Should we be rethinking case management for the modern public sector?

Government Agencies manage thousands of cases, requests, and interactions every day, each one a moment that shapes public trust. Modern case management connect these moments, ensuring every decision, approval, and outcome is consistent, transparent, and accountable. 

The information behind these interactions takes many forms such as public enquiries, permit applications, compliance reports, grant submissions, licenses, complaints and business registrations. Each record carries details that shape outcomes, from personal and organisational information to supporting documents and decisions. But should Government Agencies continue to manage case processes the way they always have? And what is the strategic value of automated, systems aligned workflows that enable faster and smarter decisions?

The strategic value of modern case management

For Government Agencies, when digital and operational systems work together, agencies gain a complete view of their information and can act with confidence. Modern case management platforms integrate data from across departments, bringing technology, policy and service delivery into alignment. This connection elevates information from administration to insight, helping leaders recognise patterns, anticipate needs and make informed decisions that improve outcomes for all, while maintaining the need to know privacy principles with good security governance. 

Key advantages include: 

  • Visibility across programs: providing a unified view of performance and progress. 
  • Consistency in decision-making: ensuring information supports policy intent. 
  • Improved accountability: enabling transparent, traceable processes that build public trust and ANAO compliance. 
  • Stronger collaboration: connecting teams and departments around shared outcomes.

Each record builds context and every decision contributes to a broader narrative of accountability.  

The case for Microsoft Power Platforms driving better case management outcomes...

Within the Microsoft ecosystem, Government Agencies can establish a secure digital environment that brings together governance, service delivery and compliance. 

  • Microsoft Dynamics 365 provides the structure for managing complex workloads such as grants, permits, and community services, including case routing, rule execution, automated notifications, escalations, maintains SLA’s. 
     
  • Microsoft Power Apps enables operational teams to shape workflows that align with policy intent and can evolve with future requirements.
     
  • Microsoft Dataverse unifies data across applications, ensuring accuracy, consistency, and full traceability from start to finish. 

  • Microsoft Power Automate streamlines routine tasks and orchestrates processes behind the scenes, reducing manual effort and ensuring information moves reliably between systems and teams. 

  • Microsoft Power Pages provides agencies with secure, low-code portals for public-facing forms and interactions, helping collect information at the source while maintaining accessibility and compliance. 

  • Microsoft Power BI turns case and program data into insights that help leaders spot trends, monitor performance and make evidence based decisions.

  • Microsoft Copilot Agents introduce AI-driven assistance that guides staff through procedures, surfaces relevant data at the right time and supports faster, more confident decision making. 

Together, these components create a digital foundation that supports continuous improvement. Information moves securely through every stage of service delivery, enabling collaboration that feels seamless and controlled. 

Keeping trust at the core of everything we do 

Through Microsoft’s Power Platform, compliance becomes part of everyday operations rather than an administrative step. Audit trails capture activity, access controls protect information and retention settings preserve records in line with government policy. This framework supports alignment with Australian Government standards such as the Protective Security Policy Framework (PSPF), the Information Security Manual (ISM) and the Australian Privacy Principles (APPs). Together, these controls reduce effort while strengthening assurance across information management and cybersecurity.  

When governance is built into the system, it moves from being a process to being a principle. Agencies gain the freedom to innovate, knowing that every decision, record and outcome is supported by integrity from the start. 

Partnering for a modern, connected government

The Factor partners with Government Agencies to design and implement modern case management systems that support the coordinated tasks, decisions and documentation required to progress a case from initiation through to completion. 

Our approach brings together strategy, design and delivery to create environments where processes, governance and service delivery operate in sync. Built on the Microsoft ecosystem, these solutions support enterprise case management across investigations, assessments, regulatory oversight, approvals and other workloads that rely on structured, auditable progression. 

We design systems that are compliant and adaptable so agencies can respond to changing policy and community expectations. This includes creating coordinated workflows, ensuring records remain accurate and accessible, and embedding strong governance for sensitive programs. 

With deep experience across the Public Sector, The Factor helps agencies turn complex requirements into connected, practical solutions. We focus on enabling capability, strengthening governance and delivering measurable outcomes that build confidence in how cases are managed, progressed and resolved. 

Discover how Factor can help your Agency modernise systems, strengthen compliance, and deliver better outcomes.

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