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In the world of ERP systems, the terms “case management system” and “ERP system” are often used synonymously. However, it is important to understand that the two terms are not entirely overlapping and that there are significant differences in some respects. In this article, we will explain why it is worth separating them and which system is better suited to different business needs.

What is a case management system?

A case management system is a software solution that provides automated support for managing business processes, primarily for smaller businesses. Such systems are designed to simplify and bring transparency to day-to-day operations, be it financial management, invoicing or even inventory management. A well-designed case management system automates routine tasks, thereby reducing the potential for errors and saving time for employees.

An important advantage of case management systems, especially for micro and small businesses, is that they provide a cost-effective solution, as there is no need to buy separate software and licences. An integrated solution includes all the necessary functionality and can be easily extended as the business grows.

What is an ERP system?

ERP (Enterprise Resource Planning) systems are more complex business management solutions, mostly used by medium to large companies. These systems are built on a central database and manage many business functions – including finance, inventory management, production, logistics and human resources – on a single platform. ERP systems are designed to provide comprehensive and real-time information to all departments in the company, helping them to make better decisions and drive continuous business improvement.

ERP systems are particularly useful when a company’s operations become more complex and data needs to be exchanged between several departments. Although they can be more complex and costly to implement, they pay off in the long run as they can significantly increase efficiency and transparency.

Which system do I need?
The choice depends on the size and complexity of your business. If you run a small business and your primary goal is to simplify basic business processes such as invoicing, financial management and customer records, a case management system may be the perfect solution. These systems can be implemented quickly, are easy to manage and cost-effective, while expanding as your business grows.

However, if you are managing a larger, more complex company where you need to coordinate the operations of multiple business functions and departments, an ERP system may provide the best solution. With an ERP system, you can manage all your business data on one platform and ensure that all parts of your business have access to the information they need, increasing efficiency and improving strategic decision-making.

The benefits of ERP systems
One of the biggest benefits of case management systems is cost efficiency. You don’t need to buy separate software because a case management system includes several modules, such as an invoicing program, financial management or warehouse management. All of these can be accessed in one interface, making the running of the business more transparent.

Furthermore, the system is easy to use, so new staff can quickly learn how to use it, reducing the time spent on training. Flexibility is another important aspect: business management systems can easily adapt to company growth, so the software can be continuously upgraded and improved without the need to introduce a new system.

The advantages of ERP systems are that they can be adapted and extended to meet new needs.
The greatest strength of ERP systems is the provision of comprehensive, real-time data. Because all data is stored in a central database, different departments have easy access to the information they need, improving communication and decision-making.

These systems are also highly customisable, so they can be tailored to the needs of the company, whether it is logistics or production processes. Using an ERP system can help to optimise the use of resources and significantly reduce costs.

Summary
The main difference between ERP systems and ERP systems lies in their complexity and target group. While ERP systems offer a simpler and more cost-effective solution for smaller businesses, ERP systems offer a more comprehensive and complex solution for larger companies. Choosing the right system is key to running an efficient business, so it is important to consider needs and options carefully.

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