Public Engagement Salesforce Mobile Applications

The Public Engagement Office (PEO) of a major metropolitan area needed to replace their outdated public outreach, engagement, and service management system with a newer and more efficient solution. This office works to connect citizens with key city services and provide a broad range of resources to help tenants retain their housing, sign up for or renew health insurance coverage, and much more.

The office’s needs were two-fold. They required a public-facing portal and mobile application to manage, collect and track user information. Additionally, the office needed an internal application to enable their staff to canvas neighborhoods and collect data on individuals and businesses.

PruTech was brought in to develop a case management system and canvassing application using the Salesforce platform. The solution included a portal and native iOS mobile app for public users, as well as an iOS app for the PEO’s outreach teams. Both apps leverage Lightning components within Salesforce for the mobile experience.

Salesforce APIs enabled integration between all data sources on mobile devices and other systems, allowing staff to access map data even when offline thanks to integration with ESRI services. The technology is also integrated with the CIVIS data science platform and the PECO (public emergency canvassing operations) project’s canvassing component so that individuals can be easily located.

PruTech’s case management system and canvassing applications improved the capabilities that help citizens keep their homes, become or remain insured with healthcare coverage, and more — all within a convenient new portal and mobile application. The new system has also streamlined operations while increasing accessibility and transparency for staff, making it easy to track people’s information online or in the field.

With the help of PruTech’s team, this PEO experienced higher organizational efficiency as well as enhanced outreach and engagement with the communities it serves.