Citeck Case Management EcoSystem« Back
Dynamic Case Management (DCM) is a newish conception for the market of enterprise IT-solutions. The term itself was proposed by Workflow Management Coalition in 2010, however the conception had been used considerably earlier.
The interest in Case Management has significantly grown in recent years. Renowned IT-editions strive to give full coverage of this issue, more and more often this new term appears in various researches. This denotes that the companies using volatile business processes are increasingly interested in this technology. The ‘Gartner’refers to this concept in its research with increasing frequency.
DCM – is a way to dynamically managed company’s business processes that allows the company to organize an effective cooperation among employees to achieve the goal (i.e. the case), to control and to act on the environment in time and to build up the special library of “best practices” after its completion. These results can be used for the further functionality growth purpose, the behavior and the reaction of the system research.
As the name implies the essential element of the conception is a case to be solved. It may include the large quantity of the elements – persons, events, documents, processes, discussions, etc. The adaptivity means that every case is unique and can keep up with the current situation. To a large extent the interest to the case management is due to the active development of the flexible management approaches. It is not always possible to implement standard unbudging processes in the company and, therefore, the usage of BPM-systems can be limited. In such cases the conception of case management comes to help and it well completes the classic ECM and BPM metho dologies.
It seems to be clear choice, however you need to make an effort to find the working conception of the case management. The Case Management EcoS solution from Citeck is one of a few comprehensive systems that uses the metho dology mentioned above.
Citeck EcoSystem represents a platform for the company’s business processes management. This system is based on the abovementioned adaptive case management approach. It allows to automatize even those processes which are difficult to be formalized in the classic models of business process description. Widely known Open-Sourse Alfresco platform forms the basis for Citeck Case Management EcoS. Citeck Company has been developing this solution for more than 7 years. Major customers are the companies that require the advanced solution. The EcoS platform is implemented in various spheres – logistics, insurance, finance, production, power industry, etc.
Case and its data
As mentioned above, the main element in the system is the case. In Citeck EcoSystem all case data are summarized in one configured dashboard. This approach allows the user to obtain maximum information for minimum time. As an example of case dashboard one may take insurance client’s profile, card of procurement, package of financial documents to be considered and approved.
In such case all data from other systems integrated with EcoS are also displayed on the same dashboard. It significantly saves time for data analysis and decision making. The possibility to integrate with other systems is worth mentioning as a separate point. Data export and import are carried out by structured XML-files. It allows Ecos to integrate with other systems within a short time.
The emphasis is on the result
Unlike BPM-systems, where the process has top priority , the case management (in general) and Citeck EcoS (in particular) look up to the final result. When you need to solve the case, it is not always clear from the very beginning what you should do. Sometimes the process and the elements can be changed during the case solution, and Citeck EcoS maintains the convenient tools for case setting and changing.
Starting the tasks by events
One of the key advantages of Citeck EcoSystem is the possibility to start the tasks, the stages or the whole cases by events. For example, the task can be started by user’s action or by reaction on some internal or external action.
Company’s business processes editor
The convenient process editor allows to configure the specific process from scratch or to change the existing one in a short period of time. The users can create tasks, stages and system activities themselves. The system contains the number of pre-configured processes in BPMN notation, which can be used for case creation as well.
This is a special set of conditions for task, stage or case starting or ending. System administrator has a possibility to set the business requirements for case attributes excluding programming. For example, it is possible to set the control of file attachment before the start of the task.
Focus on Adaptivity
The word “Dynamic” is presented in the conception name for a good reason. One of the most interesting benefits of Citeck EcoSystem is to change the case for a specified task in process. Herewith you can always save the case as a template and use it later.
Another important advantage of the adaptivity is to fill the cases as the cases move forward. It will help to avoid expensive analysis of processes before their adaptation. As you pass the case, you will be able to add new elements to the case in real time and save it as the template. This template can be easily changed later.
This approach is perfect for companies that need flexibility in process management and know the value of time.
Case Management EcoSystem contains ready to use solutions:
- Citeck EcoS Loan Origination – Automatic system for loan application process
- Citeck EcoS Contract Management – A unified corporate solution for contract workflow management
- Citeck EcoS Tender Management – Automatic tender management system
- Citeck EcoS Meetings – Planning and conducting meetings in one win dow
The major responsibility of our company is to create new and advanced technologies and to develop computer software using the proprietary and advanced technologies. In this regard we offer our partners an opportunity to maintain and develop the direct contact with prospective Customers of our technologies. We shoulder the most responsible mission – to implement and to bear responsibility for the quality of the completed projects. We put to use the most effective schemes to support our partners while ensuring the competitive B2B environment. In addition to this we provide our partners and B2B customers directly with a range of resources — consultancy, development, technical support for all levels and other services.
We are happy to support, develop and certify those partners who are ready to implement, to elaborate and to maintain the Citeck EcoS platform and its solutions in future.
We offer three levels to big international integrators as well as small companies and individuals who want to participate in the sales of Citeck EcoS growth. These levels are:
- The partner is fully responsible for the administration, the configuration and the development of the solutions based on Case Management EcoSystem. In this case we are ready to train the administrators and the developers of the company, and also to offer consultations on every stage of working with the customers.
- The partner is responsible only for the system adjustment. According to this model, the responsibility for system adjustment upon the request of the buyer lies on Citeck Company. The Partner takes head on the processes’ review, technical requirements composing and the determination of requirements. The partner also fulfils the administration works and the global configuration of the system. Our specialists work under the platform adjustment to meet the individual Customer’s requirements. In compliance with the current model, we also train the administrators and offer consultations on every stage of working with the Customers.
