Streamlining Workplace Investigations with Case Management Software

In order to avoid risk while running a successful organization, today’s business leaders need to do more than react to cases of harassment, misconduct and employee fraud. They need to prevent these issues.

Purpose-built case management software provides data-driven reports that help companies manage risk, spot trends, and protect employees and the organization by preventing incidents, as well as fines, and reputation damage.

But home-grown or dated solutions come with many challenges. For instance, managing incidents and investigations using manual methods leads to duplication of effort and information silos, resulting in inefficiency. Using these solutions also comes with security risks and inconsistent documentation, opening the company up to fines and lawsuits.

Case IQ's powerful case management platform streamlines your investigative process and provides the data you need to analyze results, prevent incidents and protect your employees. You’ll save time and money, ensure compliance, and reduce risk, all with one tool.

Join the Case IQ team to learn how you can improve your investigations and reduce risk with one tool.

Workplace investigations are complex processes, with a lot of moving parts. In many cases, the steps involved can be time-consuming and inconsistent, leading to negative outcomes for investigators and their organizations. Fortunately, many of these steps can now be automated.

Join us for a session on how automation can reduce risk and drive efficiency in case management.

In this session, you'll learn: What types of investigation and case management processes you can automate in your organization, and how that automation can be put in place. Sample processes include:
- Case intake, triage and assignment to staff
- Investigation planning, with structured workflow steps
- Task generation and assignment
- Document generation, including case summaries

We will also discuss how automation leads to better business outcomes, including:
- Increased efficiency
- Error reduction
- Faster response times and time-to-resolution
- Improved data accuracy
- Enhanced collaboration among team members
- Freeing up valuable human resources for more complex tasks, including analysis and policy work
- Improved customer satisfaction and overall business performance

Workplace investigations can be time-consuming and labor-intensive, often involving inconsistent and manual processes. To assist with these challenges, Case IQ (formerly i-Sight), a leading investigative case management solutions provider, has partnered with Microsoft’s Azure OpenAI team to develop an innovative AI assistant that helps the workplace investigator.summarize case evidence, saving investigators hours and sometimes days. In addition, the GenAI assistant ensures consistency and compliance while providing QA opportunities for investigators to deliver high-quality case dispositions that reduce overall organizational risk.

In this session, Keith Bauer, from Microsoft’s AI Labs, will provide an overview of how GenAI technologies like Microsoft’s Azure OpenAI are transforming how we all work. Along with, what challenges to overcome and how to get started with GenAI in the workplace

Errol Apostolopoulos, SVP of Product at Case IQ, will demonstrate CIQ Assistant- a new GenAI-powered solution that is being brought to the Case IQ platform, including:

• Case Summarization: Generating pre-configured, high-quality case summaries according to your organization’s best practices and policy mandates.

• Timeline Generation: Analyzing case data to present timelines that uncover potential gaps in an investigation.

• Evidence Analysis: Comprehensive scans of all attached evidence, ensuring no detail is overlooked.

• Policy & Compliance Standards: Ability to automate the application or review of relevant investigation policy documents and compliance regulations, ensuring investigations are legally sound.

Viewers of this webinar will leave with a greater understanding of how generative AI can be applied to workplace investigations, resulting in more streamlined investigations, reduced risk, and improved decision-making.