Streamlining investigations with smarter workflows

Your system should support the way your investigation process works. Workflows make it possible to structure every step of a case so your team can move from intake to resolution with confidence and consistency.

In this live session, Jason Philipsen, Product Marketing Manager, and Shivila GC, Customer Success Manager, show how to design workflows that mirror your investigation process - so the technology adapts to your way of working, not the other way around.

They cover how workflows:

• Configure investigation steps in a structured way
• Use forms to capture the right information along your investigation process
• Protect process integrity with screens that enforce consistency and reduce risk

Whether you’re managing whistleblowing reports, policy breaches, or sensitive investigations, workflows help align your system with your process - making investigations smoother, more reliable, and easier to manage.