The Benefits of a Case Management Platform

Case Management Platform | BP Logix

What if you could access all your needed client information on your computer, any computer, rather than a filing cabinet? What if it could be more secure, more robust, and easily accessible anytime, anywhere, and by only those who need it? This is the role of a case management platform.

BP Logix Process Director was designed with case management in mind.

Process Director is a shared, cloud-based database of your client information. This means those who need the information can access it quickly and easily, and those who shouldn’t see it, won’t. Case management, or document management, begins with understanding who needs access and who doesn’t, and setting up permissions for that access. No longer tied to a file cabinet or single computer, Process Director’s cloud-based technology means you can manage cases remotely, retrieve information quickly, and even capture more accurate and robust information using e-forms.

Reporting, searching, and automation make Process Director BPM and case management platform an attractive solution to companies that are searching for:

• Process efficiency improvement
• Better management decisions to better meet compliance requirements
• To reduce costs

Process Director allows users to easily share documents, calendars, lists, form data, and more with the most up-to-date information. Users can also set up alerts to notify employees of deadlines or other actions needed (including approvals).

With rapid application development, electronic forms and data can be accessed and completed with a mobile device which also allows for seamless BPM application integration into already existing software programs and applications.

Capturing Time

As time progresses, cases change, and usually there is more than one person involved in the evolution. Process Timeline is a patented technology exclusive to BP Logix Process Director and it lays out time in a Gantt chart model which adds the element of time to the management process. This allows for management of a case across several departments, such as Administrative, HR, Legal, and IT.

Time is an element frequently missing from traditional workflow scenarios, meaning when one part of the equation is delayed (an approval sitting on the desk of the person on vacation, for example), the workflow comes to a halt. With intelligent software, alerts can be triggered when a deadline is likely to be missed so human intervention can step in to resolve it and keep things moving along.

Is Process Director The Right Case Management Platform For You?

We welcome the opportunity to demonstrate the following features to see how powerful Process Director can be:

• Sophisticated case-aware reporting and applications
• Easy-to-configure case folders for quick access to all case-related data and documents
• Designed for no code or low code BPM which means users can simply create workflows and forms without a developer
• Time-based business processes allow for event and time driven execution and decision-making and adapt to changes for ad hoc needs
• Simple application integration allows for importing or sharing of data from existing sources, with no additional options to purchase and no additional components to learn.
• Includes a unique set of BPM tools and workflow tools

Process Director is a case management platform designed to maximize repetitive processes and unique, unpredictable processes with human decision making into one.

Want to learn more? Contact us today for a free demo from a BP Logix business process management expert and learn how to speed your workflow, communication, and decision-making processes with BPM software.