The Sorbtree platform

Build the operating model around the work.

Configure data, process, responsibility and insight as one governed system.

Book a conversationExplore the use cases
Sorbtree AI implementation plan for a grant service operating model
Configurable by designModel · route · automate · understand

Versioned configuration

Server-side rules

Connected event history

Human-controlled AI

Five connected chapters

From structure to insight.

Each capability strengthens the next. Nothing important has to leave the operating model.

Sorbtree Record Type Designer showing the configured Grant Application model
ModelConfigured record types, forms and relationships
01 · Model

Represent the information the work needs.

Record Types, forms and relationships create the shared foundation. Rules keep it valid.

  • Structured forms
  • Relationships
  • Formulas
  • Validation
Sorbtree lifecycle designer showing the six-state Grant Application Review journey
RouteA six-state journey for controlled application review
02 · Route

Define how work may move.

Lifecycles control valid transitions. Assignments and workloads put each step in the right hands.

  • States and guards
  • My Work
  • Group routing
  • Service levels
Sorbtree workflow designer showing a branched grant application review workflow
OrchestrateA branched workflow coordinates application review
03 · Orchestrate

Automate the repeatable. Coordinate the long-running.

Events connect immediate actions with workflows that wait, branch and resume over time.

  • Automations
  • Workflows
  • Domain events
  • Retained runs
Sorbtree Funding and Outcomes dashboard showing program, region, lifecycle and outcome reports
UnderstandDashboards connect funding, regions, lifecycles and outcomes
04 · Understand

Turn activity into operational visibility.

Reports and dashboards surface workload, performance and outcomes in the same system where work happens.

  • Controlled reporting
  • Dashboards
  • Role-based navigation
Sorbtree AI review screen showing selected changes and before-and-after field values awaiting approval
Change safelyReview proposed changes before approval
05 · Change safely

Describe the change. Review the plan.

Sorbtree AI prepares structured changes inside real permissions, configuration and platform limits. You approve what happens.

  • Structured proposals
  • Dependency checks
  • Human approval
  • Versioned history

Governance throughout

Control is part of the model.

Access

Permissions and Groups determine who may see or act.

Process

Validations, states and transitions enforce the operating boundary.

Change

Versioned configuration preserves historical context.

Trace

Correlation and causation keep the chain of activity intact.

Shape the platform around the work

Build the process your organization needs.

Create free accountBook a conversation