Description

Introduction

In this course, we will dive into Appian Case Management and how it empowers businesses to streamline operations and improve efficiency. Appian’s platform allows you to build intelligent, case-based solutions that leverage workflows, data, and real-time decision-making. By the end of this training, participants will be able to design, develop, and deploy intelligent business solutions using Appian’s Case Management capabilities, ensuring seamless integration of human and system tasks for better decision-making and automation.

Prerequisites of Appian Case Management

Before starting this course, participants should have:

1. A basic understanding of business processes and workflow automation.
2. Familiarity with Appian or similar business process management tools.
3. Basic knowledge of data management and user interface concepts.
   While no specific programming experience is required, familiarity with application design and process flow is beneficial.

Table of Contents

1. Introduction
   1.1 What is Appian Case Management?
   1.2 Importance of Case Management in Business Solutions
   1.3 Appian’s Low-Code Platform Overview(Ref: Appian Integration: Connecting Systems and Data)
   1.4 Key Features
2. Setting Up 
   2.1 Installing and Configuring Appian
   2.2 Creating a Case Management Application
   2.3 Integrating Data and Systems with Appian
   2.4 User Roles and Permissions in Case Management
3. Building Case Types and Stages
   3.1 Designing Case Types and their Components
   3.2 Defining Stages and Tasks
   3.3 Creating and Managing Case Documents
   3.4 Configuring Case Data Models and Variables
4. Automation 
   4.1 Automating Tasks with Business Rules
   4.2 Creating and Managing Workflows
   4.3 Integrating with External Systems for Automation
   4.4 Using Appian’s AI for Intelligent Decision-Making
5. User Interface Design for Case Management
   5.1 Designing Forms and Dashboards
   5.2 Creating User-Friendly Interfaces for Case Workers
   5.3 Customizing Views and Widgets for Enhanced Productivity
   5.4 Appian SAIL: Designing Dynamic Interfaces
6. Advanced Case Management Features
   6.1 Case Management Reporting and Analytics
   6.2 Monitoring and Managing Case Progress
   6.3 Appian Record Types for Case Management
   6.4 Security and Compliance in Case Management
7. Best Practices for Implementing
   7.1 Ensuring Scalability and Flexibility in Case Solutions
   7.2 Handling Complex Case Scenarios
   7.3 Performance Optimization Tips for Case Management
   7.4 Ensuring Compliance and Data Integrity
8. Review and Summary
   8.1 Key Takeaways from the Course
   8.2 Real-World Use Cases
   8.3 Next Steps for Expanding Knowledge and Implementation

Conclusion

By completing this course, participants will be equipped to build intelligent business solutions using course. They will gain hands-on experience in designing, automating, and managing complex case workflows that drive operational efficiency. The skills developed will empower participants to integrate case management into their organization’s business processes and improve decision-making through automation and real-time data insights.

Reference