RFP Database

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Find open Workflow Automation Software RFPs from state agencies, local governments, school districts and higher ed institutions.

8 opportunities shown.

  1. Investment Software System 1 Year Term

    The City of Houston is seeking an investment management software platform that provides a comprehensive, automated, and configurable environment for managing its fixed-income investment portfolios.

Recent buying indicators

Recent board meeting, budget, plan, and contract evidence, connected to the buyer and relevant decision-makers.

Why now

- Board members criticized the district's CORA request process as inefficient, noting it can take six or eight hours to produce a single invoice for a taxpayer. - One board member, previously against AI, now uses it daily and urged the district to consider AI tools that could automate record redaction and request processing. - District staff confirmed they are actively exploring software used by other districts and companies to automate CORA work, including identifying records and redactions. - Staff described current workflow pain: CORA requests arrive via email, are manually forwarded, and require staff to interpret vague requests.

Meeting MentionPre-RFPDetected: Oct 7
Key Contacts · Verified by Starbridge
Brittany Buffington
Accounting Specialist
J.D. Jacob
Activities Coordinator

Why now

- The city council heard a fraud risk assessment from auditor Jon Haderlie, who recommended automating controls and minimizing manual transactions to lower fraud risk. - Staff, including Treasurer Lori Thomas and Comptroller Sharlene Wilde, mapped every financial policy over a full day, documenting how tasks move between people and systems. - The city identified its procurement-card process as its weakest workflow and created an ideal-state design, now in the deployment and training phase. - The city is standardizing financial workflows after losing its finance director and bringing on a new controller, merging the role into existing…

Meeting MentionPre-RFPDetected: Sep 8
Key Contacts · Verified by Starbridge
J. Craig Smith
City Attorney
Ted Mickelsen
City Engineer and Public Works Director
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