muniBLOG: Records and Information Management

Unlock the Power in Your Citizen Service Request Data

There is no question that the Covid-19 pandemic is creating hardships for local governments as recreation, illegal parking and transportation revenues decline and more money gets directed into public health initiatives. Budget cuts, where not already underway, are looming and municipal governments will need to find operational efficiencies and direct scarce resources to where they are most needed and have the greatest impact. In this post, we look at how 311 or citizen service request data can be an extremely valuable component in the toolkit of a local government trying to maintain services with fewer resources at its disposal.

It comes as no surprise that, as part of the open data movement, larger cities have been at the forefront of investing in data hubs that consolidate data from 311 service requests and multiple other sources. New York City, for example, has been relying on sophisticated data analytics for several years to measure performance and better inform the allocation of the city’s financial resources, equipment and personnel. Like many large North American cities, New York maintains a portal where the public has access to critical performance measures from multiple agencies. The benefits of this treasure trove of data for city managers are obvious, however, the very significant investments in time and cost required to get there are out of reach for smaller municipalities.

But concerns about cost or complexity should not prevent these smaller municipalities from pursuing a data-driven approach to finding efficiencies in their operations. The trick is to have a clear idea of the keys to success and the right set of tools to get there. For example:

Data Focus

When considering a goal of optimizing resource allocation in the face of budget constraints, the value across various types of data is not necessarily equivalent and therefore prioritization is needed. 311 service request data is particularly powerful because properly implemented, there should be a documented record of every touchpoint with the concerned citizen and assigned staff from the time an issue is raised to when it is resolved and closed. From a management perspective, this is extremely valuable.

The Right CRM

Regardless of municipality size, aggregation of the required data is unlikely to be successful without leveraging a CRM to manage service requests. CRM implementations should not, by default, be cost-prohibitive and there are cloud-based solutions available today that are easy to adapt and built specifically with the needs of smaller municipalities in mind.

Seamless Data Collection

The aggregation of comprehensive service request data that can be used reliably to inform operational decisions needs to happen by default. Local government service delivery will likely continue without staff increases for the foreseeable future, meaning that technology used needs to make the work of municipal staff easier in general and at the same time avoid any extra effort to collect and store the desired performance-related data. And since the primary data sources are the citizens themselves, an omnichannel approach that makes it simple to report service issues is critical. Citizens that are engaged in the way that best suits them will be far more likely to participate in making their communities better.

Flexible Analytics and Reporting

Once the data is available in one place, making sense of it is the next challenge. For smaller municipalities, the tools needed to visualize and report on service request data will, ideally, be baked into the solution used to manage day-to-day requests. Regardless of the technology that is applied, however, there are several imperatives that should be in place to fully benefit from this type of data analysis initiative. In all likelihood, various stakeholders including the city council, CAOs, and departmental managers will have different objectives when looking at the data, and these objectives will evolve over time. This speaks to the need for simplicity and flexibility for configuring and saving reports and dashboards on an individual basis. Access to configurable GIS views of the data can be highly useful as well in identifying trouble spots, prioritizing work plans, and scheduling the activities of field staff.

The bottom line is that there are opportunities for governments of any size to invest in a data-informed and results-oriented approach to finding savings in their operations. And although the pandemic will hopefully be in the rear-view mirror soon, it is not too late for municipal governments to start unlocking the power of service request data. This is a natural evolution for those with a suitable CRM already in place, but even where not the case adoption of suitable technology does not need to be onerous. Doing so will help with the immediate need to recover quickly from pandemic-induced shortfalls, and will continue to pay dividends for many years to come.

 

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What type of testing is right for your website – Understanding the difference in website testing

In the last few weeks there has been a rise in reported malware and malicious attacks on small municipalities. Testing of three small municipality websites in recent weeks by our team has resulted in failures on all sites basic security parameters. We often hear small organizations saying they don’t need to worry about attacks, they aren’t “big enough” but anyone can be a target.

