Automated workflows

Advance projects with speed and consistency.

Orchestrate complex processes with configurable business logic that validates information, automates decisions, routes work, coordinates stakeholders, and keeps projects advancing efficiently while meeting compliance requirements.

• Dynamic forms with advanced validation and conditional visibility 
• Flexible, configurable rules engine with triggers, calculations, validations, and actions
• Automated routing and review workflows that coordinate work across users and AI agents with task assignments, communications, deadlines, and reminders
• Integrated document generation, eSignature, and payment workflows that streamline approvals and transactions 
• Event-driven integrations that synchronize data and trigger actions across connected systems
• Manage related projects, their dependencies, and clustered applications within coordinated workflows

Embedded AI

Put AI to work inside your workflows.

Bring practical AI directly into operational workflows to help teams work faster, make more consistent decisions, and continuously improve performance—all within a secure, governed environment designed for evolving business and technology needs.

• Semi-autonomous, human-supervised AI agents that evaluate unstructured files for compliance, flag issues, and draft clear correction guidance
• No-code environment to create, test, monitor, and evolve agents tailored to your business rules and technical standards
• Built-in governance, versioning, feedback loops, and performance oversight that keeps humans in control
• ML-powered insights that identify trends, bottlenecks, and opportunities for improvement

No-code configuration

Build, deploy, and adapt workflows quickly.

Put teams closest to the process in control over the design, deployment, and evolution of workflows without coding—accelerating time-to-value and avoiding costly customizations.

• Energy-ready, out-of-the-box capabilities for complex, multi-stakeholder processes 
• Intuitive, visual configuration of workflows, forms, business rules, roles, communications, and integrations
• Built-in test environments for safe iteration and confident deployment
• Smooth, disruption-free cutovers with seamless in-flight and legacy project data imports

Flexible integrations

Connect systems and keep data flowing.

Unify data and workflows across enterprise systems with flexible integration options that synchronize data, automate cross-system processes, and eliminate manual handoffs and information silos.

• Flexible integrations through APIs, no-code connectors, and file exchange to support modern and legacy systems
• Real-time and event-driven integrations that trigger downstream processes and actions
• Connectivity with CIS/CRM, GIS, engineering and planning software, asset management, business intelligence tools, and DERMS
• Built-in features including eSignatures, ePayments, and AI that reduce reliance on external point solutions
• Enterprise identity integration with SSO using SAML 2.0 and OpenID Connect (OIDC)

See our Builders Partners

See our Platform, Tooling and Payment Partners

Governance and compliance

Keep work on track, ownership clear, and obligations met.

Drive consistent execution with clear responsibilities and enforceable deadlines to meet service-level commitments, satisfy regulatory requirements, and minimize operational risk.

• Configurable milestones, deadlines, dependencies, and service-level targets
• Automated reminders, notifications, escalations, and status-based actions
• Task assignments and workload distribution driven by workflow status and business rules
• Real-time reporting and visibility into upcoming, overdue, and completed work across projects 
• Complete audit trails that support regulatory compliance and performance reporting

Communication and collaboration

Keep stakeholders informed, aligned, and engaged.

Coordinate communications, project activities, and stakeholder interactions in one place, ensuring every conversation is captured and preserved in a complete, auditable record.

• Two-way communications with external customers, contractors, and partners
• Automated in-app notifications, with optional email and SMS delivery based on user preferences
• Configurable templates for automated communications, deadline reminders, and ad hoc messages
• Internal project notes to facilitate coordination, knowledge sharing, and documentation
• Centralized communication history with full visibility into all messages and project activity

Data and documents

Maintain a single source of truth for every project.

Bring project data, documents, and activity history into a single system of record, ensuring stakeholders always have access to current information, complete context, and a clear history of changes.

• Centralized access to project data and attachments, including historic versions and a complete record of who changed what and when
• Built-in attachment versioning and purpose-built review workflows that streamline submissions, revisions, approvals, and correction cycles
• Dynamic document generation using configurable templates that automatically populate project data into agreements, letters, and supporting documents
• Integrated eSignature workflows with Docusign support for certified signatures, routing, approvals, and audit trails
• Flexible, structured data collection with configurable fields, validations, lists, and business rules
• Traceable audit history of all project data and activity, including all documents, eSignatures, payments, and communications

Reporting and analytics

Get the information you need—how, when, and where you need it.

Access, share, and visualize data through flexible reporting, dashboards, and integrations that support operational management, regulatory compliance, and business decision-making.

• Self-service, configurable reports tailored to operational, management, executive, and regulator needs
• Visibility into project status, workloads, deadline compliance, and process performance
• Flexible filtering, exports, scheduling, and sharing of reports across teams and stakeholders
• Integrations with Excel and business intelligence tools like Power BI and Tableau, including embeddable dashboards 
• Surface operational insights and identify process improvement opportunities