Banking Process Automation (BPA)

A 42-branch banking organization eliminated the need for spreadsheets in their customer onboarding and account management workflows through TAP system integration and Banking Process Automation (BPA) solution. Customer onboarding no longer takes an employee 20 minutes to complete thanks to TAP solutions!

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.

Robotic Process Automation Solves VoIP System Shortfalls

A company with 100 locations and 2,000 people is implementing a VoIP system to centralize phone and telecom services. Unfortunately, the new system setup allows any user to access administrative changes across all sites and locations without the ability to control user access and privileges. If an employee logs into the administration, there are no security limits or controls to prohibit human errors that can impact unwanted changes across all company locations. This customized functionality is on the future product roadmap for the VoIP system provider, however this organization needs immediate user controls to improve workflows.

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.

Catalyst Health Network, an Accountable Care Organization (ACO) with 500,000+ patients and 300+ independent primary care physicians

Physician referral processes can become cumbersome when organizations rely heavily on spreadsheets for data management. For this ACO, operations were crippled by spreadsheet usage for referrals that were often placed to non-preferred providers or costly service centers. A single application to access MRI and Imaging referral data became necessary so the ACO can organize its preferred provider network across the user enterprise.

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.

In and Out of the System with 80% Turnover

Employee turnover often peaked at 80% for a large organization, causing confusion, duplicate work and time-consuming manual ticket management for IT and human resources staff. This company solved their business inefficiencies with process automation and streamlined tracking of employee status through integration between their IT and HR systems.

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.

Multi-state healthcare organization needed process improvement and automation

This large healthcare system had multiple spreadsheets and some paper solutions to track patient referral activity for 100+ healthcare facilities. An enterprise solution now provides visibility into referral trends while enabling better referral placements based on accurate insurance, demographics, and clinical data without the need for spreadsheets and manual processes, and helping reduce unnecessary costs by millions of dollars.