Public sector workflow map
One AI-powered no-code platform for public sector CRM and process automation
Public sector workflow map
Service management
Access current information about citizens and their needs quickly. Review correspondence, inquiry history, and other details to improve services and resolve issues faster.
Improve contact center efficiency with automated inbound queues, templates, and communication workflows. Track response delays on intuitive dashboards.
Provide excellent service through phone, email, messaging, or a web portal, with automated workflows and responses.
Home and community-based services: Improve the efficiency of social workers and care professionals with mobile and desktop tools for planning and tracking tasks, visits, and routes. Record visit start and end times for electronic visit verification (EVV).
Modernize permit and license administration with fully automated digital workflows from application to issuance.
Improve service quality by letting citizens report issues, provide feedback, and track resolution online through an easy-to-use self-service portal.
Service management
Citizen relationship management:
Access current information about citizens and their needs quickly. Review correspondence, inquiry history, and other details to improve services and resolve issues faster.
Correspondence management:
Improve contact center efficiency with automated inbound queues, templates, and communication workflows. Track response delays on intuitive dashboards.
Multichannel communication:
Provide excellent service through phone, email, messaging, or a web portal, with automated workflows and responses.
Home and community-based services:
Improve the efficiency of social workers and care professionals with mobile and desktop tools for planning and tracking tasks, visits, and routes. Record visit start and end times for electronic visit verification (EVV).
Unified electronic authorization:
Modernize permit and license administration with fully automated digital workflows from application to issuance.
Online self-service:
Improve service quality by letting citizens report issues, provide feedback, and track resolution online through an easy-to-use self-service portal.
Regulatory monitoring
Track bills through every legislative stage. Use advanced search and filters to find relevant proposals and understand the views of constituents and community organizations.
Create surveys on legislation and public policy, send invitations, and collect responses with far less time and effort using no-code automation and reporting.
Automatically notify citizens, employees, and stakeholders about legislation. Plan and achieve key lifecycle milestones and send alerts across modern communication channels.
Public and media relations: Accelerate the drafting, review, approval, and publication of policy statements and press releases with templates and automated workflows. Preserve review and approval history for future reference.
Regulatory monitoring
Bill tracking:
Track bills through every legislative stage. Use advanced search and filters to find relevant proposals and understand the views of constituents and community organizations.
Surveys:
Create surveys on legislation and public policy, send invitations, and collect responses with far less time and effort using no-code automation and reporting.
Regulatory alerts
Automatically notify citizens, employees, and stakeholders about legislation. Plan and achieve key lifecycle milestones and send alerts across modern communication channels.
Public and media relations:
Accelerate the drafting, review, approval, and publication of policy statements and press releases with templates and automated workflows. Preserve review and approval history for future reference.
Succeed with an agentic no-code platform
Succeed with an agentic no-code platform
Grant management
Sponsor relationship management: Track relationships with key sponsors and the programs and projects they fund. Identify suitable funding sources to support your mission.
Standardize and automate the funding lifecycle to prevent errors and delays. After a grant award, move into administration and use reports and dashboards to track budgets and KPIs.
Use tasks, calendars, and alerts to organize daily work and proposal development, supported by automated notifications and reminders.
Create, store, organize, and track grant-related documents and emails in a consistent format using templates and automated approvals. Preserve reviewer and approver history for audit.
Analytics and reporting: Get a complete view of activities and results through reports, charts, and dashboards that track both spending and progress against key success metrics.
Grant management
Sponsor relationship management:
Track relationships with key sponsors and the programs and projects they fund. Identify suitable funding sources to support your mission.
Funding lifecycle management:
Standardize and automate the funding lifecycle to prevent errors and delays. After a grant award, move into administration and use reports and dashboards to track budgets and KPIs.
Task management:
Use tasks, calendars, and alerts to organize daily work and proposal development, supported by automated notifications and reminders.
Document management:
Create, store, organize, and track grant-related documents and emails in a consistent format using templates and automated approvals. Preserve reviewer and approver history for audit.
Analytics and reporting:
Get a complete view of activities and results through reports, charts, and dashboards that track both spending and progress against key success metrics.
Portfolio and program management
Track project budgets, deliverables, stages, tasks, milestones, and success factors to keep delivery aligned with objectives.
Sponsor and stakeholder engagement: Equip project managers with templates and automation tools to improve executive communication with sponsors, steering committees, and stakeholders, including community organizations.
Help program offices manage multiple projects consistently. Project managers can coordinate teams and stakeholders while retaining detailed workflow visibility, with seamless integration into collaboration platforms and tools.
Enter, review, and analyze project costs easily, without excessive paperwork or human error. Track budget variances, generate reports, and connect financial systems to monitor invoices and payments.
Improve collaboration and knowledge sharing across project teams by automating knowledge workflows, consolidating project data and documents, and offering multiple communication channels in one workspace.
