Case Management | Rapid Application Development | Low-Code WorkView Solutions
We would all love for everyday transactions to be neatly packaged up and run through a well-defined business process with predictable outcomes. With help from IDT and our rapid application development, low-code, and case management tools – collectively referred to as WorkView – you would not have to worry. Every day your organization manages case-based processes surrounding your customers or constituents. However, not every business process can be so neatly defined.
-> Download the WorkView | Case Management datasheet
How the casework is actually completed may vary from case to case based on the unique situation with your customer or constituent. Whether you need to process claims, open a 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.
Our business process improvement strategy will make it easier for you to organize your documents, your processes, and your cases.
Starter Packs and WorkView Use Cases
There are many use cases for WorkView and immediately below we’ve identified some common applications or projects frequently requested to assist our customers. Below is a list of Concept Solutions that can serve as a launchpad for your WorkView application needs. If any of these resonate with you, contact us and we can arrange a personalized Virtual WorkView Workshop for you and your team members to demonstrate the Rapid Application Development framework in just a couple of hours of your time!
Common or frequently requested use cases include but are not limited to:
|Admissions Review||Complaint Management||Grant Application Tracker||HR Performance Management||Ticketing Systems Framework||The Base ACE Configuration|
|Asset Request Management||Crisis Management Tracker||Grant Management for Agencies||Health and Safety | Inspections and Citations||Software Assignment Tracker||The Help Text App|
|Boards and Commissions||Employee Health Questionnaire||HR Employee Relations||Patient Referral Management||Special Travel Approval||Vendor Management and Review|
|Change Request and Incident Tracker||Fraud Investigations||HR Leave Requests||Property Management||Student Advising||…and our list is growing!|
Why WorkView? – Integrated Content, Workflow, Dashboards, Data, and Cases
While many Case Management 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 or constituent relationship. Your skilled knowledge workers need to be fully equipped to handle unplanned events while simultaneously providing the highest levels of high-touch customer and constituent 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, the Hyland OnBase Content Services Platform solution can be rapidly deployed for any case-based process in a fraction of the time with our software solution services.
Why wait any further?
<< Check out the podcast interview featuring Case Management and Low-Code tools from Hyland Software – App Builder/Workview! Here you’ll learn about App Builder’s unique features, use cases, tools that allow you to accelerate your first application building experience, and you can do it all without programming!
OnBoarding Content into App Builder or Case Management is a SNAP! with IoT Smart Connected Scanning Solutions from IDT
Use IoT Smart Connected Scanning solutions from IDT and Alaris to provide PC-less, point-of-origin capture into your Case Management | App Builder environment. In fact with IoT Smart Connected Capture solutions, we will show your organization exactly how you can provide the industry’s safest, securest, easiest to deploy data document capture and delivery solution to Enterprise File Sync and Share environments available in the marketplace today!
With INfuse – an IoT Smart Connected Scanning solution for your App Builder | Case Management environment, point-of-origin document capture can be delivered without requiring any IT involvement. Business users can deploy IoT Smart Connected Scanning solutions. No messy TWAIN or ISIS driver installation or configurations – zero, zilch, nada! Does it sound way too good to be true?
Learn about IoT Smart Connected Scanning solutions via CAPTURE CAPITALIST’s Podcast by clicking here and we will show how point of capture can be achieved without IT, without PC’s, without all the IT Tower of Babel.
Whether Case Management | App Builder is used for internal-facing applications and projects, or externally facing applications and projects such as Human Resources, Government Infrastructure/Permitting/Plan Review Projects, Vendor / Supply Chain Partner Portals, Higher Education Transcript Sharing, IoT Smart Connected Scanning solutions from IDT are the key to capture content at point-of-origin in the fastest, most secure and easiest manner in the industry – period!
Workflow and Business Process Automation from IDT
“Workflow” is a term commonly utilized in case management, content services, and enterprise content management sales cycle, demonstration, seminar, workshop, and trade shows. 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 business process improvement steps, providing both control and flexibility.
More on the subject of Workflow and Business Process Management can be found by clicking here.
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, business process improvement, 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 and ShareBase by Hyland software for content services and case management using Hyland’s API technology. electronic folders of content can be safe, securely be automatically created, and published without user interaction based on workflow rules contained in your capture workflow processes.
Contact us for more information about our Case Management Software solutions, Content Services Platform, and Enterprise Content Management services. We are based in Itasca, IL, with offices in Colorado, California, and Florida and serve clients nationwide.