Dorger Software Architects Solutions for the Public Sector
Valence CRM for the Public Sector
Valence offers functionality that can be tailored to meet the unique needs of a variety of public sector organizations. Each module is designed to streamline operations, enhance efficiency, and improve service delivery. Below are some of the benefits and key modules that make Valence CRM a powerful tool for managing public sector operations:
Low-Code Framework
Valence is designed as a flexible low-code framework, empowering organizations to adapt quickly to evolving needs without the complexities of traditional development processes. The platform allows the altering of forms, workflows and business rules within the system, without requiring deep technical expertise or time-consuming source code modifications.
This approach enables rapid changes to business processes. For example, when your organization needs to update workflows or modify forms, these changes can be made in a matter of hours, or even less, directly within the Valence interface. In contrast, traditional systems often require custom code changes, testing, and full deployments, a process that can take weeks or even months.
Workflow Automation
Automate repetitive processes and complex approvals with Valence’s robust Workflow Engine. This module allows you to define custom workflows that trigger actions such as document approvals, notifications, and task assignments, improving accountability and reducing administrative overhead. It supports multi-step approvals and can integrate with other systems.
Business Process Management
Valence includes powerful Business Process Management capabilities, allowing you to track processes across the organization. This module provides full visibility into tasks, compliance activities, and data records, with customizable statuses to show where items are in a defined business process. Additionally, Pending Actions and Staff Assignments can be handled through automated workflows, ensuring tasks are routed to the right individuals at the right time.
Custom Actions
Empower users to trigger specific workflows with Custom Actions. This feature allows you to configure manual triggers like menu items or buttons for filings, matters, or other system entities. Users can easily automate repetitive tasks or complex processes.
SimpleForms
Simplify the intake of data through custom forms. With SimpleForms, organizations can quickly build and deploy online forms for public filings, registrations, or surveys. These forms can be customized with your own fields and validation rules, ensuring you collect the data you need in the correct format, reducing errors and manual data entry.
Public Access and eFiling Portal
Enable external users, such as the general public or businesses, to access information and submit filings through a secure, customizable, and user-friendly portal. This module allows users to search and view public records, submit electronic filings, and track case statuses without needing direct assistance. Submitted filings can be automatically associated with the appropriate registrations, licenses, or other records in the system, improving public access, streamlining interactions, and integrating seamlessly with internal workflows for faster processing.
Case Management
Valence is designed to manage all aspects of case management, from staff assignments to hearings and orders. The system’s workflow ensures that all necessary steps in a case are tracked and completed, with customizable dashboards providing a quick overview of case statuses. Valence’s flexible SimpleForms feature also allows the addition of new fields and properties, enabling organizations to track case-specific information effortlessly.
Document Management
Valence’s Document Management module provides a comprehensive solution for organizing, storing, and retrieving documents related to filings, cases, registrations, licenses, and other entity types. With powerful search capabilities and version control, users can easily access the most up-to-date documents while maintaining a full history of changes.
The system integrates seamlessly with workflows, enabling automated document archiving, retention, and compliance tracking to ensure regulatory requirements are met. Additionally, Valence’s Document Intelligence leverages advanced Optical Character Recognition (OCR) technology to extract data from both typed and handwritten documents, enhancing the efficiency of document searches and reducing manual data entry.
Revenue Management
Track and manage financial transactions, including fees, fines, and payments related to filings or services. The Revenue Management module handles fee collection, invoicing, and reconciliation, while integrating with multiple payment gateways. Additionally, it supports online payment options and standard reports for financial tracking and revenue distribution.
Reports and Dashboards
Valence offers powerful reporting and dashboard capabilities to provide real-time insights and help users make informed decisions. The Reports module enables you to generate customizable reports from your data, with export options to popular formats like PDF, Excel, and Word. Reports can be scheduled to run automatically, ensuring that important metrics are always up to date.
The Dashboards feature allows you to create interactive, role-based dashboards that display critical information through charts, grids, and action buttons. Dashboards can be customized for different user roles, enabling each user to view the most relevant data. Users can drill down into specific metrics for deeper analysis, making it easier to monitor performance, track progress, and manage processes.
Notifications
Keep everyone informed with Valence’s Notifications module. This feature allows for automatic notifications via email or other channels (e.g. SMS) based on predefined triggers such as filings submissions, case updates, or workflow completions. Notifications can be customized and targeted to specific user groups, ensuring timely communication without manual intervention.
System Integration API
Integrate Valence with other critical systems using the System Integration API. This powerful module enables seamless data exchange between your Valence instance and third-party systems. Whether you need to automate workflows or synchronize data across platforms, the API offers flexibility and scalability to enhance your organization’s ecosystem