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What would my team need to do during a case management project if we don’t have much technical expertise?

Case Management & Workflow Automation · 2026-10-22

Your team does not need to begin with a fixed technical specification. Annex’s approach brings service design, user experience, architecture, software engineering and delivery management together to understand the people, systems and workflow involved. The client’s input helps clarify how the current process works and what users and stakeholders need. Annex can then use research, prototypes and testing where they help answer project questions. The exact responsibilities would depend on the project and should be agreed with Annex.

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Use this answer as a practical starting point. Current scope, specifications, compatibility, availability, pricing, timing and next steps should be confirmed directly with Annex where they affect a decision.

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