Regular testing your website for known vulnerabilities and emerging threats should become a part of your Cyber Security Road Map. The first step is identifying the type of web testing that is right for your infrastructure. Here are a few key questions to consider;

1) Where is your website hosted – do you host it yourself? Is it hosted by a third-party?
2) Who is responsible for the security of the host system, the operating system?
3) Do you have a web application firewall such as CloudFlare in front of your website?
4) Is your website a static page with content?
5) Do you have a login and if so what type of data is behind the login? Customer, pricing, private personal?
6) Do you have any API interactions with other applications?

When you start down the road of testing your website you want to consider the host operating system and the application. There are two key types of testing available, fully automated scanning and manual testing. Fully automated scanning is used for both host operating systems and web applications. The host operating system scan will scan for all currently known vulnerabilities affecting that operation system. It will report back on the CVE, the risk and usually suggested remediation tips. The same is true for the web application scanning. The fully automated web application scanner will scan your website at a minimum for the OWASP top 10 vulnerabilities and report back on risks and remediation. https://owasp.org/www-project-top-ten/.

Manual testing means that you have an actual person who is using various methods to determine the security of a host or the application and If the rules of the engagement permit, they will attempt to exploit a vulnerability and gain access, modify content or download information. There are varying degrees of manual testing, the simplest is one tester and one day and the more extensive 2 testers and 5 days of testing.

The type of test that is required for your website really depends on two main factors –

 

1. Have the host and application ever been tested before?

2. What is the criticality of the data being processed or stored on this site?

 

For example, if you have a very static page of content that is hosted by a third party, chances are a good OWASP 10 scan of you site will be sufficient to let you know if you have any glaring misconfigurations that could lead to a website defacement or potential attack on your site. If your website has a login and you allow users to sign up for accounts and host dynamic content, you would want to make sure you consider a manual test at least for the first test. Once a thorough baseline has been established for the site, testing can become more routine and automated.

We recommend you develop a plan for testing and make sure to include the above considerations. There might be special notifications you have to give in writing to a third party before you test an application, you might have to have a testing IP whitelisted in a web application firewall, you may need special accounts set up in the application for testing.

If you are unsure what type of test is right for your website, reach out to us and we will be glad to discuss options with you.

http://www.mi613.ca

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The Importance of Third Party Vendor Assessments

Lessons learned from Cyber Incident Response

We are finding many companies that have experienced a Cyber Incident are not performing even the most basic Third Party Vendor Risk Assessment.

It is absolutely imperative that if you engage with a vendor you understand the associated risks.

5 simple questions can lead you to be a better understanding of your Vendor risks and a quicker recovery from an Incident:

 

  1. Is there an identifiable Leadership team?
    • Who is accountable?
    • Would you be able to escalate or contact them?
    • Where are they located?
  2. Do they have an Incident Response plan and Reporting Structure?
    • Do they have a response plan?
    • Are there dedicated phone numbers or emails for reporting incidents?
    • Are ticket numbers assigned and tracked?
  3. Who is responsible for security within their Organization?
    • Is there someone who is responsible for security?
    • Is there a defined role or is it an off the side of the desk of another role?
    • Does the company reside in a country that has Breach Reporting responsibilities?
  4. Do you have a Service Level Agreement for responding to incidents?
    • Do you have a defined Incident/Severity matrix with set response times?
    • How do you escalate an Incident?
    • What is your communication cadence?
  5. Can they demonstrate their current level of Cyber Security Compliance?
    • Can they demonstrate the framework they adhere to? (NIST/CIS)
    • Do they disclose if and when they do vulnerability/penetration testing?
    • Do they have any risk reports (SOC 1, SOC 2, PCI or DSS) they can share?
    • Do they have patch management?

It is important to develop a Third Party Cyber Security Screening Assessment before engaging in a new contract. We can walk you through the process and helping you to understand your Cyber Risks.

 

Let’s talk Cyber!

http://www.mi613.ca

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How have the pandemic adaptations affected your Physical Security?

Well into the COVID19 pandemic, organizations, governments big and small have had to take measures and make changes to their environments to adapt to the needs of their staff, customers, their service delivery model, requirements of health science, government agency regulations and perhaps “new” industry best practices and of course the ever-changing virus.

