Betasoft case management solutions empower your workers to effectively manage cases, incidents or projects and make better decisions and handle high-value exceptions.
Our tools allow you to manage all information, communications and documents relating to a case and provide your users with all the tools they need – whether they’re resolving an issue, handling a sales opportunity, managing a case, claim or a complex transaction.
Do you require more customisation options and increased control over your data and documents to be better compliant with current data protection legislation?
Each tracked entity, whether an account, transaction, project, case, incident involves emails, calls, documents and tasks that require organisation and easy access.
Many off-the shelf solutions are SaaS, easy to subscribe to and offer a wealth of features. However, those tend to be focussed on sales activities and manage entities such Account, Contact, Lead and Opportunity. These solutions cannot be customised significantly to accommodate other use cases, and, by design, their users, data and related documents are held on the providers’ cloud servers and are therefore hard to manage and control by administrators.
Scales to any size solution, with the ability to create business applications that range from departmental to enterprise-wide.
Natively integrated with the OnBase product suite and able to leverage all enterprise-class content management capabilities.
Maximizes knowledge worker productivity reducing the need to search for information across multiple data sources and silos.
Enables creation of high-value, low cost, rapidly deployable solutions without custom application programming.
Provides a consolidated, 360° view of “the case” including all data records, related documents and processes.
Employee Onboarding, IT Projects, Contract Management and Permitting Applications, are just some examples of the types of service requests that need to be managed by knowledge workers. From the moment cases are assigned, they require a multitude of tasks and activities until they are completed or fulfilled. Use Betasoft expertise and tools to access and control all of the information in one place, enabling easier accessibility and faster decision making.
Betasoft solutions can be used to document and manage all the interactions and discrepancies that occur in the life of any typical business process. Eliminate the need for a user to search for information across disparate data sources in order to resolve Help Desk Tickets, Collections Disputes, Service Complaints or Quality Management Issues. This helps provide visibility of all of the information—and a complete history of related issues—in one unified view.
From Recruitment to Loan Underwriting to Audit Requests, the unpredictable processes tackled by case workers are many. From a single interface, case workers can drive these processes and all related activities, including documenting progress, delegating tasks, scheduling appointments, and more. Workers’ knowledge and a complete history of all activities are captured as each case moves through the process, and can be applied to better manage future cases.
See also: www.shareportals.com