Of late in the BPM space, the topic of “Case Management” has been growing both in terms of coverage and interest, and a number of IT companies have rapidly being trying to “re-position” themselves into this area, but more by obfuscation rather than by delivering the capabilities that are required to meet this very real challenge.
I have had an interest in this area for a number of years now, based on the opportunity to work with real clients on the ground. Singularity based on ongoing feedback from such customers and real engagements has evolved our product over several years to meet this challenge.
A number of suppliers have tried to make out that case management is really just dealing with ad hoc processes. Nothing could be further from the truth. If you could picture that every case management oriented organisation began each day awaiting the chaos of entirely ad hoc processes, the ensuing results just don’t bear think about.
If case management was just ad-hoc routing of content around an organisation – then Microsoft’s Exchange and Sharepoint products would dominate this market – clearly that’s just not so!
Some key characteristics of case management are, in my opinion, as follows:-
• Specific paths within the case are very well-defined, and can be ascertained in advance, they certainly aren’t ad hoc
• the need to execute those different paths is based on external and/or internal events and decisions. So the case needs to be able to respond to an evolving picture over time
• there are often interdependencies between the different optional paths (or fragments) within the case, e.g. an event in one path may pause or terminate another parallel path. Several paths may block and wait until another parallel stage continues – this is typical of the case “pattern”
• equally these fragments may be executing entirely independently of one another, perhaps dealing with different stakeholders involved in the case
Some products may claim to support this capability, and can put up a good argument that this is so.
The acid test can be determined by asking how the product supports parallel yet interdependent processes in a single case instance, with dynamically shared and also private data, and complex synchronisation features between independent threads.
If you see overly complicated process maps with many loop backs, which are constantly monitoring for events in the other paths in the case, then look out, problems lie ahead for you.
If suppliers tell you that you only need to be able to route an electronic case folder containing documents etc on an ad hoc basis between participants, then in my opinion this is really no more than traditional workflow and is insufficient for dealing with case management scenarios.
I realise that this can be somewhat subtle for organisations who are moving into this area for the first time, however there is a very useful white paper from Singularity which explains this in much more detail. It is an excellent place to start your case management journey.