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

TSMITH@IMAGESOFTINC.COM (517) 663-4584

MICHELLE TELECKY

MTELECKY@IMAGESOFTINC.COM (248) 948-8100 X171