Save Time With Case Management Software

Doing more with less applies to a lot of things, but most importantly, it applies to time. Investigators are given less time to conduct and report on investigations.

Posted by Joe Gerard in on December 2nd, 2010

Doing more with less applies to a lot of things, but most importantly, it applies to time. Investigators are given less time to conduct and report on investigations. To remain compliant with evolving laws and regulations, investigators, ethics and compliance professionals and anyone else responsible for conducting workplace investigations are feeling the pressure of not having enough time. Stop. Relax. Breathe. There are solutions and strategies out there to help you conquer the quest to find more time. Here are three ways case management software helps investigators remain compliant while saving time:

1. Report in Minutes, Not Days

At the SCCE’s 2010 Compliance and Ethics Institute, Allstate‘s Lyn Scrine presented on the topic of selecting a case management system and how it has impacted her daily tasks. One of Lyn’s responsibilities is gathering information from her team and putting it all into a report. This used to take Lyn a really long time, as she had to chase down people to submit their data to her. Once she had all of the information, putting the report together usually took about a week. Now it only takes Lyn a couple of hours to create these reports thanks to case management software.

A lot of investigators find themselves in the same situation as Lyn. You don’t have a week to waste. Case management software pulls information from the case file to fill in a pre-determined template. Not only will it take you less time to create a report, but all of yor reports will also follow a consistent format. Wouldn’t it be nice to spend less time in front of a screen pulling your hair out and more time out in the field actively pursuing investigations?!

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2. Stay on Track

You can’t afford to derail your investigation. Every investigator is busy and is pulled in a lot of different directions, but your case load shouldn’t have to suffer. Automatic alerts and investigator notes help you stay on track and complete tasks on time. Case management software allows you to set up reminders so that you have some help keeping track of everything you need to remember to do. Automatic alerts help investigators stay organized, complete each step of the investigation and save time doing so.

3. Reduce Redundant Tasks

Another way to save time is to choose software that can integrate with existing systems. Since most case files require the same information to be entered in a number of different sections, a lot of time is wasted typing out the same information. Integrating exisitng HR, ER or other systems into your case management software reduces the amount of time you spend entering this information, as the information can be extracted from the databases. Not only does this make it easier and less time consuming to fill out a case file, it also ensures that other databases and systems constantly contain the most up-to-date information about employees or particular events.

How much does your time mean to you? It’s an important question that requires an honest answer. At the start of this post I stated that there are solutions out there to help you get your time back. What are you waiting for?


Joe Gerard
Joe Gerard

CEO, i-Sight

Spend my days showing off the i-Sight investigative case management software and finding ways to help clients improve their investigations. Usually working with corporate security, HR & employee relations, compliance and legal teams.

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