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Case Management and Client Relationship Management

Your Needs

Any organization that interacts with citizens, clients, or other stakeholders requires a formal framework to ensure those interactions are tracked, completed to a required outcome and measured for efficiency and improvement over time. A large percent of this work typically is related to cases or interactions. A case can be an initiative, transaction, service or response that is opened and closed over a period of time to achieve resolution of an issue, incident, claim, request, proposal, development or other complex activity. Case management is the collection of information, processes, business rules and collaborative activities that relate to a particular interaction with a particular party. Your organization’s ability to properly define, operationalize and deliver a case is essential to meeting operational outcomes. Client Relationship Management (CRM) is a specific type of a case/interaction.

Service Offerings

  • Case Management Strategy
  • Case Process Assessments
  • Case Management Assessment and Technology Gap Analysis
  • Case Management Architectures
  • Case Management Center of Expertise Development
  • Case Management Implementation
  • Project Assessments and Evaluations
  • Project Management

Our Expertise

At EMERION, we offer a variety of different services that will allow your organization to achieve their case management and or CRM business objectives and desired outcomes. These varied and defined services are built on years of experience working with our clients, drawing from industry best practices and utilizing lessons learned as part of our commitment to continous improvement of our services. The services can be utilized by themselves indepentently, they can be assembled together or can be part of an overall framework to deliver an end-to-end solution to a particular business demand. EMERION has the capacity and capability to delivery these services to meet your timelines as our focus is our clients and their success is our mission.

How We Can Help

EMERION's team of qualified and experienced consultants help you obtain the most value for your Case Management and CRM initiatives using proven approaches and industry best practices. We deliver advice and way forward guidance for your Case Management and CRM private or public cloud initiatives. Using our flexible delivery model, you can engage us to complement your existing team or to take ownership of managing your project and delivering a turnkey Case Management or CRM solution. Either way you choose, our goal is to ensure we are a true partner in the success of your Case Management or CRM initiative. Contact us today for more information on our Case Management and CRM services at

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