Case Management Software

The Vendor is required to provide enterprise case management software solution to support multiple departments across the institution.
- The system will be used to manage a variety of case types, including but not limited to student conduct, title ix, behavioral intervention and student support, and employee-related cases.
- Requirement
1. Enterprise case management
•    Support multiple departments, campuses, and case types within a single platform
•    Configurable case workflows, stages, and lifecycle management
•    Ability to manage both student and employee-related cases
•    Ability to create and configure custom forms for case intake and data collection
2. Workflow automation and case processing
•    Rules-based automation for routing, notifications, task assignments, and escalations
•    Automated communications including messaging, alerts, and letter generation
•    Scheduling capabilities for meetings, hearings, and appointments
•    Complete audit trail of all case activity
3. Behavioral intervention and risk management
•    Tools to support behavioral intervention and at-risk individual tracking
•    Configurable risk categories, scoring methodologies, and institutional rubrics
•    Ability to create and manage action plans and monitor case progression
•    Consolidated view of case history and related records
4. Security, privacy and access controls
•    Granular, role-based access controls at user, group, and case levels
•    Separation of student and employee records to maintain privacy compliance
•    Secure handling of sensitive information with audit logging capabilities
5. Reporting and analytics
•    Ad-hoc reporting capabilities across all system data fields
•    Configurable dashboards for operational and executive-level insights
•    Exportable reports and support for regulatory reporting
6. Integration and interoperability
•    Integration with university systems, including:
o    Student information system (sis)
o    Single sign-on (SSO)
•    Availability of secure application programming interfaces (APIS) for data exchange and system interoperability
•    Ability to support automated data imports and exports
•    Compliance with accessibility standards
7. Implementation, training and support
•    Full implementation services including system configuration and data migration
•    Training for administrators, end users, and it staff
•    Ongoing technical support and system maintenance
•    Assignment of a dedicated account and client manager
8. External collaboration capabilities
•    Ability to securely collect information from external users
•    Support for document uploads, notes, and third-party inputs when applicable.