The challenge
When the company introduced a new ERP to replace its billing system, an issue emerged: the built-in case management module was non-configurable. Any changes to the organisation's complex approval workflows would require lengthy, costly development work, making it effectively unfit for purpose.
Reverting to the legacy CM system wasn't an option either. It ran only on Internet Explorer, struggled to handle the company's workflows, and couldn't integrate with the new ERP. It relied on manual data entry from emails and paper-based forms - a slow, error-prone process that the business could no longer afford.
The company needed a bespoke CM solution that could automate the approvals process, support the full range of case types, and integrate seamlessly with the new ERP from day one.