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Pravia CRM

Efficiently organizes, automates, and synchronizes all facets of customer interaction.

Products/Pravia CRM

Overview

A highly collaborative solution to efficiently track every interaction with your customer to expeditiously improve the case management lifecycle process. Supports applications, cases, permits, contracts, grants, incidents, records, licenses, and benefit requests.

Ideal For:

Government entities that require the ability to intake and process constituent interaction content.

Lighthouse Heritage

Named after Pravia, a municipality in Asturias, Spain, along the coastal region known for its maritime heritage.

Key Capabilities

1

Broad Functionality

Supports business scenarios including applications, cases, permits, contracts, grants, incidents, records, licenses, and benefit requests.

2

No More Legacy

New features and capability releases throughout the license term ensure an "evergreen" solution that never falls behind.

3

Easy Adoption

Delivers a turnkey external and internal interaction experience on a lightweight, mobile-friendly platform.

Business Value

Automate and standardize business processes for customer interactions
Real-time notifications to customers and staff
Smart self-service capabilities
Zero development required by your staff
Easy to demonstrate how outcomes tie to policy or procedure
Pravia CRM logo

How Pravia Case Management Works

A comprehensive look at the government case management scenarios, platform capabilities, and integration model delivered through Pravia CRM.

Pravia CRM is a government case management and constituent interaction platform designed to organize, automate, and synchronize the full lifecycle of public sector service delivery. From intake and triage through investigation, resolution, and reporting, Pravia provides pre-engineered models that align with how government organizations typically manage cases -- helping agencies adopt structured processes while adapting them to their own policies and regulatory environments.

Services
Regulatory
Protection and Transparency
Operations
A

Services

Constituent-facing intake, eligibility, and service delivery

Multi-channel intake (web portal, phone, email, walk-in)
Request classification and routing
SLA tracking and escalation
Status notifications for constituents and staff
Performance and resolution reporting

Examples

Common Use Cases

  • -General service inquiries
  • -Information requests
  • -Complaints and feedback
  • -Referral tracking
Application submission and validation
Multi-stage review workflows
Inspector assignment and scheduling
Conditional approval and hold management
Permit issuance and renewal tracking
Fee assessment and payment tracking

Examples

Common Use Cases

  • -Building permits
  • -Environmental permits
  • -Event permits
  • -Business activity permits
License application processing
Credential verification and background checks
Renewal management and reminders
Disciplinary action tracking
Public license registry management
Continuing education tracking

Examples

Common Use Cases

  • -Professional licenses (medical, legal, engineering)
  • -Business licenses
  • -Occupational certifications
  • -Contractor registrations
Eligibility determination workflows
Application processing and verification
Benefit calculation and distribution tracking
Recertification and renewal management
Appeal and dispute resolution
Program outcome reporting

Examples

Common Use Cases

  • -Unemployment benefits
  • -Public assistance programs
  • -Disability benefits
  • -Housing assistance
B

Regulatory

Compliance enforcement, inspections, and policy exceptions

Compliance obligation tracking
Audit scheduling and management
Finding documentation and tracking
Corrective action plan management
Regulatory deadline monitoring
Compliance status reporting

Examples

Common Use Cases

  • -Environmental compliance
  • -Healthcare regulatory compliance
  • -Financial audit tracking
  • -Workplace safety compliance
Inspection scheduling and assignment
Field data capture and checklist management
Violation documentation and citation issuance
Follow-up inspection tracking
Inspector workload management
Inspection outcome reporting

Examples

Common Use Cases

  • -Building and safety inspections
  • -Food safety inspections
  • -Environmental site inspections
  • -Facility compliance inspections
Incident intake and categorization
Severity assessment and prioritization
Investigation workflow management
Evidence and documentation attachment
Resolution tracking and reporting
Trend analysis and pattern detection

Examples

Common Use Cases

  • -Safety and health incidents
  • -Environmental violations
  • -Workplace complaints
  • -Public safety reports
Exception request intake and justification capture
Multi-level review and approval workflows
Condition and restriction documentation
Expiration and renewal tracking
Precedent tracking and reporting

Examples

Common Use Cases

  • -Zoning variances
  • -Regulatory waivers
  • -Policy exemption requests
  • -Special use permits
C

Protection and Transparency

Investigations, records, workforce cases, and public engagement

Case initiation and intake
Investigator assignment and workload balancing
Evidence chain-of-custody management
Interview and witness tracking
Findings documentation and disposition
Case timeline and milestone tracking

Examples

Common Use Cases

  • -Fraud investigations
  • -Internal affairs cases
  • -Regulatory enforcement investigations
  • -Child welfare investigations
Request intake and classification
Routing to responsible departments
Redaction and review workflows
Response deadline tracking
Fee assessment and invoicing
Compliance reporting and audit logs

Examples

Common Use Cases

  • -FOIA / public records requests
  • -Subpoena responses
  • -Internal records retrieval
  • -Media inquiries
Correspondence intake and classification
Response drafting and approval workflows
Legislative inquiry tracking
Public comment period management
Stakeholder communication logging
Sentiment analysis and trend reporting

