Intalio offers client-centric and up-to-the-minute solutions that are always in line with the latest market trends, and streamline document-intensive business processes using advanced capture and case management frameworks, and integrated platforms to deliver personalized and user-friendly experiences. Through its wide experience in the field of content services and process automation, Intalio creates a new generation of workflow improvement solutions that demand a focused and context-specific combination of content and process management capabilities.
Intalio offers an intelligent, scalable, open, and full-featured solution for the automation of workflows and processes: “Intalio Case”.
We are proud to launch our newly updated version of our case management system to make it easier and faster for organizations from all industries to build workflows and process-driven applications that consequently boost productivity and collaboration. In addition to organizing content for increased business efficiency, our software integrates workflows and processes with multiple other applications, systems, and technologies while supporting the total business process improvement cycle.
Intalio Case
Intalio Case Management System which is supported by iOS and Android platforms allows users to receive notifications and easily interact with workflows through their mobile devices. The solution is based on the following main components which we will discover together:
1) Process Modeling
The workflow modeler covering all the features in the application through an intuitive graphical interface enabling the workflows creation, templates and activities management, forms builder, workflow management, error handling, workflow scheduler and business rules.
2) Client Portal
The front-end of the application depicting the components that can be easily accessed by the user.
3) Orchestration Engine
The back-end of the application covering the main mechanisms of the solution.
4) Admin Console
Advanced administration console providing various configuration options for IT or System Administrators including user management.
5) Reporting and Monitoring Engine
The report builder embedded in the application for the activation of a diversity of workflow reports.
More on Intalio Case –
- Intalio Case is based on a string of elementary requirements:
Connect the requester – Coordinate the tasks to be done – Authorize a final action
This is a clearly identified and structured process which coordinates the interests of a “customer” with those of the concerned enterprise or organization. The request fulfillment solution transmits all customer requests through workflows to the concerned department for immediate response.
Regardless of its type, the created workflow will be embedded in an automated platform which is connected to other business processes and tools and provides easy collaboration. Intalio Case enables the structure of powerful and automated workflows without the need of technical knowledge or complex formulas.
Intalio Case can be used to automate and streamline different types of processes, such as: time card tracking, sales discounts, procurement, HR hiring, content, and more.
- Intalio Case Suitable for all Industries:
| Industry | Workflow Example Description |
| HR | New hire processes, leave requests, annual training requirement, and payment processes. |
| Pharmaceutical Manufacturing | Testing of raw materials, production of medicines, packaging, post-manufacture testing, and preparation for shipment processes. |
| Customer Service | Customer complaints processes. |
| Military | Managing a hostile situation and following the rules of engagement. |
| Travel | Managing clients’ flight, hotel, tours, and auto rental reservations |
| Healthcare | Managing prescriptions’ filling and eventual pick up processes by the patient. |
| Information Technology | Dedicating how software/hardware issues are addressed. |
Intalio Case Main Features
The latest updated version of Intalio Case Management Software includes many features that will fulfill the new consumer needs and facilitate their workflow management of any related case. The following is a list of features we which to highlight based on the product components.
1) Process Modeling
- Predefined: a predefined set of steps that execute based on actions;
- Ad-hoc: users will choose the action and the recipient with endless steps;
- Hybrid: it is mainly an ad-hoc with business rules by which users can have limitations on to whom they can send the steps to and by the actions to be assigned.
Process modeling features include –
- Workflow Creation
- Activities
- Workflow Management
- Forms Builder
- Workflow Scheduler
- Business Rules
2) Client Portal
Fully responsive, state-of-the-art portal with a friendly user interface that can be accessed from Laptops, PCs, and Mobile devices along with a native application for iOS and Android.
Client Portal features include –
- Home page
- Task List
- Create Request
- Viewer
- Digital Signature
- Workflow Visual Tracker
- Delegation
- Search
3) Orchestration Engine
Pre-coded script embedded in Intalio Case that takes into account the workflow design and pushes a task from one stage to another.
Orchestration Engine features include –
- Managing and monitoring the state of activities in a workflow
- Determining what activity is to be moved next according to defined workflows
4) Admin Console
Intalio Case provides an advanced administration console providing various configuration options for IT or System Administrators such as:
- User management –the user management module allows administrators to set privileges, rights and manage users, groups, and roles defined in the default security realm.
- Alert Notifications – an alert and notification engine that is configured to proactively notify users based on triggers, actions, modifications and more
- Audit Trail – providing a complete history or log of any activity being performed on the system. It also allows authorized users to view, enable and disable the auditing activity.
- Security – content security and encryption are an embedded feature in Intalio Case, this which protects the content and reports from unauthorized access and manipulation using the access and permission manager on all levels.
5) Reporting & Monitoring
Report management and designer integration giving executives and management-members a consolidated view of projects and tasks, thereby enabling rapid decision making.
Reporting & Monitoring features include –
- Real-Time Dashboards
- Detailed Metrics
- Performance Management
- Embedded Reporting Engine allowing the configuration and generation of the needed reports
- Real-time report on performance across all operations (snapchat of performance)
Start your transformation today. Get in touch!
