Case Management Software Solutions

OnBase Authorized LogoWe would all love for every day transactions to be neatly packaged up and run through a well-defined business process with predictable outcomes. Everyday your organization manages case-based processes surrounding your customers. However, not every business process can be so neatly defined. You may even know the appropriate information, goals or steps required to make well informed business decisions and deliver the work. But how the work is actually completed may vary case to case based on the unique situation with your customer. Whether you need to process claims, open new business to business or consumer accounts or maintain property or parcel records, you need to know who has the work items, its previous history, where the documents are currently located, and what is necessary to get the work items completed.

case managementWhile many cases start with a planned action and can be streamlined for efficiency, others can be very unpredictable and surface randomly during the course of the customer relationship. Your skilled knowledge workers need to be fully equipped to handle unplanned events while simultaneously providing the highest levels of high touch customer service. OnBase’s single, digital content services and case file solution provides quick and easy access to all the documents, data, and process events required for accurate decision making. Compared to a custom coded solution, Hyland OnBase Content Services solution can be rapidly deployed for any case-based process in a fraction of the time. Why wait any further?

Contact IDT today learn more about case management.

Workflow and Business Process Automation from IDT

“Workflow” is a term commonly utilized in a Case Management, Content Servicds and Enterprise Content Management sales cycle, demonstration, seminar, workshop and tradeshows. You will also hear the term “workflow” used to generally describe a specific work process in an organization such as “order fulfillment,” “mortgage application approval,” or a “new business underwriting” process. Ensuring that business transactions and cases are handled efficiently and in compliance with organizational procedures is challenging with manual, labor intensive processes. Workflow solutions from IDT and OnBase can automate policy controlled processes without any human interaction or allow a knowledge worker to make critical decisions by selecting the next appropriate steps, providing both control and flexibility. More on the subject of Workflow and Business Process Management can be found by clicking here.

CapSys Technologies, LLCData and Document Capture for Case Management

Distributed and Centralized Data and Document Capture Software for Content Services is vital to a case management system.  CAPSYS CAPTURE streamlines the process of acquiring data and documents securely and efficiently for Content Services, Case Management and Document Imaging and Document Management Systems. CAPSYS CAPTURE’s scalable and extensible server software also allows for automated ingestion of emails and attachments from Microsoft Office 365, Lotus Notes, Exchange, Yahoo mail, Google Gmail (and other mail servers), XML generated content, fax servers, and content originating from the mobile e-tablet marketplace.

CAPSYS also is tightly integrated with OnBase, ShareBase and AirBase by Hyland Software for Content Services and Case Management using Hyland’s API technology.  Electronic folders of content can be safely, securely be automatically created and published without user interaction based on workflow rules contained in your capture workflow processes.

Contact us for more information on our company, our content services and enterprise content management services. We are based in Itasca, Illinois, with offices in Colorado, California and Florida and serve clients nationwide.