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Case Management Ryan Lapinski. 2013 Kansas City User Group Meeting#dbUGM Today’s Objective: Analyst definition of Case Management Why this is important.

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Presentation on theme: "Case Management Ryan Lapinski. 2013 Kansas City User Group Meeting#dbUGM Today’s Objective: Analyst definition of Case Management Why this is important."— Presentation transcript:

1 Case Management Ryan Lapinski

2 2013 Kansas City User Group Meeting#dbUGM Today’s Objective: Analyst definition of Case Management Why this is important to your organization Product overview Customer testimonials How DataBank can help your organization Q&A

3 2013 Kansas City User Group Meeting#dbUGM “Case Management” according to AIIM…… A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity…

4 2013 Kansas City User Group Meeting#dbUGM “Case Management” according to AIIM…… …It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.

5 2013 Kansas City User Group Meeting#dbUGM Why is this important to you? How is it managed today?….No app for that Organizational Risk Outlook Excel Access OneNote

6 Account Detail Relationship Type Contact

7 Case Management Provides workers a 360° view of all the information they need to drive the—often unpredictable—work that requires their knowledge and expertise.

8 Account Detail Relationship Type Contact

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12 DR Firm handling federal funds for Hurricane Katrina in MS Checks & balances Business advisor / oversight Solution must: Quick response & restoring broken lives “One size does not fit all” - Case Management used for: Claim lifecycle Initiate payment Quickly ID when additional funds are needed Instant reporting back to FEMA/HUD/MEMA Multiple award recipient for response efforts Texas General Land Office Customer Testimonial

13 Customer Testimonial: Ergon Largest private corporation in MS Business; Oil & Gas - oil refining, asphalt, polymers, non-carcinogen lube oil Inception: 1999 Enterprise solution integrated with SAP Case Management used in refineries: active cases at times “Corrective Actions” in support of OSHA and ISO8001 Compliance Procedural checklist

14 Customer Testimonial: B&L Services, Inc. Inception: 2005 Yellow Cab serving Broward and Palm Beach Counties, FL Over 1000 taxi’s in fleet OnBase used for AP, HR, Case Management Services Center & Accident Management Vehicle Maintenance – cases for all taxi’s Incident Management – over 100 unique incident cases/mo.

15 2013 Kansas City User Group Meeting#dbUGM What DataBank can offer: Partner with most expertise, experience and guidance in successful Case Management implementations We run our company with Case Management Q&A


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