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Automating at Autodesk
Updated June 12, 2019

Automating at Autodesk

Tamara Cook | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Mitratech TAP Workflow Automation

We have had trouble with our integration with Workday which stemmed from a Mitratech hosting issue. I cannot speak to the integration of other platforms. Integrating our conflict of interest workflow was simple because we were able to easily embed our form into our SharePoint site.
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.
  • Creating a user community and sharing knowledge of automation best practices.
  • Easy to use form and workflow builder.
  • Responsive and knowledgeable technical team.
  • Only 4 training videos available.
  • User manual layout could be improved.
  • Response time from the support portal can sometimes be slow.
  • 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.
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.
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.