Case IQ Features
Platform Basics (5)
Interoperability
Connects to external systems and applications as needed to complete workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
-
Reporting
Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
-
Secure
Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
-
Performance
Is consistently available (uptime) and allows users to submit reports reliably.
Platform Data (6)
Visualization
Contains tools to visalize data sets or workflows.
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
-
Dashboard
Has a centralized dashboard for users to interact with.
-
Alerts and Notifications
Sends notifications to users in-app or through email, text message or otherwise.
-
Case Management
Provides provides clients with analysis and reporting management.
Platform Content (3)
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with employees.
Content Library
Provides users with a pre-built library of useable HR compliance content.
Case Management (3)
-
Intake
Capture case information from multiple communication channels
-
Assignment
Deliver rules to assign cases based on type and priority
-
Escalation
Ability to escalate cases using workflows
Analytics (3)
-
Monitoring
Track all activities related to a case, including audit trails
-
Metrics
Provide metrics to track case progress or success rates
-
Compliance
Monitor various types of case compliance
Usability (3)
-
All-Employee Access
Permits use by job roles outside of service department
-
Supporting Documents
Allows linking of useful information such as screen shots
-
Two-Way Communication
Provides direct contact between CSRs and customers outside of milestones
Reporting (3)
-
Priority Case Alerts
Informs stakeholders of activity on escalated or high-value cases
-
Trend Analysis
Evaluates frequency of types of complaints
-
Performance Monitoring
Includes a dashboard or other means of performance monitoring
Platform Additional Functionality (3)
-
Mobility
Is accessible from a mobile device and by users on the go.
-
Telephone
Manages a telephone solution that customers can set-up and provide to their employees.
-
Internal promotion
Helps companies promote the whistleblowing hotline so they know when and how to access it.
Investigation (4)
-
Separate Workflows
Case management of investigations related to Employee Relations are handled in a separate workflow (including HRBPs, HR Managers, etc.) than other generic case requests.
-
Anonymity
Employee grievances, feedback, and complaints have channels of communication that are protected by anonymity
-
Documentation
Witness statements, confessions, time cards, video footage, and other investigation materials are stored in secure designated data warehouses for safe keeping throughout the investigaiton process.
-
Confidentiality
Case processing happens with strict confidentiality where a case's access is only authorized to professionals directly responsible for its execution and outcome.
Access (3)
-
Integration
Integrations into legal databases or case management systems for coordination when case escalation reaches their desk.
-
Assignment
The platform is capable of assigning primary case holder, principal investigator, legal consultant, etc. responsibilities to team members.
-
Collaborative
Case accessibility is restricted by authorization. Access is granted to HR personnel that are designated investigators and others involved in an investigation's (Legal, HRBPs, HR Managers, etc.) standard operating procedure
Employee Experience (3)
-
Policy
During the complaint process, self-help resources are readily available to help the employee understand which company policy is relevant to their situation and a general framework on how the investigation will progress.
-
Multi-channel
The product is user friendly for employees and complaints can be delivered across many channels (chat, trouble ticket, email, etc.)
-
Cross-platform
The product is able to be accessed from the employee side on a mobile platform
Generative AI (5)
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Investigation Management (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting





