Dynamic Case Management (DCM) is an approach to handling and optimizing
complex and unstructured business processes. It's particularly well-suited for
scenarios where processes are not easily defined by a fixed workflow or where
there's a need for flexibility and adaptation to changing circumstances. DCM
allows organizations to manage cases that involve dynamic, evolving, and
unpredictable situations. Here are key features and aspects of Dynamic Case
Management:
Adaptive and Flexible
Workflows:
DCM systems provide the ability to create adaptive and
flexible workflows. These workflows can be adjusted on the fly to
accommodate changes in the case, enabling a more agile and responsive
approach to handling complex processes.
Case Design and Modeling:
DCM typically involves visual tools for designing and
modeling cases. This allows users to map out the various stages, steps,
and decision points in a graphical manner, making it easier to understand
and modify the case management process.
Rules and Logic:
Business rules and logic play a crucial role in DCM. Organizations can define rules that govern how cases should be handled based on certain conditions or criteria. This flexibility is essential for accommodating different scenarios within a single case.
Monitoring and Reporting:
DCM solutions typically offer monitoring and reporting tools
to track the progress of cases. This includes key performance indicators
(KPIs) and analytics to measure the efficiency and effectiveness of the
case management processes.
Audit Trail and Compliance:
DCM systems often include
features to maintain an audit trail of case activities. This is essential for
compliance purposes, providing a detailed history of actions taken within a
case.
Collaboration and
Communication:
DCM solutions often include collaboration tools to facilitate
communication among stakeholders involved in a case. This can include
features like document sharing, messaging, and commenting within the
context of the case.
Integration with Data and
Systems:
DCM systems are designed to integrate with various data
sources and systems. This integration ensures that relevant information is
easily accessible and that the case management system can interact with
other business applications.
Dynamic Decision Making:
DCM enables dynamic decision making within a case. As the
case progresses and new information becomes available, the system can
dynamically adjust decision points and routes, ensuring that the most
appropriate actions are taken.
Mobile Accessibility:
Many DCM solutions are designed to be accessible on mobile
devices, allowing users to manage and monitor cases from anywhere, at any
time.
DCM is applied in various
industries and use cases, such as legal case management, healthcare patient
cases, customer service issue resolution, and more. Different software vendors,
including Creatio, offer DCM capabilities as part of their broader business
process management and CRM solutions.