The typical implementation process for Citylitics software:
Digital Search Plan (DSP) Setup: Citylitics specialists develop a tailored Digital Search Plan based on target project types, regions, and business goals.
Onboarding and Integration: The platform is connected to user workflows, including CRM integrations if required; access is provisioned, and initial training sessions are delivered.
Feed Personalization: First feeds are populated with relevant project intelligence and early-stage opportunities, refined according to user feedback and engagement.
Quality Assurance: In-house analysts review project indicators, tags, and document parsing to ensure accuracy and relevance of the intelligence delivered.
User Training and Support: Teams receive onboarding and periodic training, leveraging support resources for workflow optimization and best practices.
Citylitics can be customized to fit specific business needs—offering tailored intelligence, dashboards, feeds, and integrations according to organizational goals, target markets, desired regions, and workflow requirements.
Customizable Dashboards: Citylitics dashboards can be filtered and visualized according to regions, sectors (such as water, transportation, broadband), project types, and spend analytics needed by each client.
Personalized Intelligence Feeds: Feeds are tailored to surface only those early-stage opportunities, compliance violations, or funding signals relevant to the user’s stated project interests or market coverage.
Role-Based Solutions: The platform adapts intelligence delivery for multiple roles—business development, sales, marketing, executive management, and financial decision makers—all benefiting from relevant data according to their needs.
Direct CRM and Workflow Integrations: Citylitics supports integration with leading CRMs (Salesforce, HubSpot, Pipedrive, SAP, Google Sheets, Deltek Ajera, Infor LN), ensuring users can sync insights and project leads with internal sales tracking systems.
Target Market and Region Selection: Clients can specify which geographic areas or public agencies to monitor, and the subscription/pricing model adjusts based on selected markets and feed configurations.
Custom Data Collections and Analytics: The system’s advanced AI (leveraging Vertex AI and BigQuery) allows custom signal detection, document parsing, and recommendation engine tweaks to meet unique client projects or reporting requirements.
Niche Dashboard Add-ons: Specialized dashboards for Capital Projects, Environmental Monitoring, State Revolving Funds, and Municipal Broadband provide unique filters and analytics for targeted business development and compliance tracking.
Tailored Outreach Strategies: AI-driven personalization empowers users to optimize outreach and align sales messaging to target prospects based on their priorities and readiness.
Citylitics offers training and support for new users to ensure effective onboarding, high ROI, and ongoing success with its sales intelligence platform.
Kickoff Workshops and Guided Onboarding: New clients participate in kickoff workshops, data requirements review, and project configuration meetings to align tools and expectations with specific business needs.
Platform Walkthroughs and Demos: Step-by-step platform demos are provided, covering dashboard navigation, feed personalization, and targeted workflow setup.
Role-Based Training Sessions: Training is tailored to the functional roles of users (business development, sales, marketing, finance, executive), ensuring each receives instruction relevant to their responsibilities.
Webinars and Live Q&A: Citylitics regularly hosts webinars on topics such as predictive sales intelligence, early-stage prospecting, and strategic outreach, with opportunities for new users to interact with platform experts.
Dedicated Customer Success Managers: Each account is assigned a customer success manager who provides best practices, workflow optimization, and ongoing strategic guidance.
Helpdesk and Direct Support Channels: Users have access to support by phone, online ticketing, and email for troubleshooting, integration assistance, and enhancement requests.
Collaboration and Feedback Loops: Citylitics incorporates user feedback to refine data feeds and intelligence delivery, adjusting search criteria and dashboard configurations as needed.
Citylitics implements technical and organizational security measures designed to safeguard client and personal data throughout its intelligence platform and service delivery.
Technical Safeguards: Citylitics uses secure protocols for data transmission, encrypted storage for sensitive information, and robust firewalls to prevent unauthorized access.
Access Control: Data access is restricted based on user role and business context, following the principle of least privilege.
Data Governance: Strong data governance frameworks ensure data accuracy, integrity, and traceability—supported by designated data quality and privacy personnel.
Compliance Alignment: Citylitics aligns its privacy and data handling practices to meet applicable data protection regulations, including privacy laws relevant to geographic location of clients.
Confidentiality Protection: Both client and platform data are kept confidential, utilizing reasonable care and organizational procedures to minimize risk of breach, loss, or unauthorized disclosure.
Cookie and Tracking Safeguards: The platform leverages cookie notices and opt-in procedures for analytics and usage tracking, transparently communicating data collection practices.
