Designing Workflows for IntelliCase


A guide to stepping through the elements for consideration when designing workflows

Learning outcomes

  • Ability to consider the influencing factors when designing a workflow
  • Extending a workflow design to include checking, authorising and service levels
  • Understand how to create and modify repeatable, flexible and simplified structured workflows


  • IntelliCase Work Desk
  • Managing Workloads
  • IntelliCase Components
  • Identifying Processes
  • Work Allocation
  • Authorisation
  • Communication (documents and letters)
  • Reporting (MI, SLAs, and Disclosure)
  • Member Website Interaction
  • Automation
  • Workflow Design Principles and Process Mapping
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.