Mitratech TAP Workflow Automation

Mitratech TAP Workflow Automation is being used by our organization to capture, review and approve conflict of interest disclosures. All employees, if they have a disclosure to make, must do so through the TAP platform. Our legal compliance team oversees the processes, while direct managers and those in the leadership chain interact with the platform. It saves our compliance team time by automating the review and approval process. It centralizes all of our disclosures for secure compliance record-keeping and pulls the process out of email and manually populated spreadsheets.

I think TAP is well suited for legal operations teams and processes that have been undergone lean process improvement. Moments when we have run into trouble with the tool has stemmed from our own internal struggle with how we want to run our processes. This is not the fault of the tool, but our failure to properly vet the process beforehand. As we begin to automate more processes, we have the ability to properly lean them out beforehand to make them more efficient. If you have a process that is inefficient, do not try to overcome it with automation.

This tool is well suited for scenarios in which you require upfront data capture, routing, approvals and/or e-signature. It is also great for centralizing your data.

The tool is being used across the whole organization at a global scale as a procurement intake form and a central vendor risk program.

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.