Casewhere: Process automation platform

Vision

Mending the gaps between your other software applications

To manage continuously increasing amounts of information, organizations buy software that are tailored to specific functional areas within their company. But most systems focus on one specific functional core area.

So, manual processes naturally develop that support the gaps between automated features. The HR department will send a letter to the IT department to prepare a new computer when a new employee starts. The Finance Department will contact Sales to get an idea of the current sales funnel when updating the budget. The System Administrator will by email inform the Purchasing Department, that there is a need to buy new server certificates. Not only do these processes take time, but the information exchanged in these manual interactions are mostly lost over time. Casewhere’s vision is to partially or fully automate and support all processes within a company, that other systems cannot.

Automate

Casewhere automates system/human, system/system and human/human interaction

There are countless processes in any company that would never be considered for automation, simply because we assume, that these is no system that could logically support them. But this is where Casewhere is unique.

Its core feature is to move data from one state to another. Casewhere supports highly flexible data model that enables collecting data through plugins, forms, triggers and services and push it on to the next system or user in the process. Scenarios in which this is relevant, are almost endless. Many people will argue that their work cannot be automated, because the inherent knowledge of their responsibilities. But they often forget, that a large percentage of what they do is repetition. Like entering information of an email to a new case in the CRM system, keeping track of when replies were made, forwarding it to relevant party, obtaining approval from others, inviting for a subsequent meeting, looking up possible available date and times in calendar, and much more. All of this can be automated.

Integrate

Casewhere’s open architecture enables it to work with most other systems

One of Casewhere’s core strengths is its ability to integrate with other systems. It comes with a number many tried and tested of plugins for external system as well as guidelines for how to add more; and we will continuously be adding more plugins.

And plugins are not only meant for external integration. It is also possible to use plugins to extend internal features of the system, like new form editors, graphic engines, and data analysis tools. Some of the most popular plugins offered by Casewhere are for MS Exchange, Jira, TargetProcess, Topdesk, PDF Generator, CVR, CPR, eBoks, WYSIWYG editor, LDAP, Safewhere*Identify, Aspose, and support for a variety of country-specific solutions such as CVR, CPR, eBoks and NemID. Besides the plugins, it is also possible to cooperate with external systems in two other ways. A scheduler engine can coordinate dates and time that Casewhere should look externally for updated data and a REST service makes it possible for external systems to send data to Casewhere.

Transform

Casewhere aims to transform organizations process by process

Casewhere is as much a platform as it is a standardized software system. In other words, it is meant was designed to the become the foundation for a never-ending and continuous improvement process within your organization.

You will keep on discovering processes that should be automated, so you will need a system that is easily extensible, configurable, and scalable. But you will not be alone in discovering and identifying opportunities. Casewhere will keep adding more vertical solutions to the online market place. These can be downloaded and set up in a matter of minutes, while still allowing you to fully and without limitations adjust them to fit your organization’s unique needs and requirements. And you are also able to monetarize your own vertical solutions by uploading them to the online market place.

Track

Use your knowledge of the past to plan the future

Casewhere stores all events. So regardless of whether data was added, updated or removed, it is possible to find out who did what and when.

But tracking in the context of Casewhere is so much more. Since processes – that used to be manual – now exist as detailed information, you will start to see patterns in what your organization spends time on and what parts of the value chain are creating real value for your business. You will also start to realize that there are other parts of your internal processes that can easily be automated and over time, you can become your own most important consultant. Step by step you will find that you are transforming your organization to one that owns its information rather than one that is being owned by it.

Casewhere eGovernment

Platform for Public Digitalization in Denmark

Denmark can be extremely proud of what we have accomplished with eGovernment within the last few decades. We are on top of the leaderboard regarding innovation, digitalization, transparency, and inclusion.

Our customers

Our customers include both public and private organizations.

Ways to use Casewhere

User Onboarding

Push Data Collection to New Employee

Collect personal information and contact details directly from the new employee via form and personalized login.

