Automation stops at human judgment
Automated flows often lose visibility when a review, exception, approval, or decision must be handled by a person.
Service delivery, connected end to end
Automate workflows.
Elevate human judgment.
Sorbtree coordinates governed records, reusable automations, human reviews, decisions, and follow-up in one operating model. Workload management keeps every human step visible, assigned, prioritized, and moving.
- One source of truth for the record, process, work, and evidence
- Keep complex service work moving from intake to outcome.
- Queues, ownership, priority, capacity, and service-level visibility
One operational view
Connect the record, workflow, automation activity, human work, decisions, and outcome.
Built in Canada
Canadian owned
Governance by design
Cloud, single-tenant, or on-premises
Why Sorbtree
Complex work breaks when the record, process, and people are separated.
Many organizations are forced to assemble service delivery from forms, inboxes, spreadsheets, workflow tools, CRM customizations, and reporting layers. The result is difficult to operate, change, and govern.
Human work disappears into tools
Tasks, ownership, priorities, aging, and capacity become fragmented across email, spreadsheets, and team-specific queues.
The evidence becomes disconnected
Records, documents, decisions, workflow history, and reporting no longer tell one complete and defensible story.
Every change becomes a project
Policy and operational changes create long development cycles, duplicated configurations, and mounting customization debt.
One connected operating model
Sorbtree keeps the record, process, work, decision, and evidence together.
Teams can automate repeatable work, route consequential steps to people, manage demand and capacity, and preserve a traceable history from intake through outcome.
Human + automation orchestration
Automate the repeatable. Route the consequential.
A Sorbtree workflow can perform system actions, pause for human review, route work by role or condition, capture a decision, and continue automatically. Every step remains connected to the governed record.
Application review
Live workflow
A new application has been submitted.
Stage
Performed by
Status
Validate intake
Automation
Complete
Review eligibility
Human task
Assigned
Issue outcome
Automation
Waiting
Workload management
Place review work in the right queue
Assign by role, capacity, priority, or ownership
Surface delays before service levels are missed
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Capture
Create a governed record with structured data, files, relationships, ownership, and history.
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Validate
Apply rules, identify missing information, enrich the record, and determine the next step.
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Automate
Run reusable actions for updates, notifications, documents, integrations, and other repeatable work.
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Route
Create the right human task when complexity, risk, policy, or judgment requires a person.
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Decide
Give workers the context, instructions, controls, and evidence needed to act consistently.
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Measure
Track workload, delays, throughput, decisions, service levels, and outcomes using live operational data.
Where Sorbtree fits
Built for processes that cannot be reduced to a form and a status field.
Sorbtree supports high-change, high-accountability work where records must move through rules, automations, reviews, decisions, and coordinated follow-up.
Applications and eligibility
Coordinate intake, validation, evidence collection, review, approval, and outcome communication.
Complaints and investigations
Manage triage, assignment, evidence, findings, decisions, remediation, and closure.
Licensing and permitting
Apply policy, route specialist reviews, manage conditions, issue decisions, and track renewals.
Grants and program delivery
Support applications, assessment, funding decisions, agreements, monitoring, and reporting.
Compliance and remediation
Track obligations, exceptions, reviews, corrective actions, approvals, and supporting evidence.
Client and constituent services
Coordinate complex requests across teams while preserving context, ownership, and service history.
Professional service delivery
Organize structured engagements, reviews, deliverables, approvals, risks, and client outcomes.
Internal operational services
Replace fragmented request processes with governed routing, workload management, and accountability.
The Sorbtree platform
Everything needed to run record-centred operations in one model.
Replace fragmented forms, task lists, automation tools, spreadsheets, and reporting layers with a platform where the record, the process, the work, and the evidence remain connected.
Records
Capture, relate, govern, and trace the information, documents, people, and activity each process depends on.
Workflows
Orchestrate end-to-end processes across automated steps, human tasks, decisions, conditions, and systems.
Automations
Build reusable actions once, then invoke them from workflows, events, schedules, approvals, or business rules.
