How to Implement Modern Investigation and Case Management Software

Today, many industries are adopting software to help them modernize their operations and eliminate outdated manual processes. The security industry has begun to embrace the technology, but the solutions created for security teams are often rigid and outdated, preventing them from adapting to change.

Collecting and connecting threat data while managing incidents and investigations, searches and cases has been an integral part of a security team’s operations for decades. Historically, the solutions created to lighten manual labor in these areas have not been designed in an open, flexible and modern way to adapt to changing times. They don’t all exist in the same place. This means that the need for modern and adaptable case management technology solutions has never been greater than it is today.

Point Solutions vs. End-to-End Solutions

Point solutions address a single challenge of a team or company – they really do one thing really well. There are countless examples, and they serve an important purpose. Being able to recognize the value of point solutions, how to use them effectively, and how they can benefit your business is essential. For security teams, the processes are often so complex that their needs exceed a single solution. The next step is often to layer various point solutions to create what appears to be a holistic solution. How do you determine if your needs warrant implementing a point solution, multiple point solutions, or an end-to-end platform? Here are some considerations:

  • Cost: Point solutions often have a lower upfront or one-time cost, while platform solutions may have a higher cost upfront but have more predictable pricing; it is useful to think of the cost of a platform as a longer term investment, for example both your team and your business. Often it is cheaper overall to implement a platform than multipoint solutions.
  • Time and People: Managing multiple point solutions can be time consuming because your data is stored in multiple systems with different capabilities and structures. Pulling a report, for example, can take a lot longer because you’re pulling different information from different systems. Consider this productivity factor.
  • Unified Intelligence and Missed Threats: With data in multiple systems, the biggest danger of a point-solution technology stack for security teams is missed threats. According to a 2022 survey of physical security, legal, and compliance leaders, 84% agreed that the lack of unified intelligence across their organization leads to missed threats.

Many teams are at an inflection point – they have a point solution that doesn’t keep pace with their needs, or they have too many point solutions that interfere with collaboration and ultimately their ability to do their work successfully. If your team’s goals involve connecting intelligence and owning your own workflows and processes, it might be time to move beyond a point solution.

A new way of thinking about software

We’ve heard it before – digital transformation is here. Software is anything but necessary to help us do our jobs better. But what does that mean for how your team should approach the software you implement, whether it’s a point solution or an end-to-end platform?

I like to think of it in terms of concentric circles. Concentric circles build on top of each other, but all have a common midpoint. The software should be unified at its core – every solution is designed with one main purpose in mind. However, if it stops there, you are left with just a few circles and an inflexible, unadaptable solution.

The security industry has traditionally been presented with rigid container-like solutions and empty workflows. These solutions serve their purpose, but when a new use case or business need arises, it can be difficult for a solution like this to meet those changing needs. Think of these traditional solutions as the center of the concentric circle, and maybe a few more circles – the core, but nothing more.

Flexible solutions have the ability to build on themselves to enable adaptability and meet changing team and business needs. Take case management, for example. Many security teams use a case management software solution to help them find, document, report, and track cases. Case management solutions are built like empty vessels – security teams are responsible for putting the history and loading the cases.

But what if you need to swap or change a layout or even add a field in your case management solution? Your team should be able to make these changes yourself – adding additional concentric circles. Maybe a new use case emerges and you need to customize a view, create a new module, or conduct a survey with data from a third-party source. Again, you’re adding circles to meet an ever-changing need. Soon you have a solution customized specifically for you and your team’s needs. The concentric circles continue to build, but the main focus of the solution (case management) is still there.

Ensure the sustainability of your business

In the security industry, robust and unified platforms can help security teams see into every corner and anticipate threats, protecting their people, assets and business. If your team is currently rethinking your strategy and approach to your technology stack, ask yourself this question: will my solution (or my stack) still be able to meet the changing needs of my team over the next five years? ?

If the answer is yes, congratulations, your solution has the ability to adapt to the times. Your concentric circle model will continue to grow and build on itself, and by thinking about software in this way, you are helping your business survive. Case management software integrated into an end-to-end platform is a notable example. If the answer is no, think about the reason and consider a solution where adding abilities – rings to your concentric circle – isn’t difficult or tedious, but rather your team is able to do it on their own. Don’t leave your incidents unmanaged because your software can’t keep up with the changing threat landscape and changing times.

About the Author: Manish Mehta holds the position of Product Manager at Ontic where he is responsible for the company’s product strategy and market execution of best-in-class software used by Fortune 500 and growing companies. Mehta has been driving disruptive innovations in the software industry for over 30 years, from the early days of large-scale B2C e-commerce, the adoption of social media across all major departments of a large enterprise , to the development of big data platforms and infrastructure to support digital marketing. across global industries.

Margie D. Carlisle