Case Management Software
OnBase case management software solutions support knowledge-driven work
Every organization has processes it can’t define with outcomes it can’t predict. OnBase case management software solutions empower workers to effectively manage cases, make better decisions and handle high-value exceptions.
OnBase centralizes all information surrounding a case and provides users with all the tools they need – whether they’re resolving an issue, managing a claim, fulfilling a service request or onboarding an employee.
By supplying these tools, an OnBase case management system:
Empowers employees to work smarter: OnBase provides a 360-degree view into the information users need to make smart decisions, from data records and documents to conversations and emails.
Increases visibility and control: Reporting dashboards and audit trails of all activities increase transparency, support compliance and help organizations identify opportunities for improvement.
Offers one platform for solutions enterprise-wide: Save the time and cost of building, managing and upgrading multiple systems by creating content-enabled applications on one point-and-click configurable platform.
With OnBase, you configure data-driven applications, automate repetitive processes and manage supporting documents. Most vendors deliver these capabilities through offerings that integrate multiple, acquired products. OnBase is the only software suite developed from the ground up to deliver this functionality within one product.
OnBase case management equips your organization to solve a wide range of business problems – from facilities project management and compliance tracking to vendor management, contract management, HR onboarding, incident resolution and fraud investigation – all on one central platform.
Business Process Management (BPM)
Every organization has its own unique processes. In order to meet the demands of these processes and employees involved in them, your organization needs a solution that is flexible and scalable – allowing you and your staff to work the way you want.
Business process management (BPM) tools offer your organization the ability to optimize business processes with automated workflows and provides instant visibility to monitor your business’s overall health.
Optimize your processes with OnBase BPM
OnBase BPM solutions offer your organization a wide variety of options to optimize your processes exactly how you want them, including:
Workflow automation: OnBase BPM tools provide a rich set of point-and-click configurable rules and actions, allowing business processes to be quickly automated with no need for custom coding
Dynamic approval processes: Streamline and simplify document approval processes by allowing business users to configure rules to evaluate documents and dynamically assign approvers
Electronic Forms: Eliminate paper, expedite processes and improve information accuracy with features like required fields, data validation, calculations with instant results and the ability to customize the form’s look and feel
Business activity monitoring and dashboards: Point-and-click configure dashboards that deliver instant visibility into the health of your system and your business – from the real-time status of business processes to who is owning tasks and how long they will take. Identify opportunities for improvement and quickly respond to changes in process performance
Automated notifications: Notify users when action is required in critical business processes without relying on manual e-mail notifications and expedite the delivery of email notifications triggered by your automated processes, without user interaction – minimizing the chance of unsent or delayed alerts
Optimize Your Document-Based Company Processes
Establish clear rules for processing documents to optimize your business processes with DocuWare Workflow Manager. You assign: employees, tasks, and define substitution rules in case the employee responsible for that step is out of the office. You determine what is to start a workflow, for example by storing an invoice, or because a certain deadline is due.
Greater Efficiency, Nothing is Overlooked
The Workflow Manager lets you combine parallel running tasks in one workflow. Let’s take for example an insurance firm whose employees need to process numerous benefit applications every day. Since they work at different locations, they cannot easily forward the applications to other available staff members. With Workflow Manager, every employee has their own task list in which all the applications are listed. As soon as someone selects an application for processing, it is marked ‘allocated’ in everyone’s task list. This ensures that tasks (applications) are only selected by one person and that all applications are processed.
Clear Company Processes
Complete Tasks Quickly and Easily
Define Escalation Stages
Track all processes in the workflow sequence.
Depending on which kind of document is stored, this may trigger another workflow, for example the invoice workflow in the case of an incoming invoice.
A workflow can also be started after a certain time, for example monthly.
Clear guidelines tell the employee what to do in a specific task.
Determine the conditions for forwarding documents or for actions that must be executed before or after a deadline passes
Empower Employees through Workflow Automation
Even the best workers spend too much time performing menial, tedious tasks that ultimately add little value. How much time is spent routing work to teammates or superiors and awaiting a response? How much of their workload could be easily outsourced to a software program? FileBound Workflow Automation eliminates mundane tasks, unburdening employees so they can focus on the work that really matters – rather than getting mired in the details.
FileBound Workflow is designed with user experience as a top priority. The graphical, drag-and-drop configuration allows users to easily automate even the most complex processes. This outstanding usability reduces training and configuration time, making it possible to develop solutions faster and see ROI sooner. Workflow extends the capabilities of Document Management to include:
Process automation to increase efficiency and control
Analytics that drive greater visibility into efficiency and areas for improvement
Automatic import, escalations and scheduled event capabilities