Workloads
Organize human work into queues and manage assignment, ownership, priority, capacity, and recovery.
Lifecycles
Define valid record states, transitions, permissions, service levels, closure, and retention requirements.
Rules and access
Apply validations, conditional behaviour, approvals, and role-based authorization where the work occurs.
Reports
Turn live operational data into oversight for service levels, decisions, compliance, demand, and outcomes.
Dashboards
Bring metrics, reports, queues, risks, and priorities together in role-specific operational views.
Operational outcomes
Improve the flow of work without losing control of it.
Sorbtree helps organizations strengthen service delivery while preserving the accountability, evidence, and governance that complex operations require.
Fewer missed handoffs
Keep automated and human steps connected in one end-to-end process.
Earlier intervention
See aging, workload pressure, and service-level risk before records stall.
More consistent decisions
Give reviewers the same rules, evidence, context, and controlled actions.
Clearer accountability
Know which person, team, workflow, or automation performed every step.
Faster operational change
Adapt governed configuration without rebuilding the platform around every requirement.
Audit-ready histories
Preserve records, work, decisions, automation activity, and configuration history together.
Governed AI
AI inside the operating model, not outside the controls.
Sorbtree AI can assist with operational work while respecting the records, permissions, validations, workflows, and approval points already governing the process.
People remain in control.
Consequential actions can be reviewed, approved, traced, and limited by role.
Extract and validate
Turn submissions and documents into structured information and identify what is missing.
Summarize and explain
Condense long record histories and explain status, delays, decisions, and supporting evidence.
Assist the worker
Recommend next steps, draft communications, and surface relevant context for review.
Propose improvements
Describe a needed rule, field, workflow, report, or configuration change for governed review.
Designed for delivery
Implement a real process now. Build a reusable operating model for what comes next.
Sorbtree supports structured implementation, phased delivery, integration, and long-term change without forcing every program to become a separate platform.
Start with a working process
Model the records, rules, workflows, automations, workloads, decisions, and reporting required for a priority service.
Deliver in controlled phases
Introduce capabilities incrementally while preserving one coherent data, process, access, and governance model.
Connect the existing ecosystem
Use integrations and reusable automation actions to exchange data, trigger services, and coordinate surrounding systems.
Extend proven patterns
Reuse approved models across programs, regions, and service lines while allowing controlled operational variation.
Deployment flexibility
Fit the platform to the organization's operating and sovereignty requirements.
- Canadian cloud residency
- Single-tenant environments
- On-premises deployment
- Role-based administration
- Versioned configuration
- Controlled release and rollback
Governed flexibility
Adapt without creating customization debt.
Every organization in Sorbtree has a Tree. Its Trunk contains the governed operating model, while Operational Branches let programs, regions, service lines, teams, and individuals adapt only the parts they are authorized to change.
- Inherit approved records, process, access, and reporting
- Store controlled differences instead of duplicating the platform
- Protect security, permissions, retention, and mandatory validation
- Review, compare, approve, publish, and reverse important changes
Organization Trunk
Governed operating model
The approved foundation for records, process, people, and reporting.
Add approved steps, forms, rules, and reporting.
Reflect policy, routing, language, and service needs.
Arrange approved views, queues, and tools around the work.
Protected at the Trunk: locked controls continue to apply across every Branch.
Trust
Designed for environments where process and accountability matter.
Sorbtree keeps operational work explainable and controlled across records, users, workflows, automation, configuration, reporting, and deployment.
Governance by design
Permissions, validations, approvals, lifecycle controls, and protected configuration are part of the platform model.
End-to-end traceability
Keep the record, work, decisions, automation activity, changes, and history connected from intake to outcome.
Canadian sovereignty
Canadian made, Canadian hosted, and Canadian owned for organizations with sovereignty and residency priorities.
Flexible deployment
Support Canadian cloud residency, single-tenant environments, or on-premises requirements.
A more useful first conversation
Bring one real process. See how Sorbtree would run it.
Walk through a record from intake to automation, human review, workload assignment, decision, and outcome.