Case management with SharePoint

Managing cases within SharePoint presents several challenges, especially when multiple complex cases need to be managed simultaneously. SharePoint does not provide dedicated case management features, making it difficult to maintain a clear overview of case status, assigned tasks and deadlines. Manually assigning tasks within a case process is time-consuming and error-prone, compromising the consistency of the handling process.

In addition, automated workflows are lacking, meaning that each process has to be followed and tracked manually. This not only leads to inefficiency, but also increases the likelihood of errors and missed steps in the case management process. Finally, SharePoint does not provide adequate reporting tools, making it difficult to understand the performance of the case management system.

Streamlined case management thanks to SharePoint DMS

With SharePoint DMS, case management becomes a structured and automated process. SharePoint DMS provides an intuitive interface in which users have a clear overview of all pending, completed and future cases. Tasks can be easily assigned to team members, and automated workflows ensure that each case is handled according to a standardised process, increasing efficiency and minimising the risk of errors.

In addition, users in SharePoint DMS can benefit from extensive reporting capabilities. This allows them to see exactly where there are areas for improvement in the case management process and how cases are developing. Thanks to built-in dashboards, managers can monitor the status of cases in real time and intervene quickly if necessary.