Business woman working on a tablet

Improving customer service with case management software

Improving customer service with case management software

4 Minute Read

The quality of customer service can make or break an organization. Discover how MNP helps you ensure effective, efficient customer service with the help of Microsoft’s technology.

Providing effective customer service is one of the many pillars of operating a successful organization. But the best customer service representatives can’t deliver if they don’t have a system that allows them to solve customers’ problems. If all the information isn’t easily available in one place and it’s difficult to collaborate with team members to identify solutions, customer service representatives can’t do their job effectively, increasing the chances of losing customer loyalty and hurting the company’s reputation.

MNP’s Digital team helps your organization improve customer service (and bolster customer loyalty) by assessing your requirements, then training you on and implementing an effective case management software, Microsoft Dynamics 365, and providing ongoing support. Whether you require a portal for case intake or complex case routing rules, or you just want to view caseloads in real time, customer management software allows you to support customer-centric, incident-based solutions and streamline workflow. Our team customizes the software to your needs: your customer service cases are fully tracked and monitored throughout their entire life cycle through dashboards, including all related communications, to ensure quality control.

In this article, we’ll take you through an example of how customized case management software can help an organization.

Enhanced customer service through a single platform

While you could use an off-the-shelf solution, it’s important that your case management software is configured to your business needs and that your frontline workers are trained and confident in its use. In this example, we follow a common scenario involving credit cards and municipal parking spots.

Mary was a customer service representative at City Hall Citizen Services, a government organization that develops solutions for citizens to pay their parking tickets online. She received a phone call from Darren, who was trying to use the company’s digital platform. Unfortunately, Darren was having trouble paying his ticket using a new credit card, repeatedly receiving an error message.

People with a phone graphic between them

Darren was frustrated and Mary, knowing that customer satisfaction was of upmost importance to her company, wanted to help. In the past, she would have had to access several, unconnected software platforms to address the issue, increasing delays and the client’s frustration. However, Mary had recently been trained by MNP on the Microsoft Dynamics 365 case management software, and was able to address the issue in a timely manner.

Mary created a case for Darren and made relevant notes about his issue. She sorted through knowledge articles housed in the platform and found three documents about helping customers with credit card payments. However, Mary realized she had to forward the case on to someone who could provide a more technical fix for Darren.

In this example, Mary was able to escalate the issue and categorize the case file. In doing so, the ticket was marked as high priority because Darren’s parking ticket would otherwise expire, requiring him to pay a late fee — and turning him into an even more unhappy customer. The software application also allowed Mary to leave detailed notes in a case log. This ensured that whoever took on the case to fix the issue was aware of all details prior to working on the solution.

Field service and customer insights applications

On the technical team, Justin saw a new case arrive in his dashboard. With all information present, he reviewed the issue and asked Mary questions before he began working on the solution. Justin realized that other customers had the same issue, so he was already familiar with the solution.

People with a speech bubble between them

Seeing that this issue was becoming common with new credit cards, Justin wrote up a knowledge article and placed the solution into the case management platform. As a result, customer service representatives like Mary could now help customers without having to escalate the issue. Upon providing his solution, Justin put all updated notes into the file and passed the case back to Mary, who could now follow up with Darren. After Mary’s follow up with the customer, the case was resolved and closed.

However, details of the incident lived on, as data used to improve the overall customer experience. City Hall Citizen Services has a quality assurance team dedicated to ensuring cases like Darren’s are handled effectively and efficiently. Asif, a quality assurance representative, was able to view all notes and progress with Darren’s case through the case management dashboard and ensure they satisfy the company’s internal performance metrics. By reviewing all data associated with the case, Asif was able to provide recommendations to help City Hall Citizen Services’ agents meet future commitments and to verify the knowledge article was accurate.

With the right platform and training, citizen complaints that normally would have taken hours or even days to resolve can now be resolved quickly, as customer service representatives have information at their finger tips to help in the future.

How MNP can help

Case management software is essential to the growth and success of any business. Whether you require a portal for case intake or complex case routing rules, or you just want to view caseloads in real time, customer management software allows you to support customer-centric, incident-based solutions and streamline workflow.

By implementing a strong solution, organizations can create a better experience for customers and help them maintain an excellent reputation. As well, the software can be used for other tasks, including grants management.

Contact us

To learn more about case management software and how MNP can help, contact Henry Fong, P.Eng., MBA, PMP, CSM, Partner.


  • February 26, 2024

    Protecting yourself against fraud is a matter of good business practice

    It’s difficult to keep up with all the products and services required to defend against fraud. But security solutions all have one thing in common. When it comes to safeguarding your company, good business practices will always be your best protection.

  • February 29, 2024

    What’s next for businesses now that CDAP has ended?

    The federal government has announced that the Boost Your Business Technology grant is fully subscribed and will no longer accept new applications. MNP Digital remains committed to supporting Canadian small businesses with their digital transformation goals.

  • Performance

    2024 Nova Scotia Budget Highlights

    View a summary of MNP’s highlights from the 2024 Nova Scotia Budget.