Case Management System

Ensuring cases are completed on time to stakeholders’ satisfaction and increasing regulatory demands are major challenges for many organisations.

The Workpro Case Management system automates the steps and procedures which are critical to effective case handling. Well-designed processes, supported by powerful and proven tools, will enable your staff to manage their workload and provide service excellence.

Benefits

Ensures you provide high quality customer service

Workpro is a case management system which uses well designed processes with standardised features to ensure high levels of service, communication and efficiency.

Allows You to Comply with Regulation and Guidelines

Workpro’s advanced workflow system ensures every case is managed in accordance with agreed procedures.

Investment Protection in Standard IT environment

Workpro Case Management integrates seamlessly with Microsoft technologies such as Word and Outlook and offers support for both office and remote working.

Well proven, low risk solution

Used throughout the UK, Workpro Case Management is a robust, proven solution. We developed our first case management system in 2003 and used our extensive experience of what case handlers really need in the development of Workpro.

Tailored to your unique case management needs to complement your business processes

Our consultants will work closely with you to tailor Workpro to exactly fit your business requirements. Workpro is a highly configurable system and will fully reflect your organisation’s unique processes and terminology.

Cost-effective system which reflects your changing business needs

Workpro is highly configurable and can easily adapt to meet the changing needs of your organisation, such as changes to regulation and guidelines.

Features

Each new case is quickly and accurately logged via Workpro.

Drop down menus, links to postcode software and context sensitive help ensure fast and accurate data entry by case workers directly or by customers over a web interface. Unique case reference numbers are automatically assigned and new cases can be linked to earlier related cases. Workpro also facilitates consistent contact management, storing information pertaining to all involved parties to ensure strong communication with all relevant stakeholders as the case progresses.

All case related communication is professionally handled and recorded.

All case documentation, whether email, letter, phone notes or scanned material is stored and organised centrally with the case. Documentation can be automatically generated at key stages in the case management process e.g. acknowledgement letters/emails. Document and email templates guarantee high quality, consistent communication.

Cases are completed on time and according to best practice

Automated workflow ensures cases progress through a consistent, efficient series of business processes. Staff can manage their workload effectively and Workpro highlights tasks to be carried out as deadlines are approaching. An audit trail records all key actions on a case. Sophisticated knowledge management tools, such as History and Precedent searching, ensure past experience can be used to improve case handling. Advanced security tools limit access and protect sensitive data.

Workpro monitors and reports on performance, highlighting trends and identifying issues.

Workpro provides a set of operational and performance reports tailored to each organisation’s requirements. Managers have a clear view of staff workload and any issues, such as overdue cases, which may be arising. Workpro highlights trends and identifies issues, enabling you to improve the speed and quality of case communications, policies and procedures.

See Product Tour for more details.