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A Modular Approach for Fast, Flexible Case Management

Rachel Nizinski, Appian
March 6, 2024

Case management processes can be found in almost every industry. From service requests to employee onboarding to regulatory compliance, case management is a type of knowledge work with ad hoc workflows and unstructured tasks that rely on multiple data sources to complete. 

Case management processes are a critical part of business operations. And when executed poorly, they can have a negative effect on business goals, employee retention, and customer satisfaction. Yet many organizations still rely on legacy systems and manual, paper-based processes to get the job done. And in a digital-first world, you simply can’t keep up if you’re using these dated methods for managing casework.

If you have processes like these, case management as a service (CMaaS) can help.

CMaaS gives businesses an easy way to launch customizable apps for managing casework without the expense of building an in-house application or the rigidity of an app that’s prebuilt. It allows businesses to break down complex processes into manageable components, making it a top choice for organizations looking to embrace a modular approach to app development.

[Get the guide to optimized case managment processes.]

What is Appian Case Management Studio?

In the Appian 24.1 release, Appian launched Case Management Studio, a fast way to build case management apps by using prebuilt modules that cover 80% of typical case needs.

Case Management Studio allows users to rapidly develop and oversee case management apps with ready-to-use modules. It also gives business users the freedom to quickly make changes with no-code. This is ideal for organizations that need fast, flexible solutions for complex casework. With Case Management Studio, you can  meet business needs and quickly adapt to process changes and evolving requirements. 

Here’s a quick look at what you can do with Case Management Studio:

Accelerate IT delivery.

Case Management Studio offers a modular framework for building case management apps with prebuilt features that cover 80% of typical case needs out of the box.

Empower business technologists.

Intuitive tools and a visual workflow make it easy for business users to create, modify, and manage their end-to-end case management apps while reducing reliance on IT.

Assist users with advanced AI and automation capabilities.

Use AI to summarize and search for cases or identify and resolve overlap, such as duplicate records across departments.

Improve workflows and unify data.

Out-of-the-box audit components, comprehensive performance analysis, and process improvement suggestions help optimize casework, ensure compliance, and create transparency.

[Learn more about Case Management Studio. Watch the 24.1 Webinar.]

Examples of case management use cases.

The examples below are just a few of the many processes that can benefit from end-to-end case management—but the use cases for CMaaS are endless.

HR Processes

Aligning HR practices with business objectives improves operational efficiency and enhances employee engagement. HR casework usually spans multiple disconnected departments and systems—exactly the kind of process end-to-end case management can help you connect. Some common use cases for HR case management include:

  • Policy and procedure guidance

  • Grievance and disciplinary processes

  • HR service center

  • HR email management

  • Employee onboarding

GRC Processes

Staying compliant with complex and evolving regulatory environments requires speed, flexibility, and a unified view of data and workflows that can be easily audited. This makes governance, risk, and compliance casework a great candidate for CMaaS solutions. Common GRC use cases include: 

  • Compliance and regulation management

  • Enterprise risk management

  • ESG monitoring

  • GDPR compliance

  • Incident management

Modernize case management with Appian.

Case Management Studio draws on Appian’s decades of experience building case management solutions, providing an out-of-the-box framework that covers 80% of typical casework needs and can be configured with no-code. And it can be easily extended with data fabric, AI, and process orchestration capabilities on the Appian Platform to automate any enterprise business need.

Dive deeper into CMaaS solutions and see how businesses are optimizing casework with Appian Case Management Studio.