Digital Experience Platform Digital Experience Platform
Enhancing the efficiency and effectiveness of local government operations.
SOLUTIONS
Digital Continuing Healthcare (CHC) Digital Continuing Healthcare (CHC)
End-to-end platform for quicker CHC & AACC decisions, and improved patient care.
SOLUTIONS
Built Environment Built Environment
SOLUTIONS

Workflow and Case Management

Efficient tools for handling tasks and processes

Get in touch Request a Demo
Designed to enhance local government operations by offering customisable workflow and case management tools, enabling efficient task handling, collaboration, and comprehensive record-keeping. It integrates with common business systems and supports key functions like case tracking, task assignment, document sharing, and performance metrics to optimise service delivery and problem-solving.
Get in touch Request a Demo

Specifically tailored for handling and resolving complex customer cases

Provides tools for designing and managing workflows, facilitating the efficient handling of tasks and processes within the council. This component is essential for optimising internal operations and service delivery.
The Workflow & Case Management solution enables councils to:
  • Manage citizen interactions and keep comprehensive records
  • Facilitates the design and implementation of efficient workflows and processes
  • Improve collaboration and communication across channels
  • Enhance performance tracking and metrics

Key Features

Task Allocation Options

Automatically assigns tasks to individuals, teams, or external organisations based on predefined rules, enhancing workflow efficiency.

Customisable Task Views

Users can access critical task details such as process name, stage, category, and key dates, improving task management and prioritisation.

Advanced Task Management Tools

Features robust filtering, sorting, and searching capabilities for managing large task volumes by form reference and process type.

Comprehensive Reporting and Analytics

Includes tools for exporting workflow data for in-depth analysis and reporting, supporting process improvement and strategic decision-making.

Proactive Notifications

Enables setup of automated alerts via customisable emails and notifications for both customers and staff regarding task progress.

Task Supervision & Re-allocation

Allows supervisors to monitor team tasks and re-allocate them as necessary to maintain balanced workloads and adapt to changing priorities.

Multi-channel Communication Integration

Supports varied communication channels including email, SMS, WhatsApp, and Facebook Messenger for flexible and tailored outreach.

Dynamic Workflow Branching

Incorporates branching mechanisms in workflows that adapt the process flow based on specific conditions or user inputs, increasing task handling adaptability.

Data-Driven Workflow Automation

Configures workflows to trigger actions based on data from online forms or manual inputs, enhancing accuracy and automation in process management.

API and Data Integration

Offers RESTful API integration for seamless data exchange with back-office applications, ensuring streamlined operations and consistency.

Enhanced Document Handling and Indexing

Integrates with Electronic Document Management Systems (EDMS) for efficient document storage, retrieval, and management.

Customisable User Interfaces

Provides adaptable user interfaces and task panels to meet specific needs and roles, optimising user experience.

Success Stories