Case Management

Manage Your Content Processes and Cases

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.


Manage all your content and processes surrounding your case work, from emails, documents, forms and tasks to approvals and denials, compliance and all your necessary verifications with Workflow and Integration Services from IDT.

images of case files

Ready to Enhance Your Operational Efficiency?

Workflow is more than just simply routing documents!


Workflow software determines who to send information to, which pieces of information users need to see and interact with, and determines the proper presentation of the data – giving the user a unique interface depending on the job function and the task at hand with our software solutions.


Learn more about Workflow and Business Process Management and the solutions IDT offers by clicking here.

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  • Distribute Information Effectively

    Distribution is a relatively simple concept when it comes to describing its role within the overall workflow framework: Deliver the right information to the right person at the right time. The distribution component of our software solutions is also used to deal with “exception processing” which is those issues/incidents that typically are the most expensive transactions to deal with, consume the most time, and usually create havoc for an organization. The goal with Distribution component within the workflow is to assure you that your business process delivers the work items and tasks in question to the appropriate automation, integration, people, and appropriate sub-processes in a repeatable, predictable, and scalable manner.

images of person interacting with documents on a computer

  • Take Advantage of Automation

    Our process improvement and automation is where you will apply workflow technology to 1) Perform repetitive tasks correctly all the time. 2) Automate complex tasks such as routing decisions, correspondence generation, issuing triggers due to time or dollar amount values, determining non-business days, company holidays, number of actual workdays, dealing with employee and manager vacations, etc. 3) bring consistency to decision making throughout the entire workflow process each day, quarter after quarter, year after year. It is next to impossible to accomplish any one of these goals, much less all of them, when you are people-dependent rather than process-dependent. 

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  • Seamlessly Integrate Your Systems

    Integration is where workflow engines via custom programming or scripting can leverage the advantages of distribution and automation components of the workflow by evaluating the data contained in the workflow process against your restrictive business rules that follow leading industry solutions. Simple examples include determining amounts, procedure codes, routing content to a subject matter expert, populating fields within an electronic form in which business rules shall be evaluated against, etc. Many of those business rules usually already reside within your line of the business system such as an ERP system, line of business system, or operations system, etc. Through integration, the workflow can tap into those existing rules without having to re-code them yet into another external system or re-invent the wheel.

image of person interacting with a computer screen

  • Enhance Feedback, Control, & Monitoring

    You can’t improve what you don’t measure. Providing visual representation of your workflow processes allows your organization to continually improve upon its performance as a result of measuring key performance indicators and then taking necessary steps to tweak your processes in order to maximize productivity.


    When a transaction is received by an organization leveraging Business Process Automation, it is immediately scanned or captured into the ECM system, logged and the number of minutes, hours, or days it takes to process that single transaction is being counted. Every knowledge worker or automated task that touches that transaction is being accounted for. As that transaction moves through the Business Process Lifecycle process, all those tasks, work steps, and data integration points are being logged into the workflow database for reporting and auditing purposes.

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 – this is possible!


Download and read:

> Benefits of a Low-Code Configuration Platform

> Three Keys to Effectively Embracing Case Management eBook

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, their previous history, where the documents are currently located, and what is necessary to get the work items completed. Watch and see what OnBase for Case Management can do for your business.

> Electrify your ROI with Low Code Business Applications


Our business process improvement strategy will make it easier for you to organize your documents, your processes, and your cases.
> WorkView | Case Management datasheet

  • Health and Safety Case Management

    Solution Overview


    Organizations of all types, especially those in manufacturing or labor-intensive jobs, need to track that employees have read and responded to important policies and procedures. These documents often outline health and safety procedures that must be taken in day-to-day operations.  Along with the tracking of policies and procedures, many organizations must document any incidents that occur in the workplace.


    Our Health and Safety Case Management solution acts as a combination of tracking your organization’s policies and procedures (P&Ps) along with managing incidents that might be linked to those P&Ps.


    Key Features

    • Administration Panel for Incident Typing and Assignments
    • Location Role Management
    • Required Document List
    • Task Assignment and Management
    • Collaboration Tools
    • Customizable External Forms for Incident Initiation

    Benefits

    • Enforce and Manage required document list to hired employees or contractors.
    • Tools to standardize processes for managing incidents, ensuring the right information is collected, and required steps are always followed.
    • Centralized information around actions, notes, tasks, and communications surrounding an incident.
    • Visibility into the status of the incident to monitor progress, track resolution times, and identify corrective actions needed.

