As assessment and GIS offices face shrinking workforces, rising workloads, and increasing demands for timely, defensible results, modernization is no longer optional. This session explores practical approaches to improving workflows through lessons from private-sector appraisal practice and emerging generative AI tools. Attendees will see how centralized data, workload dashboards, standardized documentation and forms, selective automation, and lightweight AI-assisted applications can streamline routine work and improve consistency. The session will offer real-world examples and a practical framework for determining which tools and workflow strategies can translate to the public-sector environment while accounting for statutory, due-process, and organizational constraints.
Doing More with Less: Workflow Automation Lessons from Private-Sector CRE Appraisal for Assessment Offices
Keywords: Workflow Automation & Custom Tools, Process Improvement & Operations, Beginner
Randy Cook, Director of Strategic Growth, Valcre, CA
Timothy Boncoskey, Advisor, Boncoskey Advisory Consulting, MOAI as an Office Force-Multiplier: Practical Tools for Assessment Administration
Keywords: Artificial Intelligence & Machine Learning, Process Improvement & Operations, Beginner
Jonathan Beck, AAS, Assessor, Beckham County, Ok