Posted by
2017-10-10T22:56:59+00:00 August 15, 2017|

A True TAP Use Case: Conference Participation & Publication Review

Attending industry conferences and placing articles or doing interviews for trade publications often require prior review and permission. Using workflow automation can make that review and approval process far smoother.

The challenge?

Designing and publishing a request-and-review process for employees seeking to participate in professional conferences and publications.

The solution?

A workflow that makes both the request and review/approval sides of the process much quicker:

  • First, the would-be participant completes an online assessment form that asks for all the vital information necessary for review and approval – specifics about the conference or publication, what their participation involves, etc.
  • The assessment form, once completed and submitted, is routed to the right gatekeepers and reviewers; in the case of one ThinkSmart client, it’s the internal legal team responsible for intellectual property (IP) management.
  • Those reviewers decide on whether or not participation should be approved. Factors that may be involved? An NDA may be required, or a publication opportunity may present a conflict of interest or violate internal practices.

The benefits?

  • Automating the process saves time for all concerned, and allows for prompt and unequivocal review of the opportunity.
  • Accelerating response time lets the enterprise take advantage of quickly-developing opportunities and openings.
  • By standardizing the assessment form and other parameters that can be communicated as part of the form or associated workflow elements, expectations can be standardized among employees about what does and doesn’t constitute an acceptable opportunity.
  • These requests can be tracked and recorded, allowing creation of a historical record of participation in these channels – which could then be annotated with after-the-fact notes about how effective they were, etc.

Manual workflows for these types of opportunities can bog down, resulting in lost opportunities, while a lack of control and centralization can make it hard to track “who did what when” or categorize the results. Automation and archiving gives more control and understanding of how the enterprise is engaging with the professional community and its sales/user base.