Case Management and Microsoft Dynamics ERP Fitness Test (Publication Date: 2024/03)


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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:

  • What types of process automation use cases is your organization currently working on?
  • Are the appropriate plans in place at all levels of your organization in case an error occurs?
  • How do you build your business case to convince leaders to purchase a performance management tool?
  • Key Features:

    • Comprehensive set of 1600 prioritized Case Management requirements.
    • Extensive coverage of 154 Case Management topic scopes.
    • In-depth analysis of 154 Case Management step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 154 Case Management case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: System Updates, Project Management, User Training, Renewal Management, Digital Transformation in Organizations, ERP Party Software, Inventory Replenishment, Financial Type, Cross Selling Opportunities, Supplier Contracts, Lead Management, Reporting Tools, Product Life Cycle, Cloud Integration, Order Processing, Data Security, Task Tracking, Third Party Integration, Employee Management, Hot Utility, Service Desk, Vendor Relationships, Service Pieces, Data Backup, Project Scheduling, Relationship Dynamics, Payroll Processing, Perform Successfully, Manufacturing Processes, System Customization, Online Billing, Bank Reconciliation, Customer Satisfaction, Dynamic updates, Lead Generation, ERP Implementation Strategy, Dynamic Reporting, ERP Finance Procurement, On Premise Deployment, Event Management, Dynamic System Performance, Sales Performance, System Maintenance, Business Insights, Team Dynamics, On-Demand Training, Service Billing, Project Budgeting, Disaster Recovery, Account Management, Azure Active Directory, Marketing Automation, Poor System Design, Troubleshooting Issues, ERP Compliance, Quality Control, Marketing Campaigns, Microsoft Azure, Inventory Management, Expense Tracking, Distribution Management, Valuation Date, Vendor Management, Online Privacy, Group Dynamics, Mission Critical Applications, Team Collaboration, Sales Forecasting, Trend Identification, Dynamic Adjustments, System Dynamics, System Upgrades, Resource Allocation, Business Intelligence, Email Marketing, Predictive Analytics, Data Integration, Time Tracking, ERP Service Level, Finance Operations, Configuration Items, Customer Segmentation, IT Financial Management, Budget Planning, Multiple Languages, Lead Nurturing, Milestones Tracking, Management Systems, Inventory Planning, IT Staffing, Data Access, Online Resources, ERP Provide Data, Customer Relationship Management, Data Management, Pipeline Management, Master Data Management, Production Planning, Microsoft Dynamics, User Expectations, Action Plan, Customer Feedback, Technical Support, Data Governance Framework, Service Agreements, Mobile App Integration, Community Forums, Operations Governance, Sales Territory Management, Order Fulfillment, Sales Data, Data Governance, Task Assignments, Logistics Optimization, ERP Fitness Test, Application Development, Professional Support, Software Applications, User Groups, Behavior Dynamics, Data Visualization, Service Scheduling, Business Process Redesign, Field Service Management, Social Listening, Service Contracts, Customer Invoicing, Financial Reporting, Warehouse Management, Risk Management, Performance Evaluation, Contract Negotiations, Data Breach Costs, Social Media Integration, Least Privilege, Campaign Analytics, Dynamic Pricing, Data Migration, Uptime Guarantee, ERP Manage Resources, Customer Engagement, Case Management, Payroll Integration, Accounting Integration, Service Orders, Dynamic Workloads, Website Personalization, Personalized Experiences, Robotic Process Automation, Employee Disputes, Customer Self Service, Safety Regulations, Data Quality, Supply Chain Management

    Case Management Assessment ERP Fitness Test – Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):

    Case Management

    The organization is currently implementing process automation for various types of case management, improving efficiency and accuracy.

    1. Automated Workflow: Streamlines case management processes and improves efficiency, leading to faster resolution times and increased productivity.

    2. Email Automation: Allows for automated notifications and communication between team members, reducing manual effort and ensuring timely updates on case status.

    3. Case Routing: Automatically assigns cases to the appropriate team member based on skills and workload, increasing accountability and reducing response times.

    4. ERP Fitness Test Integration: Provides a centralized repository of information that can be accessed by all team members, leading to consistent and accurate responses to cases.

    5. Escalation Rules: Enables automatic escalation of cases that have not been resolved within a certain timeframe, ensuring timely attention to high-priority cases.

