What You Need To Know About Case Management vs BPM

by | Jan 5, 2023 | Blogs

Business Process Management (BPM) and Case Management solutions often cause some confusion in the marketplace due to their similarities, as they share many characteristics such as processes, organization rules, forms, data models etc.
For this reason, it is imperative that one comprehends the distinctions between these products before implementing a solution with the hopes of optimizing workflows. The complexity of certain concepts associated can be difficult for those without an understanding; however if taken into account properly when making decisions on which product to use – it will allow organizations to better understand what type of technology best meets their needs.

What is Business Process Management (BPM)?

Business Process Management (BPM) offers an expansive, comprehensive view of workflow processes in any organization – be it a business, agency or non-profit. Its focus is on individual process flow and its overall efficiency. BPM provides organizations with the ability to optimize their workflows, ensuring that tasks are completed more efficiently and effectively than ever before. 

Workflows are generally independent of one another but can be arranged into a timeline to create an association. Take employee onboarding in Human Resources as an example. The process has typical documentation that must be filed and approved before it is finished. Some documents may involve subtasks, however, once they have all been accomplished and accepted, the dossier and procedure come to a close.
Business Process Management (BPM) utilizes software to optimize processes, from automation and systematization for better consistency to prompt filing of documents. This allows organizations to become more efficient in their operations, leading them towards greater success. When dealing with traditional BPM, the processes may have sub-processes but they are not interconnected. Let’s look at an HR example: every user runs through their specific process in real time. Their timeline is customized for them; this means each new employee will go through a separate yet individualized process that could possibly be happening simultaneously alongside another employee who is also going through the same one. The BPM model believes that its results should always remain consistent unless otherwise specified by the company or owner of it.

What is Case Management?

Case Management is a group of processes that demand multiple actors and departments. It works to arrange, accumulate and supervise cases. BPM concentrates on singular operations while Case Management puts emphasis on the complicated entity of procedures that compose a case.
Case Management is a perfect illustration of what stands out from BPM. For example, while there may be steps taken during an investigation, the course of action and outcomes could differ greatly. It’s not merely the results that define it as a case; rather, it’s that their process isn’t consistent with BPM processes. Moreover, multiple people ought to complete their assigned responsibilities in view of comprehending the individual situation at hand for Case Management to be effective.
Taking Human Resources as an example again, let us consider a case of employee injury. The injured party may need to either visit the doctor and be released or take leave from work; this could result in filing for worker’s compensation with multiple physician visits before they would return back to their role – sometimes even leading up to termination. Consequently, HR representatives, Payroll staff members, Operations personnel, Medical Doctors and Insurance professionals will have tasks that must be completed concerning the incident itself. This is what we refer to as a “case”.

You might be interested to know the various ways how case management benefits organizations. Read all about that in Why Organizations Need To Go Digital With Case Management Systems?


Organizations and non-profits often have difficulty discerning between their need for BPM or adaptive case management, due to the blurred lines of distinction. That’s why we cover both – sometimes customers opt for one specific product that doesn’t meet all of their needs; they then realize they require a more complex system than what was initially purchased. We strive to ensure that our clients are well-equipped with the appropriate software to meet all of their needs efficiently. Trying to make their cases and processes fit into an inadequate solution often leads to frustration, causing them to give up. Instead of looking at it as BPM versus case management, we should think about how they can work together in order to increase process efficiency. By merging the two systems, businesses will be able to create a more efficient workflow while streamlining operations.
At Speridian Technologies, we are leaders in the ever-expanding need for Case management solutions among government organizations. Our CaseXellence is specifically crafted to serve those who have a wide array of case management requirements. Through services such as Gov CX and JusticeAlign, our platform gives these kinds of entities an upper hand on their competition. CaseXellence provides advanced technological solutions for a wide variety of industrial systems, including law, financial technology, child support services and more. By integrating their operations with CaseXellence’s comprehensive case management system, companies can gain effective operational control no matter what field they’re in.