2022 TECHNOLOGY REVIEW
The Top 5 Workflow Automation Use Cases of 2021 Alaura Jacobs, Mitratech
2021 was another year of doing more with less, for many companies that meant relying on technology to keep essential business moving forward. Those who used workflow automation, like Mitratech’s solution, TAP, accomplished just that – automated tedious tasks, collaborated across departments and time zones, streamlined formerly manual intakes, contracts, and signatures, all while maintaining security, trust, and their sanity (mostly). Let’s travel back in time and take a look at a countdown of, according to the feedback we received from our users, the top five workflow automation use cases of 2021.
Alaura Jacobs Alaura Jacobs is the Product Marketing Manager for Workflow Automation at Mitratech. Alaura began her tenure at Mitratech in Customer Success working closely with customers to implement and adopt automation solutions. She is a subject matter expert in digital transformation and is passionate about helping teams do more with less. Alaura loves her cats and a good book.
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Contracts Approval & Signature Workflow – Legal, Sales, Procurement Departments
Can you name a process that requires more back-and-forth than a tennis match? Contract approvals. They also require delicate relationship management and time sensitive actions. So, it’s no surprise that teams are leveraging automation technology as an extension of their team to organize and develop better, more strategic workflows. Workflow automation makes the process involved with contracts as seamless and easy as 1-2-3.
1. Fill out an intake request form designed with user or historical data pre-fills, help text and required fields. 2. Intelligent business logic routes the form to the appropriate approver who can request more info, collaborate or escalate. 3. Once approved, the document is generated with dynamic clauses, the contract is routed through e-signature, and automatically stored in a secure repository.
