Why building bespoke case types to manage other departments is important
Creating bespoke case types in Proclaim to oversee various departments brings about operational efficiency and tailored customization, aligning the software with distinct workflows and data needs. This strategy not only accelerates task execution but also fosters collaboration among departments, as precision-driven data sharing eliminates irrelevant information and enhances overall productivity in cross-departmental projects. These customized case types act as guardians of compliance and data security. Configured to align with department-specific regulations and security protocols, they fortify defences against potential breaches and regulatory non-compliance.
What you can do to build bespoke case types within Proclaim
Evaluate and pinpoint the areas within the business that lack a predefined case type or category within the Proclaim system.
Ascertain if the advantages offered by a particular case type within Proclaim, such as streamlined workflows, data screens, and standardized precedents, could be applied to that specific department or area.
Assess whether the benefits derived from a specific case type within Proclaim, encompassing streamlined workflows, data screens, and standardized precedents, are applicable to the designated department or area. Subsequently, strategize the necessary steps to construct the new case type, estimate the effort required, and gauge the outcomes against the anticipated benefits within the Proclaim system.
How to build bespoke case types
Access our resources for guidance on how to build bespoke case types:
Do you know your Case Types (webinar)