Case Management & Workflow Automation

Onboarding a customer, processing a claim, a legal case or a subscription; these workflows involve multiple steps, dependencies, visibilities, calculations and API integrations. Moreover, they need to be fully customized to your business context and needs.

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Transform or Create Your Business Processes with Modular Workflows

Open up or share your business processes to customers, partners, employees, and stakeholders with flexible, scalable workflow management—from simple forms to complex multi-step cases

Configure Workflows exactly they way you want it

  • Single-step processes – You create straightforward forms like event registrations through the Forms Studio
  • Multi-step dossiers – We configure your complex workflows such as credit requests with multiple approval stages and validations
  • META dossiers – We combine your independent workflows into comprehensive processes like customer onboarding our subscriptions for insurances

The Power of Reusability

  • Decompose business processes into logical, self-contained dossiers with clear start and end points
  • Reusable endpoints and APIs for seamless synchronization and updates
  • Faster time-to-market Assemble new business processes from existing components in days, not weeks

Increase Engagement

  • Guided workflows with built-in validation rules and visibility rules speed up the registration
  • Automated actions, AI-assisted task execution, and smart notifications trigger upon process completion
  • Real-time status updates keep stakeholders informed throughout the workflow

Agility That Keeps Pace with Change

  • Regulations updated? Modify a dossier component once—the change applies across all processes using it
  • META dossiers orchestrate complex flows without added complexity
  • New service launched? Add it to existing workflows without rebuilding from scratch
  • Process improvement identified? Test changes in isolation before organization-wide deployment

AI-Powered Automation

  • A case or dossier can be prefilled by existing data, via API data capture or AI suggested data
  • When a process is complete, AI suggests or executes the next actions automatically, saving even more time
  • Start with AI-assisted recommendations, then evolve to fully automated task execution as your confidence grows