Public Sector
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Public Sector Workflow Map
Citizen service representative
Legislative assistant
Grant coordinator
Program administrator
Buying manager
Event manager
Compliance officer
HR manager
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 your 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 to improve executive-ready communications with sponsors (e.g., steering committees) and stakeholders (e.g., community advocacy groups).
Project team management
Enable program offices to manage multiple projects efficiently and in a coordinated manner. Enable project managers to coordinate their various teams and stakeholders. Keep visibility down to individual employees and their workloads. Integrate seamlessly 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.
Procurement
Procurement control
Refine procurement processes from end to end with highly automated workflows, consolidated up-to-date information on all actors and items, and 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, etc. – 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
Get comprehensive statistics on your events and improve them in the future using numerous ready-made and customizable reporting tools.
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate public sector workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
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 – all in 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 other actions – 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
Implement unified and transparent HR workflows for efficient employee management, including 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 the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).
Collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals with maximum efficiency.
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate public sector workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
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