Comprehensive solution with the functionality of ECM and Adaptive Case Management. Citeck EcoS is based on the open-source Alfresco platform and also implement some unique capabilities and production-ready functional solutions built on top of it, such as Loan origination, Meetings, Contracts management etc.

What is ACM?

Adaptive case management (or dynamic case management) is an approach to managing the company’s business processes in such a way, that every process is managed as a separate case with key elements. Those key elements could be documents, people, events, processes, etc. The case could also be broken down into stages that could be achieved by meeting specific conditions. This approach helps to achieve the lenient decision-making, unlike the way it is done in traditional systems, thanks to the versatile choice of the elements.

BPM vs ACM

The main differences of the ACM approach are:

  • Users make decisions in accordance with circumstances.
  • When the final goal is set, the stages and elements are defined during the process.
  • The emphasis is on the case itself (data and the employees working on the case).
  • Could be used even in the companies that don’t have their processes thoroughly structured.

ACM is often opposed to BPM as a more advanced technology, when in reality, albeit the dissimilar approach, ACM doesn’t contradict BPM, but rather adds to it. For example, if the strict sequence of actions could be implemented in some stages of the case, they would be modeled into business processes. The remaining stages would be described as business requirements that should be pursued in order to complete them successfully.

The key features of ACM Citeck EcoS

Case elements

Every case consists of different elements. Those could be people, documents, events, categories, etc. Using ACM in the Citeck EcoS system on Alfresco platform could help create different system elements and use them in the case. Basic types of the elements: Cases and attached cases cards Documents (attached and adjacent) Calendar events Business requirements (to the case or to the elements) Stages Roles and participants Categories and tags Life cycle Business process

Case card

Every type of the element has its own section in the case card. Citeck EcoS allows configuring the displaying of that section in a convenient way. For example, file info contains name, description, date and the option to download them according to the access rights. People section contains the photo, full name, phone number; and events are displayed in the calendar mode. The section could be configured to display the element management possibilities.

Case templates

The template could be made out of any case. Templates are cases with preconfigured elements (stages, business requirements, etc.). Once configured case could be used to create a template with necessary elements and stages, which significantly improves standard problem solving.

Case completion stages

Case completion process could be broken down into the unlimited number of stages. In addition to that, the completion requirements for every stage could be implemented (particular actions or the list of the necessary documents). The system would not allow to proceed to the next stage until all the requirements of the current stage are met.

Business requirements

Business requirements are the set of conditions conducting the case or its stage. Citeck EcoS on Alfresco platform supports the broad spectrum of business requirements options: · The system administrator could implement business requirements into the case attributes. For example, one field could be made obligatory/non-obligatory or be automatically filled in accordance to other data. · The administrator can set up the number of obligatory and unique documents and the approved files attached to these documents on different life cycle stages of the case. · The requirements are described using simple declarative language, which is clear for any engineer or administrator. Therefore, the cost of the development and adaptation is considerably lower when the technology of business requirements is used, and, as a result, simple requirements (like show/hide the fields, make the field obligatory for everyone or for a specific group of users) are brought to life at a faster rate.

CMMN support

Citeck EcoS supports CMMN ver. 1.1

Functional area

The most efficient way to use the case management system on Alfresco platform would be for processes that don’t have the predetermined sequence of events and their content could change from case to case. For example:

  • Loan application processing
  • Tender management
  • Public appeals (for government structures)
  • Legal proceedings
  • Technically complex products and services sales

Ready-to-use solutions based on Citeck ACM

Tender management on Alfresco platform

The tender management system for medium and large companies.

Tender management on Alfresco platform

Loan origination on Alfresco platform

Automated system for loan application management.

Meetings on Alfresco platform

Planning and conducting meetings in one window.

Contract Management on Alfresco platform

Contract Management on Alfresco platform

Comprehensive contract and document management solution.

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