Government Workflow Automation

Using Salesforce as a Government Workflow Automation Tool

Efficiency and effectiveness are never-ending priorities of local government. Workflows need to be streamlined, and public servants want to collaborate and work in a joined-up way, so they have to figure out how to deliver services to their citizens more effectively. It is an exciting environment if you want to transform how work gets done with technology. There are several new or emerging categories of technology for local government to consider, all of which promise to bring fresh thinking or productivity benefits to solving the challenges of the 21st century. One of these is Salesforce, a platform technology that has government workflow automation features that promise to turn workflows on its head.


Streamlining Internal Processes

Many of the day-to-day operations of their local government involve workflows that are complicated, slow and rife with redundancies. Salesforce has a rich toolset designed to make such workflows run more smoothly, allowing them to be improved by automating standard processes, digitising paperwork and consolidating data into one place.


Government Workflow Automation: By utilising automation via Salesforce, local government agencies can streamline time-intensive processes like permit processing, licensing and compliance checks, leading to reduced error rates, faster processing and efficiency.


Government Service Automation: Government staff should be encouraged to work on digital platforms while modernising their workflows, which still reside mainly in paper formats. Since Salesforce is an information fabric, it should utilise its digital workflow features, such as electronic forms, electronic document management, and other digital solutions that provide secure data storage. Salesforce will help government agencies digitalise their records, automate document workflows, and make all that information accessible to stakeholders.


Centralised Data Management: Centralising the government data is essential for decision-making processes. Salesforce is the ultimate platform for centralising government data. Government will be able to centralise data from different, or even legacy, sources and bring all of the information together. Such a practice helps to increase data integrity and enhances decisions being made by governments at any level.


Enhancing Collaboration

It is easier to govern well when each local government has offices that collaborate and learn from each other. Such collaboration is also the most general human experience around which innovation must be orchestrated. Salesforce embeds within internal collaboration platforms such as Slack. It helps people stay on the same page, share relevant information, and ‘get things done’. Through Slack Channels, individual team members can stay laser focused on a given topic (‘project sprint’, for example) without mixing unrelated topics around. Slack becomes available to members via on-demand web applications, desktop, or mobile application. Through it, teams can make better decisions in real-time and increase productivity while driving results in a better manner.


Unified Communication: Salesforce brings together email and calendar systems and other content services. This makes it easier to work together in local government offices. It also links together the right information and resources for staff to work as efficiently as possible.


Cross-Departmental Collaborations: A good government agency needs to have effective interactions and knowledge flows between different departments, thus effective collaborations between departments helps improve effectiveness of government agencies. When departments are able to cooperate on their operations, we should recognize these areas of inter-departmental synergy with Salesforce. example: The city’s planning department now can act in concert with the public works department to plan infrastructure projects. Everyone has the same picture, the same goals, and the resources necessary.


Tandridge District Council’s Transformation with Aspire CRM


Aspire CRM was the chosen partner for Tandridge District Council in order to implement the project. Tandridge began by leveraging the Salesforce platform and additional capabilities from Aspire CRM, and working together, they were able to design a waste collection system that maximises efficiency in round routing and operational savings, while simultaneously delivering a significantly enhanced level of service to its citizens.


Tandridge could facilitate better oversight of waste workflows, from collecting and working out schedules to maintaining bin capacities, by working alongside Aspire CRM. This technology, for example, relies on real-time data analysis and predictive modelling to help the council with planning collection routes. They now factor in population density, traffic flows and other green concerns when concocting these arrangements – setting up an efficient operation as well as a better experience for residents.