Infotechtion’s Advanced Case Management solution enables organizations to manage all case-related activities directly within the Microsoft 365 ecosystem, leveraging Microsoft Purview for enhanced Data Governance and Data Security. Our solution integrates with Microsoft Teams, SharePoint Online, and Power Platform to deliver a robust and efficient framework for case management.

Key Features and Capabilities

1. Centralized Case Management
   – Organize and manage cases within a SharePoint Online Library enriched with custom metadata, such as case name, handler, expiration date, and sensitivity.
   – Group and categorize cases based on business requirements or sensitivity levels.

2. Task Management with Microsoft Planner
   – Utilize Microsoft Planner to define case-specific tasks, track progress, and ensure accountability throughout the case lifecycle.
   – Seamlessly integrate task management into your existing Microsoft Teams and SharePoint workflows.

3. Automated Workflows and Approvals
   – Leverage Microsoft Power Automate to create approval workflows, manage signoffs, and streamline case processing.
   – Automate repetitive tasks, reducing manual intervention and errors.

4. Compliance and Privacy
   – Enforce information protection policies with Microsoft Purview to safeguard sensitive case data.
   – Utilize Microsoft Priva for subject rights request management, automated data discovery, and privacy issue detection.
   – Enable Data Loss Prevention (DLP) capabilities to prevent unauthorized sharing of sensitive case information.

5. Advanced Reporting and Tracking
   – Track case progress with detailed dashboards and reports using Microsoft Power BI.
   – Monitor approvals, task completions, and overall case resolution metrics.

6. Archiving and Retention Management
   – Archive resolved cases securely with retention policies aligned with regulatory requirements.
   – Ensure all case-related data is discoverable and compliant with long-term governance standards.