These measures have evolved into many different things. We’re going to specifically focus on physical security devices.

Two of the pervasive items that have been introduced in many environments are plexiglass and signage.

Organizations have installed plexiglass barriers at intersection points of personnel as they have the potential to interact with other personnel, customers, vendors, etc.

Informative signage itemizing physical distancing rules, self assessment health protocols have been placed all around in both strategic and random locations within the environment to ensure every opportunity for personnel and visitors to be informed.

Funny thing about all of this plexiglass barriers and signage.

In some cases, not all, we have inadvertently defeated some or many of the installed security devices functionality and purpose. That is, their ability to monitor, detect and alert (alarm).

  • Motion detectors blocked, unable to provide proper coverage
  • Cameras experiencing sun flare reflection off plexiglass
  • Nuisance alarms due to swinging signage on the increase
  • And other unforeseen affects

There are incidents where this is enough of this added material, that areas, although devices are active and functioning as per specifications, are unable to detect properly – leaving areas with no security detection or proper monitoring.

We have the answers.

Let’s go for a (physically distanced) walk and have a conversation.

Your security risk plans are more than just a motion detector or even a strategic camera placement.

We can Help.

Plan the Work. Work the Plan.

Should your Municipality need assistance, contact Michael White Group today, and we will be happy to answer your questions or provide quotations.

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$31 million Canada Healthy Community Initiative – open for proposals

The Government of Canada announced that the Community Foundations of Canada with the Canadian Urban Institute are open to receive and review your proposal for access to $31 million under the Healthy Communities Initiative.

https://youtu.be/1smdTfZF-zE

 

I attended the Canada Healthy Community Initiative launch webinar February 9 and reviewed the applicant guide which is focused on the increased recognition of social and digital infrastructure that contributes to healthy community outcomes. The applicant guide makes it easy to understand if your organization can apply.

 

The projects eligible for funding need to serve the public or a community disproportionately impacted by Covid19 and fall within three healthy community initiative themes, one of them being community projects that use innovative data and technology solutions to connect people and support healthy communities. Community projects that use digital technologies and solutions to encourage citizen engagement, use open data, online platforms or physical digital devices for public benefit.

All budget items must be project related and expenses occur between April 1 2020 and June 30 2022. Details on how anticipated expenses are outlined in the budget are included in the applicant guide.

You need to demonstrate community engagement. Planned continued engagement with the community to receive feedback on the project may also demonstrate the role of the community in delivering the project. Your team can also elaborate on your equity approach and principles for the project and how it relates to community outreach and feedback.

All projects focusing on the theme of digital solutions and any project that handles public data should demonstrate best practices of digital design and responsible data management. The good news for you and your organization is that Athena Software meets the needs for inclusive design and data management.

 

Athena can provide details on data management considerations including:

Collection – who can collect the data

Access – who can access the data

Use – Who can use the data

Openness – What data is attributed to an individual

Compliance – PIPEDA

Minimum funding is $5000. Maximum funding is $250,000

 

All budget items must be project related and incurred April 1 2020 to June 30 2022. The government provided a budget template in excel. We created a proposal for the Canada Healthy Community Initiative and integrated it with the budget template to help give you a head start on filling out the form. Let me know if you are interested in the proposal and excel budget template and we will send you the forms to begin the process.

 

The first round of funding opened February 9 2021 and will close March 9 2021 5 PM PST. Review committees begin making decisions March 10. All applicants will receive results by April 30 2021.

The second round of funding opens May 14 2021 9:00 AM AST and closes June 25 2021 at 5 PM PST. Applicants that did not receive funding in round one can apply for funding in round two. Review committees begin making decisions June 26. All applicants will receive results by August 13 2021.

 

You will need to check which region your project is in before you apply with the link to the map in the application guide. You will also identify the amount you are applying for. Any project over $100,000 will be reviewed at the national level.

