California City

The Project

Municipal Permitting System Selection and Implementation
A full-service city in the Bay Area with approximately 700 employees who serve over 160,000 residents.
The City needed a new permitting system to meet complex requirements including integration to the financial accounting system, a robust public interface to the permitting process, improved usability and increased efficiency. The City’s Development Services Department needed assistance with three initiatives:
  • Identify business and system workflows for building, planning, fire protection office, public works, and code enforcement
  • Define core customer permitting requests in order to develop a self-service web portal
  • Assess the electronic scanning process and staff ability to access and attach documents in system
SoftResources helped the City to successfully select, negotiate and implement a modern permitting, land management, and licensing solution that met their requirements and achieved their goals by doing the following:
  • Evaluated the existing system’s environment/workflow
  • Defined functional and technical requirements
  • Developed a request for proposal for permitting, land, and license management
  • Assisted with vendor outreach and solicitation management
  • Provided a systematic approach for proposal evaluation and a vendor analysis
  • Facilitated targeted software demos
  • Conducted due diligence and final validation activities to support the vendor decision
  • Produced an in-depth business review of the selected vendor’s software contract
  • Implemented a statement of work
  • Provided implementation project management services to ensure a smooth transition to the new system