What is a Case Management Workflow?

A Case Management Workflow is the logic, process or method your business uses for resolving issues. Issues can have many sources. For instance, they can be raised by customers, partners or internal staff.

Getting business logic right is difficult. So, with Planet Crust’s Case Management, we go out of our way to make it easier for you to to align your business logic across your organisation. This could be for improving your existing processes or for a complete digital transformation strategy.

Fully Integrated Case Management System

The flexibility of your open-source Case Management system is key. Planet Crust built the Case Management on the Corteza low-code development platform. This means your organisation can:

  • Tailor every element of the Case Management;
  • Easily add new components and build software online;
  • Integrate with the open-source CRM Suite, built on Corteza;
  • Implement Smart Apps to connect to your local environment;
  • Make full use of the Corteza RestAPI;
  • And much much more.

Being the premium open-source low-code development platform allows Corteza to deliver case Management workflow like no other solution. That’s because the Corteza automation engine (“Corredor”) for writing workflows can speak to and execute commands on any component of the Corteza platform. In other words, you can have case Management workflows that speak to other solutions. These include:

  • the CRM Suite, built on Corteza;
  • Corteza Identity and Access Management.

For instance, you can create a workflow that updates the account in the CRM and show case status. Like this, the sales team is aware of any open cases before contacting for a renewal.

It is not just about delivering business logic for case Management in Corteza. Corredor can push workflows between different applications on one platform. Additionally, it can even push them between Corteza applications and third-party applications. For example, you may need your Case Management for customer support to trade with Jira from Atlassian. You can do this thanks to the Corteza RestAPI. Moreover, if you needed your Smart Schooling system to speak to Corteza Education Cloud, you can easily achieve secure data exchange.

As an open-source workflow engine, Corteza Corredor knows few if any limits. As a result, your organisation’s case management workflow volume can be as, rich, high and as intense as you require. With its open architecture,  the Case Management, built on Corteza, grows to “customer scale” while equipping your business to evolve and respond with always increasing efficiency. Get started for free today.

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