Case Manager Module

The workFile case (case management) module lets organisations take control of simple business processes and promotes automation of tasks. By allowing a 'case' of work to be created, work can be pushed through the organisation in a simple, yet structured fashion. workFile case allows any type of work to be identified with sub items of work (tasks / issues) associated to it.

Events within the workFile EPOS system, such as stock levels dropping below a certain level, late payment of invoices, picking lists for a warehouse etc can be used to raise and generate work items within the workFile case management module. This increases visibility of work to staff members and ensures no work is overlooked.

Some of the features of the workFile case management module are listed below:

• Create pieces of work from an event (e.g. stock being delivered), letters, email, fax, phone, SMS, web form or manually through the application
• Classify the work to be done
• Automate work generation and classification based on events / activities within the system
• Automate notifications
• Assign a number of 'work items' to a case
• Add tasks / issues and their processing instructions to a piece of work 
• Automate tasks / issues being attached to work items
• Assign users, or departments
• Split your work load and allow multiple processing of the same case
• Process work, refer, diary, hold, assign to other users or departments while empowering agents
• Quickly locate cases and items of work
• Take advantage of event driven architecture
• Single point of access to the required data to carry out this task / piece of work
• Allow third party solutions to generate work through a .NET API or XML Web Service API
• Quickly view work loads
• Produce simple to complex reports
• Integrate with other line of business applications or other businesses

Some of the business benefits of using workFile case management are listed below:

• Intelligent system notification, generate work / notifications / reminders based on the EPOS events including, stock delivery, sales, orders, customer orders, layaways, hire agreement periods, invoice generation / payment follow up etc.
• Streamline the identification and generation of work
• Streamline case / simple business processes
• Ensure work is pushed through a process delivering higher service level agreements
• Ensure work is carried out in a consistent fashion, inline with your organisations policies
• Provide agents with the ability to track work through the process life cycle
• Improve productivity of your staff
• Reduce time spent on administration and searching for relevant information
• Increase efficiency
• Ease cross-departmental (multiple site) content / information issues
• Utilise case management features across the enterprise (multiple sites and business streams), therefore reducing costs and maximising efficiency gains
• Track work through the system
• Automate processes / actions based on actual and system events
• Allow multi-processing of a case (allow other work items to be processed simultaneously
• Maintain full audit trails
• Implement strict security policies
• Support timely decision making by ensuring agents have all the relevant information at their disposal
• Reduce training and administration costs
• Meet and exceed compliance issues
• High (ROI) Return on Investment

Why not talk to us about the workFile case management module and how it can be used within your organisation; contact us on +44 (0) 1708 449 416, or eMail us at click here