Pega Solutions

Optimize your business processes and improve efficiency with Pega Solutions.

What’s Included In Pega/Case Management

Pega BPM includes a range of industry-specific solutions and pre-built workflow templates to help organizations streamline process automation. It offers the following.

Key Benefits:

  • Quicker Time to Market: Take your solution to the market in a few weeks instead of a yearlong development that led to analysis paralysis. Pega is 12x faster than traditional development.
  • Unique Value Proposition: Take your Minimum Loveable Product (MLP) to production in 90 days or less.
  • Several Prebuilt data models: Several pre-built data models are available OOTB and include generic business workflows across industries.

Workflow Automation:

With Pega BPM, you can benefit from the following types of workflow automation:

  • Onboarding Relationships: Streamline workflows with new employees, vendors, and customers to lower your operation costs. It also helps build trust in your initial interactions.
  • Customer Servicing: Automate every step of customer service regardless of the channel customers use for engagement. Pega lets you use the right blend of systems, data, and people to deliver consistent outcomes resulting in higher customer satisfaction.
  • Operations: Execute everyday business processes with utmost accuracy and speed. Process standardization further helps you improve employee and customer experience.
Pega Solutions


Unlike traditional customer engagement tools that used batch campaigns and segmentation, Pega brings real-time AI decisions to the table. Pega’s real-time decision engine interprets substantial data volumes in milliseconds, helping you find the next best plan of action for individual customers.

Case Management:

Whether you need to make code upgrades or hotfixes, connect your back and front offices, or manage customer requests, Pega BPM’s case management
capabilities make complex work management easier. You can use case management to:

  • Integrate natural language processing and AI into your inbound queries to detect customer intent and sentiment.
  • Add bots to cases for updating existing systems or pulling data, owing to Pega’s robotic process automation feature.
  • Collaborate with stakeholders and provide feedback within the case, avoiding communication gaps.
  • Maintain documents/reporting performance for each case to minimize compliance risks and automate reporting.

In a bots vs human centric case management debate, the former is now the preferred option for most organizations. It’s about time you also jump on the bandwagon, and there’s no better way than Pega to see what bots can do for your business.

Business Rules:

Pega’s Directly Capture Objectives (DCO) brings your business objectives to applications along with documents tying the app settings to your business goals.
Since first-party customer data is available to you in real-time, you can customize actionable processes per user type.

  • Configure vs. Custom Rules: Pega lets you define business rules to execute decision strategies. You can configure the rules to fit your business requirements, including validation constraints and user-based decision criteria. Meanwhile, custom rule parameters can be set for each customer or customer type.
  • Define KPIs Early: With customer data ready and available, you can define KPIs early in your campaigns. Use this information to tweak your efforts or perform A/B testing instead of relying on performance estimations.


Pega BPM allows you to access data across applications with flexible API services, connectors, and adaptors. You can get the most out of your data repository by
combining it with 3rd party applications, external sources, and other enterprise systems. Pega can be a System Of Record Orchestrator or BRM engine.


Pega BPM gives you access to statistics, such as performance metrics and customer data, that you can use to measure your KPIs and goals. The extensive reporting further enables you to visualize the collected data and retrieve insights from it.


Security should be the last of your concerns when using Pega BPM. The platform has a secure and cohesive framework to safeguard your information from unauthorized and malicious agents.

Features such as content security, virus checking, encryption, and confidentiality keep you safe from attacks that may compromise your availability and performance. With a shared responsibility model, Pega makes it easier to configure security.

Why Charter Global for Pega Projects?

  • Trusted by our customers for multiple decades.
  • High quality deliverables & Competitive pricing in the market.
  • Our team has decades of experience implementing Pega solutions from Pega 5.2 to 8.8.


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