OnBase can accelerate your entire decision-making process. And this isn’t just thanks to the technology’s excellent 360-degree visibility into your information. Case Management uses workflow automation to manage all standard transactions. When it detects an exception, it creates a case that brings together all relevant information, from system data and content to documents and data integrations in your core systems.
Your knowledge workers can then access the case and get a 360-degree view into notes, emails, data, forms, documents, and complete history. Essentially everything they need to make a decision is right there in front of them. They can also enter additional information by doing a variety of tasks:
- Log phone calls
- Add updates
- Share insights
- Schedule events
- Ensure smooth handoffs along the way
Managers can benefit from Case Management, too, as it keeps a complete log of all actions taken on each document and features reporting to measure individual performance. It also sets helpful reminders that help managers ensure that cases don’t get behind, and when adjustments are necessary, managers can easily redistribute the workload.
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