Case Management - WorkPoint

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A Flexible Management Formula,
Case By Case

Every business is different. But whether you run a large or small business, work in the public or private sector, or deal with consumers or other businesses – you’ll almost certainly have some cases to manage. We get it – faults and complaints happen, but tracking cases can sometimes be a daunting task. But thanks to WorkPoint, it doesn´t have to be that way! You can now create your own case management framework that helps and guides users from A to Z.

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Keeping Cases In Check

Don’t you hate it when you have to repeat yourself to explain your case every time you call in? Let’s put an end to that – for your customers.

Keep track of every case conversation, status, action, and history – no matter how many cases you’re collaborating on at any one time. And, whether each case has hundreds of lengthy steps or just a few short ones; with WorkPoint you’ll be able to craft a fit-for-purpose solution using the modular building blocks needed to develop a watertight case management processes.

We´re also keeping things familiar. Everything’s built using Microsoft tools, so your staff can continue to use the entire Microsoft 365 portfolio – including everyone’s current favourite: Microsoft Teams.

Case Management Brochure

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New Case Management System For Grundfos

GRUNDFOS is one of the world’s leading manufactures in advanced pump – and water solutions, as they are present in more than 56 countries. They were looking for a new case management system and found a suitable match in WorkPoint.

State Your Case

Some cases have a few steps; some have a lot. Take the law, for example – how many stages take place between first filing a complaint to when the judge’s hammer falls?

With so much fine detail across multiple cases in every sector, being to zoom in and out of particular cases is exactly what the doctor (or lawyer… or anyone else) ordered.

With WorkPoint, users can easily track stage progressions – thanks to colour-coded actions against each stage: meaning you can jump onto the urgent stuff and flag any blockers or issues right away.

Budgets, number of cases, types of cases – you name it – our online templates can be adjusted to meet your business needs.

3 Reasons To Choose WorkPoint’s Case Management

Manage & Control Your Cases

WorkPoint’s Case Management keeps all cases in check, all in one place. Employees know at what stage their case are at, track actions, and even run reports.

Guide Employees Through Cases

With stage management as a key feature, organisations can establish a fully auditable real-time process for managing all case tasks and phases – all in their own customised project module.

Complete Oversight Of Cases

With WorkPoint´s advanced search tool and meta-tagging, employees can now quickly pull up cases and corresponding history without moving heaven and earth (or smashing their keyboards in the process). It’s all integrated.

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Case Management Brochure

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Case In (Work)Point

Here at WorkPoint, we´ve made it a case in point (sorry) to offer a platform for managing cross-organisational cases in the easiest way possible.

From documenting cases digitally via Outlook, to dragging relevant emails and communication into each case, your employees will know exactly what’s happening across their portfolio workflow.

What’s not to like? We have a versatile module that allows you to align everything with your organisation’s needs.

What’s In It For Me?

Coherent structures in case processes: data is stored in one place and easily retrieved
Simple design makes it easy for users to navigate and find information, documents, and email correspondence – along with the case history and various versions.
Close integration with Microsoft 365 and Teams
User-friendly and intuitive user interface
WorkPoint 365 scales and adapts easily due to its unique modular structure.

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Digital Transformation Doesn’t Come Alone

WorkPoint 365 drives digital transformation in tandem with other tools. Take full advantage of the Microsoft 365 platform and take your projects, cases, documents, and email journaling to the next level. See the other products and solutions below.

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