Case Management (CMS)

Usage Cases

What are some uses for case management solutions?

Three work patterns have emerged as being extremely applicable to a case-management approach. These include, but are not limited to:

• Investigative Case Management
  
  Anti-money laundering, fraud, underwriting, claims management, legal matter management, storm water management, public defender management
• Service Request Management
  Customer onboarding, contract requests, employee onboarding, probationer management, vendor onboarding, provider onboarding
• Incident Management
  IT help desk, facility work orders, appeal & grievances, HR incidents, university counselling, quality control

Key Questions

Does my organisation need Case Management Software? Ask yourself these questions:

What are your organisation’s current processes for handling cases?

Are they enabling your business and its staff to provide the best possible service to your clients while remaining flexible and efficient?

Are your employees enabled to solve problems with a complete view of all the information they need to complete their work?

If not, Case Management Software could be your answer.

• Increase productivity with a complete view
  
  Rather than having to toggle between systems or manage spreadsheets, staff remain within the same intuitive interface, logging activities, adding notes and updates, delegating tasks, and scheduling events.
• Improve visibility and control
  Reporting dashboards and audit trails of all activities increase transparency, support compliance and help organisations identify opportunities for improvement.
• Ensure effective collaboration
  With critical information and supporting content instantly accessible to all authorised employees throughout the case, organisations support effective collaboration – whether that’s while completing a project, resolving an issue or providing exceptional customer service.

Key Benefits

Case management software facilitates efficiency by capturing information, creating desired workflows, and giving the user the ability to control what steps are handled next. By moving the data from the filing cabinet to a robust management system, users know that all the data is securely stored and accessible from multiple devices.

• Reduced human error
  Case Management Software makes sure that all essential information is collected and works with the individual(s) managing the case to know what steps are needed. By reducing the amount of data transfers, the software ensures that information doesn’t get lost.
• Cases can be completed from anywhere
  Thanks to cloud-based Case Management Software, you have the freedom to work outside the office. This is a feature you’ll love if your job involves a lot of traveling. Server-based systems are becoming obsolete as businesses move to the cloud.
• Flexibility
  Case Management Software must be extremely flexible. It should be nimble and quickly adapt to new processes. The software you use should adjust seamlessly by simply adding in a few new fields or creating a few new workflow steps. In addition, Case Management Software should give you the freedom to organise cases based on your criteria, not the default criteria it comes with. It should be customisable and adapt to your changing needs.
• Security
  When all your files are safe you have peace of mind. Case Management Software keeps all your files safe.