Name: SaasCase
Price: 40 USD
Author: SaasCase

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

IP PBX

Meeting Management

Online Notary

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Wallets

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Change Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Deduplication

Data Science

Email Verification

Firewall Security Management

Fraud Detection

Identity Verification

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Migration

Network Performance Monitoring

Network Traffic Analysis (NTA)

Output Management

Robotic Process Automation (RPA)

SaaS Management

System Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Marketing

Headless CMS

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Headless eCommerce

Sales

Operational Technology (OT) Security

Security

Aviation

Camp Management

Computer-Aided Manufacturing (CAM)

Construction Workforce Management

Last Mile Delivery

Nonprofit CRM

eDiscovery

Vertical-Specific

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SaasCase, developed by AgileCase Ltd, is a case management software solution designed to enhance efficiency and streamline processes. It caters to businesses of various sizes, from small startups to large enterprises, and is utilized by professionals in industries such as legal services, insurance companies, healthcare providers, government agencies, and financial institutions.

## Key Features

**Capture**: According to the vendor, SaasCase allows users to easily store and share information by importing emails, documents, notes, and images. It offers seamless integration with third-party services, enabling efficient data management.

**Docs And Comms**: SaasCase provides a secure and audited space for storing and managing documents and contact records. Users can collaborate on documents with integrated versioning, securely share documents with clients, and centralize email conversations and attachments for team collaboration.

**Email To Case**: The vendor states that SaasCase offers a centralized email solution within cases, allowing users to draft, edit, and send emails directly. It enables the storage of the full conversation and attachments, ensuring a comprehensive case story. Users can also automate email sending based on case workflow updates using scripting capabilities.

**Custom Fields**: SaasCase allows users to customize cases according to their desired flow and display relevant information using custom fields. The vendor claims that a wide range of field types are available, and users can even create their own custom field scripts. Custom fields facilitate consistent information across cases and enable linking of contacts, communications, events, tasks, and other data to a case.

**Forms, built by you**: Users can design and configure their own forms within SaasCase, capturing data as needed. The vendor claims that forms can be securely or publicly published and distributed. Additionally, the software automatically opens cases within AgileCase, distributing them to the workforce for streamlined data collection.

**Update Your Records**: According to the vendor, SaasCase allows users to easily add, edit, or remove data, with immediate reflection across the entire system. The software features an intuitive design for easy data entry and update, with different field types to accommodate various data types.

**Automate Tasks**: SaasCase offers scripting capabilities to automate tasks within the workflow. According to the vendor, users can trigger automated emails with pre-written content based on specific steps in the process. The software also allows users to send data or messages to other systems or APIs when conditions are met in the workflow.

**Audit Trail**: SaasCase provides a reliable and un-editable audit trail, tracking all actions performed on each case. The vendor claims that users can view the full history of changes, including previous values. The software also allows users to see changes within table controls, ensuring transparency and accountability.

**Build Custom Reports**: SaasCase enables users to gain valuable insights into their data through AgileCase reports. According to the vendor, users can create simple or complex reports with ease, apply criteria for real-time reporting, and implement security measures to protect sensitive information.

**Milestones And Case Planning**: Users can create sets of milestones within SaasCase, aligning them with their process and linking preceding actions. The software provides proactive updates and alerts as milestones approach. Users can also build reports based on milestone data to identify process issues and improve efficiency.

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Application - Infrequent

Application - Input-Only

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Business process management (BPM) is a systematic approach to managing and optimizing a company's business processes, with the goal of improving corporate performance. BPM usually involves designing, modeling, implementing and measuring workflows and business rules, thus helping companies to refine and optimize processes that involve human interaction or multiple business applications. BPM is often a juncture between IT and business departments at a company.

BPM software supports the activity of BPM with capabilities such as case management, application development, workflow design and modeling, business rules engine, and reporting and alerting.

Business Process Management (BPM)

Process Engine

Process designer

Web-based tool for creating and customizing web process models

Process simulation

Evaluating model performance with real data, and optimizing

Business rules engine

Business rules engine allows non developers to change business logic in a model

SOA support

Support for reusable services to be built into process design

Process player

Step-by-step analysis of model to validate business rules

Support for modeling languages

Support for modeling languages like BPML, BPEL, and BMMN.

Form builder

Model execution

Ability to execute model and build code without programming skills

Collaboration tools allowing BPM experts to collaborate on model design

Social collaboration tools

Social tools for discussion threads, wikis, enabling decision making

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Content Management Capabilties

Content management

Content management tool for storing and managing versioning of electronic documents, images, etc.

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SaasCase

Overview

What is SaasCase?