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Jan 15, 2024

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.


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