1. Case Manager / Contract Management Play-by-Play Announcer: Patrick Gibbons Color Commentator: Eric Willis

2. 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

3. 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.

4. Why WorkView?

5. There is no perfect off-the-shelf business software! Every business is DIFFERENT.

6. We need a new system for valuable business data… Buy, Build, or Configure?

7. Buy Software Application PRO +CON - Out of the box Fastest delivery Fixed feature set Limited customization Expensive to alter No control of updates Not integrated

8. Build Custom Application PRO +CON - Fully customized Tailor-made solution Expensive to build Costly to maintain Requires special skills Proprietary solution Slowest delivery

9. Configure WorkView Solution PRO +CON - Custom solution Unites data & docs One centralized view No coding Easily extended

10. Departmental databases Spreadsheets Custom applications/development Unmet data requirements

11. What is WorkView?

12. Not a ‘typical’ module A framework for creating business applications Application administration and design tool Highly configurable Manages people-driven work

13. Emai l External Database s Office Documents Conversations Scanned Documents OnBase Document s Notes

14. External data aggregation Display data from any existing business systems All that is required is an ODBC connection

15. WorkView Config Administrator ToolsEnd User Experience WorkView

16. Database Tables created for you Employee NameID Mike Williams1689 Vendor Name ID 9 Second Foods 1375 State Ohio Contract Admin 1689 Contact NameID Bill Jones8145 Vendor 1375 Incident DescriptionID Missing parts… 1040 Vendor 1375 Assigned 1689

17. Document-ready Secure Customizable Configured, not coded Part of the OnBase database Benefits

18. What is “Case Manager”?

19. 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 Manager

20. Where can WorkView | Case Manager be used?

21. CATEGORIES OF CASE MANAGEMENT & SOLUTION SCENARIOS Service Request Management Incident/Issue Resolution Investigative Work

22. Back office CASE MANAGEMENT SOLUTION SCENARIOS Service Request Management Incident/Issue Resolution Investigative Case Management Vendor Management Vendor RequestIncident TrackingSelection Contract Lifecycle Management Contract Request & Review ComplianceResearch Human Resources Onboarding Checklist ComplaintRecruiting Facilities Management Facility Request/IssueProject Management IT Management Project RequestIT Trouble Ticket

23. Back office CASE MANAGEMENT SOLUTION SCENARIOS Service Request Management Incident/Issue Resolution Investigative Case Management Vendor Management Vendor RequestIncident TrackingSelection Contract Lifecycle Management Contract Request & Review ComplianceResearch Human Resources Onboarding Checklist ComplaintRecruiting Facilities Management Facility Request/IssueProject Management IT Management Project Request IT Trouble Ticket

24. Back office CASE MANAGEMENT SOLUTION SCENARIOS Service Request Management Incident/Issue Resolution Investigative Case Management Vendor Management Vendor RequestIncident TrackingSelection Contract Lifecycle Management Contract Request & Review ComplianceResearch Human Resources Onboarding Checklist ComplaintRecruiting Facilities Management Facility Request/IssueProject Management IT Management Project Request IT Trouble Ticket

25. Back office CASE MANAGEMENT SOLUTION SCENARIOS Service Request Management Incident/Issue Resolution Investigative Case Management Vendor Management Vendor RequestIncident TrackingSelection Contract Lifecycle Management Contract Request & Review ComplianceResearch Human Resources Onboarding Checklist ComplaintRecruiting Facilities Management Facility Request/IssueProject Management IT Management Project Request IT Trouble Ticket

26. What does a WorkView | Case Manager Application look like?

27. Select your application from the from the Unity Client Menu Name your application anything you want!

28. 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.

29. Filters allow users to search through data records, and can be created by administrators or the users themselves.

30. Filters Bars are used to organize the Filters a user can see.

31. Context Search allows users to perform full-text searches… but we’ll talk more about that later!

32. 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.

33. When a Filter Search is performed the search results are displayed with all the list organization features of the Unity Client!

34. The Data Record Ribbon displays the Record Type The selected Data Record displays in a pop-up window.

35. Account Detail Relationship Type Contact

39. WorkView Record in Workflow

40. Context Search Framework Provides a simple interface that makes it easy to search across the data stored in your WorkView | Case Manager business applications.

41. 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

42. Filter Dashboards

43. 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

44. 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