Examples

Common Use Cases

  • -Legislative correspondence
  • -Public comment submissions
  • -Constituent outreach campaigns
  • -Formal agency responses
Employee grievance intake and tracking
Workplace accommodation request management
Disciplinary action workflow
Leave and absence case management
Return-to-work coordination
HR case outcome reporting

Examples

Common Use Cases

  • -Employee grievances
  • -ADA accommodation requests
  • -Disciplinary proceedings
  • -Workers compensation cases
D

Operations

Contracts, grants, interagency coordination, and program management

Contract intake and approval workflows
Vendor registration and qualification
Milestone and deliverable tracking
Performance evaluation and scorecards
Renewal and expiration management
Compliance and audit documentation

Examples

Common Use Cases

  • -Service contracts
  • -Procurement agreements
  • -Interagency agreements
  • -Vendor performance reviews
Grant application intake and scoring
Award determination and notification
Disbursement scheduling and tracking
Grantee compliance monitoring
Outcome measurement and reporting
Audit trail and fund reconciliation

Examples

Common Use Cases

  • -Housing assistance grants
  • -Community development funding
  • -Public health grants
  • -Education program funding
Cross-agency case routing and assignment
Shared case visibility and access controls
Inter-departmental task coordination
Joint action tracking and status updates
Consolidated reporting across agencies

Examples

Common Use Cases

  • -Joint public safety operations
  • -Multi-agency benefit coordination
  • -Cross-departmental project oversight
  • -Emergency response coordination
Program milestone and deliverable tracking
Performance metric collection and reporting
Risk identification and mitigation planning
Stakeholder status reporting
Budget and resource utilization monitoring
Outcome measurement and impact analysis

Examples

Common Use Cases

  • -Federal program oversight
  • -State initiative monitoring
  • -Grant program performance reviews
  • -Capital project tracking

Cross-Cutting Platform Capabilities

These capabilities span all 16 case management areas, providing a consistent foundation for intake, workflow, documentation, collaboration, and reporting across every program Pravia supports.

Intake and Interaction Management

  • Web portal self-service for constituents
  • Mobile-responsive access across devices
  • Call center and walk-in integration
  • Smart self-service with guided workflows
  • Multi-channel intake consolidation

Workflow Automation

  • Pre-engineered process flows for common scenarios
  • Configurable task routing and assignment rules
  • SLA monitoring with automatic escalation
  • Parallel and sequential approval chains
  • Event-driven notifications and triggers

Document and Evidence Management

  • Document capture, storage, and retrieval
  • Attachment management across case types
  • Version tracking and audit history
  • Secure evidence management with chain-of-custody
  • Redaction and controlled access workflows

Notifications and Collaboration

  • Real-time notifications for staff and constituents
  • Case comments and activity tracking
  • Interagency collaboration support
  • Role-based visibility and access controls
  • Automated status update communications

Reporting and Policy Alignment

  • Case lifecycle reporting and dashboards
  • Outcome measurement and trend analysis
  • Compliance reporting aligned to regulations
  • Configurable KPI tracking
  • Executive summary and legislative reporting

Platform Integration Model

Pravia is designed to operate within complex government technology environments. It integrates with existing agency systems to provide a unified case management experience without requiring agencies to replace their current infrastructure.

Mainframe Systems

  • Legacy data system integration
  • Batch and real-time data exchange
  • Mainframe modernization bridge

Microsoft Ecosystem

  • Dynamics 365 integration
  • Azure Active Directory and SSO
  • Power Platform connectivity

Salesforce

  • CRM data synchronization
  • Shared workflow orchestration
  • Unified constituent records

Siebel

  • Legacy CRM data migration
  • Parallel operation support
  • Case record consolidation

Custom Agency Applications

  • API-based integration
  • Custom workflow connectors
  • Data federation services

AI and Automation Tools

  • ChatGPT / conversational AI integration
  • Robotic process automation (RPA)
  • Machine learning-driven classification

Built on Government Experience

Pravia is informed by more than a century of combined experience working with government agencies and the complex programs they administer. This background reflects a deep familiarity with the full case management lifecycle -- from intake and triage through investigation, resolution, and reporting -- along with the data structures, compliance obligations, and operational workflows that shape public sector service delivery. As a result, Pravia includes pre-engineered models that align with how government organizations typically manage cases, helping agencies adopt structured processes while adapting them to their own policies and regulatory environments.

Full case management lifecycle expertise
Pre-engineered models for government workflows
Deep compliance and regulatory alignment
Adaptable to agency-specific policies
Data structures designed for public sector operations
Operational workflow optimization at scale

Technology Ecosystem

Compatible platforms and tools in the product ecosystem.

Mainframe SolutionsSiebelDynamicsSalesforceSugarMicrosoftTableauAI/ChatGPT/RPA/ML

FARO Differentiators

What you can count on with every FARO solution.

Pre-Engineered Solutions

Low-risk, proven solutions that reduce delays in implementation.

Cloud Friendly

Works with any FedRAMP Moderate public cloud environment.

Named Team Support

Integrated resources that align as an extension of your existing team.

Managed Deployment

Fully managed or shared responsibility deployment models.

Compliance Support

NIST, FIPS, HIPAA, and state-specific compliance and audit assistance.

24/7 Support

Around-the-clock support including night and weekend deployments.