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ProCase - Case Management Platform

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ProCase is a Case Management solution framework that is based on Microsoft Dynamics CRM and SharePoint. The solution seamlessly integrates these products together to efficiently manage both structured case-related attributes and unstructured document-centric information. Using ProCase, organizations can deploy robust Case Management solutions through configuration, as opposed to traditional custom software development. This not only speeds implementation, but lays the foundation for a highly-adaptable solution that can keep up with evolving business needs and requirements. Importantly, ProCase takes full advantage of the underlying features and functionality of Microsoft's powerful software.

 

 

 

 

Central Case Repositoryhttp://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=104Central Case Repository<div>Case information is maintained in a centralized system so that all applicable correspondence, emails, case notes, assessments, and contacts can be accessed from a unified user interface. Users can see and contribute to a case, which enhances collaboration and transparency. ProCase security model protects data at field level, ensuring that users see only the information they are authorized to see. Our framework takes advantage of the Dynamics 365 workflow foundation to automate processes to ensure that cases are handled consistently and follow established standards. Key information may also be accessed on mobile devices in both online/offline mode. </div>0
Integrated task managementhttp://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=105Integrated task management<div>A tasking module allows ​automated work assignments, multiple levels of approval, notifications, alerts, document management, and reporting. With unified access to both cases and tasks, supervisors can assign tasks rapidly and effectively based on informed knowledge of their teams’ workloads. Real-time notification, alerts and reporting keeps employees productive and responsive​​. The solution provides granular visibility of task progress so that bottlenecks can be identified and mitigated. </div>0
Configure business logic and rapidly deploy new use caseshttp://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=106Configure business logic and rapidly deploy new use cases<div>A configurable business rule model empowers business users to create and manage business rules with minimal involvement from IT staff. Not only does it integrate seamlessly with your existing IT assets and scale for enterprise-class performance​, it also supports sophisticated, powerful rules that can capture your business workflow, policies, and procedures in all their dynamic complexity.</div>0
Provide effective case statistics and measurement reportshttp://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=107Provide effective case statistics and measurement reports<div>Customers can get visibility into work through comprehensive dashboards that show trends, assignments, time spent, and status. Additionally, Dynamics 365 ​capabilities, paired with custom SQL Server reports services, provide multiple views that allow insight into case data. Provides effective statistics, measurement management, and improved reporting across programs. ​​</div>0

 Related Technologies

 

 

SQL Serverhttp://www.procentrix.com/whatwedo/technologies/Pages/SQL-Server.aspxSQL Server
Dynamics 365http://www.procentrix.com/whatwedo/technologies/Pages/Dynamics-365.aspxDynamics 365
SharePointhttp://www.procentrix.com/whatwedo/technologies/Pages/SharePoint.aspxSharePoint
Office 365http://www.procentrix.com/whatwedo/technologies/Pages/Office-365.aspxOffice 365
Windows Azurehttp://www.procentrix.com/whatwedo/technologies/Pages/Azure.aspxWindows Azure
Exchangehttp://www.procentrix.com/whatwedo/technologies/Pages/Exchange.aspxExchange
Skype for Businesshttp://www.procentrix.com/whatwedo/technologies/Pages/Skype.aspxSkype for Business

 Related Services

 

 

Portals and Collaborationhttp://www.procentrix.com/whatwedo/services/Pages/Collaboration.aspxPortals and CollaborationserviceItem01
Cloud Serviceshttp://www.procentrix.com/whatwedo/services/Pages/Cloud-Solutions.aspxCloud ServicesserviceItem01
Data and Analyticshttp://www.procentrix.com/whatwedo/services/Pages/Data-Analytics.aspxData and AnalyticsserviceItem01
Mobile Enablementhttp://www.procentrix.com/whatwedo/services/Pages/Mobile-Development.aspxMobile EnablementserviceItem01
Process Automationhttp://www.procentrix.com/whatwedo/services/Pages/Process-Automation.aspxProcess AutomationserviceItem01

 Related Solutions

 

 

ProLinkhttp://www.procentrix.com/whatwedo/solutions/Pages/ProLink.aspxProLinkBuild solutions that benefit from Microsoft Dynamics CRM and SharePoint working seamlessly together.1
ProTaskhttp://www.procentrix.com/whatwedo/solutions/Pages/ProTask.aspxProTaskStreamline your Task Management processes with this integrated Microsoft Dynamics CRM-/SharePoint-based solution1

 Resources