• Overview

    Effective case management is more than just tracking to-dos, watching a calendar and keeping a file of notes. Dynamic case management involves knowing exactly what has been done and being able to handle anything that might be next, even if it’s not “what’s next” on paper. It’s about coordinating, advocating, controlling resources, making judgments, escalating, documenting, tracking and reporting.

    The nature of work is changing from predictable processes to agile, information-driven decision-making. Today’s knowledge workers demand control.


    Regardless of whether a case’s path is predictable or not, K2’s platform gives visibility into its health and status across processes and participants. It empowers users with a singular view of all case information and stays on track with statuses and checklists, escalations and notifications.


    Bring together information from across systems into one location for a holistic view of all case information. Use content management systems like Microsoft SharePoint to maintain libraries of case documentation and other digital assets. Leverage K2’s SmartObjects to tie in data that sits within line-of-business systems, on the web or in databases.


    Reporting on progress, timelines, touch points, case cost and milestones is at your fingertips. And with active capabilities like escalations, notifications and events, you are never out of the loop.


    Knowledge workers need to make good decisions when things don’t quite go as planned. K2’s case management empowers them to be confident and informed in their decisions and adjust the case’s path as necessary, all while providing audit tracking and free-form comments for traceability into everyone’s contribution to and actions for a case.


    Reporting a case’s activity means keeping comprehensive notes. Track everything: what tasks have been completed, who updated details, on what dates that activity happened, communications that occurred, documentation that was updated. It’s all at your fingertips.