Infrastructure · Planned build

Accessible CRM technology

The CRM technology IAI builds under state engagement: real-time data entry with accessible form design, secure document storage, analytics dashboards, and export in nonproprietary formats. Section 508 conformant on Day 1.

Person analyzing data on a laptop screen
Secure, accessible, exportable
Preview · Interactive mockup

Engagement dashboard

Section 508 WCAG 2.1 AA
Open TA requests
7
3-day avg turnaround
State teams active
42
+3 vs last quarter
Policy briefs delivered
18
This quarter
CoP members
846
+112 this quarter

Recent activity

  • Maryland — Targeted TA request on ABLE match2 hours ago
  • Virginia — Action plan finalized5 hours ago
  • Ohio — Peer exchange requestyesterday
  • Illinois — CoP discussion postyesterday

Security architecture

  • Encryption at rest (AES-256) and in transit (TLS 1.3)
  • Role-based access controls with audit logging
  • PII handling architecture supporting prime contractor's Data Security Plan
  • Federal breach reporting instrumentation (24-hour DOL notification requirement)
  • MFA enforcement on all administrative access
  • Automated backup with tested recovery procedures

Interoperability

  • Export in common nonproprietary formats (CSV, JSON, XML)
  • Compatible with DOL Microsoft Office 365 reporting workflows
  • REST API for prime contractor integration
  • Data flows to State Policy Tracker, CoP analytics, Action Plan wizard
  • Automated quarterly reporting output
  • Single sign-on with prime contractor's identity provider
Scope note. IAI delivers the technology and maintains it. The prime contractor operates the CRM day-to-day, authors the Data Security Plan, and handles substantive respondent communication. This preview shows the tooling; not the operational data.