Case Management

Case Management describes a process that is relevant to all kinds of businesses. Wherever an organisation has the need to manage a process that involves creating, processing and managing case files and documents, whether it is a benefits application to a local authority, a court case or a mortgage application, the process can be made more efficient by using Objective’s Case Management solution.

Objective handles case management by automating the process of capturing, creating, managing and retiring the case files and documents associated with each case. Business rules are written to instruct Objective to create relevant case files and documents associated with a case as soon as they are captured and stored within the repository. The case is then automatically routed along a defined process.

Controlling this process electronically reduces the rate of error and ensures that the process is followed according to corporate guidelines and in a timely manner. This is especially true of more complex processes, where multiple people or departments may be involved.

Automating these business processes provide significant efficiency gains. Traditionally, these processes are heavily paper-based where one person has to review the document and then forward it to another person. When people are based in different departments or locations, this can create significant time delays. Even where email is used, it is not always possible to identify bottlenecks or at what stage a case is at in the process without timely investigation.

The use of our Case Management solution provides savings by reducing administrative effort, allowing staff to focus on decision-making and reducing the amount of time each person needs to spend on the process. Ensuring that all information needed to progress a case is in a single location and received in a timely manner leads to higher throughput levels per user. Where necessary, multiple users can also access and work on the same case. Administrators can immediately see delays in the process and where they occurred.

Employing standard automated processes also reduces the need for extensive training. Notes and guidelines can be incorporated into the process, making it more intuitive and easy for users to understand and operate.

In highly regulated environments, an organisation is able to provide evidence that the process has been followed and information has been handled according to corporate governance policies and industry or legal requirements.

Information Security

It can be difficult to ensure the security of the information, when it is used across disparate locations. If it is a paper-based process, details can be lost or accidentally destroyed and even emails can be intercepted. By using Objective’s Case Management solution, the security of the process can be significantly increased by setting strict privilege rules defining access to information on a 'need to know' basis.