Case management definition: this is a practice of systematization, addressing, answering and resolving business cases (usually this refers to industry of jurisprudence, i.e. law cases) quickly and effectively as only possible (these characteristics depend on appropriate improvement of the case management system). Basically, effective case management requirements are the following:
- It enables recording and systematizing information on the business cases quickly (this means proper grouping, categorizing, prioritization, and dating existing cases);
- It allows controlling and reviewing statuses of all the cases undertaken by the organization;
- It allows storing, collating and retrieving business information on completed cases to track past business experience, study history and applied resolutions;
- It should overcome the case management problems such as poor systematization, big number of manual errors, inability to organize normal search, etc.
Case management benefits are decreasing of the time necessary to handle different administrative issues related to formalizing, documenting, and retrieving business data, while goals are to serve these functions to reach their better quality and speed (via implementing better business processes, or new electronic systems, such as one reviewed below):
VIP Task Manager is a product for SME, and it can be used by project managers for planning and controlling progress over the working plans (planned and pending business cases), business processes, etc in order to identify their evolution or defections in terms of facts, time, costs, etc.
For case management – do the following:
- start your software;
- organize your cases in a categorized manner on the Task Tree view;
- plan and schedule your cases and tasks in terms of clients, time, costs, etc;
- assign cases and tasks to employees and track their performance;
- control performance over the business cases;