Investigation Case Management Solutions: Must-Have Features

Pretty much every business, regardless of the industry they may operate in, deals with a large number of files, relevant documents, and other types of media. The documents involved may vary from industry to industry, but the point is that they contain sensitive information that must be protected at all costs. It is not just the company’s duty but also mandated by government regulations. Besides data breaches, companies have to contend and deal with a variety of other issues and customer complaints that involve keeping an eye on incidents, conduct an inquiry into discrimination, fraud, and more. And it is for this reason that pretty much all companies need a case management system.

These solutions not only enable a proper and streamlined investigation into a variety of cases but also help companies a lot of their precious resources, valuable time, and even money, of course. Suffice it to say that such solutions come in very handy and allow the people involved in the ecosystem to operate substantially better and with much more efficacy. However, not just about any investigation case management software will do — this is a delicate matter that requires careful thought. And the first step is to make sure that it has all the necessary features that you will need. We have listed some of the most critically essential features of case management software to help you make a more informed decision.

1. Data analysis: Given the amount of data one typically has to sift through and carefully scrutinize in this context, it is imperative to ensure that the investigation case management solution that you select for your business gets integrated data analysis tools. It will help you monitor and access metrics and also enable you to explore data on a deeper level and access highly valuable insights that are conducive to case management.
2. Central database: When the data and information you need is stowed away in disjointed systems spread all over the organization, the only thing you can be sure of is that there will not be much productivity. So, make sure that the case management software you choose offers a centralized database to store everything, including case files, reports, media files, and more. As you can imagine, having your data stored in such a database instead of a spreadsheet is a significantly better and safer option as well.
3. Tailored customer care: A solution with in-built abilities to directly engage with the customer via their preferred mode of communication is terrific. But what you need is a solution that also enables your executives and business staff to adapt communication following the customer. Such features can go a long way in dealing with customers.

We don’t have to tell you just how important it is to have an investigation management solution in your business’ arsenal. However, if you want to leverage its full and true potential, it would be wise to make sure that your final choice conforms to your business’ requirements as well as your expectations.