- The partner sells only the Citeck EcoS license to the Customers. Our company performs all duties: pre-sale preparation, implementation, possible adaptation and further system support. The partner receives all necessary resources that help to attract the Customers and develop the business relationship.
Regardless of partnership model we provide our partners with marketing and sales support. If you are interested in becoming our partner, you can apply by clicking the link.
How to optimize the loan origination process?« Back
Loan origination is one of the most complex and responsible processes in the financial area. When considering a loan application, lots of factors should be taken into account: applicant’s credit history, if the last loan was repaid on time, if there are any debts, the employment status, the assets, family status, and cosigners. This obligatory loan information should be structured in the form of an applicant profile, that could be used as a foundation for making decisions. In this case, the application consideration process should be individualized.
Among other obstacles the financial companies often have problems with:
- High risks of fraud
- Difficulties of recieving documents from the remote branches
- Extended periods of loan application consideration
- Lacking the unified tool for managing applications and documents
- Complicated search for documents in the paper archive
At the moment there are a lot of various software on the market, tailored especially for loan origination optimization, they are usually called “Loan Origination”. It’s not easy to get a grip on which software your company should purchase and use.
Our approach to developing banking software. Citeck EcoS Loan Origination.
We have closely analyzed different issues that banking companies encounter every day during loan application management. The result of it was the development of our own solution, that is tailored specifically for banks and other financial companies that are in need of automating and optimizing loan origination process.
The benefits that the financial company gets with the implementation of our solution:
- Reducing the period of application consideration process by 2-3 times
- Centralized client profiles
- Access to any client document in a matter of several mouse clicks
- Reviewing all client event history
- Transparent document and performer control system on all application consideration stages
In the core of our approach lies the concept of adaptive case management. Citeck EcoS Loan Origination solution is based on the notion that every client and his/her properties (financial solvency, cosigners, family status, assets) are a case that is to be solved. The financial company employees that make decisions on the case are also included, as well as the document package necessary to evaluate the case.
This approach allows to have access to all data necessary to make decisions, track client and employee activity, get all the data on the spot, and all in one win dow. This has a very positive effect on the loan origination optimization.
Besides that, Citeck EcoS Loan Origination features:
- Application consideration business process in the BPMN notation
- Branch financial limits management
- Unified win dow to work with application data, documents and tasks
- Drag’n’drop interface for uploading documents
- Obligatory documents availability control on every stage of the process
- Generating loan contracts and other documents by templates
- Integration with bank informational software
- Integration with credit bureau and scoring system (FICO)
Digital Archive« Back
On storing information. What is ECM? What is the difference between ECM and DM?
Many companies encounter difficulties when storing their corporate data. In lack of unified archive, employees store data on their hard drive or in the cloud storage, such as Dropbox, Google Drive, etc. This is not secure, to say the least. Corporate data could easily get into the bad hands, as it is difficult to control the security levels of the data, as well as to have easy access to the necessary files all in one place.
Throughout the recent years, Russian businesses started to actively implement document management systems (DM), as well as enterprise content management systems (ECM). Those terms are usually considered as synonyms, but it is quite incorrect to unite them.
In order to get things clear, let us go through most commonly used data types. In any company, there are two types of data: structured and non-structured.
Structured data is stored according to specific rules. It is usually represented in the form of tables or notes, and stored in the specialized accounting systems. For example, invoices and dispatch notes, acts, mandates, etc. – are this kind of data. 1C, SAP and other systems are used to manage this structured data. The amount of such data in one company could reach up to 20-25%.
Non-structured data would be the rest of the corporate content: contracts, photo-, and video data layout, PDFs, E-mails, etc. The amount of such data could be up to 75-80%.
Getting back to the comparison, DM systems are managing the structured data. These systems conduct accounting, registration, control incoming and outcoming correspondence, orders, as well as allow controlling and executing assignments.
ECM is, on the other hand, a much broader term. The ECM system could work with both structured and non-structured data – to put it the other way, with all of the corporate data. This type of system is implemented in order to help employees work on projects, create and manage workflows, edit documents and connect with their colleagues. And, as for the employers, ECM system has the functionality to control task execution by the employees, and to track workflow performance statuses in real time.
Besides that, every ECM system has its own repository – the data storage. These storages are usually used for the systematic, centralized and secure way of storing the corporate data.
The advantages of the Citeck Ecos electronic archive.
Citeck Ecos storage is based on the open source Alfresco ECM platform. Our solution is adapted to become the versatile and powerful tool for storing corporate data, structured or not.
The access to the archive is conducted through the web-interface, which makes it available from any corner of the world, and by any device.
Citeck Ecos supports many file types, and mostly any available format. Besides that, the files – audio, video, text or other documents – could be browsed right through the server, without downloading them on your computer.
These files do not have specific types, which means, that any properties could be added to them, even ones that are not typical for the given format. This may come in handy when many employees use the file during their teamwork.
If you have the necessity to scan many documents at once (for example, accountant documents), our system supports the stream input through the open source Ephesoft software.
Searching for specific files in the archive is also an essential task for many companies. Citeck archive implements documents and file search, using any attribute (property) or text. This solves many problems at one. For example, you could easily find the contract that was created 2 years ago and collect primary documents for the tax agency or contractors.
Who would benefit from the electronic archive?
First, the electronic archive would be essential for the long-running businesses that have many staff. The document-oriented businesses could also profit from the electronic archive, as well as businesses from the financial, juridical sectors of economy, as well as trade industry. Engineering and manufacturing industries could now effectively store and easily access technical documentation and new developments. Small and medium businesses could structure their content, simplify the access to the necessary files and documents, and prevent file leakage to the opponents.