descrizione prodotto

vivieb
Case
Management

CCREATING WORKFLOW MODELS NOT ONLY INCREASES THE SPEED OF CASES, BUT ALSO GUARANTEES THEIR EFFICIENCY AND COMPLETENESS: FOR EXAMPLE IN THE EVENT OF A REPORT OR CUSTOMER SUPPORT CASE, OUR EXPERTS CAN STUDY THE CASE MANAGEMENT STEP BY STEP AND YOUR OPERATORS AND THE CUSTOMER CAN EASILY FOLLOW THE PROGRESS OF THE CASE.

Fully integrated in the Liferay platform, it communicates natively with all other ViVieb products. 

  • Advanced document system
  • Workflow engine
  • Case profiles
  • Template of activities and target
  • Definition of working groups
  • Automation of the folder structure for case document management
  • Automation of the start of activities
  • Custom workflows to manage escalation
  • Notifications integrated in the platform
  • Email integration
  • Custom fields
  • Auditing

All organizations can be managed with the highest level of customization, including classifications that allow you to lead the processes and to provide the necessary information to carry out specific analysis and provisioning. The Case Management has been designed to be highly customizable depending on client requirements.
The CRM can be integrated with the other ViVieb products so it can also handle:

  • Integration with all CRM records
  • Working groups defined based on the resources in the HR module
  • Integration with accounting flows
  • Relationship with intermediaries
  • Data reporting and analysis
  • Some of the scenarios where case management can be used: 
  • Management of claims and cases in the insurance industry
  • Case management in the banking sector
  • Management of complaints and reports
  • Legal proceedings
  • Processes and flows in the construction industry
  • Support the adequacy of health standards
  • Quality processes
#case-management

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