Automate Third-Party Risk Management with Tonkean + ProcessUnity

Enterprises rely on ProcessUnity to manage third-party risk, but manual processes and disconnected systems can slow down risk assessments, increase compliance gaps, and frustrate procurement and legal teams. With the Tonkean ProcessUnity integration, you can orchestrate and automate your entire third-party risk management workflow—connecting ProcessUnity's robust risk data and templates with your broader tech stack, all without code.

Example Use Cases: Orchestrating Risk Management with Tonkean

1. Automated Vendor Risk Intake & Triage

Streamline the intake of new vendor risk assessments by integrating Tonkean's intake forms or email intake with ProcessUnity. When a new vendor request is submitted via Slack, Microsoft Teams, or a web form, Tonkean can:

• Automatically create or update a record in ProcessUnity using the Import by Template ID action.
• Enrich the request with data from Salesforce, Workday, or other systems.
• Route the request to the appropriate risk owner for review, leveraging Tonkean's people coordination features.

2. Real-Time Risk Report Visibility for Procurement & Legal

Tonkean can monitor ProcessUnity Reports and Report Fields in real time, surfacing key risk metrics and statuses directly within your procurement or legal workflows. For example:

• Send automated updates to stakeholders in Slack or Teams when a risk assessment status changes.
• Populate dashboards or custom portals with live risk data using Tonkean's data source integrations.
• Trigger follow-up tasks or escalations if certain risk thresholds are met.

3. Automated Attachment Management

Eliminate the hassle of manually uploading supporting documents to ProcessUnity. With Tonkean, you can:

• Automatically collect and upload required attachments (e.g., SOC reports, certifications) as part of a vendor onboarding or risk review process.
• Integrate with document management tools like Box, Dropbox, or Google Drive to fetch and attach files using the Upload Attachment action.
• Maintain a complete audit trail of all uploaded documentation for compliance purposes.

4. End-to-End Workflow Orchestration Across Systems

Tonkean empowers operations teams to build no-code, end-to-end workflows that connect ProcessUnity with other critical enterprise systems. For example:

• Sync risk assessment data from ProcessUnity to ServiceNow or Jira for IT ticketing and remediation tracking.
• Automate notifications and approvals using Tonkean's approval cycles and AI-powered process orchestration.
• Integrate with e-signature platforms like DocuSign or Adobe Sign to streamline contract and risk documentation workflows.

Why Tonkean for ProcessUnity Automation?

• Reduce manual work: Automate repetitive tasks like data entry, attachment uploads, and status updates.
• Increase visibility: Provide real-time insights into risk status for procurement, legal, and compliance teams.
• Boost adoption: Make risk management processes easier to follow and more accessible for business users.
• Stay compliant: Ensure all documentation and workflows are tracked and auditable.

Ready to orchestrate your third-party risk management process? Get started with Tonkean or explore more about ProcurementWorks and LegalWorks for enterprise operations.