Enterprises have long been at the forefront of leveraging software advancements to operate more efficiently and meet customers’ needs faster. Many of these operations are defined by processes automated with investments in IT infra. However, an incredibly rapid pace of technological evolution has made organizations and processes more complex. Hence, in most situations, multiplex processes cannot be automated with traditional process automation. Modern enterprises with real-world applications need dynamic case management. This article starts with cues to identify dynamic processes and proceeds to identify investments that fulfil business needs.
The most reliable and scalable way of building case management systems is by using a CMMN-compliant platform. Read further to learn why a platform is essential for enterprises with dynamic case flows.
Let’s start with understanding when processes and workflows are marked as ‘Dynamic Case Flows’.
A process can be termed as a ‘Dynamic Case’ when
- The next step in the process evolves as the process is running and from the context and outcomes of previous steps. The order of steps is not predefined. Such cases are managed by case management frameworks that support ‘Act Upon Insight’.
- Some of the steps involve human decision-making, some steps may or may not have to be executed, depending on the context
- Each process has a unique context and can be called a case. It is defined by several parameters like rules and regulations, past data and case-specific information, etc. Different types of cases can be executed in parallel, each with its own outcome, but they might be interrelated- meaning the proceedings of one case type will have implications on proceedings of the other.
- Cases can have sub-cases. Some of the sub-cases may be fixed, simple sub processes, some link to external systems, and some others are dynamic themselves
- The cases often span across departments and involve interactions between people and knowledge systems across verticals
- Privacy and security are both important and complex. Caseworkers and managers may carry different heads, depending on the case they are involved in at a particular moment in time
How to build the most efficient Dynamic Case Management Solution? Using CMMN?
Dynamic Case Management solutions are most efficient when they are based on industry-accepted standards. Some of these standards are generic like agility, scalability, security, and some others, like CMMN, pertain to case management.
“Case Management Model and Notation (CMMN) is a graphical standard for modeling and exchanging case models. It was developed by the Object Management Group (OMG). “
An additional benefit of CMMN Standards is – they guarantee that the solutions adhere to the generic software product engineering standards as well. Though one can code custom Case Management solutions, it takes too much time and effort, and business needs might change in the meantime. An easier and effective way is to build them faster with platforms. Here are some features of a good platform that can help you build dynamic, secure, and effortless case management solutions
- Scalability – Platforms make it possible to scale up solutions to incorporate tech advancements and address several business needs. With platforms, you can build and execute any number of unique cases.
- Low-code – It is easier to develop solutions with minimal coding if the platform is low-code. Such platforms help domain experts with minimum coding knowledge to build solutions for their work, hence reducing communication gaps and helping in building IT that aligns with business needs.
- Authorization – The platform should ensure that case data is available only for the right personnel. Authorization should be incorporated at case or even sub-case level. Also, the platform should enable fine-grained access control at both individual and case level.
- Holistic – The platform should be connectable to other IT infrastructure. This not only makes it convenient to use but also increases efficiency of the entire IT infra.
- Flexibility – The platform should allow changing the built solutions to meet the evolving needs. A complete flexibility in changing case handling solutions liberates enterprises from multiple reformations and unnecessary bugs.
- Dynamic Nature – BPM platforms with Case Management extensions cannot by their very nature cater to Dynamic Case Management. A good platform that truly supports Dynamic Case Management, in other words – a platform that adheres to CMMN – is essential.
- Integrated Process Mining and Auditability – While Abstraction in platforms significantly simplifies development, it loses its purpose if it is opaque. The platform should keep entities and processes transparent to allow debugging and auditing.
Once enterprises identify their dynamic case management needs and select a suitable platform, they need not worry about increasing security, reducing development costs, and scaling without constrictions. Want to know more about Dynamic Case Management platforms? Send us an email at info@casefabric.com