  • Vendor Management Case Management

    Solution Overview


    The Vendor Management and Review solution is a simplified example WorkView application that focuses on the scoring process often found in Vendor Management solutions. This Vendor Review solution can be used for different kinds of scoring processes. First, organizations can evaluate, score, and compare different vendors based on set criteria during the procurement process such as an RFP or RFI with the Vendor Review application.  Further features needed can be easily added to accommodate your specific requirements.


    Alternatively, organizations can use Vendor Review as a scorecard to measure vendor performance on a regular basis.


    Key Features

    • Poor visibility into vendor performance
    • Inconsistent evaluation across vendors
    • Inability to see previous reviews and identify overall performance for the duration of vendor relationship
    • Insufficient reporting capabilities regarding the vendor review process
    • ...and more!

    Benefits

    • Centralized application that provides a consistent, easy-to-use vendor scoring process
    • An administrator panel that allows a solution administrator to manage review categories and scorecard requirements
    • Reporting dashboard that offers interactive to quickly build reports on any metric
    • ...and more!
Image graphic showing a case management applicationd dealing with fish and wildlife

Rapidly Respond to Your Business's Ever-Changing Needs

Watch this short webinar (50 mins) to see how quickly you can build an application using WorkView — the OnBase platform’s low-to-no-code development tool.


In just 30 minutes, Jim Morrison builds out a “Shark Hunting” application using a low code and the ACE Framework approach for Catch |Tag |Release wild-life tracking – referred to as Apex Predator Tagging Program sponsored by NOAA.


A WorkView product specialist will demonstrate how:

  • Low-code/no-code can help solve departmental business challenges
  • WorkView integrates with OnBase productivity tools, such as Forms, Workflow, and Dashboards
  • The Application Creation Excelerator (ACE) framework can change your approach to new solutions

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.

image screenshot of a Case Management system
image of IoT Smart Connected Scanner network appliance

Use IoT Smart Connected Scanning solutions from IDT and Kodak 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 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! 

Application Creation Excelerator (ACE) 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 schedule 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:

image graphic of different case management solutions offered by IDT

And, we have even more use cases for WorkView, Low-code, Rapid Application Development for you to consider! These include:

Accrual Management Boards and Commissions Customer Invoice Generation Tracking Health and Safety | Inspections and Citations Lease Management Special Travel Approval
Admissions Review Capital Expenditures Data Review Process HR Employee Relations Medical Device Manufacturing Process Student Advising
Aircraft Data and Document Management Change Request and Incident Tracker Employee Health Questionnaire HR Leave Requests OnBoarding System Administration
Applications for Auto Test Drives Complaint Management Employee Management HR Performance Management Patient Referral Management The Base ACE Configuration
Asset Request Management Compliance Environmental Case Management Import and Reception Process Policy Administration The Help Text App
Archival Processing Configuration Management Facilities Management Incident Management Project Resource Recruitment Ticketing Systems Framework
Benefit Enrollment Tracking Contracts Financial Document Preparation Inventory Tracking Project Tracking Vendor Management and Review
Bidding Qualifications Management Credit Review Grant Application Tracker Investigation Property Management
Bill of Ladings Distribution Crisis Management Tracker Grant Management for Agencies IT Ticketing Software Assignment Tracker …and our list is growing!

Data 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, 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.


Inject paper-based documents or electronically generated content into your Case Management solution using IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE.


CAPSYS is tightly integrated with OnBase and ShareBase by Hyland software for content services, case management, and enterprise file sync and share services using Hyland’s API technology.


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.

Testimonials

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Moving is very paper-intensive and our agents don’t get paid until the paperwork is processed. Expanding our document capture system with IDT allowed us to speed up agent payment, eliminate shipping costs, reduce central processing, and help increase agent loyalty and recruitment. It is a completely automated process and really gives us a leg up on our competitors.

Randy Valentino

VP and CTO, Bekins Van Lines

Latest Resources

IDT’s clients share our passion for results and it shows in their success. Learn more by reading our featured client results stories. Here you will find a collection of information and resources in the form of videos, events, white papers, Q&A, and have the opportunity to read and watch what our clients are saying about their ROI-driven Content Services solutions provided by Integrated Document Technologies, Inc. (IDT).

Hands typing on a laptop with glowing AI icon and floating digital documents in a modern office

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