Project performance management: Gain clear visibility into key project indicators and allocate working time and tasks efficiently.
Portfolio and program management
Project information management:
Track project budgets, deliverables, stages, tasks, milestones, and success factors to keep delivery aligned with objectives.
Sponsor and stakeholder engagement:
Equip project managers with templates and automation tools to improve executive communication with sponsors, steering committees, and stakeholders, including community organizations.
Project team management:
Help program offices manage multiple projects consistently. Project managers can coordinate teams and stakeholders while retaining detailed workflow visibility, with seamless integration into collaboration platforms and tools.
Expense management:
Enter, review, and analyze project costs easily, without excessive paperwork or human error. Track budget variances, generate reports, and connect financial systems to monitor invoices and payments.
Project collaboration:
Improve collaboration and knowledge sharing across project teams by automating knowledge workflows, consolidating project data and documents, and offering multiple communication channels in one workspace.
Project performance management:
Gain clear visibility into key project indicators and allocate working time and tasks efficiently.
Purchase
Optimize procurement end to end with highly automated workflows, consolidated current supplier and product information, and detailed analytics and reports.
Create contracts and track their status with collaboration tools and guided workflows that help employees, contractors, and partners meet requirements.
Purchase
Purchasing control:
Optimize procurement end to end with highly automated workflows, consolidated current supplier and product information, and detailed analytics and reports.
RFx management and contracting:
Create contracts and track their status with collaboration tools and guided workflows that help employees, contractors, and partners meet requirements.
Event management
Event management: Organize successful public events from start to finish, including agendas, timelines, budgets, responsible employees, and contractors, using advanced calendars, omnichannel communications, and automated workflows.
Attract attention to events with effective email campaigns. Create compelling, personalized emails in a few clicks with a no-code content builder.
Event reporting: Get detailed statistics and improve future events with ready-made and customizable reporting tools.
Event management
Event management:
Organize successful public events from start to finish, including agendas, timelines, budgets, responsible employees, and contractors, using advanced calendars, omnichannel communications, and automated workflows.
Event promotion:
Attract attention to events with effective email campaigns. Create compelling, personalized emails in a few clicks with a no-code content builder.
Event reporting:
Get detailed statistics and improve future events with ready-made and customizable reporting tools.
Licensing, permitting, and inspections
Citizens can apply for or renew licenses and permits, track applications, inspections, and enforcement actions in real time, communicate with representatives, and find information through an intuitive self-service portal.
Application management: Help compliance specialists review, track, and process applications in one organized interface. Modernize every stage of citizen engagement, from submission and registration to review, verification, approval, and issuance, through clearly defined workflows.
Inspect businesses and individuals quickly and efficiently. Assign dates, times, locations, and inspection plans in a few clicks. Inspectors view tasks and submit reports on mobile devices for a fully digital process.
Licensing, permitting, and inspections
Online applications:
Citizens can apply for or renew licenses and permits, track applications, inspections, and enforcement actions in real time, communicate with representatives, and find information through an intuitive self-service portal.
Request management:
Help compliance specialists review, track, and process applications in one organized interface. Modernize every stage of citizen engagement, from submission and registration to review, verification, approval, and issuance, through clearly defined workflows.
Inspection management:
Inspect businesses and individuals quickly and efficiently. Assign dates, times, locations, and inspection plans in a few clicks. Inspectors view tasks and submit reports on mobile devices for a fully digital process.
Risk audit and regulatory compliance
Privacy management: Implement personal data handling workflows aligned with industry best practices and privacy regulations such as GDPR and CCPA.
Regulatory compliance monitoring: Support organization-wide compliance through centralized management of regulations, compliance plans, employee policies, and related documents.
Handle audit tasks smoothly and on time with current centralized information and standardized workflows.
Risk audit and regulatory compliance
Privacy management:
Implement personal data handling workflows aligned with industry best practices and privacy regulations such as GDPR and CCPA.
Regulatory compliance monitoring:
Support organization-wide compliance through centralized management of regulations, compliance plans, employee policies, and related documents.
Internal audit:
Handle audit tasks smoothly and on time with current centralized information and standardized workflows.
Employee experience
Employee lifecycle management: Implement comprehensive, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
Create a collaborative, secure environment for learning, skills development, and certification programs.
Improve employee satisfaction with a simple automated system for leave, travel, expense reimbursement, and other requests.
Centralize communications, strengthen collaboration, share knowledge and documents, coordinate tasks and meetings, and process reviews and approvals efficiently.
Employee experience
Employee lifecycle management:
Implement comprehensive, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
Learning management:
Create a collaborative, secure environment for learning, skills development, and certification programs.
Employee request management:
Improve employee satisfaction with a simple automated system for leave, travel, expense reimbursement, and other requests.
Collaboration and knowledge sharing:
Centralize communications, strengthen collaboration, share knowledge and documents, coordinate tasks and meetings, and process reviews and approvals efficiently.