Organization Type: National or state-level association
Platform Chosen: Any leading legislative tracking software

Situation:
You’ve selected and signed a contract with a bill tracking platform. A professional services rep is assigned to support you—but they’re waiting for direction. Your team isn’t sure what to ask for, how to prioritize requests, or how the platform’s structure should align with your advocacy goals.

Challenges:

• No clear list of policy priorities to drive tagging and search configuration
• Uncertainty around which features matter most and what the platform can actually deliver
• No internal consensus on what should be tracked, how updates should be shared, or who owns what
• The professional services rep is ready to help—but needs a detailed scope of work your team hasn’t defined
• You risk spending months in a feedback loop—without ever reaching full functionality

How Policy Signal Would Help:

• Lead a structured kickoff to define your tracking goals, priority issues, committees, and bill types
• Translate those goals into a vendor-facing configuration plan: saved searches, tagging taxonomy, roles, and workflow templates
• Serve as a liaison to your vendor’s services team, ensuring setup is technically accurate and aligned with your advocacy needs
• Build a scalable foundation for alerts, member updates, internal dashboards, and strategic reporting

📈 End result: You get a fully configured platform that reflects your real-world priorities—ready to deliver immediate strategic value with less guesswork, faster.

Organization Type: Regional nonprofit or coalition
Platform: Existing license with a major legislative tracking vendor

Situation:
You’ve had a tracking tool in place for years—but it’s underutilized, overwhelming, or both. Alerts go unread. The internal team lacks direction. And while your platform's professional services staff is available to help, they can’t improve what they don’t know you need.

Challenges:

• Getting too many alerts—but still missing the ones that matter
• Platform isn’t aligned to your advocacy goals or workflows
• No clear owner for managing the tool or defining what should be tracked
• Your professional services rep is helpful—but needs a defined game plan
• Leadership is questioning the value of the subscription

How Policy Signal Would Help:

• Perform a configuration audit to review current tags, alerts, dashboards, and workflows
• Define what success looks like, and work directly with your professional services team to reconfigure the platform accordingly
• Recommend a suite of standard deliverables—from weekly priority summaries to board-level dashboards
• Provide light training or guidance to rebuild team confidence and ensure long-term sustainability

🤝 End result: You get a fully re-aligned tracking tool with better alerts, clearer structure, and reporting outputs that actually support your mission—without overburdening your internal staff.