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Case Manager / Contract Management

Case Manager / Contract Management. Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis. The Challenges…. High-volume, people-driven processes are often the most costly because they are often not repeatable

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Case Manager / Contract Management

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  1. Case Manager / Contract Management Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis

  2. The Challenges… • High-volume, people-driven processes are often the most costly because they are often not repeatable • Traditional technologies have not addressed the needs of knowledge-workers and the ad-hoc, unpredictable processes they manage • Custom application development can be cost-prohibitive and require proprietary coding skills • Disparate data sources such as departmental databases and spreadsheets • Legacy enterprise applications can be difficult or impossible to customize

  3. WorkView | Case Manager Provides case workers a 360° view of all the information they need to drive the—often unpredictable—work that requires their knowledge and expertise.

  4. Why WorkView?

  5. There is no perfectoff-the-shelf business software! Every business is DIFFERENT.

  6. We need a new system forvaluable business data… Buy,Build,orConfigure?

  7. Buy Software Application PRO + CON - Fixed feature set Limited customization Expensive to alter No control of updates Not integrated Out of the box Fastest delivery

  8. Build Custom Application PRO + CON - Expensive to build Costly to maintain Requires special skills Proprietary solution Slowest delivery Fully customized Tailor-made solution

  9. Configure WorkView Solution PRO + CON - Custom solution Unites data & docs One centralized view No coding Easily extended

  10. What to look for… Departmental databases Spreadsheets Custom applications/development Unmet data requirements

  11. What is WorkView?

  12. What is WorkView? • Not a ‘typical’ module • A framework for creating business applications • Application administration and design tool • Highly configurable • Manages people-driven work

  13. OnBase Documents Conversations Notes Office Documents Email Scanned Documents External Databases

  14. External data aggregation • Display data from any existing business systems • All that is required is an ODBC connection

  15. Administrator Tools End User Experience WorkView Config WorkView

  16. Database Tables created for you Contract Admin State Employee Vendor 1689 Ohio ID Name Name ID 1689 Mike Williams 1375 9 Second Foods Vendor 1375 Contact ID Name 8145 Bill Jones Assigned Vendor 1689 1375 Incident ID Description 1040 Missing parts…

  17. Configured, not coded Customizable Benefits Document-ready Secure Part of the OnBase database

  18. What is“Case Manager”?

  19. Unity Based Solution • Recommended client for Case Workers • Simplifies OnBase access, promoting ease-of-use Case Manager • WorkView | Case Manager • Manages enterprise data & relationships • Provides a consolidated, 360° view of information to knowledge workers • Workflow • Facilitates the process & business rules • Removes the need to do scripting in WorkView

  20. Where can WorkView | Case Manager be used?

  21. CATEGORIES OFCASE MANAGEMENT& SOLUTION SCENARIOS

  22. Back office CASE MANAGEMENTSOLUTION SCENARIOS

  23. Back office CASE MANAGEMENTSOLUTION SCENARIOS

  24. Back office CASE MANAGEMENTSOLUTION SCENARIOS

  25. Back office CASE MANAGEMENTSOLUTION SCENARIOS

  26. What does a WorkView | Case ManagerApplication look like?

  27. Select your application from the from the Unity Client Menu Name your application anything you want!

  28. The Ribbon displays the Application Name. Users can change views as needed: • Filters • Calendars • Favorites • Recently Viewed Users with permissions can create new data records.

  29. Filters allow users to search through data records, and can be created by administrators or the users themselves.

  30. FiltersBars are used to organize the Filters a user can see.

  31. Context Search allows users to perform full-text searches… but we’ll talk more about that later!

  32. When users select a Filter the Filter Ribbon appears… and the Filter panel appears in the viewer. Filters are like Custom Queries, but for Data Records.

  33. When a Filter Search is performed the search results are displayed with all the list organization features of the Unity Client!

  34. The Data Record Ribbon displays the Record Type The selected Data Record displays in a pop-up window.

  35. Account Detail Relationship Type Contact Contact Contact

  36. WorkView Record in Workflow

  37. Context Search Framework Provides a simple interface that makes it easy to search across the data stored in your WorkView | Case Manager business applications.

  38. Advanced Context Search Account Detail • Catalogs • Search Type • Date Options • Search Modes: • Stemming • Thesaurus • Fuzzy Relationship Type Contact Contact Contact Search data values across multiple record types (objects)in WorkView | Case Manager!

  39. Filter Dashboards

  40. WV | CM – Emails! Unity Client only - • Send other user(s) Email with link to Data Record (Object) • Subscribe to Email Notifications that Data Record (Object) has been updated

  41. The Gains… • Provides a consolidated, 360° view of “the case” • Enables creation of high-value, low cost, rapidly deployable solutions • Maximizes knowledge worker productivity • Natively integrated with OnBase ECM • Scales to any size solution

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