 

Your application will be evaluated with many others in each community. Your application must meet the basic eligibility criteria including project rationale, community engagement, outcomes, project implementation and readiness fulfilling all of the following criteria:

 

  • Submitted by an eligible organization, and provides documentation
  • Responds to needs arising from COVID-19
  • Creates or adapts public spaces, or programming or services for public spaces in the public interest
  • Demonstrates consideration of and connections within the community
  • Serves the general public or a community disproportionately impacted by COVID-19
  • Falls within the Healthy Communities Initiative theme(s)
  • Submitted with a complete budget
  • Is requesting between $5,000 and $250,000
  • Incurs expenses between April 1 2020 to June 30 2022

Please join me March 5 at 1 PM EST for a hands-on webinar as we share ideas from communities that use Penelope to assist those most affected by Covid 19 and review proposals for new and current agencies using Penelope. You can find the registration page on our Athena web site. Hope to see you there. If you have questions before then call or email. Until then stay safe. We will see you soon.

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Code Enforcement with AccessE11

The mandate of municipal government is to provide access to civic amenities and to ensure that residents follow the local laws and ordinances adopted by City Council.

In general, there are operating processes in place to monitor and enforce these municipal codes. However, it is often the residents themselves that witness and report code violations, at which point the municipality’s responsibility is to initiate an investigation and resolve the situation. When this occurs, there are additional complexities involved, with many municipalities struggling to track and meet their service targets to address citizen-initiated complaints. Any departments responsible for code enforcement must triage citizen complaints across a diverse range of property maintenance, parking, noise, nuisance and other issues. Then, activities must be coordinated with officers in the field, all actions tracked, and any documents consolidated until compliance is reached.

Using the AccessE11 service request management platform, multiple municipalities have streamlined and automated their code enforcement approach, making it effortless for staff to capture citizen complaints, assign the right team, resolve the underlying issues, institute centralized tracking and record keeping, and easily report on issues individually or on an aggregated basis.

Capturing Code Issues

Increasingly, residents expect to be able to interact with their municipality in the same way they do private-sector organizations via multiple channels, and this applies equally to code enforcement.

In light of this, AccessE11 has created a platform that allows citizens to report their concerns online, by email, and using integrated mobile apps. Categorization of each violation by category (permit issue, graffiti, trash & debris, noise etc.) is completely flexible, and geolocation of the issue and inclusion of pictures/other details is simple.

Once reported, the software automatically creates a case to track the issue, acknowledges receipt to the citizen, sets follow-up and due dates, and routes the case to a specific staff member. Moreover, it immediately makes the information available in configurable dashboards, embedded maps and reports to provide a centralized, cohesive view of all past and ongoing code enforcement activities.

Processing Citizen Issues

Inspections are an integral part of the resolution process and, to that end, code enforcement officers are provided with an up to date and prioritized view of the complaints they need to follow-up with the AccessE11 mobile app for staff. Depending on whether or not a violation is observed, an officer on location can close the case immediately, or further document it with corrective actions and a date for a follow-up inspection if required.

Some municipalities also use code sweeps within delimited geographical areas as a proactive means of enhancing the safety, cleanliness and conditions of a neighbourhood. In this scenario, officers can create cases for tracking purposes directly using the mobile app. All relevant information is seamlessly and centrally logged with no need for the officer to visit the municipal office simply to enter data.

From the time an issue is reported through to closure, departmental managers, assigned staff and, to an appropriate extent, the reporting citizen are kept informed with automated, real-time notifications. Code enforcement teams are able to work seamlessly and avoid crossed wires. The reporting citizen can also get updates on their concern at any time by visiting AccessE11’s citizen-facing portal.

Operational Effectiveness

Citizens demand services from municipalities, but they also expect them to use tax dollars wisely. Authorities have a duty to avoid waste wherever possible and act in the public interest.

To that end, they need systems that allow them to make informed decisions and measure the success of their activities. AccessE11’s platform allows code enforcement departments to visualize and report on valuable data, letting them make evidence-based decisions. Managers can prioritize tasks, collect data on current and historic trends, measure against service targets, and gauge the effectiveness of the municipality’s response to issues. This data-driven approach enables managers to get a better handle on the overall efficacy of their teams, as well as the productivity of individual members.

