OnBase – Case Management

Managing Your Case-Based Processes

If your organisation manages case-based processes surrounding your customers, then you should review our case management solutions. While many cases start with a planned action and can be streamlined for efficiency, others are unpredictable and arise at random during the course of the customer life cycle.

Your teams need to handle unplanned events and provide the highest level of service. Our digital case file provides quick and easy access to all the documents, data, and process events required for accurate decision making. A Twofold solution can be rapidly deployed for any case-based process in a fraction of the time required for a costly, custom-coded solution.


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Line of business integration

Managing any case-based process is challenging when the information you need is spread out amongst multiple systems. Many departments in your organisation have their own isolated systems to manage customer data, and none of them are completely integrated with the others. With customer information stored in so many different locations, your knowledge workers struggle to find everything they need in a timely manner. OnBase uses existing systems and reports to automatically create case files. These case files provide a consolidated view of the data, documents, and history for each new customer – allowing instant access to all the information required to make informed decisions and process cases efficiently.

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Ensuring that business cases are handled efficiently and in compliance with organisational procedures is challenging with manual processes. Knowledge workers can use their time more efficiently when repeatable processes are automated, such as the on-boarding of new customers. 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. This provides your organisation with both flexibility and control.

Increased efficiency can have a powerful effect on your organisation, as when you automate repeatable business processes, you create value. The knowledge, experience and decision-making abilities your staff possess cannot be automated.

Your knowledge workers – including individuals like project managers, contract administrators, university counsellors, investigators and more – need to play a role in the unpredictable and unstructured work that requires human discretion. This includes tasks like:

  • Providing personalised customer service
  • Managing projects
  • Investigating suspicious transactions


Managing the case

Not every case handler works with the customer case in the same way. Each department interacts with the case through different roles and responsibilities. While some employees need immediate access to case content directly from their familiar business applications, other workers benefit from easy to learn dashboards. Because OnBase case management software provides multiple ways to interact with the case file, every case worker is presented with the case information in an efficient view optimised for their unique role.

Other OnBase applications

Document management for small to medium businesses

OnBase is undoubtedly an amazing product, and has helped thousands of businesses to grow and become more efficient, but it’s not for everyone. As independent providers we have partnerships with many software companies, including DocuWare . If you’re a small to medium sized organisation looking for a document management solution that will scale woth your growth, look no further than DocuWare document management. We can install and maintain your application along with ongoing support. Take a look at what it can do for you here.

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