Workflow and Dossier Management System
Workflow and Case Management System
The isolutions Workflow and Case Management System
The isolutions Workflow and Case Management module was developed precisely for this reason — because the requirements of specialized solutions involving specific workflows around a case (for example, a patient, participant, student, customer, employee, or applicant) are often similar and can therefore be reused.
Benefits of the solution
Enables efficient digitization and automation of recurring business processes.
Offers flexible customization for company-specific workflows without reinventing the wheel.
Supports standardized and transparent workflows around cases such as customer files, applications, or patient records.
Reduces development and implementation costs through the reuse of proven modules and processes.
Improves traceability and documentation of all processing steps within a workflow.
Increases process reliability through clearly defined workflows and automated notifications.
Facilitates cross-departmental collaboration through centralized data management and access control.
Scalable and future-proof – easily adaptable to new requirements.
Reduces potential errors and increases quality through structured, standardized processes.
Enables quick implementation thanks to integrated industry best practices.
Functionalities
Available functionalities (without additional software development):
- Configuration of standard fields for main entities
- Configuration of workflows
- Customization of standard workflows for specific roles or clients
- Automatic actions triggered by status changes via email or SMS
- Multilingual email template system
- Case-oriented document storage
- Full multilingual capability (any number of languages)
- User and role management (internal and external users)
- Reporting of main entities and export as XLSX/CSV
- Authentication and authorization service (incl. two-factor authentication)
- Billing/payout of services via SAP, Abacus, or other ERPs
Selected customers using all or parts of the Workflow and Case Management System:
- Swisstransplant (transplantation process for patients)
- FHNW (application process for internship placements)
- EduPool (exam process for students)
- Swiss Federal Statistical Office (publication planning process)
- Verkehrsbetriebe Luzern (tendering process for transport companies)
Attractive pricing
Success Stories
These Customers use the Microsoft Power Platform
In recent years, we have been able to develop applications and automate solutions for a range of customers.
Further Offers
You can also count on us for this Services
Data back-up should be your primary goal. We identify, classify and label your data – from SharePoint and Teams to applications such as Dynamics and SAP.
