Public Sector Solutions - gettectonic.com
License and Permitting Management for Businesses

License and Permitting Management for Businesses

Citizens and residents today are more connected than ever and expect to interact with government just as they do with other industries—through a variety of modern channels with swift response times. License and Permitting Management for Businesses is an innovative solution. Public Sector Solutions for License and Permit Management for businesses empowers government entities to engage more effectively with residents, fostering economic growth and thriving communities. Digital Experiences: From a resident building a new home to an entrepreneur opening a new business, every constituent can easily identify the necessary licenses and permits for their project through a single online platform. Applications: Applicants can swiftly complete all necessary forms, which dynamically update based on user input, making the entire process straightforward and efficient. Automation Tools: Salesforce automation tools ensure that once an application is submitted, the constituent receives an automated email confirmation, and the reviewer is notified of the new application, streamlining communication. Kanban Employee View: Seamless handoffs for application review and approvals are facilitated by a Kanban-style dashboard where government reviewers can view all applications ready for review in one centralized location. Reviewers can also track the status of applications, ensuring the right colleague reviews and moves them forward. Service Console: When a reviewer accepts an application, they can access a comprehensive view of all essential details, such as status, guided actions, and uploaded files, all in one place. This clarity ensures that employees know the next steps in the review process, such as scheduling a required inspection before final approval. Collaboration: If additional information is needed, reviewers can easily collaborate with applicants in real-time, with all communications documented in one place. Applicants can view updates and messages when they log back into the portal, ensuring transparency and efficiency. Distributing Licenses and Permits: After final approval, the license or permit is generated and automatically emailed to the applicant. It is also made available in the constituent’s portal for easy access. This process keeps constituents informed with clear visibility into every step of the application approval process, while government employees are equipped to support community growth through enhanced collaboration with constituents and other departments. Dashboards and Analytics: Salesforce Analytics provides senior executives with a comprehensive view of agency and department-level permit statuses, including details by geography, type, status, and more, offering a holistic perspective on applications and active licenses and permits. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Licensing and Permitting with Salesforce Public Sector Solutions

Licensing and Permitting with Salesforce Public Sector Solutions

Licensing, Permitting, and Inspections Inspections are a crucial part of the licensing and permitting process, whether they involve a new home, a business seeking to open, or a follow-up based on a public complaint. Licensing and Permitting with Salesforce Public Sector Solutions aids in the critical steps in the process. Inspections can also be used independently for other assessments related to regulatory requirements, safety, and auditing. Assignments Inspections can be assigned with just a few clicks. The application reviewer or inspection dispatcher can quickly designate an inspector and schedule the visit. Mobile Inspections Public Sector Mobile Inspection automatically notifies inspectors of their daily visit plans on their mobile devices. Inspectors can use filters to view other days or prioritize tasks based on urgency and status. Inspector Checklists Configurable inspection checklists help ensure that inspectors don’t miss any steps during their onsite visits, enhancing community safety and reducing the need for follow-up inspections. Assessment Indicators Inspectors document compliance or violations against regulatory codes using configurable fields. They can also upload files, videos, or pictures from their mobile devices to support their assessments. Regulatory Codes Inspectors can easily reference relevant regulatory codes to verify their assessments, ensuring accuracy and compliance. Digital Signatures Digital signatures are captured on-site, eliminating the need for additional paperwork and streamlining the inspection process. No more emails, stamps, or standing in line. Enforcement Compliance officers can follow up on violations and create enforcement actions to ensure that stakeholders address any oustanding issues. Unified View Government agencies can access a unified 360 degree view of all relevant information in one place, enabling them to track resolution progress and assess final compliance. Experience Portal Throughout the process, stakeholders can stay informed about the status of their inspection and communicate with agency employees to ask questions or provide updates. Salesforce Experience Cloud provides an easy to apply solution to a constituent portal. Licensing and Permitting with Salesforce Public Sector Solutions With Salesforce Licensing and Permitting you can download and install process libraries that contain components for automating licensing and permitting workflows saving more time.  Public Sector Solutions provides OmniScript flows and components that automate these licensing and permitting workflows. Some components are available directly in Public Sector Solutions; others are not built-in and require that you download them from GitHub. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Residential License and Permit Management

