Configuration, Customisation and Consultancy

As much help as you need, whenever you need it

Having provided complaint management solutions for over a decade, our friendly team really know their stuff. We provide a range of services to support your business.

Workpro is pre-configured with standard case types and workflows, so for straightforward requirements it is ready to use "out of the box". Typically though clients prefer a degree of customisation, depending on needs and budget. Workpro is a highly customisable, flexible product and can be tailored to meet your exact requirements.

A Project Manager oversees the delivery of all services,  and we use Agile project management techniques to keep everything on track and to budget.

Setup Services

We offer standard setup services with every Workpro implementation. This covers client specific implementation essentials such as security setup and datasets.

Report Writing Service

Workpro comes with a set of standard reports and you can write more, building up the report library over time (optional report writer training is available). We offer a report writing service if you would like some support in extending your report library.

Configuration and Customisation Services

Our experienced team are available to work with you to make any required adjustments or extensions to the Workpro system, for example changes to the workflow or additional case types. Requirements specification, full testing and deployment are all included with this service.

Please note that a number of system elements are user maintainable, allowing you to make changes over time without CAS involvement. This includes look-up lists, categories and classifications, document templates, KPIs (targets, thresholds and alerts), user permissions, file management and data retention activities etc.

Integration and Migration Services

Workpro can be integrated with your other systems if required (e.g. CRM, telephony, websites). We also offer data migration services.

Consultancy Services

Our team is also available to help with other aspoects of your case management requirement, such as making recommendations for improvements or additions to your IT infrastructure (e.g disaster recovery or business continuity), reviewing the security aspects of your solution or business process modelling.


Why Workpro

10 reasons why Workpro will help your business

Put things right & restore goodwill

Everyone understands, things go wrong sometimes; it is how an issue is then handled that matters. Workpro delivers a clear, fair workflow process that reduces frustration and increases trust to prevent customers from simply walking away.

Learn from issues & improve

Those pesky issues are actually an asset! Workpro is a valuable source of customer intelligence. Trend and root cause analysis helps you to nip issues in the bud, spot any recurring problems and identify business improvements.

Keep better track of casework

Scared of dropping the ball? Everything to do with a case - all activity, correspondence and documentation - is safely stored and managed in Workpro. Alerts and prompts keep things right, ensuring nothing is missed and deadlines are met.

Reduce your costs, increase profits

Time costs money so early resolution is vital. Workpro helps you quickly deal with simple issues, while priority casework is escalated. Workpro is designed to streamline the case handling process, removing duplication and reducing the admin burden.

Improve productivity - uphold service

Workpro's workload management tools ensure everyone knows exactly what needs to be done, when & by whom. Workpro increases case throughput & improves response times, helping busy teams to stay on top of their caseload & add more value.

Be more efficient - do more with less

Increasing case volumes and complexity, combined with static or reduced manpower, is a common headache. Workpro's performance monitoring tools help managers to better assign squeezed resources, while monitoring outcomes.

Reduce risk & prove compliance

Workpro reduces your risk of fines or litigation by ensuring agreed, best practice procedure is always followed. The full story of a case is captured, including a chronological audit trail, providing transparency, accountability - and peace of mind.

Prove your team's value

Workpro provides all the management information you need, to assess effectiveness and efficiency. Dashboards, drill through reports, scheduled or adhoc reporting - Workpro's reporting tools are as simple or as sophisticated as you need them to be.

Ensure communications are top notch

Professional correspondence is essential to good service. Workpro includes standardised document & email templates for consistency and quality, and all communication happens from with the system for convenience and speed.

Protect sensitive data

Workpro security features ensure sensitive data does not get into the wrong hands. Company data retention policies can be built in, to comply with data protection rules.