Comprehensive solution with the functionality of ECM and Adaptive Case Management. Citeck EcoS is based on the open-source Alfresco platform with unique features and solutions built on top of it, such as Loan origination, Meetings, Contract Management etc.

2. Citeck EcoS
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Adaptive case management

3. What is ACM
Adaptive case management (or dynamic case management) is an approach to
managing the company’s business processes in such a way, that every process
is managed as a separate case with key elements. Those key elements could
be documents, people, events, processes, etc. The case could also be broken
down into stages that should be achieved by meeting specific conditions. This
approach helps to achieve the lenient decision-making, unlike the way it is done
in traditional systems, thanks to the versatile choice of the elements.
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4. Problem solving
Process and Case
BPM and АСМ
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5. Problem solving
The differences between
BPM ACM
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• Only supports the strict predetermined
sequence of actions
• Could only be used in cases when all the
elements are process stages are defined.
• The emphasis is on the description and
execution of the process.
• Could only be used in the companies with
thoroughly structured and efficient
processes.
• Users can make decisions in accordance
with circumstances.
• When the final goal is set, the stages and
elements are defined during the process.
• The emphasis is on the case itself (data
and the employees working on the case).
• Could be used even in the companies that
don’t have their processes thoroughly
structured.

6. Problem solving
BPM and ACM compatibility
Albeit the dissimilar approach, ACM doesn’t disrupt BPM, but rather adds to it. For example, if
the strict sequence of actions could be implemented in some stages of the case, they would
be modeled into business processes. The remaining stages would be described as business
requirements that should be pursued in order to complete them successfully.
That being said, the system also simulates business processes in the BPMN 2.0 notation, using
the convenient visual editor.
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7. Case management
The most efficient way to use the case management system would be for
processes that don’t have the predetermined sequence of events and their
content could change from case to case. For example:
– Loan origination
– Tender management
– Public appeals (for
government structures)
– Legal proceedings
– Technically complex products
and services sales
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8. Case Management
Citeck EcoS is a powerful, versatile and dynamic tool for case creation and management. Any project,
process or situation could be described in the form of the case. All the case elements would be
created on the preassigned stages of the case management (such stages as filling the case card,
uploading necessary documents, task execution, etc.).
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9. Functionality
Case elements
Every case consists of different elements. Those could be people, documents, events, categories,
etc. Using ACM in the Citeck EcoS system could help create different system elements and use
them in the case.
Basic types of elements:
•Cases and attached cases cards
•Documents (attached and adjacent)
•Calendar events
•Business requirements (to the case or to the elements)
•Stages
•Roles and participants
•Categories and tags
•Life cycle
•Business process
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10. Functionality
Case card
Every type of the element has its own section in the case card. Citeck EcoS allows configuring the
information displayed in that section in a convenient way. For example, file info contains name,
description, date and the option to download it according to the access rights; people section
contains the photo, full name, phone number; and events are displayed in the calendar mode.
The section could be configured to display the element management possibilities.
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11. Functionality
Case templates
The template could be made out of any case. Templates are cases with preconfigured elements
(stages, business requirements, etc.). Once configured case could be used to create a template
with necessary elements and stages, which significantly improves standard problem solving.
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12. Functionality
Functionality modules
In Citeck EcoS, any element could be converted into the case (a folder, a document, an event,
etc.). For example, in order to approve the contract, it could be converted into the case, adding
stages of approval and business requirements to those stages (for example, the requirement to
create and sign the certificate of completion).
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13. Functionality
Case completion stages
Case completion process could be broken down into the unlimited number of stages. In addition
to that, the completion requirements for every stage could be implemented (particular actions or
the list of the necessary documents). The system would not allow to proceed to the next stage
until all the requirements of the current stage are met.
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14. Functionality
Business requirements are a set of conditions conduction the case or its stage
Citeck EcoS supports the broad spectrum of business requirements options:
•The system administrator could implement business requirements into the case attributes.
For example, one field could be made obligatory/non-obligatory or be automatically filled in
accordance to other data.
•The administrator can set up the number of obligatory and unique documents and the
approved files attached to these documents on different life cycle stages of the case.
•The requirements are described using simple declarative language, which is clear for any
engineer or administrator. Therefore, the cost of the development and adaptation is
considerably lower when the technology of business requirements is used, and, as a result,
simple requirements (like show/hide the fields, make the field obligatory for everyone or for
a specific group of users) are brought to life at a faster rate.
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15. Functionality
An example of the business requirement
Setting up the case in such a way, that the system would form the closing documents pack and send those to
be approved 3 days before the end of the approval stage of the case. Until the approval is done, the case won’t
proceed onto the next stage.
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16. The benefits of Citeck ACM
•The system does not require a thorough inspection of the existing processes, adjustment
and programming. The users create new cases, tasks and adjust them on their own. The
result is a working, convenient, user-friendly instrument.
•The accumulation of the knowledge. Any case could be saved as a template. This way, for
every new standard project there would be a ready-to-use template with tasks, people,
delegations, documents, control and approval lists.
•Case management envelopes areas, where BPM would be useless, or where the analysis,
programming, employee training and business process management would otherwise take
too much time.
•Creating the unified communication medium for making collective decisions. All the case
elements are available in one unified space. Every participant could look through available
elements, comments, documents, participant lists, as well as data from other integrated
informational systems.
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17. Case management based solutions
Ready-to-use solutions based on Citeck ACM
•Procurement management
•Loan origination
•Contract management
•Meetings
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18. About Citeck
About Citeck
We specialize in the automation of the business processes based on the best
solutions among the open source software, as well as custom software
development and integration.
Citeck EcoS Case Management
The Citeck EcoS solution is our own development based on the open source
software Alfresco ECM. The functionality of this solution is developed with the
account of the contract circulation research, conducted in many different
companies.
To learn more about Citeck EcoS, to ask a question, or to order a presentation - please
visit www.citeck.ru
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19. The
Government of
Moscow
We are trusted
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20. Thank you!
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www.citeck.com
info@citeck.com
Suite LP30967
20-22 Wenlock Road
London
N1 7GU
Telephone: +44 203 808 42 43