What to Consider When Designing a Case Management System

A multi-million dollar enterprise case management tool has consumed the past few months of my work life. Along with a team of front and backend developers, business analysts, scrum masters, and project leads two unique solutions have emerged: a Salesforce Community for customers and a Salesforce Service Console for those working the cases. As the projects progressed, I found myself saying, “Well, next time we’ll know to…” or “I wish I would have…” And so I began to document my lessons learned as we progressed through sprints.

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