case manager / contract management play-by-play announcer: patrick gibbons color commentator: eric...
TRANSCRIPT
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Case Manager / Contract ManagementPlay-by-Play Announcer: Patrick Gibbons
Color Commentator: Eric Willis
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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
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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.
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Why WorkView?
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There is no perfectoff-the-shelf business software!
Every business is DIFFERENT.
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We need a new system forvaluable business data…
Buy, Build, or Configure?
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Buy Software Application
PRO + CON -Out of the boxFastest delivery
Fixed feature setLimited customizationExpensive to alterNo control of updatesNot integrated
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Build Custom Application
PRO + CON -Fully customizedTailor-made solution
Expensive to buildCostly to maintainRequires special skillsProprietary solutionSlowest delivery
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Configure WorkView Solution
PRO + CON -Custom solutionUnites data & docsOne centralized viewNo codingEasily extended
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What to look for…Departmental databasesSpreadsheetsCustom applications/developmentUnmet data requirements
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What is WorkView?
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What is WorkView?
• Not a ‘typical’ module
• A framework for creating business applications
• Application administration and design tool
• Highly configurable
• Manages people-driven work
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External Databases
Office Documents
Conversations
Scanned Documents
OnBase Documen
tsNotes
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External data aggregation
• Display data from any existing business systems
• All that is required is an ODBC connection
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WorkView Config
Administrator Tools End User Experience
WorkView
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Database Tables created for you
EmployeeNameIDMike Williams1689
Vendor
NameID9 Second Foods
1375
StateOhio
Contract Admin1689
ContactNameIDBill Jones8145
Vendor1375
IncidentDescriptionIDMissing parts…
1040Vendor1375
Assigned1689
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Document-ready
Secure
Customizable
Configured, not coded
Part of the OnBase databaseBene
fits
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What is
“Case Manager”?
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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
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Where can WorkView | Case Manager be used?
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CATEGORIES OF CASE MANAGEMENT & SOLUTION SCENARIOS
Service Request
Management
Incident/Issue
Resolution
Investigative Work
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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
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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
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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
![Page 25: Case Manager / Contract Management Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis](https://reader036.vdocuments.net/reader036/viewer/2022062712/56649c9c5503460f9495ab38/html5/thumbnails/25.jpg)
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
![Page 26: Case Manager / Contract Management Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis](https://reader036.vdocuments.net/reader036/viewer/2022062712/56649c9c5503460f9495ab38/html5/thumbnails/26.jpg)
What does a WorkView | Case Manager
Application look like?
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Select your application from the from the Unity Client Menu
Name your application anything you want!
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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.
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Filters allow users to search through data records, and can be created by administrators or the users themselves.
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Filters Bars are used to organize the Filters a user can see.
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Context Search allows users to perform full-text searches… but we’ll talk more about that later!
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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.
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When a Filter Search is performed the search results are displayed with all the list organization features of the Unity Client!
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The Data Record Ribbon displays the Record Type
The selected Data Record displays in a pop-up window.
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Account Detail
Relationship Type
Contact
ContactContact
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WorkView Record in Workflow
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Context Search Framework
Provides a simple interface
that makes it easy to search
across the data stored in your
WorkView | Case Manager
business applications.
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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
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Filter Dashboards
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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
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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