Lightning Tools Actions vs. Mitratech TAP Workflow Automation

We use SharePoint to manage over 100 legal litigation cases. We also use SharePoint for all of our internal billing and time keeping. There is great need for different SharePoint sites to be able to have access to other lists and data sources. List Actions provides an easy-to-use interface that we use to implement file copies between sites, workflow tracking of medical records through our medical collections department, send out medical record requests using the enhanced SendMail options. We have automated many tasks that used to take up considerable time and were error-prone. Having the logic of a workflow with all the steps carried out with a click of a button is great. Plus it is very fast.

From my few months of using the tool, I believe the tool would be best suited for Legal Ops (Contracting) & Procurement. Maybe even in competitive bidding (strategic sourcing: eg RFP & RFX). The tool may be less appropriate for Payment Processing/Collecting.

Incentivized

• Allow for workflow actions to be executed at the view level.
• Has a full range of available tools. It's not just email for an approval.
• Super easy to use and configure.

• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

Incentivized

• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

Incentivized

Autodesk selected TAP because of its ability to handle more complex workflows. We vetted a lot of "light" automation solutions but wanted a tool that was flexible enough to handle our more extensive use cases.

Incentivized

• I have looked at every competitor out there and this tool plus the Forms designer is very affordable. It has become an integral part of our business.

• Required fields force robust disclosure information up front.
• Workday integration enables pre-population of fields which reduces manual entry and saves compliance time.
• Emails, communications, and disclosure decision memos and stored in a centralized database which helps our team keep compliant records.
• Automated reminders have led to less ‘chasing’ by compliance.
• Improved UX has encouraged and increased disclosures, mitigating our company's risk.

Incentivized