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State and Local Government Solutions

Our web-based Valence system provides a configurable, workflow-based approach for tracking licensing requirements, enforcement, quasi-judicial proceedings, online filing, and document management; it also seamlessly integrates data from national registry databases and filing systems.  Valence is the product of lessons learned and experience implementing Licensing and Case Management Systems across multiple domains at dozens of state regulatory agencies over 20 years. 

Public Utility Regulation

Valence’s Case Management System (CMS) is specifically designed to handle the quasi-judicial processes performed by Public Service Commissions and Public Utilities Commissions. 

Our CMS can accept filings, either paper copies or electronically (online).  A filing might be associated with an existing Matter/Docket or cause a new Matter to be created.  Appropriate Filing Fees can be paid online.

Use our Valence Workflow to track a document’s status/location and move documents through the office without needing emails or paper.

Our Valence CMS will automatically notify Mailing Lists or Service Lists when new Filings are received, or Orders are issued.

Use Valence to relate Filings and Orders to multiple Matters easily and relate Matters to each other (eliminate redundant scans of the same documents).

Valence will allow Quarterly Reports to be filed online and payment of any Supervision Fees due.

Clients can schedule Hearings and Commission Meetings using the Valence Calendar. Valence can provide quick links to calendared items (hearings and meetings) and their agendas.  External users (consumers, utilities, etc.) can see views of upcoming commission hearings and meetings.

Let your team use Valence to build Agendas and Agenda Items collaboratively; Valence Workflow can move Meeting Agenda Items through their approval process, automatically publishing the Finalized Agenda to the public portal.

Allow Valence to build your official Bulletin in minutes; Valence can search all items marked for publication, import them into a pre-existing template, allow proofing, and then publish the Pdf to the public portal.

Your team will love using Valence to automate the Drafting, Proofing, and Approval of Orders.  Use Valence for Digitized Signatures, automatically applied to an Order when approved, resulting in a completely paperless Order process.

Compliance Tracking is also a component of the Order process. Staff members are selected as Compliance Monitors identifying what and when important Compliance documents are to be received and reviewed. Automatically send Email reminders as due dates are approaching. If a deadline is missed, the Entity is flagged as “Out of Compliance”, follow up actions can also be automated.

Use Valence to allow the public to search for and view online existing filings and dockets, scheduled hearings and agendas, and commission orders.

Use Valence to track Certificates and Reporting for regulated entities.

 

Financial Regulation

Valence can facilitate Financial Regulatory activities, including application filing, registration and renewal, examination, and enforcement, all within a single configurable enterprise application.

Valence can register securities filings and process charter/license financial entities while tracking fees, amendments, and effective periods.  Applications can be paper-filed or filed online using Valence SimpleForms.  The Valence Workflow ensures applications are processed consistently and that all requirements are met before approval.

Valence Workflow supports processing Blue Express, EFD, UIT, and UFT filings (including revenue tracking).  Valence Workflow can also interact with other national databases that support web services.

The Valence public portal supports the search of tracked financial entities and online complaint filing.

Valence facilitates the performance of examinations and audits.  Valence helps you identify entities to examine based on business rules and previous exam history, schedule onsite visits using the built-in calendar, record findings, track risk ratings, generate deficiency letters, automatically schedule follow-up exams as required, and track compliance items.

Valence tracks the lifecycle of enforcement activities, including complaints (which can be filed online), investigations, hearings, actions, fines, and other dispositions.  Track matter documents using the built-in document management system. Track time and expenses and automatically generate bills as appropriate.

Professional & Occupational Licensing

Valence can facilitate Professional Licensing activities, including application filing, licensing and renewal, continuing education, audits, complaints, and investigations - all within a single configurable enterprise application.

Use Valence to issue new and annual licenses for Dentists, Hygienists, Nurses, Engineers, Cosmeticians, Athlete Agents, Fantasy Sports Operators, and Professional/Occupational careers.  Applications can be paper-filed or filed online. 

Valence Workflow ensures applications are processed consistently, and Valence ensures all requirements are met before approval.

The Valence public portal supports searching licensed individuals and organizations and online complaint filing.

Schedule Hearings and Commission Meetings using the Valence Calendar. Provide quick links to calendared items (hearings and meetings) and their agendas. 

Use Valence to build agendas and flesh out agenda items collaboratively.  Valence Workflow can move Meeting Agenda Items through their approval process, automatically publishing the Finalized Agenda and Meeting Minutes to the public portal.

Valence facilitates the performance of examinations and audits.  Use Valence to identify entities to examine based on business rules and previous exam history, schedule onsite visits using the built-in calendar, record findings and violations, generate deficiency letters, automatically schedule follow-up exams as required, and track compliance items.

Valence tracks the lifecycle of enforcement activities, including complaints (which can be filed online), investigations, hearings, actions, fines, and other disciplinaries. 

Track license and case documents using the built-in document management system.

Charitable Regulation

Valence can facilitate the regulation of Charitable entities, including application filing, registration, financial reporting, complaints, and investigations, all within a single configurable enterprise application.

Use Valence to register and renew Charities, Professional Solicitors, and Trusts.  Track Solicitation Campaigns and Gaming Events.  All applications and filings can be paper-filed or filed online.  Valence Workflow ensures applications are processed consistently and that all requirements are met before approval.

The Valence public web portal supports the search of charitable entities, reports, and complaint filings.

North Carolina

Utilities Commission

Mississippi

Secretary of State

Tennessee

Secretary of State

Mississippi

Board of Dental Examiners

Louisiana

Public Service Commission

Mobile Community

Corrections Center

Mississippi

Public Service Commission

Our software: Valence

Valence is a web-based Customizable-Off-The-Shelf (COTS) Licensing, Case Management, and CRM System developed and sold by Dorger Software Architects, Inc.

Valence features out-of-the-box functionality for Case Management, Licensing, CRM, Revenue Tracking, Document Management, and much more. 

We tailor Valence to our client’s requirements instead of forcing that client into a predefined box.

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