case manager / contract management play-by-play announcer: patrick gibbons color commentator: eric...
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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
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
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