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Municipalities Build Back Better With Whole Person Care

 

 

 

 

 

 

 

 

There is a lot of talk about a Build Back Better approach in our communities during the Covid 19 pandemic.  One strategy that helps address those in need is a Whole Person Care approach using a digital platform to collect and measure outcomes for wrap around programs which can be fully funded under the new Canada Healthy Communities Initiative.

With the arrival of Covid 19, the amount spent on healthcare is increasing in every community. While the amount invested in healthcare is increasing, municipalities are spending up to 25% of their healthcare costs to support non-value add aspects in their healthcare system. Value-based care models help optimize what is spent to get the best outcomes. How do communities do more with less as Covid 19 increases health and economic risk? In the short term we will need to work together with what we have and find ways to get better outcomes for less.

We know that Covid 19 is accelerating value-based healthcare approach in communities. Whole-person care is not far behind.

Whole person care describes a wrap around approach that addresses complete physical health, behavioral health and social wellbeing. Communities that work together as a team to provide care for individuals with poorly managed conditions including diabetes, heart disease, obesity and COPD are better equipped to improve health outcomes for less. Helping to manage care for this population most at risk relies on seamless information exchange, tele-health, care co-ordination and consumer engagement. All of these conditions are closely related to the social determinants of health.

Post acute care including home health, hospice and senior living facilities and human service including community mental health centers, addiction treatment centers and social service agencies in every community need to have the technology and skills to work as equal partners. Every community now has a chance to build back better with whole person care. 

Whole person care gets even better when amplified with data science and analytics that are driven with a prescriptive approach to patient care. To prepare our communities to deliver better outcomes during the pandemic, municipalities need to look at systems that offer interoperability – a framework that supports bidirectional exchange of data across systems and providers of care, a network to network bridge, policy agreements, discrete data and support for client consent and sharing that consent with others.

Consumer engagement with a patient portal makes it easier for hospitals and physicians to work with clients. Automated referrals, tele-health and patient information integration create a public care eco-system that serves the public in Covid 19 times. Building Back Better with the help of funding from the Canada Healthy Community Initiative makes it possible to accelerate the care you need in every community. Let us know if you need help with your digital transformation as you build back better in your community.

 

Learn more: Contact Athena Software

 

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Covid 19 – Federal Funding for Municipal Solutions

The Covid 19 pandemic is creating a massive strain on resources in communities across Canada. Human service solutions in education, justice, social and health were never designed to take on this much for so long. Canadian municipalities are making adjustments to accommodate the surge in demand and the ever changing needs of their community. 

 

Some of our communities are now in the red zone creating the need for further restrictions. Federal, provincial and municipal governments are responding with additional funding and co-operation to help reduce the damage and improve the outcomes in less time. 

 

On August 13 2020, The Honourable Catherine McKenna, Minister of Infrastructure and Communities announced the creation of the Canada Healthy Communities Initiative with up to $31 million ($19M 2020-21 & $12M 2021-22) in federal funding to support community-led solutions that respond to immediate and ongoing needs arising from COVID-19 over the next two years.“ The demands placed on families and individuals by COVID-19 have exposed a real need for low-cost, locally-driven ideas to help communities adapt and thrive. The Canada Healthy Communities Initiative will help breathe life into these small projects that can have a big impact as local governments, Indigenous communities and their non-profit partners rethink public spaces and how they deliver services to people.”

 

While Infrastructure Canada (INFC) is providing the funding, there is another organization yet to be announced that will organize, evaluate and distribute funding based on your proposal. This announcement will be made shortly. Your municipality will be able to submit a Covid 19 related infrastructure proposal that is between $5,000-$250,000. Three focus areas are: digital solutions, improved mobility solutions and safe and vibrant public spaces. 

