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Case Management

Case Management. Ryan Lapinski. Today’s Objective: . A nalyst definition of Case Management Why this is important to your organization Product overview Customer testimonials How DataBank can help your organization Q&A. “Case Management” according to AIIM…….

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Case Management

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  1. Case Management Ryan Lapinski

  2. Today’s Objective: Analyst definition of Case Management Why this is important to your organization Product overview Customer testimonials How DataBank can help your organization Q&A

  3. “Case Management” according to AIIM…… A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity…

  4. “Case Management” according to AIIM…… …It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.

  5. Why is this important to you? How is it managed today?….No app for that Organizational Risk OneNote Excel Access Outlook

  6. Account Detail Relationship Type Contact Contact Contact

  7. Case Management Provides workers a 360° view of all the information they need to drive the—often unpredictable—work that requires their knowledge and expertise.

  8. Account Detail Relationship Type Contact Contact Contact

  9. Customer Testimonial DR Firm handling federal funds for Hurricane Katrina in MS • Checks & balances • Business advisor / oversight Solution must: Quick response & restoring broken lives “One size does not fit all” - Case Management used for: • Claim lifecycle • Initiate payment • Quickly ID when additional funds are needed • Instant reporting back to FEMA/HUD/MEMA Multiple award recipient for response efforts • Texas General Land Office

  10. Customer Testimonial: Ergon Largest private corporation in MS Business; Oil & Gas - oil refining, asphalt, polymers, non-carcinogen lube oil Inception: 1999 Enterprise solution integrated with SAP Case Management used in refineries: • 300-600 active cases at times • “Corrective Actions” in support of OSHA and ISO8001 Compliance • Procedural checklist

  11. Customer Testimonial: B&L Services, Inc. Inception: 2005 Yellow Cab serving Broward and Palm Beach Counties, FL Over 1000 taxi’s in fleet OnBase used for AP, HR, Case Management • Services Center & Accident Management • Vehicle Maintenance – cases for all taxi’s • Incident Management – over 100 unique incident cases/mo.

  12. What DataBank can offer: Partner with most expertise, experience and guidance in successful Case Management implementations We run our company with Case Management Q&A

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