitions
  • Restricted Commodities Orders
  • Service Catalog Requests
  • Sourcing Requests
  • Stock Management & Supply Orders

EXPLORE USE CASES

Finance & Administration

Finance & Administration

Improve your transaction speeds, efficiency, client satisfaction and compliance.

  • New Partner Onboarding
  • Lost Checks
  • Shareholder Agreement
  • CapEx Requests
  • Investment Form
  • Employee Tax Return Paperwork
  • Claims Reimbursement
  • Value-Added Tax (VAT) Return Submission

EXPLORE USE CASES

Information Technology

Information Technology

TAP can optimize processes costing tech teams too much time and effort.

  • Incident Reporting
  • Software Access Requests
  • New User Onboarding
  • Technical Support/Service Requests
  • New Technology Projects
  • Hardware & Software Requests
  • Data Review & Decision Alerts

EXPLORE USE CASES

Sales & Marketing

Sales & Marketing

Eliminate bottlenecks and accelerate capturing more customers.

  • Gifts & Entertainment Reimbursement
  • Advertising Fund Requests
  • Marketing Portal
  • New Demo Requests
  • Customer Satisfaction Surveys
  • QBR Scheduling

EXPLORE USE CASES

Client - KEESAL, YOUNG & LOGAN

“I’m thoroughly enjoying working with TAP and am very excited to be developing workflows that will revolutionize the workplace.  TAP is elegantly designed, intuitive and easy to operate.  The TAP team is very responsive, knowledgeable, and a delight to work with.”

Michael Carillo
Keesal, Young & Logan

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