Case ManagementRyan Lapinski

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

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…

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.

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

Account Detail

Relationship Type

ContactContact

Contact

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.

Account Detail

Relationship Type

ContactContact

Contact

• 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

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

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.

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