Presentation on theme: "Case Manager / Contract Management Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis."— Presentation transcript:
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 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
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.
Not a ‘typical’ module A framework for creating business applications Application administration and design tool Highly configurable Manages people-driven work
Emai l External Database s Office Documents Conversations Scanned Documents OnBase Document s Notes
External data aggregation Display data from any existing business systems All that is required is an ODBC connection
WorkView Config Administrator ToolsEnd User Experience WorkView
Database Tables created for you Employee NameID Mike Williams1689 Vendor Name ID 9 Second Foods 1375 State Ohio Contract Admin 1689 Contact NameID Bill Jones8145 Vendor 1375 Incident DescriptionID Missing parts… 1040 Vendor 1375 Assigned 1689
Document-ready Secure Customizable Configured, not coded Part of the OnBase database Benefits
Unity Based Solution Recommended client for Case Workers Simplifies OnBase access, promoting ease-of- use Workflow Facilitates the process & business rules Removes the need to do scripting in WorkView WorkView | Case Manager Manages enterprise data & relationships Provides a consolidated, 360° view of information to knowledge workers Case Manager
Context Search Framework Provides a simple interface that makes it easy to search across the data stored in your WorkView | Case Manager business applications.
Search data values across multiple record types (objects) in WorkView | Case Manager! Catalogs Search Type Date Options Search Modes: Stemming Thesaurus Fuzzy Advanced Context Search Account Detail Relationship Type Contact
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
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