Citylitics releases updates and new features on a frequent and ongoing basis, with changes managed through dedicated product, engineering, and data teams, often aligned to client feedback, regulatory requirements, and infrastructure market shifts.
Updates occur regularly—typically monthly or quarterly for feature releases and dashboard enhancements, with small improvements and bug fixes delivered more often as needed.
Platform dashboards, intelligence feeds, and backend analytics are updated to reflect new infrastructure trends, compliance changes, and user-requested features.
Dedicated teams (engineering, product, data operations) oversee release schedules, QA, and feature rollouts to ensure new tools and functionality are robust and relevant to customer workflows.
User feedback, market trends, and regulatory developments directly influence the prioritization and cadence of new releases.
Citylitics’ policy clearly states that clients retain ownership of all their business and technical data (“Client Information”) provided during service use, and Citylitics is granted only a non-exclusive license to use such data strictly for service delivery purposes. Citylitics also commits to keeping client data confidential and to processing it in accordance with applicable data protection laws and contractual agreements.
All information supplied by the client, or their affiliates, remains the property of the client (“Client retains ownership in all Client Information”).
Clients grant Citylitics a non-exclusive license to use the data solely to the extent necessary for delivering subscribed services.
Citylitics retains ownership of all intellectual property created during delivery, but clients receive a non-exclusive, fully paid-up license to use deliverables.
Client data is treated as confidential, with Citylitics prohibited from disclosing it to third parties except as necessary for agreed service delivery or as required by law.
Data marked as confidential must be protected using at least reasonable care, and returned upon client demand.
Clients can request review, updates, or deletion of their account data at any time by contacting Citylitics, subject to retention requirements imposed by law or fraud prevention.
Citylitics commits to responding to data access, portability, correction, and deletion requests in line with worldwide privacy regulations (GDPR, US state laws, etc.).
Citylitics allows scalability by supporting contract changes, affiliate cooperation, pricing adjustments, and assignment provisions as organizational needs evolve.
Clients may add services, dashboard modules, or additional affiliate users through written agreement updates during any subscription term.
Citylitics may update the subscription format, features, and integrations as needed; client organizations can request integration or cooperation with affiliates or contractors working directly on Citylitics projects.
Fee increases for expanded usage or new modules are capped at 10% versus prior year unless Citylitics issues written notice 90 days in advance for larger changes.
Clients can opt out of automatic renewal by providing written notice at least 60 days before the renewal term if scaling down usage or discontinuing the service.
Partial service reductions or configuration changes may require negotiation and documented agreement adjustments during the current term.
Citylitics may transfer the agreement, including all obligations and rights, to successors and assigns in cases such as company sale; client would receive written notice.
Citylitics contract renewal and cancellation terms offer automatic renewal, set notice periods, and define clear provisions for breach, refunds, and payment responsibilities.
The agreement automatically renews for successive 12-month terms unless written notice of non-renewal is provided at least 60 days before expiration of the initial or renewal term.
Payment for the renewal term is due on the first day of the renewal period.
Either party can terminate the agreement in case of breach, provided the breach is not remedied within 30 days of notification.
Contract cancellation does not trigger refund of already paid fees except as specified in certain agreement sections (e.g., Section 3.3).
If client fees are overdue, Citylitics may suspend service access until payment is complete.
On termination, specific sections (confidentiality, intellectual property, liability disclaimers, general provisions) continue to remain in effect.
Citylitics may change fees by up to 10 percent versus prior pricing, or with 90 days written notice if larger changes are planned.
Citylitics software is designed to comply with multiple legal and industry standards, focusing on privacy, data protection, and regulatory transparency in public infrastructure intelligence.
Privacy Regulations: Citylitics aligns data processing and platform operations with major privacy laws such as GDPR (General Data Protection Regulation) for European users, and incorporates methods to maintain compliance with other local, state, and federal data laws governing its clients in the US and Canada.
Security and Data Best Practices: The company follows data security, privacy, and governance standards—including best practices in data handling, access control, and quality assurance—consistent with accepted industry norms for SaaS and cloud platforms.
Compliance Database Monitoring: Citylitics aggregates and delivers signals from regulatory compliance sources (e.g., EPA, state environmental authorities, public sector data feeds), supporting customers’ needs for up-to-date compliance data as well as maintaining its own channel transparency.
Contractual and Legal Compliance: Platform terms require Citylitics to process client data in accord with lawful, fair, and transparent procedures, maintaining records to facilitate audits and regulatory requests.
