Dispelling 3 common case management misconceptions

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Case management is growing in popularity among vendors, analysts and organizations in the content and information management space.

But the term is nothing new for those in the healthcare industry. For decades, healthcare has used case management in planning and coordinating patient support, resources and wellness services. And the same goes for areas like social services and court case management, where the concept also has longtime roots.

So if it’s not a new concept, why all the buzz?

Managing information as a case applies beyond these few industries, moving the conversation away from the process automation solutions that businesses have long used to handle repetitive tasks. The concept (bolstered by industry analyst attention) has inspired software vendors to innovate and offer tools and technologies to bring the benefits of case management — including the coordination of information, collaboration and the ability to handle unpredictable events — to a wider area of work.

Companies adopting case management capabilities are reaping the benefits — including a complete, central view of all information, support for audits and compliance, and the ability to drive better customer experiences.

But, as with any emerging technology, the extended application of case management might not be immediately clear. So let’s tackle three case management misconceptions:

  1. A case management approach only applies to certain industries

That’s not the case (pun intended). While case management was born and still thrives as a specialized practice in the areas mentioned above, analysts, software vendors and end user organizations alike are embracing similar principles and applying them to business solutions across all industries.

Organizations ranging from manufacturers and universities to credit unions and insurance companies are adopting case management solutions. This includes industry-specific solutions like fraud investigation, claims processing and student incident tracking, as well as horizontal use cases like HR onboarding, IT help desks, project management and more.

While different in many ways, the work shares key requirements that benefit from case management capabilities and the ability to manage work as a case, including a need for employee decision-making, support for unpredictable or variable outcomes, organization-wide collaboration, and easy access to all related documents and data.

Some of the benefits of centrally managing all information, tasks, events and activities surrounding a case, customer, request, complaint or investigation include:

  • Improved customer service levels
  • Decisions supported by a 360-degree view of information
  • Enhanced visibility for reporting, auditing and compliance
  1. Case management has nothing to do with structured processes


Case management performs best in cases of unstructured work that don’t follow predictable paths or flow toward specific outcomes. However, case management capabilities can complement transactional technologies like process automation, helping manage exceptions or other aspects that require a human touch and decisions.

Think about the back-and-forth within a contract management lifecycle or conversations surrounding a standard student enrollment process. This work can all be managed as a case.

On the flip side, even more dynamic, case-centric scenarios frequently have standard or repetitive aspects that you can automate for employees, allowing them to focus their time and energy on making key decisions, managing relationships and fulfilling complex requests.

The most successful and robust case management solutions I know leverage both case management and more traditional process management and automation tools. And when these capabilities seamlessly combine within the same information platform, they provide a truly intuitive solution for employees and better, more personalized experiences for customers, clients, patients, students and constituents they serve.

  1. Case management and enterprise content management are worlds apart

Au contraire.

While often touted as distinct disciplines, the worlds of case management and ECM — along with areas like business process management (BPM), enterprise file sync and share (EFSS) and more — are converging. Many vendors with foundations in ECM or BPM have either purposefully designed their platforms to offer capabilities that support these solutions, or have acquired other products to bridge the gaps.

This connection of case to content is driven by business demand. According to a recent Forrester Consulting study¹, “To Be Brilliant in the Moment, Think Beyond Buy Versus Build,” 47 to 51 percent of surveyed organizations anticipate an increasing demand for embedded content in customer service, collaboration, and customer-facing applications – all of which are prime opportunities for case management capabilities.

Content provides a critical part of case management, supporting effective decisions and interactions throughout a case. Organizations should manage that information as part of the case itself, rather than scattering it across spreadsheets, file shares, paper files, email inboxes and disconnected niche solutions.

Imagine trying to resolve an employee dispute without a complete picture of the individual, including performance reviews, email correspondence and job history details. Picture managing a vendor relationship without the relevant contracts, conversations and contact information. Visualize investigating a potential fraud case without the history of transactions and current client data.

Difficult, to say the least.

Documents can drive decisions, transition cases and foster effective collaboration, especially when bolstered by underlying automation and capture capabilities. And the benefits are multiplied when building many case-driven applications on a central ECM repository — using that same content across solutions and dynamically providing the right information to each worker, in context.

Case management isn’t just for healthcare and social services. The approach and supporting capabilities can deliver value for every company. In any industry.

Is your organization optimally handling unpredictable work? If not, a case management solution might provide the answer.


In her more than 10 (wonderful) years at Hyland, Amanda Ulery has taken on the mission of sharing the business value of Hyland solutions with anyone who will listen. The proud manager of the product marketing team, she has a background in integrated marketing, the stubborn focus (and eye for detail) of an ex-journalist and the goal of helping the world realize how Hyland solutions can truly transform the way we work.
Amanda Ulery

Amanda Ulery

In her more than 10 (wonderful) years at Hyland, Amanda Ulery has taken on the mission of sharing the business value of Hyland solutions with anyone who will listen. The... read more about: Amanda Ulery