 

A community project that develops infrastructure -related solutions to address changing community needs through the use of data and connected technologies starts with the ability to understand who is affected, what is being delivered and what needs to be done with priority. Measuring outcomes and sharing this information in a secure way becomes the source of truth for social service, health, justice and education partners that are focused on helping those most affected by Covid 19. Any municipality working to solve these complex and rapidly evolving stress points without a case management solution will have overlapping solutions that cost more than required and fail to see the gaps, reducing the outcomes. When you have time and budget, municipalities will continue to manage human services in a way that offers a path with least resistance. 

 

Covid 19 has exhausted both time and budget. Human services in your community need to work together efficiently. Working to save lives today and preparing for the future depends on it. Athena Software is a Canadian company that has experience working with every level of government in 15 countries around the world helping them find a way to do more with less and get better outcomes. Let me know if you would like to see how this can work for your community. 

Learn more: Athena Software

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Digital Solutions for Canadian Municipalities

The past few months have been challenging for everyone as we change the way we live, play and work. Many industries have been forced to pivot and find digital solutions to continue serving their customers in the “new normal”. Canadian municipalities are no different. With many municipal offices closed to the public or working at a reduced capacity, there has never been a better time to start introducing digital solutions to work safer and work smarter. Here are some great digital solutions from Canadian muniSERV members to get you started.

Citizen Engagement/Customer Service

 AccessE11 is a Municipal 311, Citizen Issue and Relationship Management platform designed to provide small to mid-sized municipalities with a simple, cost-effective means to manage citizen issues. The platform drives simplicity, reduced administration, stronger decision making and better compliance across specific areas of focus within local government operations. Citizens can report issues and monitor the status of their issue digitally, improving customer service and operational transparency.

Smart City/IoT

 Trilliant has revolutionized how municipalities, cities, energy providers and utilities manage their mission-critical operations. Trilliant connects the world of things (IoT) and incorporates Smart City functionality to new or existing networks. Municipalities can improve the efficiency of their offerings through the implementation of things like advanced metering infrastructure for water, electricity and gas, smart street lighting, smart network sensors and so much more.

Treasury

 Clik2Pay  is a customer billing payments solution that allows citizens to receive and pay their tax bills or other municipal invoices directly from their smartphone. Municipalities benefit from quicker payments and simplified bill collection, all for less than it costs to pay by debit or credit card.

Payroll Efficiency

 Mother Clock  Inc. is a fully integrated time tracking payroll platform that is modernizing payroll technology. This tablet-based time tracking service is the solution for businesses that want to abandon paper-based processes.  Mobile employees can use their smartphones to clock-in/out with GPS time tracking, increasing accountability.

Cyber Security & Training

 RiskAware provides municipalities with an Information and Cyber Security advantage through governance, training, education and risk management. They can help you assess your digital risks before getting started.

Digital Transformation Consulting

 ArchITectAbility provides IT Advisory, Assurance, Architecture and Governance expert services as well as Business Process Re-engineering offerings. If you’re not sure where to start your digital transformation, here you go!

These are just a few of the great Canadian companies that are helping municipalities go digital. 

Search our  Find a  Consultant database by service, business name, province or city, for even more of our members’ innovative digital solutions, to help municipalities simplify processes and find efficiencies! 

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Risk Complacency

Why should you have a cyclical strategy to your risk and security?

Risk Complacency. You run the risk of being complacent. The one man-made hazard that is probably the easiest to avoid and the largest threat to any sized business, organization, government, event, institution, and book club. Okay, maybe not the book club.

 

So, what happened?

It was quiet. It was nice, there was a sense of security. Unfortunately, that feeling is usually supplemented with a lack of awareness. A lack of awareness of threats, dangers to your organization, those deficiencies that slowly creep up but yet can quickly hammer down all the previous work.

Plan out the work to get your organization on a cyclical strategy to address, manage and mitigate your risk and security threats.

Once planned out. Execute the plan. Do what you say you are going to do…and don’t stop.

Need help? We can Help.

It starts with a conversation.

As we say…Plan the Work. Work the Plan.

Should your Municipality need assistance, contact Michael White Group today, and we will be happy to answer your questions or provide quotations.

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