Case Manager / Contract ManagementPlay-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.

Why WorkView?

There is no perfectoff-the-shelf business software!

Every business is DIFFERENT.

We need a new system forvaluable business data…

Buy, Build, or Configure?

Buy Software Application

PRO + CON -Out of the boxFastest delivery

Fixed feature setLimited customizationExpensive to alterNo control of updatesNot integrated

Build Custom Application

PRO + CON -Fully customizedTailor-made solution

Expensive to buildCostly to maintainRequires special skillsProprietary solutionSlowest delivery

Configure WorkView Solution

PRO + CON -Custom solutionUnites data & docsOne centralized viewNo codingEasily extended

What to look for…Departmental databasesSpreadsheetsCustom applications/developmentUnmet data requirements

What is WorkView?

What is WorkView?

• Not a ‘typical’ module

• A framework for creating business applications

• Application administration and design tool

• Highly configurable

• Manages people-driven work

Email

External Databases

Office Documents

Conversations

Scanned Documents

OnBase Documen

tsNotes

External data aggregation

• Display data from any existing business systems

• All that is required is an ODBC connection

WorkView Config

Administrator Tools End User Experience

WorkView

Database Tables created for you

EmployeeNameIDMike Williams1689

Vendor

NameID9 Second Foods

1375

StateOhio

Contract Admin1689

ContactNameIDBill Jones8145

Vendor1375

IncidentDescriptionIDMissing parts…

1040Vendor1375

Assigned1689

Document-ready

Secure

Customizable

Configured, not coded

Part of the OnBase databaseBene

fits

What is

“Case Manager”?

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

Man

ager

Where can WorkView | Case Manager be used?

CATEGORIES OF CASE MANAGEMENT & SOLUTION SCENARIOS

Service Request

Management

Incident/Issue

Resolution

Investigative Work

Back office CASE MANAGEMENT SOLUTION SCENARIOS

Service Request Management

Incident/Issue Resolution

Investigative Case Management

Vendor Management

Vendor Request Incident Tracking Selection

Contract Lifecycle Management

Contract Request & Review Compliance Research

Human Resources

Onboarding Checklist Complaint Recruiting

Facilities Management

Facility Request/Issue Project Management

IT Management Project Request IT Trouble Ticket

Back office CASE MANAGEMENT SOLUTION SCENARIOS

Service Request Management

Incident/Issue Resolution

Investigative Case Management

Vendor Management

Vendor Request Incident Tracking Selection

Contract Lifecycle Management

Contract Request & Review Compliance Research

Human Resources

Onboarding Checklist Complaint Recruiting

Facilities Management

Facility Request/Issue Project Management

IT Management Project Request IT Trouble Ticket

Back office CASE MANAGEMENT SOLUTION SCENARIOS

Service Request Management

Incident/Issue Resolution

Investigative Case Management

Vendor Management

Vendor Request Incident Tracking Selection

Contract Lifecycle Management

Contract Request & Review Compliance Research

Human Resources

Onboarding Checklist Complaint Recruiting

Facilities Management

Facility Request/Issue Project Management

IT Management Project Request IT Trouble Ticket

Back office CASE MANAGEMENT SOLUTION SCENARIOS

Service Request Management

Incident/Issue Resolution

Investigative Case Management

Vendor Management

Vendor Request Incident Tracking Selection

Contract Lifecycle Management

Contract Request & Review Compliance Research

Human Resources

Onboarding Checklist Complaint Recruiting

Facilities Management

Facility Request/Issue Project Management

IT Management Project Request IT Trouble Ticket

What does a WorkView | Case Manager

Application look like?

Select your application from the from the Unity Client Menu

Name your application anything you want!

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.

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

Filters Bars are used to organize the Filters a user can see.

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

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.

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

The Data Record Ribbon displays the Record Type

The selected Data Record displays in a pop-up window.

Account Detail

Relationship Type

Contact

ContactContact

WorkView Record in Workflow

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

ContactContact

Filter Dashboards

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