Case Management

IPD Solutions offers Case Management consulting services to help you gain visibility into your organization's processes and improve efficiency within specific business areas. Our evaluations will teach you how to eliminate costs, facilitate timely and accurate workflows, and identify new opportunities for growth and improvement. 

The following areas benefit from Case Management solutions: Information Management (content, data, analytics), Process Management (workflows, events, tasks, rules), and Knowledge Worker Operations (decisions, exceptions, collaborations).

services page case management workshops

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Cloud-Based Management Evaluation 

A two-to-three day Cloud-based Case Management workshop with IPD Solutions is available at no cost to qualifying organizations. During the workshop, our team will help you identify your key business challenges, forge a strategy to address those areas, identify key capabilities of Cloud-Based Case Management, and determine what type of solution will be the best fit for your organization. 

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Proof of Concept

A proof of concept will demonstrate the benefits of Advanced Case Management (ACM) through first-hand experience. You will learn how ACM capabilities align with your business objectives, gain clarity on target use cases, and reduce your investment risk. Our team will mentor your architects, business analysts and development staff to help them may fully leverage your ACM Solution. 


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During phase one, our consultants will work with you to define your options.  You will gain insight on where process automation will have the greatest impact and how it will work with your existing enterprise architecture. These services include:

  • Cost-Benefit Analysis
  • Proof-of-Concept Services
  • Requirements Mapping
  • Readiness Assessment 


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The implementation process will contain five stages, from conception to deployment and optimization. We will measure and adjust your solution throughout each of the stages below to ensure you achieve optimal results.

  • Strategy
  • Design
  • Development 
  • Deployment 
  • Optimization


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At IPD Solutions, we strive to provide our clients with continuous added value. To make this possible, we will provide ongoing training and support for your staff, as well as refine your solution to meet rapid changes in your business or industry. Our ongoing services include:

  • Support & Maintenance 
  • Case-by-case Consultation
  • Augmented Automation 
  • Refinement & Reconfiguration



Staff Support 

Daily business procedures alone demand significant attention from IT. If your company would benefit from additional internal resources, IPD will supplement your IT staff to ensure your operations run smoothly. We also train users and IT staff on our solutions' functions, capabilities and architecture, as well as recommend strategies for corporate restructuring.

System Support 

Our team will ensure that your solutions are supported and refined over time. We offer various levels of support, ranging from first line platform assistance to solution-specific fixes. We'll also make sure that your solution evolves alongside the changing customer demands, industry regulations, and internal transformations your organization experiences.