Workpro is the leading Ombudsman case management solution. Used by Ombudsman and Commissioners throughout the UK and worldwide for nearly two decades, the Workpro team really understand how to optimise IT solutions for regulatory schemes.
Manage all cases - from enquiries and complaints to information requests – in one, comprehensive system. The workflow-based system guides staff through the correct process every time - ensuring compliance, reducing admin, improving efficiency.
Workpro gives you a single view of your organisation’s entire caseload, with full transparency of every action taken and clear prompts for next steps. Vulnerable and sensitive cases are flagged. Nothing can slip through the cracks. You control access rights.
Above all, the system improves outcomes for your customers. Analyse the wealth of data Workpro collects to spot trends and identify root causes. Reports feed into improvement initiatives across your jurisdiction. Helping you to address systemic issues, to put things right.
Workpro is ready to adapt to almost any process.
Chances are that Workpro will slot straight into your workflow, with almost no configuration. However, it’s ready to adapt to almost any need imaginable. You can make some changes yourselves, or ask us to support you.
Everything in one place, from web forms to letters
Everything is in one place, from emails and letters to web forms and social media. Your customer details are pulled in directly, completely avoiding keying errors and duplicate effort. This means managers can manage, while the system moves each case along.
Visually flag targets, deadlines and progress.
Workpro puts targets and deadlines in front of your team, and at the heart of your process. Flag vulnerable customers. See which projects are sitting at green, amber or red. And instantly know if a deadline is looming. Plus, set alerts when tasks are assigned, to make sure they’re completed.
Professional, high quality letter and email templates promote accuracy, consistency and productivity.
Every case worker using the same high quality tools. Every detail gathered in precisely the same way. And every letter or email personalised from a pre-approved outline – designed to make sure you stay compliant, and your customers stay fully informed.
Work directly in Word – or get a PDF detailing the entire case.
Create and edit Word documents directly from Workpro, including full document auditing, filtering and searching. Need a summary of every document? Hit ‘Bundle PDF’. Workpro also integrates with Microsoft Outlook, including a choice of email domain.
KPIs, team allocations, ‘done today’, ‘what’s next’ and much more.
Everything is there: your performance against KPIs, your team allocations, your ‘done today’ and your ‘what’s next’. With complete visibility, you gain complete control. View it your way, or export every data point to Excel for the ultimate flexibility.
If it’s in Workpro, it can be analysed, instantly
If it’s in Workpro, it can be analysed, instantly and in-depth. Choose from a library of powerful reports, write your own, or let us build one to precisely fit your needs – from trend analysis to ‘cases by category’.
Search for anything, anywhere – including precedent cases.
A phrase in a Word document. A name or number in a message. A keyword in a web form. Search for anything, and find the information you want – including links to exemplars and precedent cases. After all, why do something perfectly just once?
Restrict who sees what. Track every action. Encrypt everything.
Workpro is GDPR-compliant and so much more. Restrict precisely who sees exactly what. Track every action, from initial call through to deletions, additions and delegations. Protect everything in the system, encrypted at rest or in transit.
Named case workers, delegates tasks and detailed reporting.
Set a named case worker for every case in your workflow, then assign manual and process-generated tasks to progress each case to conclusion. This is compliance and customer service in action – flagging up small issues before they become intractable problems.
Manage Workpro yourself. Or simply ask us to do it for you.
If you prefer, Workpro lets you manage your own lookup lists, KPIs, users, file management, templates and more – we’ll show you how. Or simply ask us to do it for you.
Workpro’s powerful API is the route to process automation.
Pull in payroll data, HR details or scanned documents. Integrate with your phone system, single sign-on or two-factor authentication. Workpro works alongside your existing systems using standard API tools.
“Workpro was selected following an open, competitive procurement process. In addition to meeting our technical requirements, we were impressed by the user feedback provided by current Workpro clients. Workpro emerged as the solution to best serve our needs. We have enjoyed a close working rela...Read case study
Our business is looking into complaints and the vast majority of LGO’s staff rely on an effective case management system every day, if not every hour. The Workpro team supported us to make our system as straightforward and simple to use as it can be, yet flexible enough to adapt to our changin...Read case study
Workpro is available as Software as a Service or as an On-Premise installation. The choice is yours.
Installation options
