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i-Sight Case Management System: Workflow

Optimize Your Workflow

Regardless of the kinds of cases you handle, i-Sight is flexible enough to adapt to your processes. i-Sight provides the ultimate in flexibility.

Following are some of the workflow items that our customers frequently request. Of course, with i-Sight it’s easy to implement fully customized workflow rules based on your business requirements.

Workflow

  • Notifications: Create business rules to notify the appropriate person or group(s) each time a new case is received
  • Confirmation: If desired, the system can send a confirmation email to the customer or employee who entered the case
  • Assignments: Create business rules to automatically assign cases and notify the assignee or manually assign cases and notify the assignee
  • Reminder: Set task or action due dates with reminders
  • Escalations: Create business rules for escalation notices on overdue cases and actions
  • Closure Notice: Create business rules to notify individuals or groups of case closure
  • Create notices requesting approvals
  • Create any other business rule to help optimize your case management process

For more information, please call us or join a live demo

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