Complete the short form to access this editable resource. The template is designed to help HR, Health & Safety, Disability Management, Claims, Absence, Accommodation, and Operations teams define requirements, support internal discussions, and prepare stronger proposals.
- Use practical language to document the operational problem and current-state limitations.
- Define required capabilities for connected case management, workflows, documents, reporting, and role-based accountability.
- Support internal business case, RFP, vendor review, and software evaluation activities.
