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Case Management System Case Study
Case Information
Industry:
Higher Education
Business Type:
Business School and Educational Content Publisher
Services:
Educational Content Lifecycle, SharePoint Workflow Design, Metadata Management, Performance Analytics, Audit and Compliance
Client Profile

Managing 10,000+ Digital Content Assets

Darden Business School at the University of Virginia is one of the world's leading creators of business cases and educational materials. The solution supports more than 10,000 business cases, books, technical notes, simulations and other learning resources.

Every item moves through content creation, editing, review and approval before it becomes available for sale. Different content types and different kinds of changes may require their own workflows, participants, metadata and approval paths.

Technical Challenges

The Second-Largest Business Case Publisher Needed Better Workflow Control

Content creation, editing and approval activities had to be coordinated across several contributors and reviewers.

Different content formats and change requests required different workflows, task sequences and approval paths.

Editors had too few workflow options for consistently managing a large and varied publishing operation.

Tasks were tracked through sticky notes, whiteboards and Outlook reminders, making ownership difficult to follow.

Managers lacked reliable visibility into team activity, performance and areas where additional training was needed.

Transactional and statistical reports were prepared by hand, increasing the risk of incomplete or inaccurate results.

Our Solution

100% Web-Based Workflow Automation for Content Operations

workMETHODS developed a custom Case Management System on Microsoft SharePoint 2013 to manage educational content from initial creation through final approval and availability for sale. Administrators can configure workflow templates with defined tasks, durations, assignments and dependencies, while editors select the appropriate template according to the content type and the nature of the requested change. The platform brought workflow configuration, task control, metadata and reporting into one centralized environment.

Once a workflow is approved, the system calculates task start and completion dates and guides the content through each stage. When one activity is completed, the next task is assigned and dependent dates are adjusted automatically. Responsible users receive task assignments and reminders, while completed activity is retained in the task history. This gives managers a clearer record of workflow progress, individual activity and operational performance.

Metadata requirements can be configured by product and content type. The system collects required values from designated users and groups and assigns the related activities to the appropriate participants. Content cannot move to final approval until all required metadata has been supplied. This creates a consistent control point before publication and reduces the risk of incomplete records.

Personalized dashboards show each user their current tasks, relevant content, charts and reports. Role-based search results help users locate information while respecting existing access permissions. The solution also supports version control, content relationships, historical reporting and integration with the Content Conversion and Distribution system.

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  • Enhanced productivity
  • Improved control over the content process
  • Increased workflow predictability
  • Lowered cost of ownership
  • Better adoption through user-friendly interfaces

  • Fully featured web-based workflow automation with easy administration
  • Customizable workflows for different content and change types
  • Task assignment tracking with dependencies, delegation and automatic date calculations
  • Version control for content
  • Metadata management with field-level granular permissions
  • Content dependency and relationship management
  • Integration with the Content Conversion and Distribution system
  • Management of more than 10,000 content items
  • Current and historical reporting for content, workflow and resource performance
  • Usage reporting to support process improvement and training
  • Highly available and scalable solution

  • Microsoft SharePoint 2013
  • SQL Server 2013
  • Windows Server 2012
  • SQL Server Reporting Services
  • Custom Web Parts

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