Cross-system case handling
Orchestrate checks, status, approvals and system actions in one traceable workflow.
A case moves between inboxes, CRM, ERP, ticketing and spreadsheets. Status and ownership are lost at handovers.
An orchestrated workflow performs defined checks, creates records, requests approvals, updates status and assigns exceptions to a person.
Data and systems
- CRM, ERP and ticketing
- APIs and RPA
- Message buses
- Internal specialist systems
Controls and boundaries
- Bound actions and permissions explicitly
- Design idempotent steps and retries
- Provide logs, stop conditions and exception paths
- Retain manual approval for critical actions
Useful measures
- Normal cases completed end to end
- Errors and retries by interface
- Time and reasons in exception queues
- Traceability of status and completed actions