Case management Systems
Characteristics of case management systems
We deliver solutions to clients in many different industries. Some are very much CRM solutions, others are more ERP or Workflow. We refer to our solutions as case management solutions in order to emphasize a number of important characteristics shared by all our solutions.
Long Running Transactions
Case management revolves around transactions that run for hours, days or even months or years. Think mortgage applications, insurance claim handling, medical treatments, complex orders, clinical trials or debt management programs.
Information is added to the case during its' life cycle. Thus an electronic dossier is compiled. Think searches, valuations etc for mortgage applications; client and creditor payments for debt management programs; proposals, procurement, fulfillment and transport for wholesalers and baseline and all subsequent patient visits for clinical trials.
Cases follow a strict life-cycle where different users and parties get involved in the different stages. The workflow may be subject to complex business rules. Think approvals for mortgage applications; 6-month reviews for debt management programs; monitoring by site monitors and investigators for clinical trials.