A complete toolkit for the the creation and rapid deployment of “document aware” case management solutions.

Whats is workview case manager?

WorkView | Case Manager provides case workers with a 360° view of all the information they need to drive the—often unpredictable—work that requires their knowledge and expertise. A complete toolkit that enables the creation and rapid deployment of “document aware” case management solutions that are natively integrated with the OnBase suite of products. Organizations can eliminate disparate data management methods, such as spreadsheets and departmental databases. Whether managing service requests, resolving issues or qualifying opportunities, control all aspects of the case including tasks, documents, forms, and events. Make better business decisions and maximize productivity by connecting the right people with the right information at the right time.

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Scales to any size solution, with the ability to create business applications that range from departmental to enterprise-wide.

Natively integrated with the OnBase product suite and able to leverage all enterprise-class content management capabilities.

Maximizes knowledge worker productivity reducing the need to search for information across multiple data sources and silos.

Enables creation of high-value, low cost, rapidly deployable solutions without custom application programming.

Provides a consolidated, 360° view of “the case” including all data records, related documents and processes.


Service Request Management


Employee Onboarding, IT Projects, Contract Management and Permitting Applications, are just some examples of the types of service requests that need to be managed by knowledge workers. From the moment cases are assigned, they require a multitude of tasks and activities until they are completed or fulfilled. Use WorkView | Case Manager to access and control all of the information in one place, enabling easier accessibility and faster decision making.

Incident/Issue Resolution


WorkView | Case Manager can be used to document and manage all the interactions and discrepancies that occur in the life of any typical business process. Eliminate the need for a user to search for information across disparate data sources in order to resolve Help Desk Tickets, Collections Disputes, Service Complaints or Quality Management Issues. Provide visibility to all of the information—and a complete history of related issues—in one unified view.

Investigative Case Management


From Recruitment to Loan Underwriting to Audit Requests, the unpredictable processes tackled by case workers are many. From a single interface, case workers can drive these processes and all related activities, including documenting progress, delegating tasks, scheduling appointments, and more. Workers’ knowledge and a complete history of all activities are captured as each case moves through the process, and can be applied to better manage future cases.

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