Premium Products / Personal Service
Case Management and CIP
Case Management and Documentation
Our case management tool is called Digital Customer Knowledge (DCK). It is a flexible system that lets you document and maintain supporting information on all your customer reviews.
We refer to the case management folder as a dossier.
When you can create a dossier for a customer, you can store comments, documents, spreadsheets, images, or any other type of data.
Access to sensitive data (for example, employee accounts) can be tightly controlled.
Versioning control of documents provides built-in audit trails, so you know how and when your documents were changed. (Note: all changes to documents are stored in a new document. No original documents are changed.)
Your users can view and update dossiers from any PC on the network.
All information is kept electronically, reducing the number of printed and stored reports.