Case management system - how does it work?

In an increasingly interconnected business world, it is crucial to have a system that keeps track of all incoming customer requests, whether they come via phone, email, chat or social media. A case management system brings all these cases together in one place, creating a unified platform that everyone in the organization can easily access.

What is a case?

A case can be for example a complaint, an investment decision or a supplier invoice. It consists of at least one and often several activities performed by one or more users in a workflow.

The workflow begins with a registration when the case comes to the organization, for example via a website or an email. The case can then be enriched with additional information from, for example, other internal systems and it is then sent around in a workflow according to established procedures. When the workflow is complete, it often ends with some form of control.

Systems for efficient case management

By using a case management system, you will achieve higher efficiency, better security, faster processes and a more enjoyable working day for your users. You can also monitor your processes in real time, identify bottlenecks and continuously improve them.

The basic functions that should be available in a case management system are role-based permissions, the ability to create your own automatic workflows, management of attachments in all file formats with version management, functions for comments and reminders, and functions for easy collaboration within the organization. In addition, the system should also offer a report or statistics function for overview and follow-up. If there is a need to integrate with other internal or external systems, it should also be possible to do this via open APIs.

Automation

Modern case management systems should support automatic management of each step of the process. When a new case comes in, the system takes care of it automatically. Each request is sorted and distributed to the right person or department, based on predefined criteria. The case is then automatically prioritized, ensuring that each request is handled quickly and efficiently.

A personalized view gives users a clear overview of their cases. The system displays only what is relevant to you, removing unnecessary information and allowing you to focus on what really needs your attention. This simplifies and streamlines the entire case management process, keeping your customers happy and your business running smoothly.

I'm interested

This is how case management works:

Import

Registration

Account

Attestation

Transfer

Monitoring

Streamlining with automation

Does your business suffer from time-consuming administration and repetitive tasks? A case management system gathers all necessary information in one place, increasing efficiency and reducing the need for manual work. Our platform is equipped with pre-filled fields, flexible checklists and customizable workflows. In addition, our automated alert systems ensure that no cases are stalled or important information is missing. Invest in automation and let your employees focus on what really adds value to your business.

Real-time overview with digitalization

Our case management system adapts digitalization to your company's unique needs. It gives you a real-time overview of your processes and is available wherever you are. Get the flexibility and control you need to effectively navigate your business.

Customized integration for optimal efficiency

Our case management system offers customized integrations to streamline your business. The system adapts to your unique needs, integrating seamlessly with different applications and ensuring that all critical information is handled correctly and meets compliance and GDPR requirements. Experience simplicity and efficiency with customized solutions.

What is a case management system?

A case management system structures everything from everyday tasks to complex projects within your business, making it easy for everyone to understand their roles and responsibilities. Clarifying digital workflows optimizes efficiency and ensures that every task contributes to the success of the business. Let our system handle the standardization and automation of critical processes, so you can focus on what really makes a difference.

Why a case management system?

Our case management system is designed to streamline and standardize work processes within your company, making it easy for every employee, regardless of their role, to act correctly and efficiently. The system guides your employees through the workflow, clarifying responsibilities and timelines, ensuring that nothing falls through the cracks. Without this system, you risk missing important follow-up points and opportunities for improvement, which can negatively affect efficiency and the bottom line.

Nine benefits of the Conrab Opto module
for supplier invoices

Handles invoices in all formats

Automatic interpretation at header and line level

Automatic matching at header and row level

Automatic registration, account distribution and certification

Advanced flow control capabilities

Automatic reminders and escalations

Reports and statistics

Credit monitoring and system notifications

Supplier certificate, supplier cards

I'm interested

Frequently asked questions about

automated supplier invoice management

What does managing supplier invoices mean?

Supplier invoice management covers the process of receiving, managing, reviewing, and paying invoices that a company receives from its suppliers. It includes steps such as registration, coding, order matching, certification and final payment of the invoice.

How can digitizing supplier invoices improve efficiency?

By digitizing the supplier invoice process, companies can automate many of the time-consuming manual tasks. This includes faster entry of invoice data, automated matching to purchase orders, and more efficient approval processes, leading to faster payment and better supplier relationships.

What are the benefits of using an electronic invoice management system?

An electronic invoice management system improves accuracy, reduces the risk of errors, and saves time. It also helps keep better track of expenses, improves reporting and data analysis, and strengthens a company's relationship with its suppliers by ensuring consistent and timely payments.

Is electronic management of supplier invoices secure?

Yes, modern electronic supplier invoice management systems use advanced security measures to protect sensitive information. This includes data encryption and security protocols that protect against unauthorized access and data loss.

Can small businesses also benefit from electronic invoice management?

Absolutely, businesses of all sizes can benefit from electronic invoice management. For small businesses, it can be particularly beneficial as it reduces the administrative burden and allows them to focus more on their core business rather than time-consuming paperwork.