Configuration, Customisation and Consultancy

As much help as you need, whenever you need it

Having provided case management solutions for over 14 years, 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". Sometimes however, clients require a degree of customisation, depending on their needs and budget, and Workpro is highly flexible and customisable.

Some elements of the system can be maintained by client system administrators (learn more). For other more complex requirements our team of Implementation Specialists and Business Analysts is available to help.

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 a standard setup service with every Workpro implementation. This covers essentials such as ensuring client specific security settings are in place.

Configuration Support Services 

Adjustments or extensions can be made 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.

Integration Services

Workpro can be integrated with your other systems if required (e.g. CRM, Payroll, telephony, websites, scanners). Learn more.

Reporting Services

The SQL Report Writer available with the Workpro system is a powerful tool, and users can create their own reports at any time without CAS help (training in report writing can be provided). CAS can also provide the following reporting services:

  • Reporting Datasets Service - Standard datasets are included with the core Workpro product which allow you to easily report on all case data. CAS Business Analysts can also can produce additional, bespoke datasets if required.

  • Report Writing Service - CAS Business Analysts can also write reports for you if preferred. Well written re-usable reports can save you a lot of time and money in the long run.

Data Migration Services

  • Scheduled Import of Administration

  • Migration of Existing Data

Consultancy Services

Our team is also available to help with other aspects 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.

Please contact us for more information on any of these services.

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.