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What is SmartIQ?

In the current digital-centric environment, traditional static fillable PDFs and web forms appear to be relics of the past. It has become crucial to transition from conventional forms-based methodologies to more engaging, conversational user experiences. By implementing seamless, mobile-optimized, and guided interactions, companies can not only draw in new clientele but also foster customer loyalty, all while streamlining internal operations, minimizing risks, and decreasing reliance on support services. This approach results in a broader base of customers eager to participate, along with reduced friction throughout various stages—from account creation and onboarding to continuous service. Neglecting to rethink the strategy around forms during each phase of the customer journey means overlooking substantial opportunities for enhancement. This eBook explores the limitations imposed by traditional static forms on customer engagement and highlights how forward-thinking businesses are transforming the ways they collect and validate customer information during interactions. Additionally, it prompts you to reimagine your customers' journeys in light of the ongoing digital transformation, ensuring that your organization remains both competitive and relevant in this rapidly evolving landscape. By adopting these innovative strategies, you can position your business to thrive in an increasingly connected world.

What is Mitratech TAP Workflow Automation?

Effective software designed for forms and process automation significantly boosts efficiency within organizations. It emphasizes ease of use, speeds up workflows, and allows for a quicker attainment of benefits. With TAP's user-friendly drag-and-drop functionality, both workflows and digitized forms can be developed and deployed in just hours or days, a stark contrast to the months typically required by traditional methods, thus greatly accelerating operational execution. This improvement enhances collaboration and promotes rapid teamwork, even between different departments and external collaborators. Moreover, features such as automated alerts, electronic signatures, and role-specific access ensure that contributions are timely and relevant. Managers are equipped with insights into each workflow, enabling them to effectively oversee and refine performance. Users can easily access and share commonly stored resources, while all workflows and documents are securely archived for future retrieval and auditing purposes. Integration of best practices and compliance standards into each workflow helps to mitigate risks. Additionally, automating repetitive tasks not only reduces the likelihood of human error but also cuts costs, leading to a quick return on investment and realization of value. This forward-thinking strategy not only simplifies processes but also significantly boosts overall organizational productivity, fostering a culture of innovation and efficiency. Thus, embracing such automation tools can transform how businesses operate and compete in the market.

Media

Media

Integrations Supported

Docusign
Microsoft SharePoint
Mitratech TeamConnect
SAP Business One
Salesforce
Sitecore

Integrations Supported

Docusign
Microsoft SharePoint
Mitratech TeamConnect
SAP Business One
Salesforce
Sitecore

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smart Communications

Company Location

United Kingdom

Company Website

www.smartcommunications.com/products/smartiq/

Company Facts

Organization Name

Mitratech

Date Founded

1987

Company Location

United States

Company Website

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

Categories and 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

Categories and 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

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