Mitratech TAP Workflow Automation

Pros: Ease of implementation and ease of use. We have expanded the use of TAP across the company.

Cons: Nothing about the tool itself. We need more resources to implement workflows!

Pros: -TAP's flexibility in workflow designer to customize to our specific needs. -The out of the box integrations that make it easy to connect with e-signature tools and others without IT support. -Ease of updating post-go live when business processes change.

Cons: -Some learning curve on the back end of the tool, but once you spend some time with it you understand.

Pros: It's a user friendly and easily accessible tool. We've automated a dozen processes or intake solutions we had previously leaned on email and other less visible and non-reportable paths. Saved thousands of hours of chasing and low-value-added work over the years. Also the best support structure of any tool we use - we point to other vendors and say "be like TAP".

Cons: TAP can do SO much that it takes time to build up that skill, and they continue to innovate so you have some reliance on their support for a time.

Pros: Easy to set-up workflows and build in routes for approvals and signatures.

Cons: The unknown cause of some issues that get fixed, but we don't know if they'll happen again.

Pros: TAP is very configurable, and the support team is very responsive to requests for additional functionality.

Pros: The visualisation of workflow design makes it so easy to create automated business processes quickly.

Cons: Lawyers require very specific document automation functionality and the document automation whilst fantastic can be a little bit unwieldy when creating legal documents (with clause sub-numbering, cross referencing etc).

Pros: The ThinkSmart Automation Platform (TAP) enables subject matter experts to redesign and streamline workflows for maximum efficiency and consistency. The forms designer is easy to use and chock full of feature options. The workflow designer allows a business analyst or other professional to design and build the workflow at the same time with a super simple drag-and-drop interface. None of this requires coding or programming experience. In our experience, the best ideas come from the front line people who are actually doing the work, and TAP allows us to quickly design, share, revise and launch workflows in a collaborative manner that empowers those people to focus on possibilities rather than limitations. The TAP platform is the best technology investment we have made in years and we feel like we are just getting started.

Pros: I have two: 1) Flexible - TAP can be configured to automate virtually any process. 2) TS team starting with Paul Hirner. Great partner.

Cons: Self-help guide for admins needs to be more robust and searchable. An example is using formula fields...I had to email TS team 3x in order to figure out how to use it properly.

Pros: It's incredibly powerful but easy to use at the same time. You don't need much training to get started on configuring a workflow but, at the same time, the tool has so much power that you are constantly learning new tips & tricks to make your process better. I love the UI - you simply drag and drop boxes onto a screen to configure the workflow steps and then drag fields onto the screen to tell the system what information you need to capture. I also love that, for someone that needs to initiate a workflow, you can give them a direct link to that particular workflow and they don't need to navigate through a system to find the right link. Lastly, it easily integrates with e-signature tools which allows you to take your process to a whole new level.

Cons: I honestly can't think of something I don't like about the software.