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Case Management

Integrates with your existing tools and workflows. Manages investigations from discovery to resolution.

Case Management feature

Seamless Investigation Management from Discovery to Resolution

Cloud Sleuth’s Case Management feature transforms cloud optimization from a chaotic scramble into an organized investigation. Like a detective’s case board connecting evidence with red string, we help you manage every optimization opportunity from initial discovery through successful resolution, all while integrating seamlessly with your existing workflows.

Key Capabilities

πŸ”— Universal Integration

Connect Cloud Sleuth with your entire tool ecosystem. From ticketing systems to communication platforms, we fit into your workflow, not the other way around.

πŸ“‹ Investigation Workflows

Each optimization opportunity becomes a tracked case with clear ownership, timelines, and success criteria. No more lost opportunities in spreadsheets.

πŸ‘₯ Team Collaboration

Assign cases to team members, add notes, share findings, and track progress collaboratively. Everyone stays informed without endless status meetings.

πŸ“Š Resolution Tracking

Monitor cases from open to closed with full audit trails. Know exactly what was done, by whom, and what savings were achieved.

Case Types We Manage

The Quick Fix Cases

Immediate Action Items

  • Unused resource termination
  • Simple right-sizing opportunities
  • Orphaned asset cleanup
  • Tag compliance issues
  • Status: Usually resolved within 24-48 hours

The Investigation Cases

Requires Analysis

  • Complex architectural inefficiencies
  • Multi-team dependencies
  • Performance vs. cost trade-offs
  • Migration planning requirements
  • Status: 1-2 week resolution cycle

The Project Cases

Major Initiatives

  • Platform migrations
  • Architecture overhauls
  • Reserved capacity planning
  • Multi-cloud optimizations
  • Status: 30-90 day execution timeline

The Monitoring Cases

Ongoing Observations

  • Gradual cost creep tracking
  • Seasonal pattern analysis
  • Growth projection impacts
  • Compliance watching
  • Status: Continuous monitoring with periodic reviews

Workflow Integration

🎫 Ticketing Systems

Direct Integration with:

  • JIRA: Automatic issue creation with Cloud Sleuth findings
  • ServiceNow: Full ITSM workflow integration
  • GitHub Issues: Developer-friendly case tracking
  • Azure DevOps: Complete work item management

πŸ’¬ Communication Platforms

Real-Time Updates via:

  • Slack: Case notifications and daily summaries
  • Microsoft Teams: Embedded dashboards and alerts
  • Email: Detailed reports and escalations
  • PagerDuty: Critical case alerting

πŸ“Š Business Intelligence

Data Export to:

  • Tableau: Custom case analytics dashboards
  • PowerBI: Executive case status reports
  • Looker: Deep dive case metrics
  • Excel: Simple CSV exports for offline analysis

Case Lifecycle Management

1. Discovery Phase

  • Automatic Case Creation: Findings become cases instantly
  • Intelligence Gathering: All relevant data attached automatically
  • Risk Assessment: Priority and impact scoring
  • Initial Assignment: Smart routing to appropriate teams

2. Investigation Phase

  • Evidence Collection: Gathering additional metrics and logs
  • Impact Analysis: Understanding full implications
  • Solution Design: Developing optimization approach
  • Approval Workflows: Getting necessary sign-offs

3. Implementation Phase

  • Execution Tracking: Step-by-step progress monitoring
  • Change Management: Coordinated deployment windows
  • Validation Testing: Ensuring changes don’t break anything
  • Rollback Procedures: Ready if issues arise

4. Resolution Phase

  • Success Validation: Confirming expected savings achieved
  • Documentation: Complete case history for future reference
  • Knowledge Base: Learnings added for similar cases
  • Celebration: Team notifications of wins

Collaboration Features

πŸ“ Case Notes

  • Threaded discussions on each case
  • @mentions for team notifications
  • File attachments for evidence
  • Activity timeline tracking

🏷️ Smart Tagging

  • Automatic categorization
  • Custom tag creation
  • Filter and search capabilities
  • Bulk case operations

πŸ“… SLA Management

  • Customizable resolution timeframes
  • Escalation procedures
  • Deadline tracking
  • Performance metrics

πŸ‘οΈ Visibility Controls

  • Role-based access control
  • Department-specific views
  • Executive dashboards
  • Public/private case options

Real-World Impact

Case Study: The Coordinated Cleanup

A multinational corporation struggled with optimization across 50+ AWS accounts:

  • Challenge: No coordination between regional teams
  • Solution: Cloud Sleuth Case Management unified all efforts
  • Process: 1,847 cases created, assigned, and tracked
  • Result: $3.2M saved in 90 days with zero conflicts
  • Efficiency: 73% faster resolution than previous manual process

Case Study: The Developer-Friendly Approach

A tech startup integrated Cloud Sleuth with their GitHub workflow:

  • Integration: Cases became GitHub issues automatically
  • Adoption: 100% developer participation (vs 30% with previous tool)
  • Gamification: Leaderboard for most cases resolved
  • Outcome: $500K saved with full team engagement

Automation Capabilities

πŸ€– Auto-Assignment

  • Skills-based routing
  • Workload balancing
  • Regional considerations
  • Expertise matching

⚑ Automated Workflows

  • Approval chains for high-risk cases
  • Notification cascades for critical findings
  • Scheduled case reviews
  • Bulk case updates

πŸ”„ Continuous Improvement

  • Pattern recognition for similar cases
  • Suggested resolutions from history
  • Automation opportunity identification
  • Process optimization recommendations

Reporting & Analytics

Dashboard Views

  • Open Cases: Current investigation pipeline
  • Resolution Velocity: How fast cases are closing
  • Savings Pipeline: Projected savings from open cases
  • Team Performance: Individual and team metrics

Custom Reports

  • Weekly case summaries
  • Monthly resolution reports
  • Quarterly optimization reviews
  • Annual savings documentation

Benefits

  • Never Miss an Opportunity: Every finding becomes a tracked case
  • Eliminate Confusion: Clear ownership and accountability
  • Accelerate Resolution: Streamlined workflows reduce resolution time
  • Maintain Compliance: Full audit trail for every action
  • Scale Optimization: Manage thousands of cases efficiently
  • Prove Impact: Document every dollar saved

Getting Started

Case Management activates immediately upon Cloud Sleuth deployment. Connect your preferred tools through our integration marketplace, customize your workflows, and watch as cloud optimization transforms from chaos to clockwork.

Ready to organize your cloud optimization efforts? Let Cloud Sleuth manage the investigation.

Ready to Use This Feature?

Start your investigation today and put Case Management to work for you.