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Public Sector Workflow Map

Citizen service representative

Service management

Legislative assistant

Legislative tracking

Grant coordinator

Grants management

Program administrator

Portfolio and program
governance

Buying manager

Procurement

Event manager

Event management

Compliance officer

Licensing, permitting
and inspections

Risk audit and
compliance

HR manager

Employee experience

Service management

Legislative tracking

Grants management

Portfolio and program
governance

Procurement

Event management

Licensing, permitting
and inspections

Risk audit and
compliance

Employee experience

Service management

Citizen relationship management

Get quick and easy access to up-to-date information about citizens and their needs. Review communications history, case history and other details to build a smarter service and resolve issues faster.

Correspondence management

Increase the efficiency of your contact center by creating automated queues for inbound inquiries and requests. Use templates and automations for high-efficiency, high-quality correspondence. Easily identify lagging responses on intuitive dashboards.

Omnichannel communications

Provide superior service and support through any popular means of communications – phone, email, text messengers, or a web portal. Automate workflows and responses.

Home-based and community-based services

Make the work of caseworkers, social workers, and care providers more coordinated and efficient with advanced planning and tracking tools for tasks, visits, and routes – available on mobile and desktop apps. Perform check-in and check-out for electronic visit verification (EVV).

One-stop e-permits

Modernize daily processes related to the management of permits and licenses with a fully automated digital permitting workflows, from application through to issuance.

Self-service online

Dramatically improve the quality of service by empowering citizens to submit issues, leave feedback, and track the resolutions online via an easy-to-use self-service portal.

Legislative tracking

Bill tracking

Easily track the bills from your legislature through their entire lifecycles. Use advanced search and filtering tools to quickly find the bills of particular interest. Capture the positions of constituents and advocacy groups on any particular bill.

Polling

For legislative bills and questions of public policy, create and conduct your own polls, send invitations, and collect responses at a fraction of the usual time and effort – using no-code automations and reports.

Legislative alerts

Send timely automated alerts to citizens, staff, and stakeholders as legislative bills. Effectively plan and achieve key milestones in their lifecycles. Send these alerts via all modern communications channels.

Public and press relations

Make the process of drafting, reviewing, approving, and publishing your policy statements and press releases faster and more coordinated with templates and automated workflows. Maintain the history of reviews and approvals for future reference.

Grants management

Funder relationship management

Keep track of relationships with key funders, including the programs and projects they fund. Easily qualify and select the right funding sources to support your mission.

Funding lifecycle management

Standardize and automate all phases of funding lifecycle while eliminating mistakes and avoiding missed deadlines. In event of award, make the transition to administration and management seamlessly, then use reports and dashboards to track budgets and key success metrics.

Task management

Use tasks, calendars, and alerts to facilitate daily work and orchestrate the development of proposals. Make use of automated alerts and reminders.

Document management

Create, save, group, and track different grant-related documents and emails in a unified, transparent manner using ready-made templates and automated approval workflows. For approvals, keep track of who reviewed and approved for audit purposes.

Grant analytics and reporting

Get a holistic overview of your efforts and results in a variety of reports, graphs, and dashboards to analyze and track both your consumption of funds and progress toward key success metrics.

Portfolio and program governance

Project information management

Keep track of project budgets, deliverables, steams, assignments, milestones, and key success factors, to make sure projects stay on course to fulfil their objectives.

Communications with sponsors and stakeholders

Empower your front-line project managers with templates and automations tools to enhance executive-level communications with sponsors, such as steering committees, and stakeholders, including community advocacy groups.

Project team management

Enable program offices to manage multiple projects efficiently and cohesively. Assist project managers in coordinating their teams and stakeholders, while maintaining detailed visibility into individual workloads. Achieve seamless integration with collaboration platforms and tools.

Expense management

Enter, view, and analyze project cost information with ease, eliminating painstaking paperwork and manual errors. Track and report upon variances relative to approved budgets. Integrate with financial systems for invoice and payment tracking.

Project collaboration

Maximize collaboration and knowledge sharing among project teams and employees by automating knowledge management workflows, consolidating project data and documents, and enabling multiple communication channels from the single workspace.

Project performance management

Have a complete and transparent view of the project key metrics and allocate work time and tasks with a maximum degree of efficiency.

Israeli Government Boosts Coordination of Infrastructure Projects with Creatio’s No-Code Platform

The National Coordination Platform is built on top of Creatio and serves as a digital hub to send, approve and manage more than 9000 infrastructure-related projects, cases and requests.

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Procurement

Procurement control

Refine procurement processes from end to end with highly automated workflows, consolidated up-to-date information on all actors and items, as well as detailed analytics and reporting tools.

RFx management and contracting

Easily create contracts and track their status using collaboration tools and guided workflows to ensure that employees, contractors, and partners comply with the stated requirements.

Event management

Activity management

Organize successful public events from start to finish – including agenda, timelines, budget, responsible teams and contractors, and more – using an advanced calendar, omnichannel communications, and automated workflows.

Event promotion

Draw more attention to your events with effective mailings. Create compelling, personalized emails in just a few clicks with a no-code content designer.

Event reporting

Access thorough event statistics and refine future events using variety of ready-made and customizable reporting tools.

Licensing, Permitting, and Inspections

Online application submission

Let citizens easily apply for or renew the required licenses and permits, track application status, inspection results, and enforcement actions in real time, as well as communicate with your agents and find all related information through an intuitive online self-service portal.

Application management

Simplify the daily work of your compliance officers by allowing them to view, track, and process multiple applications in a single, well-organized interface. Modernize all stages of the citizen-government interaction journey – from application and intake to review, inspection, approval, issuance, and beyond – with well-established guided workflows.

Inspections management

Conduct inspections of businesses and individuals as efficiently and quickly as possible. Set a convenient time, date, location, and action plan for your inspectors in one place with just a few clicks. Let inspectors view tasks and submit reports on their mobile devices for a fully digital experience in the field.

Risk audit and compliance

Privacy management

Implement personal data compliance workflows in accordance with the industry’s best practices and data privacy regulations (GDPR, CCPA, etc.).

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Internal audit

Ensure smooth, timely, and streamlined processing of all audit tasks in your organization with up-to-date, centralized information and standardized workflows.

Employee experience

Employee lifecycle management

Establish integrated and transparent HR workflows to manage employees effeciently through hiring, onboarding, development, retention, and exit.

Learning management

Create a collaborative and secure learning environment for all types of training and development, and certification programs.

Employee request management

Improve employee satisfaction by implementing a simple, automated system for handling all types of requests from vacation and travel to expenses and more.

Collaboration and knowledge sharing

Centralize communications, foster collaboration, facilitate knowledge and document sharing, coordinate tasks and meetings, as well as handle reviews and approvals efficiently.