Case Management

OnBase case management software solutions support knowledge-driven work


Every organization has processes it can’t define with outcomes it can’t predict. OnBase case management software solutions empower workers to effectively manage cases, make better decisions and handle high-value exceptions. 

OnBase centralizes all information surrounding a case and provides users with all the tools they need – whether they’re resolving an issue, managing a claim, fulfilling a service request or onboarding an employee.

By supplying these tools, an OnBase case management system:

Empowers employees to work smarter: OnBase provides a 360-degree view into the information users need to make smart decisions, from data records and documents to conversations and emails.

Increases visibility and control: Reporting dashboards and audit trails of all activities increase transparency, support compliance and help organizations identify opportunities for improvement.

Offers one platform for solutions enterprise-wide: Save the time and cost of building, managing and upgrading multiple systems by creating content-enabled applications on one point-and-click configurable platform.

With OnBase, you configure data-driven applications, automate repetitive processes and manage supporting documents. Most vendors deliver these capabilities through offerings that integrate multiple, acquired products. OnBase is the only software suite developed from the ground up to deliver this functionality within one product.

OnBase case management equips your organization to solve a wide range of business problems – from facilities project management and compliance tracking to vendor management, contract management, HR onboarding, incident resolution and fraud investigation – all on one central platform.

Case Management solutions developed in OnBase include: Facilities Management, Grant Management, Project Management, Compliance Tracking, Disaster Recovery, Vendor Management, Legal Claims Management, Contract Management, HR Onboarding, Incident Resolution, Fraud Investigation and many more.

Here are three OnBase Case Management examples:

No.1: Universal Forest Products crafts no-code case management applications with OnBase

Manufacturer Universal Forest Products was managing business processes across its more than 80 international plants with scattered spreadsheets and aging database applications.

It was a nightmare for process owners in terms of system maintenance, upgrades and process changes. It also meant that business units frequently had to wait six months to a year for applications to be created to support new or updated processes.

The move to a case management solution allowed UFP to use a flexible platform for configuring business applications throughout the organization.

“We could build just about any database application we needed, while replacing old applications about to be sunset,” said Sean Lemon, UFP national project manager. These include case management applications such as capital expenditure, storm water, lease and customer management. “With a platform and applications built upon OnBase, we can use the system to streamline the entire process.”

No. 2: Case management elevates advising at the University of Notre Dame

The University of Notre Dame’s First Year of Studies program for incoming undergraduate freshmen was plagued by paper and information silos. Advisors managed key student data in 18 separate access databases and stored related content in spreadsheets, folders and physical file cabinets. Unsurprisingly, these methods impacted service, visibility and data integrity.

Today, case management helps faculty and staff improve advising and better manage first-year student information.

Advisors access all student information and related content in a digital student file solution, including admissions documents and real-time data pulled from the Banner® by Ellucian student information system. Now advisors have a complete view of each student.

“While students are in the waiting room, advisors can pull up their electronic files, see their pictures and view details like FERPA status, academic schedules, grades and pending course drops. They also have access to all related documents – giving them a quick synopsis of each student,” said Tracy Weber, manager of digital document management.

No. 3: The Judge Group overhauls onboarding with low-code case management solution

Global staffing firm The Judge Group was growing fast and, as a result, having a hard time managing its contractor onboarding process. Not good when your independent contractors have a lot of choices and expect a modern, streamlined experience.

Case management turned things around. Working with certified OnBase solution provider MTS Software Solutions, The Judge Group turned to an OnBase case management solution. Now compliance personnel treat each contractor placement as a case – managing all contractor information, placement data and required HR documentation in one central repository.

OnBase also integrates with the firm’s other systems, like its ERP, to locate critical information and display up-to-the-minute contractor data alongside all other case-related information.

Gone are the days of manually tracking documents in network folders and Excel spreadsheets.

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