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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

Description

In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Microsoft SharePoint
Mitratech TeamConnect
SAP Business One
Salesforce
Sitecore

Integrations

Docusign
Microsoft SharePoint
Mitratech TeamConnect
SAP Business One
Salesforce
Sitecore

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mitratech

Founded

1987

Country

United States

Website

mitratech.com/products/workflow-automation-tap/

Vendor Details

Company Name

Smart Communications

Country

United Kingdom

Website

www.smartcommunications.com/products/smartiq/

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workload Automation

Alerts / Notifications
Audit Trails
Business Process Management
Cross-Platform Scheduling
Dashboard
Data Analysis / Visualization
Event-Triggers
Load Balancing
Resource-Based Scheduling
Robotic Process Automation (RPA)
Workflow Foundation Support

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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