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Dynamic Case Management

Boost efficiency with interactive workflows.

Automate collaborative work and exception handling with robust capabilities.

Rich capabilities for better customer experience.

Manage any type of case work.

Manage any case type from structured to ad-hoc: process to decision, service requests, incident management, and investigations.

Unify data and actions.

Converge data from multiple systems in a single location for better visibility, speeding your path for the right answers.

Automate complex processes.

Boost efficiency, reduce errors, and lower costs by automating complex end-to-end processes to keep up with pace of change.

Dynamic exception handling.

Manage exceptions and ad-hoc activities with task capabilities and actionable data views for increased performance.

Hear from our customers.


Learn how Aviva optimized their processes to achieve operational efficiency.

1st Bank

See how 1st Bank achieved 100% compliance and saved 1,000+ work hours a year.


Watch how Health Management, a MAXIMUS Company, improved customer experience.

Learn more about dynamic case management.

Connect the dots between people, process, and data.

  • Process to decision.
    Manage predictable, reliable processes with the flexibility to handle the unexpected.
  • Service requests.
    Provide great customer experience for customer service, claims management, or other service needs. 
  • Incident management.
    Resolve adverse incidents and mitigate risk with full visibility of processes, and collaborate to drive effective action.
  • Investigations.
    Access complete information in a single location to make informed decisions.
  • People in control.
    Automated tasks, alerts, and consolidated views ensures people take immediate action and get work done.
  • Exceptions and ad-hoc activities.
    Dynamically address cases and ad-hoc activities that deviate from the norm and incorporate learning to improve processes over time. 
  • RPA bot exceptions.
    Seamless hand-off between bots and people with a full audit trail improve processes over time.
  • Intuitive user interface.
    Ease-of-use translates to making the right decisions at the right moment in time.
  • Dynamic business rules.
    Tackle complex decisions, no matter what comes your way.
  • Task and process management.
    Automated tasks and processes ensure teams get work done fast.
  • Enterprise mobility.
    Native mobility to get more done, in the office and in the field.
  • Optimize business processes.
    Orchestrate people, processes, and data in workflows to automate any end-to-end process.
  • Unite all case information.
    Integrate and act on data, processes, and collaborations, no matter where your data lives.
  • Real-time analytics and reporting.
    Stay on top of key performance indicators and metrics.
  • Social collaboration.
    Uncover all information and context to drive more effective action.

Ready to talk?

See how the world’s fastest-growing organizations use Appian for process automation.