Case Manager / Contract Management
Play-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 knowledgeworkers 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 perfect
off-the-shelf
business software!
Every business is DIFFERENT.
We need a new system for
valuable business data…
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 +
Fully customized
Tailor-made solution
CON Expensive to build
Costly to maintain
Requires special skills
Proprietary solution
Slowest delivery
Configure WorkView Solution
PRO +
Custom solution
Unites data & docs
One centralized view
No coding
Easily extended
CON -
Departmental databases
Spreadsheets
Custom applications/development
Unmet 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
Conversations
Emai
l
Scanned
Documents
OnBase
Document
s
Notes
Office
Documents
External
Database
s
External data aggregation
• Display data from any existing business systems
• All that is required is an ODBC connection
Administrator Tools
WorkView Config
WorkView
End User Experience
Database Tables created for you
ID
1375
ID
8145
ID
1040
Name
9 Second Foods
Contact
Name
Bill Jones
Vendor
State
Ohio
Contract Admin
1689
ID
1689
Vendor
1375
Incident
Vendor
Description
Missing
1375
parts…
Assigned
1689
Employee
Name
Mike Williams
Benefits
Configured, not coded
Customizable
Document-ready
Secure
Part of the OnBase database
What is
“Case Manager”?
Case Manager
Unity Based Solution
• Recommended client for Case Workers
• Simplifies OnBase access, promoting ease-ofuse
WorkView | Case Manager
• Manages enterprise data & relationships
• Provides a consolidated, 360° view of
information to knowledge workers
Workflow
• Facilitates the process & business rules
• Removes the need to do scripting in
WorkView
Where can WorkView | Case
Manager be used?
Service Request
Management
CATEGORIES OF CASE
Investigative
Work
Incident/Issue
Resolution
MANAGEMENT &
SOLUTION SCENARIOS
Back office CASE
MANAGEMENT SOLUTION
SCENARIOS
Service Request
Management
Incident/Issue
Resolution
Investigative Case
Management
Vendor Request
Incident Tracking
Selection
Contract Lifecycle
Management
Contract Request &
Review
Compliance
Research
Human Resources
Onboarding
Checklist
Complaint
Recruiting
Vendor
Management
Facilities
Management
IT Management
Facility Request/Issue
Project Request
Project Management
IT Trouble Ticket
Back office CASE
MANAGEMENT SOLUTION
SCENARIOS
Service Request
Management
Incident/Issue
Resolution
Investigative Case
Management
Vendor Request
Incident Tracking
Selection
Contract Lifecycle
Management
Contract Request &
Review
Compliance
Research
Human Resources
Onboarding
Checklist
Complaint
Recruiting
Vendor
Management
Facilities
Management
IT Management
Facility Request/Issue
Project Request
Project Management
IT Trouble Ticket
Back office CASE
MANAGEMENT SOLUTION
SCENARIOS
Service Request
Management
Incident/Issue
Resolution
Investigative Case
Management
Vendor Request
Incident Tracking
Selection
Contract Lifecycle
Management
Contract Request &
Review
Compliance
Research
Human Resources
Onboarding
Checklist
Complaint
Recruiting
Facility Request/Issue
Project Management
Vendor
Management
Facilities
Management
IT Management
Project Request
IT Trouble Ticket
Back office CASE
MANAGEMENT SOLUTION
SCENARIOS
Service Request
Management
Incident/Issue
Resolution
Investigative Case
Management
Vendor Request
Incident Tracking
Selection
Contract Lifecycle
Management
Contract Request &
Review
Compliance
Research
Human Resources
Onboarding
Checklist
Complaint
Recruiting
Vendor
Management
Facilities
Management
IT Management
Facility Request/Issue
Project Request
IT Trouble Ticket
Project Management
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
Contact
Contact
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.
Advanced Context Search
• Catalogs
• Search Type
• Date Options
• Search
Modes:
• Stemming
• Thesaurus
• Fuzzy
Account Detail
Relationship Type
Contact
Contact
Contact
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
 Natively
 Scales
knowledge worker productivity
integrated with OnBase ECM
to any size solution