Minimize Design Time with Visual Case Design

The dynamic nature of case management poses significant challenges when it comes to case application design. Managing the balance between structured work, unstructured work, unexpected work and constant change is difficult, especially with limited design tools that end up requiring extensive coding to create a case application. The result is rigid, inflexible packaged or custom solutions that are hard to change and maintain.

Pegasystems overcomes these challenges with business-friendly case design. Instead of using complex modeling and programming tools, business owners start designing their case applications using an intuitive visual interface to define all elements of a case and the relationships between them. With Pega's case designer you can rapidly create new case types by starting with a simple case hierarchy of sub-cases and tasks, and then enhancing each incrementally to define processes, content, rules, privileges and more as the case work becomes clearer. Once a case or task type is defined, it can be re-used in other case types, or used as the basis for similar case or task types.

Even better, Pega facilitates dynamic case design with its exclusive "design-by-doing" capability, which allows case workers to modify in-progress cases to account for unexpected work and then capture these changes for reuse. Once that template is captured, you can elaborate the new case type, defining processes and content categories, specifying routing and so forth using the case designer.

With Pega's case designer, you can:

• Put the power to innovate into the hands of those who best understand the business – case workers, business owners and analysts.
• Significantly reduce the time-to-implementation for new case types.
• Increase the consistent application of best practices.
• Capture work done for exceptions and reuse it the next time the scenario occurs.

Key Capabilities

• Business-Friendly Interface — The case designer's visual interface provides simple, familiar interactions such as cutting, copying and pasting to make case type creation and modification quick and easy.
• Unifying Case and Process Design — Business owners can define the hierarchy of each case type and the processes governing the overall case, nested sub-cases and tasks. Because processes are dynamic, they change based on the context of the case.
• Extensive Case Functionality — For every case, sub-case and task, you can easily define its sub-cases and tasks including how they will be created at run-time (manually, automatically, conditionally); if they are required for completion of the case; which content is automatically attached and which is required for resolution; as well as goal and deadline dates. Then elaborate using Pega's process management capabilities for processes, security, integration, routing and more.
• Intelligent Defaults — Basic processes, rules and other defaults are created by Pega so that newly created case types run by default. The display makes it easy to see what has been defined by default, and what remains to be defined or changed to suit the case type.
• Case Hierarchy — The display allows users to quickly understand how different pieces of work relate to one another, and change them or re-use them as needed.
• Asset Reusability — Case types can be repurposed and modified to account for specific requirements to cut the time needed to design and deploy new case types.