The Essential Guide to Improving Case Management Processes

Table of Contents

Case management is an essential tool for business management processes. Businesses face a lot of challenges. Case management helps provide streamlined processes to efficiently sort out these challenges. 

This article explores what case management is and the steps to create an effective case management system. 

What is case management?

Case management is the set of dynamic processes that are used to resolve an issue. It involves assessing, planning, implementing, coordinating, monitoring, and evaluating to provide positive outcomes. It is a dynamic process, which may vary depending upon the industry. Since the case management system is a long-term process, businesses use workflow or case management management tools to enhance efficiency 

Yoroflow, a workflow management platform, provides a streamlined workflow, automated workflow management, resource management, tracking, and providing insights on various factors. Businesses use these case management processes to procurement processes, customer onboarding, employee training, employee complaint management, help desk ticketing system, employee tracking, and bug tracking. Yoroflow provides several features to improve case management efficiency. 

Steps in case management processes

For an effective case management process, business follows these seven basic steps. 


Screening step is the first and most important step in case management processes. This step helps to determine whether this task is necessary or not and its urgency. It saves time and effort for the resources in performing the tasks. Also, it helps the team not to miss any high priority tasks. It reduces the risk of a delay occurring in handling the urgent tasks.  


In the assessment phase, the team or the case manager analyzes the reports of the screening phase in more detail. The screening phase report shows only whether the task is necessary or not and the priority of the task. But in assessing phase, the case manager analyzes in depth of the issue to provide solutions. Employees will gather more relevant information to find out all the possible solutions. The case manager will monitor then and there in this phase to ensure that the employees are working with the right information and metrics.  

Risk evaluating

With the assessment phase’s reports, the team will evaluate the risks involved in the case. Risk management is an essential part of every business operation. The manager will analyze the assessment’s reports and prioritize the tasks based on risk factors. This will help the team to enhance their work management. This risk evaluation phase is very important to determine the seriousness of the case and assign high priority, which ensures the team to improve business process management.  


After assessing and prioritizing the case, the team needs to plan to establish their goals. This may be a time-consuming phase. Team needs to create strategies and plan their workflows to reach the goals. Based on risk priorities, the tasks should be handled in order. This ensures the team does not miss any or make delay in high priority tasks.  

The workflow builder in the Yoroflow, allows the team to manage work management efficiently. Yoroflow provides workflow builders which enables the team to build customized workflow as per the requirements. It automates the workflow and reduces the chance of missing any urgent or high priority tasks.


Implementation phase works based on the plans derived in the planning phase. When planning is effectively done, the implementation phase becomes easy to achieve the goal. If the manager finds that the result of the implementation phase is not upto the expected level, then he will look back and verify the planning phase. The result of the implementation phase is dependent on the planning phase.  


Monitoring progress is an essential part in every business process management. The manager will monitor and review the progress of the implementation phase to identify whether it reaches the goal or not. Based on the report of this phase, it is decided that any modifications are required or not. 

The workflow management tool like Yoroflow, helps the team to track and monitor the progress and generates reports based on various factors. It provides customized dashboard for report generation. The team can generate various reports to monitor the progress of the tasks in all aspects.

Outcome evaluating

Once all the phases are completed successfully, the outcome must be evaluated in various aspects. This evaluation can be carried out by collecting feedback from the client, analyzing the reports in all the stages, and measuring several metrics to enhance the client management. Also, this phase includes analyzing the budget, investments, and resources worked on. These reports are helping the team know about this task and can be documented for further reference.  

Improve your case management with Yoroflow

An effective case management process requires the above-mentioned steps like screening, assessing, risk evaluating, planning, implementing, monitoring, and outcome evaluating. By leveraging the features of Yoroflow, the team can automate workflow management, tracking and monitoring, and report generation. This enhances the efficiency of business process management and improves customer satisfaction.