intelligent case management
DESCRIPTION
A brief overview of AIIM's Industry Watch; Case Management and Smart Process Applications.TRANSCRIPT
- Market Intelligence Intelligent Case Management Presented by: Bob Larrivee, Director of Custom Research Eye on the Industry
- Market Intelligence Catalog casework across the enterprise Document related content and processes What Do I Do?
- Market Intelligence Research Shows Have problems with data that exists across multiple systems. Cannot link directly to the RM system. Cannot automatically capture inbound communications to the case file.
- Market Intelligence Case Management Systems - Integration Which of the following systems would you consider critical for your case management system to integrate with? N=168 AIIM 2014 Email 67% Records Management 52% ECM 49% LOB 39% ERP/Finance 38% Search and Analytics 34% CRM/Help Desk 30%
- Market Intelligence Consider This Case management is an orchestrated effort Coordinating content and process is key Automation provides consistency Organizational buy-in is critical
- Market Intelligence Recommendations Bring all case documents into a single content repository, or integrated access system. Consider how additional modules, add-on products or replacement systems might improve things. Consolidate multiple case-handling mechanisms from other lines-of-business into a single much more capable system. Seek to automate routing and sorting at the point of capture in order to speed up response and improve productivity.
- Market Intelligence Thank You Download a free copy Case Management and Smart Process Applications at www.aiim.org/research To Contact Bob: [email protected] @BobLarrivee on Twitter www.linkedin.com/in/boblarrivee
- Market Intelligence www.aiim.org Eye on the Industry