New Employee Authorization Process

Delegate responsibility of role and access assignment of new employee to immediate manager.

Employee Off-Boarding

Make sure that leaving employees are deactivated from and signed out of all systems at the end of their last work day.

Registration in Active Directory

Automatically get the new employee registered in Active Directory or in similar user repository.

Prep Hardware, Software, Phone, Seat Arrangement

Allocate responsibilities internally and follow up automatically to make sure everything is ready for the new employee.

Delegated Resource Management

Manage Authentication and Authorization per Organizational Unit

Delegate responsibility of typical IT-department work to organizational units without compromising security.

Allocate Recruitment Responsibilities to Relevant Stakeholders

Ensure that relevant stakeholders are automatically included in all steps of the recruitment process where relevant.

Increase the Use of Self-Service

Rather than using expensive inhouse resources, make sure that all information from third parties are entered by them.

Automatically Delegate Company Email

Catch, filter, parse and delegate incoming emails to responsible people and make sure that they are immediately registered in relevant systems.

Control Access to Information from Internal and External Systems

Casewhere’s unique data model makes it possible to apply access rules to all data even when not supported by the external system.

Help Desk

Organize Company’s Support Cases

Ensure that both formal and informal channels used for supporting your customers all end up in the same system.

Integrate Support with Marketing, Sales, and Production

Make sure that support cases are correctly and immediately converted to marketing and sales opportunities as well as production requirements.

Knowledge Base

Create, organize and share best practices through the organization. Reuse support case processes for multiple support flows.

Ticketing System

Make sure that any support case is tagged with a ticket number so that both incoming and outgoing communication will be registered to the correct context.

Inbound or Outbound Support

Support forms and standards for both outgoing calls and campaigns as well as all inbound communication.

Data Collection

Easily Prepare Forms, Surveys and Questionnaires

Simple non-coding drag-and-drop configuration of forms, rules, error messages, and security of workflows.

Integrate with Automated Routines

Make sure that data collected via forms are immediately converted into events for internal and external workflows.

Collect Information in User-Friendly Forms

At the lowest level of configuration, you can influence forms using HTML, CSS and JavaScript to ensure rich digital experiences.

Role-Based Data Gathering

You can set up Casewhere to collect data for the same Case from multiple stakeholders while keeping tight control of authorization of every detail.

Cooperation

Share and Manage Information and Knowledge

With multiple level access settings, it is easy to control the sharing of information gathered through multiple channels without compromising security.

Extend Workflows to Mobile Browsers

Offer mobile user interfaces so that employees and customers on the go will have the same opportunities as desktop users.

Ensure Seamless Cooperation Internally and Externally

Ensure workflows starting both internally and externally extend to all stakeholders through automatic onboarding and authorization.

Allocate to Internal and External Users

With Casewhere’s close integration to Safewhere*Identify, it is possible to easily onboard external users and include them in workflows.

Document Management

Support Multi-User Signing Processes

Have documents signed by all relevant parties in a prearranged order or first come first serve.

Manage Historical File Versions

By default, no information is ever overwritten by Casewhere ensuring that you will have access to all historical versions of saved files.

Manage Multiple Security Levels per Document

Save documents in multiple versions so that sensitive data is removed from versions offered to a wider audience.

Convert Word to PDF and Store

Save word documents in PDF formats that cannot be altered as to ensure full auditability and security of information.

Manage Create/ Read/ Update/ Delete Access per File

Manage access down to rules of who can read any individual document based on what words exist in them.

Workflow Automation

Ensure Data Flows Between Systems

The core strength of Casewhere is its ability to support processes across systems so that the company does not work in silos.

Act Immediately

Set up triggers that entice or even force users or external systems to react immediately when key data changes.

Automate Review and Approval Processes

Get rid of review and approval processes done by email or phone so that you can track the flow of data through your organization.

Coordinate Tasks Between People

Set up rules that automatically decide who must be included in the next steps of any process as well as deadlines for them.

Automate Routine Tasks

Keep extending workflow rules as you establish more and more rules for work that can be automated.

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