In the dynamic landscape of case management, having accurate, relevant, and timely information is the backbone of effective decision-making and streamlined operations. Management Information (MI) in Case Management Software (CMS) serves as a valuable tool that empowers organisations to optimise their processes, enhance outcomes, and deliver exceptional customer experiences. In this blog post, we’ll delve into the significance of Management Information in Case Management Software and how it shapes the future of efficient case handling and how this can be handled in Proclaim and Actionstep.


Informed Decision-Making

At the heart of any successful case management process lies the ability to make informed decisions. MI provides decision-makers with a holistic view of case statuses, historical trends, resource allocation, and key performance indicators. This empowers them to make well-founded choices that drive efficiency and effectiveness. Ensuring data is captured correctly and in the correct reportable manner is essential when analysing MI. Through understanding quantitative vs qualitative data and making correct format restrictions on data entry will provide a solid foundation for reporting.


Performance Analysis and Benchmarking

MI allows organisations to measure the performance of their case management processes against predefined benchmarks. By analysing data on case resolution times, customer satisfaction rates, and other relevant metrics, businesses can identify areas of improvement and implement strategies to enhance their operations. Many firms utilise their CMS only to work client files, however where possible consider that your CMS can be used to hold internal metrics or pricing, SLA targets and escalation points for your third parties.


Resource Optimisation

Efficient allocation of resources is a critical aspect of case management. MI offers insights into the workload distribution among teams, helping organisations balance workloads and allocate resources based on the complexity and urgency of cases. Both ActionStep and Proclaim will generate reports like user task lists/time entries to form the basis of a resource reporting suite.



Understanding client behaviour and preferences is key to delivering exceptional experiences. Complaints, compliance and aftercare processes allow firms to gain insights into client interactions, feedback, and pain points, enabling them to tailor their case management processes to align with customer expectations.


Continuous Improvement

Data-driven insights from MI enable organisations to implement a culture of continuous improvement. By analysing case data and identifying areas for enhancement, organisations can iteratively refine their processes to achieve higher levels of efficiency and customer satisfaction.



Management Information stands as the backbone of effective decision-making and strategic planning in Case Management Software. The insights derived from MI empower organisations to optimise their case management processes, deliver superior customer experiences, and ensure compliance with regulations. As organisations strive for operational excellence and continuous improvement, the integration of Management Information in Case Management Software becomes a cornerstone of their success, shaping their ability to adapt, innovate, and thrive in the ever-evolving business landscape. If you want to know more about how we can prepare your ActionStep/ Proclaim platforms ready to be able to export meaningful data and create intelligent dashboards fit to interpret and display that data, then please give Zeus a call.