USING ONBASE AS A CASE MANAGEMENT SYSTEM
TONI SMITH, SENIOR ACCOUNT MANAGER, IMAGESOFT MICHELLE TELECKY, SENIOR BUSINESS ANALYST,
IMAGESOFT
There is no perfect off-the-shelf
business software!
Every business is DIFFERENT.
NEW SYSTEM FOR BUSINESS AREA
Buy, Build, or Configure?
BUY SOFTWARE APPLICATION
PRO + Out of the box Fastest delivery
CON - Fixed feature set Limited customization Expensive to alter No control of updates Not integrated
BUILD CUSTOM APPLICATION
PRO + CON -
Fully customized Tailor-made solution
Expensive to build Costly to maintain Requires special skills Proprietary solution Slowest delivery
CONFIGURE A WORKVIEW SOLUTION
PRO + CON - Best of both Higher ROI Custom solution Unites data & docs One centralized view Limited coding Easily extended
Some customization may be needed
WHAT TO LOOK FOR…
• Departmental databases • Spreadsheets / Access database • Custom applications/development • Unmet data requirements • Legacy CMS replacement (where you have
good requirements defined) • Leverage OnBase workflow
WHAT IS WORKVIEW • Not a typical module • A framework for configuring business
applications – Application administration and design tool – Highly configurable
• Manages data-driven processes and transactions – Not document-driven like Workflow
• Integrates with Workflow • Hot module at Hyland - Going through major
improvements.
WORKVIEW
WorkView Config
Administrator Tools End-‐User Experience
DATABASE TABLES CREATED FOR YOU
Employee Name ID Mike Williams 1689
Vendor Name ID 9 Second Foods 1375
State Ohio
Contract Admin 1689
Contact Name ID Bill Jones 8145
Vendor 1375
Incident DescripHon ID Missing parts… 1040
Vendor 1375
Assigned 1689
BENEFITS
• Configured, not coded • Customizable • Document Ready • Secure • Part of the OnBase database
WHERE CAN WORKVIEW BE USED? REAL-LIFE WORKVIEW SOLUTIONS
Process Improvement
Track customer interactions and account status
SOX or risk management
Manage certification and credentialing
Departmental Solution
Record claims diaries and notes
Track call center communications
Manage tax or budget process
Multi-department Solution
Manage sales opportunities and forecasting
Track project goals, deliverables and deadlines
Store support issues and resolutions
IDEAS FOR GOVERNMENT WORKVIEW SOLUTIONS
• Public Defender Case & Client Management • Assessor Appeals • Medical Examiner Case Management • Oil & Gas Well Management (for Dept. of
Natural Resources) • Complaint Management • Litigation Compliance • Public Records Request • Inspection Management • Court Case Management
WORKVIEW & WORKFLOW NATIVELY INTEGRATED
• Brings our business process engine and data application engines together!
• Reduces the need for custom scripting
• Workflow executes Rules and Actions on WorkView Objects
• Over 15 WorkView-specific Rules and Actions
• Supported in the Web Client & Unity Client
WORKVIEW OBJECT IN WORKFLOW
UNITY CLIENT INTERFACE
UNITY CLIENT OBJECT VIEWER
UNITY CLIENT OBJECT VIEWER CUSTOM HEADER
UNITY CLIENT OBJECT VIEWER WORKFLOW AD HOC TASKS
UNITY CLIENT OBJECT VIEWER FOLDERS
UNITY CLIENT OBJECT VIEWER HISTORY
CASE STUDY COWLITZ COUNTY
• Replaced Crimes
CASE STUDY WASHINGTON STATE COURT
• Replacement of ACORDS
DEMO
LICENSING CONSIDERATIONS
• Maybe??
QUESTIONS TONI SMITH
[email protected] (517) 663-4584
MICHELLE TELECKY
[email protected] (248) 948-8100 X171