Case Management

Many organisations deliver services that must be in accordance with regulations or business practices.

A Case Management system supports and automates the provision of such services and enables the team to maintain a single end-to-end view of all customer-related assessments, activities, communications and related content.


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Programme & Service Fulfilment Process

Track clients (or orders) through your system from prospect to approval to completion. Lock in your proven process and manage the delivery stage by stage and measure success rates (or drop-off rates) at each stage. Automate and speed up the communications for greater efficiency and better customer experience.

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Complaint Management

Even the best organisations get complaints. It’s how you process them and learn from them that’s important. Complaints may need to be prioritised, distributed to the team and then investigated. Information may need to be gathered in order to resolve the issues. Insights gained need to be highlighted so the organisation can improve.

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Application Management

The applications may be for grants, employment, membership in a professional society or admission to a school or university. The workflow may start with an email or come in via your website. Then there will be actions by various members of your team, perhaps information gathered, and a decision made. The applicant must be notified and there may be an appeal process. You need visibility of all the applications in play and highlighting of any that are not in accordance with your service standards.


CASE STUDIES