What is Case Management Software?
Case management software is the answer to your processes that cannot be defined and have unpredictable outcomes. These processes also cannot be solved by workflow automation alone, which requires predictable processes. A lot of times a case management and workflow automation solution are paired together for the greatest success.
Case management allows you to view all the information related to a business event, or case, in one place. The information these solutions can display may include data records, checklists, phone calls, emails, observations, forms, history, and documents. You no longer need to search through dozens of disparate applications, post-it notes, and spreadsheets to find all the information required to make those decisions.
Case management provides users with all the tools they need – whether they’re resolving an incident, managing a claim, fulfilling a service request, or onboarding an employee. With all this data conveniently accessed through one application, you stop wasting time hunting for the info you need to resolve issues.
How Case Management Software Works
The case management software creates a “case” that centralizes all relevant data and content. It pulls all this information together to give you a complete view. Having everything you need in one spot allows you to resolve cases quickly. Additionally, a case management solution can establish checklists and set timers and reminders to help you complete cases on time. You can even share and reassign cases as needed. Managers love the ability to view staff workloads and adjust caseloads on the fly to those who need more work. You’ll also gain access to critical reporting for performance measurements and record of all the steps taken.
Rapid Application Development
The best Case Management solutions are built off of low-code rapid application development (RAD) platform. A low-code platform allows you to configure a variety of business applications to fill in the gaps between your current line-of-business systems. RAD platforms minimize the need for costly custom coding, inefficient shared spreadsheets, and disconnected point solutions. Replace old departmental databases with applications that seamlessly connect data, processes, and related documents. By investing in a RAD-based platform, you enable your organization to build new solutions that solve your unique challenges quickly.