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Case ManagementRyan Lapinski
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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
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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…
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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.
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2013 Kansas City User Group Meeting #dbUGM
Why is this important to you?
• How is it managed today?….No app for thatOrganizational Risk
Outlook Excel Access OneNote
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Account Detail
Relationship Type
ContactContact
Contact
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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.
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Account Detail
Relationship Type
ContactContact
Contact
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• 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
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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:
• 300-600 active cases at times• “Corrective Actions” in support of
OSHA and ISO8001 Compliance• Procedural checklist
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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.
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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