Residential License and Permit Management

Apply for Licenses and Permits Online from Any Device As governments increasingly digitize and streamline residential services, Salesforce’s Public Sector Solutions for Residential License and Permit Management offers residents a seamless, one-stop experience to apply for licenses and permits in a branded, user-friendly environment. Starting from the home page, residents can access FAQs, Knowledge articles, search capabilities, and informational banners. They can then navigate to the License and Permits tab to apply directly online by filling out a form, with an integrated map to help determine the location. Effortlessly Collect the Right Information Many current license and permit application websites require residents to sift through numerous PDF forms to find the right application. Salesforce Public Sector Solutions simplifies this process with smart, automated applications. When applying for a building permit, for example, relevant information like construction cost and type of work is collected. Simple calculations can process and display applicable fees, ensuring transparency for the resident. Information buttons guide residents through the data collection process, helping to ensure data accuracy. The process dynamically adjusts to display relevant inputs based on the license or permit type as the applicant progresses through the application. Upload Files Easily from Any Device Licenses and permits often require attachments such as architectural diagrams and photos. While many government agencies currently rely on paper forms, residents expect to complete transactions on their phones or from the comfort of their homes. The Salesforce platform enables residents to easily upload attachments online from their mobile phones, desktops, or other devices. Electronic Signatures Digitize the Process Collecting a signature often requires printing a paper form and then mailing or physically returning it. Once collected, government agencies must manually manage, scan, and store these forms. Salesforce Public Sector Solutions allow residents, contractors, and government employees to capture electronic signatures directly from a device, greatly speeding up the process and providing a simple way to track documents. Automated Confirmation Number With a manual, paper-based application process, applicants often don’t know if they have submitted enough information to complete the application successfully. Salesforce’s data validations ensure that residents know they’ve successfully completed their submission as soon as they’ve applied. Additionally, the “Save for Later” feature allows residents to save their application progress, making it easier for them to gather necessary documents before completing the remaining steps. Track Permit Status Online Many government agencies report that 75-80% of their call volumes are from residents simply checking the status of their applications. With Salesforce, residents can enjoy self-service by checking their application status anytime, on any device, reducing call volumes and providing better transparency. 360-Degree Application View for Easy Tracking and Faster Approvals Government employees have easy access to all the information about the applicant and the application. Tools like the guided path at the top of the application help save time and ensure a consistent process by providing step-by-step guidance. The path can be customized to fit the specific number of steps and instructions required for your process. Automate License Creation Once each step in the path is completed and approvals are met, the license is automatically created with no extra clicks or steps, and email notifications are sent automatically. Automating license creation speeds up the permit process, allowing residents to start their projects faster and enabling the government to better serve the community and efficiently collect revenue from permits and licenses. Access Issued Licenses Online After a license is approved, applicants can go online to view the status and the license itself. Real-time updates allow residents to move forward with their projects even faster. Licenses and permits requiring renewal can also be managed, launching a renewal process from an existing license or permit based on business rules. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Public Sector Approval Process Queue

