WorkPoint 365 Case Management Solution
Elevate your case management with WorkPoint 365. Seamlessly integrated with Microsoft 365, our solution offers adaptability and agility. Store, share, and collaborate on case information effortlessly. Handle cases efficiently, enhance collaboration, and boost customer satisfaction
Keeping cases in check
Every organisation deals with cases of different types, which require meticulous attention to detail and adherence to corporate compliance standards. Failure to manage the case lifecycle in a professional manner can pose a major risk to an organisation, with serious and costly consequences. Missed business opportunities, disgruntled clients, and a damaged reputation are some of the outcomes of poorly managed cases.
WorkPoint's Case Management solution is designed to address these challenges by offering adaptability and agility. Our solution seamlessly integrates with Microsoft 365, allowing you to create cases, set tasks, collaborate on documents, work on case assets, and communicate via Microsoft Teams in a secure and trusted environment.
With our solution, you can bring efficiency and structure to your case management processes, ensuring that all information is readily available whenever it is needed. Our task management system allows predefined tasks to be assigned to specific users for each case, and automated notifications are sent to colleagues, accelerating the case management process and preventing cases from being overlooked.
In addition, our intuitive wizard simplifies case creation by guiding users through the entire process. The solution is easy to use, secure, and built on top of the familiar Microsoft 365 ecosystem, enabling employees to quickly adapt to the new tool.
WorkPoint Case Management solution - Key Features
- Easy and effective search with advanced feature.
- A graphical risk matrix allows to manage and identify case risks.
- With notifications and assigned tasks, WorkPoint makes sure that no deadline is missed, and no job is forgotten.
- Allows documentation management with automatic version control – the entire editing history is recorded.
- A dashboard which creates complete overview of cases, statuses, and progress, tracking actions, and deadlines as well as providing invaluable insights into your cases.
- Ensures safe and secure archiving of old cases.
- Data is secure as it is stored in your own Microsoft 365 tenant.
- The WorkPoint Express plugin makes working on and updating case information quick, easy, and intuitive.
- Integrate with leading eSignature services like Penneo, Visma Digital Signature and more.
- Helps to achieve compliance with GDPR
WorkPoint Case Management
Microsoft Teams integration makes it easy to collaborate on your cases
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Securely collaborate with internal and external stakeholders and interested parties.
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No need to jump between applications as all your cases are available directly in Teams.
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Create cases and assign them using intelligent bots.
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Share information related to the case with colleagues directly in chat.
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Have a complete overview of your cases directly in teams.
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