County Solution Portals / By SBS PortalsLet’s talk about your workflow 800-974-1841

Built around your department

Keep help requests and related work visible.

Explore an IT helpdesk process that gives staff a clear way to submit and track requests.

A practical starting point

Explore an IT helpdesk process that gives staff a clear way to submit and track requests.

Begin with one request type, records collection, or staff process. Describe how the work happens today and identify the people and systems involved.

Explore solutions for your office

A workflow to discuss

Receive a help request → assign the responsible staff member → track clarification and follow-up → record the resolution.

This is an illustrative starting point. Your review steps, access rules, and responsibilities will be agreed during discovery.

Explore a sample record request

What to bring to the conversation

  • One process you want to improve and the forms used today.
  • Staff roles, access needs, and review responsibilities.
  • Sample nonconfidential records and retention requirements.
  • Your county and state, existing systems, and integration questions.

Practical questions

Before you get started

Can we begin with one workflow?

We can discuss a starting scope around one process or records collection and identify what is needed.

Can this connect to another system?

Tell us which system and what information needs to move. We will confirm available options, configuration, and any custom work.

How do state requirements affect the workflow?

County responsibilities, terminology, access rules, and procedures vary. Your county and state are part of the scope discussion.

What should we review before agreeing scope?

Ask about product fit, access controls, implementation responsibilities, timing, commercial terms, and data exports.

Which records can residents access?

Your county determines release and access rules. Review the proposed publication workflow and restricted-record requirements with your team.

Your next step starts with a conversation

Bring us one workflow you want to improve.

We’ll help you explore a practical starting point for your department.

Schedule a Demo