6 Things to Consider When Buying a Case Management Solution


Despite the fact that leaders in physical security, cybersecurity, IT, human resources, and legal and compliance all deal with threats and business risks, each department often has a unique method and tool for documenting and managing incidents. These organizational divisions across departments isolate threat intelligence and negatively affect business continuity. In a recent study, 50% of C-level executives said that if teams shared and accessed the same intelligence in a single platform, at least 51% of threats that impacted business continuity and resulted in harm or death might have been prevented.

A security team’s operation has long included gathering and collecting threat data as well as handling events, investigations, research, and cases. In the past, solutions developed to reduce manual labor in these sectors have not been designed in an open, flexible, or contemporary manner to enable teams to change with the times. The need for modern and adaptable case management technology has never been greater than it is now.

The problem with most case management solutions on the market today

Reporting and managing incidents and events in spreadsheets and documents might result in crucial information slipping through the cracks in this heightened threat landscape. Although the security sector has started to use technology, security teams typically find it difficult to adapt because these single-use solutions are frequently inflexible and outdated. The more layers of point solutions teams add, the more they are faced with the complex task of trying to piece together a holistic picture of risk intelligence.

Aside from being complex and hard to use, most solutions on the market are currently:

  • Heavily incident-focused with little ongoing monitoring
  • Lack external data connections and system integrations resulting in the manual entry of data
  • Lack customization and reporting capabilities with limited metrics that require manual exporting
  • Lack advanced capabilities for situational awareness
  • Focus on reacting to insider threat incidents versus proactive investigations
  • Have limited collaboration and communication across departments
  • Come with high maintenance charges, lack of training, and a dedicated support staff
  • Have cumbersome workflows with limited flexibility

6 things you should be looking for in your case management solution

Implementing centralized investigation and case management software helps modernize security teams’ operations. It’s essential to have a comprehensive case management system if you want to actively reduce risks in your business. With the right systems in place, security teams can effectively implement the appropriate response to incidents, collaborate on cases across teams, and minimize organizational risk. If you’re looking for your case management tool, here are the top 6 things you should consider:

All-in-one flexible and customized experience

It’s imperative for the software to offer the flexibility to configure and manage the complete incident, investigation, and case management lifecycle. Every aspect of the investigation workflow and output should be self-service and customizable to ensure consistent documentation of data collection.

Meaningful insights with dynamic metrics and reporting

Filter through the noise and track what matters with resource metrics, timelines, and cost details for consistent reporting and critical findings to build trust with leadership and reduce business disruption. Configurable, platform-curated dashboards and reports are key for investigation results, case statuses, and reliable risk mitigation.

Always on integrated research and intelligence

Always on, fully integrated suite of research tools will provide the most complete set of real-time and historical public records data. An open platform integrates with systems for continuous connections to data sources and integrated tools for automated updates of new information or activities.

A fully connected, centralized solution 

The right tool should have a collaboration-first experience with one centralized place for inter-team, cross-department visibility and coordinated action. With connected processes and workflows, teams can maximize efficiency and be more effective while maintaining a full picture of their threat landscape.

Real-time threat detection capabilities

Detecting threats in real-time surfaces key signals for corporate security teams rather than relying on analysts to enter events or sensor data. Gaining situational awareness will save time and speed up the investigation process by connecting relevant information faster.

Advanced threat assessments

Leveraging custom threat assessment methodologies within the software will continuously and automatically scan for information to uncover critical signals that allow teams to take early action and minimize risk. The signals can trigger customized workflows, so teams know the right action that needs to be taken.

In order to support a true comprehensive incident response lifecycle across the business, Ontic’s Incidents, Investigations, and Case Management solution is the only software solution integrated with an end-to-end threat management platform. It offers always-on intelligence designed to support both digital and physical incidents of any kind. Organizations may increase productivity and react more quickly with flexible workflows, dynamic research, and automatic connections and link analysis. 

A platform that provides a centralized system of record should be a strategic priority for organizations to better respond to incidents, conduct investigations, and prepare for threats.

Learn more about Ontic’s Incidients, Investigations, and Case Management solution in this short video:

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Future-Proofing Your Case Management Program to Minimize Risk