Case IQ Reviews & Product Details

The development and implementation process with Case IQ was engaging, informative, and genuinely exciting. The platform, along with the company itself, provides an excellent solution for organizations seeking an effective case management system. I found Case IQ's Knowledge Base to be comprehensive and straightforward to navigate. Their AI tools and features stand out, making it easier for users to troubleshoot issues and discover solutions independently. Additionally, Case IQ's customer support team is approachable and quick to respond, always welcoming enhancement requests from customers to help further refine their product. Review collected by and hosted on G2.com.

The Yellowfin reporting feature provides a wide range of impressive analytic tools, yet it can feel quite overwhelming for new customers who are not already familiar with Yellowfin. Review collected by and hosted on G2.com.

CaseIQ is an easy to use tool with multiple self-service features. My favorite thing about this software is the ability to implement many things myself. We struggle with other software due to not having access to add fetures ourselves, and with CaseIQ, this is hardly an issue. There are multiple data types to choose from when creating a form, and you can even make sub forms from it. CaseIQ does everything we need. Review collected by and hosted on G2.com.

Something I think CaseIQ can improve on is a less cluttered UI. We have default tabs and our own created tabs which can make the form difficult to navigate at time. I'd like the ability to remove some of the default options. Review collected by and hosted on G2.com.

Case IQ has drastically improved our experience of logging data--especially when it comes to reports and reviewing trends. The amount of detail you can capture in cases is highly flexible and tailored to your specific use of the system, which has allowed us to monitor more precise information that our previous case management system just could not provide at a granular level. The setup and layout is user-friendly, and the interface is sleek and sophisticated. My experience as a user/occasional admin is that of a streamlined and efficient method of logging our case information quickly and efficiently. Review collected by and hosted on G2.com.

Given that there is so much data you can log and track, building out reports from Case IQ through YellowFin can be difficult. There is a significant learning curve to creating reports if you don't have a background in Power BI analytics. Review collected by and hosted on G2.com.

It is a very intuitive product. It’s very easy to use and is very customizable. Review collected by and hosted on G2.com.

There are multiple levels to configure to get it how you want it. That could be streamlined. However, at least initially, their staff do that configuration so it’s easy. Review collected by and hosted on G2.com.

The system is extremely configurable to the point that we didn't really have to change our processes much at all to find the new system.

We greatly value that the reporting tool is embedded in the same case management system.

We submit tickets with questions, feedback, and system issues and generally receive replies within 1 day and the solution in 2-3 days. Review collected by and hosted on G2.com.

There needs to be more Yellowfin (reporting) training. YF should also be enabled sooner in the implementation timeline so we can see how configuration decisions will impact reporting. Review collected by and hosted on G2.com.

The customization capability and the streamline processes it provides for case management of academic integrity and other aspects in higher education administration. I was engaged in the customization and implementation of the platform in my role as Student Affairs Manager in one of the largest Faculties at York University. Review collected by and hosted on G2.com.

Considering the complexity of academic policies and procedures, more flexibility in the platform for making it user-friendly in terms of how many steps or clicks we do to get one step done, would help. Review collected by and hosted on G2.com.

I love that we are eliminating paper copies, but allowing staff to submit documentation all in one workflow, one system, and creating a standard approach for what we need! Review collected by and hosted on G2.com.

Nothing yet! This is a great 21st century tool for our company! Review collected by and hosted on G2.com.

Since we are only at the beginning of our journey with Case IQ, this is focused on the process leading up to implementation rather than the process itself.

Case IQ showed thoroughness and transparency in coming to a balanced and workable agreement and seems honestly eager to preempt any subsequent irritations or disappointment.

Very approachable, attentive, and friendly team. Review collected by and hosted on G2.com.

At this point, we have not identified any specific downsides. Whereas it is only natural that not all initial expectations or standard processes can be accomodated, Case IQ showed honest interest in reaching equitable compromises. Review collected by and hosted on G2.com.

Being able to access all the investigative documents in one spot, regardless of who the primary investigator is. No more chasing down a team member, or losing important evidence after someone leaves the company. Review collected by and hosted on G2.com.

Downside is retrieving documents if needed later on for escalated cases. I still haven't figured out an easy way to download several documents, emails, file notes at one time. Review collected by and hosted on G2.com.

It is an entry level system that provides outstanding value for the service it provides. It is easy to install and easy to use. Their customer support is unmatched. Review collected by and hosted on G2.com.

This is an entry level system, which means that it doesn't have all the bells and whistles of some of the larger players in the market, which is fine, as most of these are not necessary or needed. But it could use minor customizations which are not available. Review collected by and hosted on G2.com.