Casewise aiming to make enterprise architecture a collaborative social and mobile process

3rd February 2016

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Enterprise architecture software vendor Casewise released what it refers to as an operational business process platform designed for mobile workers. Casewise TacTac can expose complex business processes, using social media techniques, as simplified task lists to help streamline operating procedures and provide a continuous feedback loop for improvement. Casewise is becoming a pioneer of sorts by not only paying attention to business process capture and design, but also by developing the tools needed to extend its enterprise architecture designs to those that need it – the workforce.

The 451 Take

Casewise represents a composite platform that brings together the elements needed to engage in strategic enterprise architecture planning and enable business process management. Users new to either environment may find the platform useful to ‘kill two birds with one stone.’ Perhaps more interesting is the energy Casewise put into exposing enterprise strategic plans and process designs to the workforce responsible for their execution. Most enterprise architecture management (EAM) software specializes in the capture and analysis of data needed for strategic and tactical plans. Socializing those plans is often an afterthought. Casewise performs as such, making sure that people understand what they need to do their job while providing a feedback mechanism for continuous improvement.


Casewise was founded in 1989 to create a diagramming environment for Computer Science Corporation (CSC) that then evolved to assist enterprises in analyzing business architecture. The firm now offers a product portfolio and consulting service that addresses business process analysis, business process management (BPM), business architecture, and risk and compliance management.

Casewise currently employs 82 people, is headquartered in London and has offices in Beverly Hills, New York, Montreal, Toronto, Paris, Geneva, Pretoria, and Manama in Bahrain. It has not received any incremental investment since 2000 and has self ­financed its new product launch. It believes it can successfully grow organically. Casewise reports 2014 revenue of $17.4m, and EBITDA of $2.5m. It forecasts to reach $18m in 2015, expects 2016 to yield $21m in revenue with $2.8m EBITDA.

In a prior report on Casewise (/report­short?entityId=80300), we discussed its ‘evolve’ offering – a communication platform that brings social technology to its modeling, analysis and automation product portfolio (also known as the Casewise Suite). At the time, we believed that a social business approach might be just the thing needed to establish and make productive enterprise architecture (EA) programs within organizations. We concluded that with its evolve platform, Casewise was making a concerted effort not only to simplify EA overall, but by using social business arts and technology, it hopes to help capture and disseminate what it refers to as the ‘collective intelligence’ of an enterprise. Its most recent endeavor is to expose its capabilities broadly to a mobile workforce.

Strategy and products

Casewise’s portfolio consists of tools to enable users to visualize, socialize and optimize business operations. Its ‘modeler’ (a diagramming environment) and ‘v­modeler’ (a version that integrates with Microsoft Visio) offerings enable users to document and visualize business architecture ranging from high­level strategic initiatives to business process design and IT infrastructure composition. Its evolve and ‘communicator’ offerings expose what Casewise refers to as ‘collective intelligence’ to a workforce using social networking techniques for education, collaboration and process execution. And Casewise’s ‘analytics’ (an analysis and report engine), ‘collector’ (an integration technology) and ‘synergy’ (a BPM suite) offerings are its optimization tools used to analyze, plan, improve and monitor business operations and processes.

Late in 2015, Casewise announced the release of its operational business process platform designed for mobile workers. Casewise TacTac is a mobile BPM SaaS offering. It uses business process databases to create detailed task lists, progress reports and feedback loops and expose them via smartphones and tablets to field workers. TacTac exploits similar social engagement qualities originally created in Casewise’s evolve offering. TacTac is also designed to motivate workers to provide feedback and suggestions from the field using features that can aid in performance reviews and incentives awards.

At first glance, TacTac simply extends the benefits of the Casewise Suite to mobile workers. However, that would be too narrow a view. It also encourages and motivates interaction and collaboration from the field, offering a critical feedback loop with real world insight as to what does and does not work. Indeed, no matter how skilled business process designers and enterprise architects are, real­time input from the field is critical for successful EA and BPM initiatives.


Casewise reports it has roughly 400 active paying customers. Prior to the arrival of the new CEO in 2012, its average selling price (ASP) was $40,000. Today its ASP is nearing $150,000 and the vendor is beginning to secure six­figure deals. Notable clients include AT&T (telecommunications), NASA (aerospace), Pfizer (pharmaceuticals) and CoreLogic (financial information) that uses Casewise to capture, manage and rationalize its application portfolio.


Rivals to Casewise will be those that offer a combination of EAM, BPM software and collaboration tools. Those that fit this bill include MEGA with its HOPEX offerings; Software AG with its alfabet (/report­short?entityId=78753), ARIS and webMethods offerings; and potentially OpenText with its Cordys and Provision technologies. When comparing such vendors, it’s important to evaluate each for the quality of the integration, interoperability and user experience across architecture modeling and analysis, process management and collaboration capabilities.

Other vendors that should be considered for evaluation include Orbus (/report­short?entityId=87289) for enterprises invested deeply in Microsoft ecosystems, Planview (/report­short?entityId=87609) if project and portfolio management are high priorities within an enterprise architecture program, and CA Technologies for its PPM offering (/report­short?entityId=86974) that enables strong applications lifecycle management practices as well. It’s important to note that these later vendors focus on various aspect of EAM and do not enable BPM in the way that Casewise does.

SWOT Analysis

EA and BPM can be complex managerial disciplines, and separate EA and BPM tools can be difficult to align and integrate, especially when provided by different vendors. Casewise might be a good way for companies just getting started with EA and BPM programs to ‘kill two birds with one stone.’

Rivals to Casewise may exploit their advantages in portfolio management techniques and visual analytic tools. Also, Casewise is a bit late to the mobile device market, so it has some catching up to do.

Casewise’s product portfolio seems to represent an meldingw­of­the­minds, crafting a platform that enterprise architects and business process analysts can use to collaborate on the execution of strategy and expose what is needed directly to the workforce.

Depending on the use case within an enterprise, some pure-­play BPM, collaboration platforms and case management vendors may be thought of as viable alternatives to Casewise – especially those that have had mobile application offerings for some time.
Carl Lehmann (/biography?eid=585)
Research Manager, Enterprise Architecture, Integration & Business Process Management