M&A Growth Exposed SharePoint Data Gaps and Triggered Need for Better Location Management

An organization with a wide geographic footprint grows quickly through mergers and acquisitions. The current process to manage data access and flow such as new location IDs, function and people is to use Excel spreadsheets and store information on SharePoint. This process causes version control uncertainty and confusion internally resulting in misidentification of locations, rework and inefficiencies in information gathering.

Tracking Capital Expenditure Requests through Process and Data Automation

Finance organization with large capital expenditure requests amongst 100+ sites relied on manual processes, Microsoft Word, and email to request capital purchases. Currently tracking these requests and statuses manually via Word causes delays, ownership confusion and lack of global visibility into expenses as a form is emailed to various team members and departments. Purchases are delayed and requests are unaccounted for due to difficulty tracking the requestor and sender, incorrect updates and too many manual processes and exchanges for accuracy and timely responses.

A Better Way to Manage Insurance Claims and Eliminate Excel Spreadsheets

A financial system deployed across a large healthcare organization was not the primary source of recordkeeping amongst finance teams who worked with health insurers to manage claims and payments. Heavy reliance on Excel spreadsheets caused miscommunications, claims rework and often delayed payments with contracted health insurers. In addition to the inefficient claims management processes, global financial metrics were unavailable due to spreadsheet volume, version control and lack of data access.

Better Call Experiences

Contact centers or businesses fielding large call volumes are often the first point of contact that determines a customer’s experience. Call advisors that toggle between screens or lack historical caller information can cause lengthy calls and unnecessary information repetition. TAP Innovations contact center solution integrates with any customer relations database and brings efficiency to call management with process standardization and data sharing automation.

Collaborating with 10,000+ Employees

Collaboration amongst a company’s 10,000 employees became difficult, as not all employees had email addresses or access to current contact information. Business practices of communicating company updates through office memos and manual spreadsheet tracking caused confusion and work duplication. An enterprise platform now reaches all employees through a dynamic intranet, bringing trust in data accuracy thanks to HR system integration and higher engagement amongst teams and departments.

Company Growth Relied on the Ability to Scale Business Systems Quickly

For one financial services organization, company growth relied on the ability to scale business systems quickly to an extended team of advisors. Replacing Excel spreadsheets from current workflows with customized screens is opening data silos and provides a centralized database for cross-country collaboration and real-time information access. Onboarding of new advisors is possible thanks to the business efficiencies gained from the TAP Innovations platform.