Case Management

Automate case-based compliance activities

Your Challenge:

You need to process requests, correspondence, applications, etc. in a standardized way, but don’t have the functionality to do this in Microsoft Teams and SharePoint. You may therefore be leveraging a third-party case management solution for case management, while staff prefer to work in Microsoft 365.

Our Solution:

Infotechtion Advanced Case Management functionality in SharePoint Online with enrichment of properties related to the case (case name, case handler, expiration date etc.). Planner board with set of defined tasks, approval workflows, tracking and monitoring, case archiving, information protection, governance, and data loss prevention.

Key benefits:

Leverage Microsoft 365 with Purview for advanced case management instead of developing your own solution that needs to be maintained and enhanced.
Manage cases in a SharePoint Online library with enrichment of properties related to the case (case name, case handler, expiration date, etc.).
Leverage Microsoft Planner with a set of defined tasks that is relevant to the case process.
Track case tasks and progress.
Leverage Microsoft Power Automate for approvals and signoffs.
Group and manage cases based on sensitivity with limited access.
Leverage Microsoft Purview for information protection and data loss prevention alongside Microsoft Priva for managing subject rights requests at scale with automated data discovery and privacy issues detection, built-in review and redact capabilities, and secure collaboration workflows.

Case Management

Your Challenge:

Our Solution:

Key benefits:

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