Capture, Store and Track the Lifecycle of Electronic Documents

Merge data from multiple sources and put it into an automated workflow with dynamic case management. 

Regardless of the industry you serve, our technology can help you gather and analyze related content, manage supporting documents and track notes and case or project history.

You can schedule events and collaborate with others, while ensuring consistency and compliance with internal governance and external regulations. The result is a 360-degree view of your information – and a more informed, more empowered individual managing it.

OnBase “Workview” Solution

OnBase, the core of our dynamic case management solution, refers to case management as “Workview.” KeyMark sees organizations using Workview, for example, to replace aging applications built on Microsoft Access or Lotus Notes (and sometimes even spreadsheets). The OnBase Workview solution spans three general areas, and can fit a multitude of organization types. An organization can fit wholly into one or cross into multiple:

  • Service Request Management
  • Incident/Issue Resolution
  • Investigative Case Management

The video below does a nice job laying out how dynamic case management can work for any organization.

With Dynamic Case Management Software, you can:

  • Automate repetitive, manual and paper-based tasks
  • Centralize all information surrounding a case or project
  • Handle high-value exceptions more efficiently
  • Empower your team to make smarter decisions
  • Increase visibility and exercise greater controls
  • Stay ahead of compliance and audit concerns
  • Improve adherence to internal business rules
  • Leverage point-and-click configurability to deploy solutions rapidly
  • Scale case management features across departments
  • Identify opportunities for improved productivity
  • Shorten customer service time
  • Connect and merge data from disconnected systems

Use Cases Include, But Aren’t Limited To: 

  • Agenda Management
  • Anti-Money Laundering
  • Complaint Management
  • Contract Lifecycle Management (contract request & review, compliance, research)
  • Customer onboarding
  • Departments of Social Services
  • Facilities Management (facility request issue, project management)
  • Fraud investigation management
  • Healthcare, provider and medical credentialing
  • Human Resources (employee onboarding checklist, complaints, recruiting)
  • Insurance claims processing
  • IT Management (project request, IT trouble ticket)
  • Loan document tracking
  • Vendor Management (vendor request, incident tracking, selection)

Dynamic Case Management Case Studies

University of Notre Dame Case Study

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Case Management: A New Mindset for Solving Business Problems

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Crawford County Human Services

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Download Additional Resources

Case Management Overview

Read a little more about Case Management in this two-page Solution Summary.

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eBook: "3 Keys to Embracing OnBase Case Management"

The three things you need to know about OnBase

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Customer Support


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Staffing Services


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KeyMark Staffing Brochure