Case Management
Attributes
Cases in Pertuniti can be annotated with almost any attributes. This way, they can easily be adapted to your own workflow.
Dashboard
A dashboard can clearly visualize the status of your tasks even for complex projects.
Documents
Cases have full document management capabilities with folders, files and file versions. Documents can also be annotated with attributes.
Contacts
Cases can also define explicit roles — for transparency and automation.
Case hierarchies
Cases can also reflect complex project structures with higher-level cases and subcases.
Access rights
Access rights are defined for all contents of a case. Hence, the become transparent and very easy to manage.
Flexibility and efficiency
As a software in the realm of adaptive case management, Pertuniti treats projects and processes as so-called cases. These cases can include tasks, documents, contacts, events, correspondence, and master data — but also all links between case elements. This approach enables structured task, document, deadline, and stakeholder management, but also delivers the flexibility to implement your own workflow and to be fully equipped to deal with new situations.
Pertuniti enables structured processes as well as flexible project management — and a seamless transition to work efficiently and respond individually to customer needs. With this approach, automation can be accomplished step by step, e.g. with increasing experience in process management or for clustered, similar projects.
Next to your regular processes, Pertuniti enables you to tackle new projects as well: For example, the pitch depicted above can be handled and managed in an ad hoc fashion. This example entails a set of result documents, stakeholders, and a calendar entry for a meeting. Instead of using many tools for file synchronization, for task management, or groupware for contacts and notes, all elements can be created directly in Pertuniti. The whole project becomes transparent, there is no need to synchronize many different tools, and access permissions within one single system are easy to manage.
Your own workflow in Pertuniti
Pertuniti enables you to easily implement your own workflow and knowledge management: Cases and case elements can have almost any properties, you can easily link cases and case elements, and you can comment on almost all elements.
Cases in Pertuniti can be annotated with almost any attributes. This way, they can easily be adapted to your own workflow.
Next to attributes, explicit roles can be defined as well. These can easily be used for automation and transparency.
Documents in Pertuniti can also suggest their own status, for example in a recruiting process with information about the specific application process. Yet, attributes are not limited to HR processes.
This way, frequent activities can be structured and automated — but also flexible collaboration can be achieved where there might not yet be a structured process. The example of a recruiting process depicted here uses a case as a container for the vacant position, and incoming application documents are annotated with their status.
Large projects with Pertuniti
A dashboard can clearly visualize the status of your tasks even for complex projects.
Using the case overview, you can quickly navigate through your case hierarchy.
Simple user access control
Each case in Pertuniti has its own user access rights — with an emphasis on transparency. Hence, access rights are assigned for all contents of a case. Users can have access rights to read, to read and write, and to administrate a case. With user groups, read and write rights can be assigned to multiple cases that are assigned to a specific group.
