Case Management

Real-Time, Goal-Oriented Tools

Digital challenges can place your company in a unique position where you can seek opportunities to grow your product and service lines while empowering employees to work more productivity. At the same time, you want an enterprise solution that helps to lower operational costs.

Sumerge provides Case Management solutions designed to help your knowledge workers and case workers better leverage record information to complete a range of processes. This suite offers task management and collaboration tools that work with both structured and unstructured processes. Workers have access to real-time data information from various applications and storage systems where they can better determine the right course of action to take for each case. They can use these tools to assign tasks to others, create ad-hoc processes, monitor response times, or even transfer the cases to others while maintaining the full case history for rapid time to value.

Empowering Workers with Collaboration Benefits

Extract more value from critical information so your workers can make faster and more accurate decisions by implementing the Case Management solution. You can increase productivity as you leverage the following solution benefits.

  • Effortlessly reuse information and best practices
  • Better collaboration between teams
  • Simply implement changes to processes
  • Incorporate content to enhance efficiency of operations
  • Easily track customer cases and their statuses
  • Monitor team's performance and SLAs

Effectively Manage Vast Amounts of Case Data

The solution is designed to provide real-time access tools to help you best use case information for ad-hoc tasks. The Case Management solution capabilities include:

Integrated Ad-hoc Processes

Dynamic task creation and management tools can combine structured processes to address almost any situation while reducing complexities.

Business Analytics

The solution provides content and process analytics. Versatile dashboards offer valuable insights into trends, best practices and productivity along with the advanced search and retrieval capabilities.

Business Rules Management

The solution offers rules management for capturing, automating and governing frequent, repeatable business decisions to help in governing continuous process improvements.

Agile Design Capabilities

Business-oriented tools allow for the design and deployment of applications. Capture best practices using built-in frameworks and templates to help facilitate business-user participation and ownership of the case application.

Multi-channel Access

Multiple channels allow access to case documents, data, tasks, history and alerts. You can gain mobile case collaboration, including the use of the history function or team space with the ability to browse your inbox and update your task list.

Records Management

Sumerge’s case management solution Includes full lifecycle governance of case files along with capturing, storing and managing content effectively. It also supports rapid eDiscovery of case-based information.

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