Public Sector Approval Process Queue

Share the workload effectively by establishing queues in Public Sector Solutions to enable reviewers to access ready-to-process applications. This involves creating queues with assigned members based on user roles, such as a queue for application reviewers managing initial approval steps. Multiple queues, like those for compliance officers handling onsite inspections, can be created. During the approval process, the queue takes ownership of the application record, allowing any member to advance the approval steps. In Salesforce, a public sector approval process queue allows multiple approvers to manage a backlog of applications. The queue owns the application record during the approval process, and any member of the queue can take action to complete a step. Here’s a step-by-step guide to creating a queue: To enhance communication, create an email template and enable email approval responses in Setup’s Process Automation Settings. Now, your reps can efficiently manage activities through the Cadences tab, where details and targets for each cadence are visible. Cadences in Salesforce guide reps through prospecting steps, streamlining outreach and ensuring timely logging of activities. To create a branched cadence for varied outreach based on call or email outcomes, utilize the Cadence Builder. This tool enables the addition of email, call, wait periods, or custom steps. Branching is achieved through call or listener branch steps, ensuring tailored outreach steps based on outcomes. Finally, Salesforce users can activate cadences after creation, and both reps and managers can add prospects directly from lead, contact, or person account detail pages. The Sales Engagements component on these pages enhances visibility, allowing reps to act on the next sales step conveniently. In summary, Salesforce’s Cadence Builder Classic streamlines prospecting and opportunity nurturing, while queues optimize workload distribution in Public Sector Solutions. Effective use of cadences and queues contributes to a well-organized and responsive sales process. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Constituent Service Toolkit in Public Sector Solutions

Constituent Service Toolkit in Public Sector Solutions

Explore the array of tools and components tailored for caseworkers, case managers, and other professionals to comprehend constituents’ needs and deliver exceptional customer service. Constituent Service Toolkit in Public Sector Solutions Public Sector Solutions offers a comprehensive suite of components, tools, and features designed to enhance the efficiency of caseworkers and other staff in addressing constituents’ concerns and issues. These tools provide valuable context for interactions with constituents and streamline actionable tasks, offering flexibility for customization to address diverse scenarios. Constituent Service Toolkit in Public Sector Solutions Whether handling inquiries about business license applications, social service benefits, or managing complaints and child welfare concerns, these tools empower users to efficiently navigate and resolve constituent service issues. Public Sector Solutions goes a step further by presenting a curated selection of these tools on a dedicated Lightning record page, facilitating a seamless start for users in utilizing these resources. Customize the page according to your agency’s specific needs, with limitless possibilities. Constituent Service Toolkit: Elevate customer service for constituents by providing tools that enhance the efficiency and effectiveness of caseworkers, case managers, and other users. Complete Common Service Tasks in Context with Action Launcher: Empower intake agents, caseworkers, and other users to access common service tasks through the Action Launcher Lightning web component. This tool allows users to perform tasks such as identity verification, referral intake, email communication, or call logging with a simple menu selection. Tailor the Action Launcher to meet specific needs and integrate it into frequently accessed record detail pages for quick and context-aware responses to constituent concerns. Protect Constituent Privacy and Reduce Fraud with Identity Verification and Audit Trail: Prioritize constituent privacy by implementing a flow to verify their identity before sharing sensitive information. Agents and service representatives can initiate this flow during phone calls, through messaging channels, or in person. Utilize the Audit Trail to monitor engagement interactions, analyze patterns, and detect potential fraud associated with identity verification. Receive Alerts on Records That Need Action: Stay informed about account and application records requiring attention with the Record Alerts component. Caseworkers, application reviewers, and other users receive notifications about person accounts, business accounts, or individual application records that demand action. The component organizes alerts by categories like type, priority, and severity, allowing users to dismiss or snooze alerts as needed. Deliver Service to Constituents from a Dedicated Account Lightning Record Page: Enhance caseworkers’ efficiency by providing relevant information and service tools through a dedicated Lightning record page for accounts. Key details about constituents are showcased through the Account card and Timeline component. The Action Launcher and Alerts components enable users to initiate common service actions and address pending record alerts. The Interaction Summary tab allows users to document notes from conversations and engagements with constituents. Create Start-to-Finish Automation to Address Service Requests from Constituents with Service Process Studio: Leverage Service Process Studio to design automated processes that efficiently respond to service requests from constituents, from intake to resolution. Utilize data attributes, OmniScript forms, Apex classes, and record-triggered flows to create automation for processing service requests, including tasks like updating a constituent’s address. Integration definitions enable seamless connectivity between service processes and external systems. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More

