CIVISIGHT
Case study · Georgia DCA

Every agency runs the same reporting loop. Most of it runs on email.

Configure. Assign. Collect. Review. Chase. Rebuild. We mapped the loop with the Georgia Department of Community Affairs. Here is where it breaks.

The loop.

Six stages. Six disconnected tools.

  1. 1Configure
  2. 2Assign
  3. 3Submit
  4. 4Review
  5. 5Monitor
  6. 6Analyze

Stage 6 configures stage 1 next time.

The six stages.

Open a stage to compare.

Today
With CiviSight
Forms rebuilt in scattered tools

The form is rebuilt each cycle, with rules distributed separately.

Forms built in Qualtrics, spreadsheets, one-off tools
Instructions and deadlines sent separately
Requirement changes mean rebuilding by hand
1
Configure the program
One program, published once

The form, rules, and deadline publish as one program.

Form, instructions, deadline, and documents configured together
Existing spreadsheet forms imported, not rebuilt
Updates published to everyone at once
Institutional knowledge

Ownership should not depend on memory.

The right contact lives in someone’s memory
Requests move through forwarding chains
Continuity breaks when staff change
2
Assign responsibility
A named owner on every filing

Responsibility belongs to the filing, not an inbox.

Assigned by government, department, and role
Collaborators share one workspace
Ownership survives turnover
Errors found after the filing arrives

Problems surface at review, the most expensive place to find them.

Instructions scattered across documents and email
Missing fields surface during review
Documents live apart from the submission
3
Prepare and submit
Caught before it is sent

Guidance and checks catch problems before review.

Guidance sits inside the filing
Missing or malformed fields flagged before submission
Data and documents stay together
Email threads and duplicate files

The review lives in an inbox, separate from the filing.

Problems explained in separate email threads
A whole spreadsheet resubmitted to fix one number
Nobody knows which version is current
4
Review and correct
One field-level review workspace

Review happens on the filing, down to the field.

Comment on specific fields
Return single items, not the whole filing
Revisions, notes, and timestamps preserved
Status reconstructed from exports

Status becomes a weekly manual exercise.

Status assembled from exports and spreadsheets
Reminders sent one at a time, or to everyone
Extensions tracked somewhere else
5
Monitor progress
Status you can simply watch

The dashboard is the status.

Every participant’s status, live
Filter by pending, returned, approved, or overdue
Targeted reminders and extensions in one place
Data rebuilt before it is usable

Submitted data is rebuilt before it can answer a question.

Submissions exported to spreadsheets, Access, or SQL
Structures reconciled across filers and years
Statewide summaries compiled by hand
6
Analyze and report
Data already structured to query

Approved filings land ready to query.

Approved filings land in a queryable database
Search, compare, and export across governments and periods
Questions answered in plain language AI-assisted
The analysis layer

Ask your data questions.

Structured filings make analysis immediate.

Ask

Questions answered from approved filings.

“Which counties reported debt service above 15% last year?”
Compare

Cohorts across governments and reporting periods.

Population-matched peers, five-year trend.
Report

Report-ready outputs, generated automatically.

Financial Highlights, export-ready.

AI assists with analysis and report preparation. Every answer traces to its source filing.

What closing the loop delivers.

For the governments filing

  • Requirements and ownership are clear
  • Fewer preventable problems

For the team running it

  • Statewide visibility without assembling it
  • Fewer manual follow-ups

For leadership

  • Reporting risk surfaces early
  • Consistent, defensible reporting
Every approved filing becomes data the agency can use.
Map this to your program →

We start with one program and a small group of filers.