    6. Chatbot Integration: Utilizes AI technology to provide immediate support and resolutions to low-complexity cases, reducing the load on human resources.

    7. Advanced Reporting: Generates real-time reports on case resolution times, customer satisfaction rates, and overall case management performance, enabling better decision-making and process improvements.

    8. Mobile Accessibility: Allows team members to access and manage cases on-the-go, improving flexibility and responsiveness.

    9. Self-Service Portals: Empowers customers to find solutions to their issues through self-service portals, reducing the number of cases that need human intervention.

    10. Automated Case Creation: Automatically creates cases from different channels such as emails, phone calls, and social media, ensuring no cases fall through the cracks.

    CONTROL QUESTION: What types of process automation use cases is the organization currently working on?

    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    The big hairy audacious goal for Case Management 10 years from now is to seamlessly integrate advanced automation technology into all aspects of our case management processes. This includes leveraging artificial intelligence, machine learning, and robotic process automation to improve efficiency, accuracy, and speed.

    The organization will have successfully implemented automated case intake and assignment processes, reducing manual workload for our case managers. We will also have automated case prioritization, risk assessment, and task management, allowing for more streamlined and effective decision-making.

    We envision using advanced analytics and predictive modeling to identify potential issues and proactively address them, leading to improved outcomes for our clients. We will also leverage automation to expedite document management, data entry, and communication with stakeholders, improving collaboration and efficiency.

    Overall, our goal is to create a fully automated end-to-end case management system that maximizes efficiency, accuracy, and effectiveness. This will allow our case managers to focus on value-added tasks, such as building relationships with clients and providing personalized support, ultimately improving the overall quality of service we provide.

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    Case Management Case Study/Use Case example – How to use:


    ABC Organization is a healthcare facility that provides care for patients with complex medical conditions. The organization has been facing challenges in managing the care plans and coordination of services for its patients, resulting in delays and errors in their treatment. These challenges were further compounded by the COVID-19 pandemic, which caused an influx of patients and increased the workload for case managers. As a result, there was a need for better automation and streamlining of processes to improve efficiency and accuracy in case management.

    Consulting Methodology:

    The organization sought the services of a consulting firm with expertise in process automation and case management. The consulting methodology used involved a thorough analysis of the current processes, identification of pain points, and developing solutions to address them. The consultant also conducted interviews with key stakeholders, including case managers, physicians, and administrators, to gain insights into their daily tasks and challenges.


    The consulting firm developed a comprehensive plan for automating the organization′s case management processes. This included a detailed workflow diagram, outlining the steps involved in the case management process, and identifying potential areas for automation. The consultant also recommended software solutions for automating various aspects of case management, such as care plan creation and communication with physicians and other healthcare professionals. Additionally, the consulting firm provided training for case managers and other staff on the new automation tools.

    Implementation Challenges:

    One of the major challenges faced during the implementation of the process automation was resistance from some case managers who were accustomed to manual processes. This required extensive change management efforts, including training and communication, to ensure buy-in and successful adoption of the new automation tools. Another challenge was budget constraints, which limited the organization′s ability to invest in advanced automation technologies.


    The key performance indicators (KPIs) used to measure the success of the process automation included:

    1. Reduction in average time spent on administrative tasks: With the automation of tasks such as care plan creation and documentation, case managers were able to free up more time, which they could use to focus on patient care. The target was to reduce administrative time by 30%.

    2. Improvement in patient outcomes: The automation of care plans and coordination of services aimed to improve patient outcomes by ensuring timely and accurate care. This was measured using metrics such as readmission rates, length of stay, and patient satisfaction scores.

    3. Cost savings: Automation of processes was expected to reduce operational costs by improving efficiency and reducing errors. The target was to achieve a 20% cost savings within the first year of implementation.

    Management Considerations:

    To sustain the benefits of process automation, the organization needed to establish a governance structure that would oversee the implementation and maintenance of the automation tools. This included designating a team or individual responsible for managing the automation platform, regular monitoring and reporting of KPIs, and continuous improvement efforts to optimize the automation tools.


    1. Consulting Whitepaper – Streamlining Case Management Processes with Automation by Accenture (

    2. Academic Business Journal – The Impact of Process Automation on Healthcare Organizations by John B. Russo et al. (

    3. Market Research Report – Healthcare Automation Market by Product, Application, End User – Global Forecast to 2023 by MarketsandMarkets (

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