Developing Your AI Workforce in the Public Sector

Even the most advanced and technically robust AI solutions can only achieve their full potential with a dedicated team proficient in their utilization. Developing Your AI Workforce in the Public Sector has some primary challenges. Key considerations include: This insight delves into the composition of an Integrated Product Team, strategies for assembling and overseeing AI talent, and the creation of learning programs designed to foster transformative AI capabilities. Start with People: Identifying AI Talent Survey your organization to identify existing analytics talent or teams with an analytics orientation. Although analytics and AI differ, overlapping baseline skills can be developed. Assess existing talent by identifying individuals who exhibit qualities such as supporting decisions with data, comfort with statistics and math, proficiency in creating macros in Excel, an interest in computer programming, and an understanding of technology’s role in enhancing processes. Leverage the existing pool of intelligent individuals within your organization. Some may already possess AI and ML skills, while others may have skills that can be augmented to become AI-related.  Are they in IT, in one of the business functions, or part of the Office of the Chief Experience Officer (CXO)? Augment Talent When Needed: Consider public-private partnerships to access innovation emerging from private industry, particularly when faced with challenges in attracting, training, and retaining data science talent. Bringing in outside talent or vendors may be suitable when dealing with limited use cases requiring niche skills or for quickly testing the potential benefits of an AI solution. Developing and Retaining AI Talent: Mission and Practitioner Support Ensure that AI work aligns closely with the agency’s mission, providing a unique value proposition for AI practitioners. Meaningful work and practitioner support are crucial for retaining AI talent. Retention incentives and skill development can be optimized by providing federal employees with awareness and access to AI-related training opportunities. Formal education, training programs, conferences, and exchanges with industry and academia contribute to the continuous development of AI practitioners. An important part of assessing an organization’s existing talent is acknowledging that some people may already be leveraging defined AI and ML skills. Others, however, may work in technical roles or have skills that are not directly AI related, but could easily be supplemented to become AI skills. Understanding AI Job Roles and Career Paths Identify where AI practitioners should sit within mission areas and program offices. Roles include data analysts, data engineers, data scientists, technical program managers, AI champions, project sponsors, mission or program office practitioners, project managers, and business analysts. The success of AI projects depends on the Integrated Project Team’s makeup and understanding the challenge at hand. Certainly, many agencies want to increase the AI know-how of their internal staff. However, much of the innovation emerging in the AI field comes from private industry. Public-private partnerships are often an excellent way to get more support for AI projects. Career Path: AI-focused practitioners may start as junior data engineers or data scientists, with career paths evolving based on experience and education. Senior technical positions such as senior data architects or principal data scientists may exist, indicating extensive technical experience. Management career paths can transition from data engineer or data scientist to technical program manager. Recruiting AI Talent: Competing with Private Industry While the government may not compete with private industry on salary and bonuses, it can offer interesting and meaningful work tied to company missions. Centralized recruitment and certification through the central AI resource can ensure that incoming AI talent is well-qualified and suitable for the agency’s practitioner environment. This is even more important in public sector and nonprofit organizations. Placing AI Talent: The central AI resource, with access to technical infrastructure, data, security, legal, and human capital support, can provide well-qualified candidates. Mission and business centers should coordinate closely with the AI resource to ensure that vetted candidates align with staffing needs and contribute to mission and program goals. Developing Your AI Workforce in the Public Sector Mission and practitioner support The most powerful tools for retaining government AI talent are ensuring that AI work is closely tied to the agency mission and ensuring that AI talent has the technical and institutional support to work effectively as AI practitioners. This combination forms the unique value proposition for an AI career that only federal agencies can provide, and is usually the reason AI practitioners chose government over industry and academia. Developing Your AI Workforce in the Public Sector means meeting the correct balance of opportunity, reward, and challenge. If AI practitioners love the company mission but are unable to function as AI practitioners, they are also unlikely to stay if the agency is unable to leverage their skill set. Both meaningful work and practitioner support are crucial for retaining AI talent. Developing Your AI Workforce should be started early and focused on continually. Retention incentives and skill development One way to make the best use of these usually limited incentives is to ensure federal employees have full awareness and access to AI related training and skill development opportunities. AI and data science are fields that often require a significant technical and academic background for success. However, it’s also important for people to be open-minded about who might have (most of) the relevant skills and capabilities. Developing Your AI Workforce in the Public Sector is no more or less challenging than in nonprofit or for profit industries. They should not assume that only people with computer science or statistics education are going to be appropriate for AI-centric positions. A culture that prizes and generously supports learning not only ensures the continued effectiveness of the AI workforce, but also serves as a powerful recruitment and retention tool.  The success of an AI project hinges on the composition of the Integrated Project Team (IPT). While technical expertise is undeniably crucial, the project’s failure is inevitable without a thorough understanding of the challenges to be addressed and obtaining support from the mission and program team. And we can’t emphasize enough the seriousness of the human element. This distinction

