I really like the step-by-step instructions and how the system prompts you at different stages in the investigation when using Case IQ. I find it great that it stores pictures and files to a case number, which is quite helpful for keeping everything organized. The initial setup was very easy because it prompts you on your next steps by not letting you move forward until that step is completed. Review collected by and hosted on G2.com.

I don't like the limit of the size of the files or videos. When we receive a video for evidence from a complainant, most of the time the video is too large to be able to attach it to a case on Case IQ. Review collected by and hosted on G2.com.

I like how we were able to build Case IQ for our specific needs, especially as a brand new agency starting off. Some of the fields truly benefit what we do for the state and our office. It's valuable because once a case comes in, we're able to review it and monitor certain steps along the way to ensure proper actions are taken to closure. Using the Case IQ report option is critical for our annual reports, and we're able to make very substantiated reports that benefit the office and the state as a whole. The initial setup was terrific and a lot easier than I thought it would be. The team that worked with us was very open for communicating, had a lot of knowledge, and made the transition into Case IQ very easy. I also appreciate the expandability, as it fits the mold of what we want to see and helps guide us to where we need to be. Review collected by and hosted on G2.com.

Yellowfin reporting, there are some things in Yellowfin software itself that is not as easily found in the yellowfin reporting version inside Case IQ. Some of the videos to learn yellowfin does not match Case IQ when following instructional videos and cause confusion and frustration. While it's pretty simple to build certain reports, you have to have some knowledge on SGL and other analytical tool used in order to take full advantage of it and build various reports. Review collected by and hosted on G2.com.

I use Case IQ to manage investigations, track cases, and handle compliance reporting all in one place. I really like its AI-powered system, which captures incidents and proactively detects compliance and risk issues. It automatically collects, categorizes, and prioritizes reports, reducing manual effort, speeding up response times, and helping organize to catch risks and compliance issues earlier. Review collected by and hosted on G2.com.

Could be tough to learn by new users, setup and customization can be tough. Review collected by and hosted on G2.com.

Streamlining of our process and great customer service. Review collected by and hosted on G2.com.

The inability to go back to an employee without having to re-enter their name. The system meets our needs. Review collected by and hosted on G2.com.

Customer support is fantastic! The implementation was relatively easy for a lot of data. We use the database on a daily basis; the transition has gone much smoother than I anticipated. We also love most of the reporting features. We rolled the database out in stages; the integration could not have gone better thanks to the tremendous help from Mirian, Ankit and others at CaseIQ. It is a very intuitive, easy to use database. Review collected by and hosted on G2.com.

The reporting in yellow fin could be more robust. For example, it would be nice to have more options for dynamic date ranges. Case IQ could also potentially expand the range of number of fields that can be used on a form. Review collected by and hosted on G2.com.

I find Case IQ really helpful for keeping us on a timeline and remembering important steps during employee investigations. I also like having canned interview forms in the system as they are helpful. It's good for metrics afterwards as well. I appreciate the suggested links and having all of our employees loaded into the system. Review collected by and hosted on G2.com.

Some features that are built into the system to be helpful can end up feeling clunky and act as a deterrent. Having to literally check boxes when sometimes you don't need them can slow you down. There's also the issue that with AI, I can now ask ChatGPT for exact questions rather than relying on a generic form we created. Additionally, while the reps at Case IQ were very knowledgeable and helpful, the initial setup involved a lot of lengthy sessions, which was a lot to handle. Review collected by and hosted on G2.com.

I love that Case IQ has the ability for us to communicate with anonymous submissions. It allows us to gather more information and provides a resource and portal for us to organize and see analytics on the cases that come through. The initial setup was very easy, and they were quick to communicate with us and provide the information needed. It required little work on our part to set up the site, and they communicated any changes needed promptly. Review collected by and hosted on G2.com.

I wish the file by proxy setting had the ability to not have approval and assignment settings. We would like to use that more in a capacity for our investigators to use as an internal case management portal for cases outside ethics concerns, and we have not found a way around the assignment and approval settings. Review collected by and hosted on G2.com.

I appreciate how Case IQ makes our process efficient. I find the view tab particularly beneficial as it makes my caseload visible. It allows me to customize and organize my case view for easier visibility of my cases. Review collected by and hosted on G2.com.

Updates to the system have effects on the case system. Updates to newer versions affect reports and certain aspects of customized forms. It was not an easy process during set up; it was a rigorous process due to the requirements of our team and certain limitations. System errors occur too often. Review collected by and hosted on G2.com.

The search function and the addition of workplace specific filters has improved workflow, especially when looking up cases. Whenever there was an issue with the system, creating a ticket for assistance was simple. The support team is responsive and helpful. Review collected by and hosted on G2.com.

It is currently impossible to remove or delete cases that were created on accident. A minor issue, certainly, but it does impact the veracity and validity of our weekly and yearly reporting. My suggestion would be to implement a feature which allows the users to delete files or documents that were uploaded to the wrong case file. Review collected by and hosted on G2.com.

It’s helpful to have a single place to track all our cases, and it’s easy to customize fields to fit our unique needs. Review collected by and hosted on G2.com.

There are some system limitations that make certain aspects of the platform difficult to use. For example, the “To-Do” section references cases only by their Case IQ ID, rather than by the case name we assign (which is what we rely on day to day). The reporting system also feels overly complex, and it can be difficult to create cases within it. Review collected by and hosted on G2.com.