Choosing a case management system

Choosing a case management system

We have all been in the same position. We spend money on a new piece of software which we’ve been told will help us with our day to day lives, only to find out after we’ve bought it that we need to change the way we carry out our daily tasks to suit this new system.

There are two main questions you need to ask yourself before you make the decision to purchase new software for your practice:

  1. Will it increase my productivity levels?
  2. Can it be adapted to suit how I work?

If both of these answers are yes, then you can expect a successful implementation of the software package and look forward to increased revenue levels as a result of running your day to day operation more efficiently. However, if either answer is no, then that piece of software may not be the solution for your firm.

 

Adaptation: What to look for?

  • Can a workflow structure be set up to meet your current daily process?
  • Can my existing documents be produced from the system?
  • Can I add in my own diary lines to the existing suite of standard diaries?
  • Can my treasury process be set up on the system using import and export functions?

 

Increased Productivity: What to look for?

As well as having an adaptable system, you should also ensure that this will add to your company’s abilities. Investing in a system that contains efficient tools and wizards is one such way to ensure that this happens. There are a number of efficiencies you should look to achieve to when purchasing new software;

  • Can I carry out a full credit search of the debtor from the system?
  • Is the system integrated with major banking systems?
  • Can I send and receive texts and emails directly from the system?
  • Does the system link with relevant government systems to upload case information?
  • Is it possible to produce packs of documents rather than going through documents one by one?
  • Can tasks, such as annual reports, be completed overnight?

If you have had frustrating experiences trying to adapt to a new system that only added to your daily workload, you will know just how painful a process it can be. By asking yourself just two questions you can hopefully avoid such a situation in the future.