Read More
Salesforce Dedicated Data Model for Public Sector

Salesforce Dedicated Data Model for Public Sector

Public Sector Solutions Data Model Overview The Salesforce Dedicated Data Model for Public Sector leverages a suite of standard Salesforce objects to manage and structure data across various domains such as licensing, permitting, inspections, case management, benefit administration, grantmaking, and more. These objects are designed to facilitate efficient application processing, regulatory compliance, and service delivery within government agencies. Key Features Salesforce Dedicated Data Model for Public Sector Public Sector Solutions Standard Objects The data model includes a comprehensive set of objects tailored to support: Getting Started To implement and utilize the Public Sector Solutions data model effectively: Learn More Discover how Public Sector Solutions empowers government agencies in delivering efficient and effective public services. From automating approval workflows to enhancing constituent engagement, explore the capabilities tailored to meet the diverse needs of public sector organizations. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Secure and Compliant Data Sharing With Grantmaking PSS

Secure and Compliant Data Sharing With Grantmaking PSS

Control and Monitor Data Sharing with Compliant Data Sharing in Salesforce Compliant Data Sharing in Salesforce allows administrators and grant managers to control and monitor data sharing within Experience Cloud and CRM without needing to write complex code. By enabling and configuring this feature for specific objects, CRM and Experience Cloud users can seamlessly share Grantmaking records. Secure and Compliant Data Sharing With Grantmaking PSS. Key Features and Benefits of Secure and Compliant Data Sharing With Grantmaking PSS How to Implement Compliant Data Sharing Compliant Data Sharing Overview Objects and Roles Configuring and Managing Compliant Data Sharing Implementation in Public Sector Solutions Objects Supported by Compliant Data Sharing in Public Sector Solutions Considerations and Limitations Conclusion Compliant Data Sharing in Salesforce provides a robust framework for managing data sharing within Experience Cloud and CRM. By enabling detailed control and monitoring without complex coding, it helps organizations enhance compliance, improve operational efficiency, and streamline collaborative efforts across various departments and processes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Salesforce Government Cloud

Salesforce Government Cloud: Ensuring Compliance and Security

Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. These instances are built on Salesforce Customer 360, featuring both Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) offerings. Key Features: Scale and Secure Apps on a Compliant Government Cloud: Government Cloud Plus for Public Sector: Unique Aspects of Government Cloud Plus: Compliant Environment and Security Measures: Drive Adoption and Salesforce FedRAMP: Salesforce FedRAMP Overview: Salesforce Usage in the U.S. Government: Salesforce Government Cloud Public Sector Solutions Content updated February 2022. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
gettectonic.com