Case Study
Transforming Property Tax Appeals with AI-Driven Intelligence
Discover how we modernized county property tax appeals using Arist Appeals AI — automating classification, extraction, forecasting, and reporting for a client
The Challenge
County governments managing property-tax appeals faced slow, manual, and siloed processes: large volumes of mixed structured and unstructured records (PDFs, scans, SQL data), inconsistent data quality, and limited visibility into appeal trends. These constraints produced long case cycle times, high administrative overhead, and difficulty detecting patterns or systemic issues. Our client needed a scalable, multi-tenant solution that could securely ingest on-prem and cloud sources, normalize and classify diverse documents, extract key values reliably, and deliver predictive insights and real-time dashboards — all while preserving strict data isolation for each county tenant and meeting compliance and performance requirements.
The Solution
Techment designed and implemented a cloud-native, SaaS-ready Appeals Portal that seamlessly integrates citizen engagement, operational workflows, AI-driven intelligence, and governance into a unified, secure platform. The citizen interface enables property owners to file informal and formal appeals through guided workflows, track real-time status, access property comparables, and communicate directly with assessors, all while ensuring secure authentication and ADA-compliant accessibility. On the operational side, the staff portal empowers assessors with live KPI dashboards, AI-assisted summaries, smart appeal prioritization, and bulk processing capabilities to improve efficiency and decision-making. A dynamic rules engine automates assignment, prioritization, and resolution workflows. The platform also offers robust governance through role-based access control, configurable appeal types, audit trails, and multi-tenant SaaS support, allowing counties to customize workflows, branding, and business rules while ensuring transparency, scalability, and operational consistency.
Results
We delivered measurable operational improvements within the pilot counties:
- Case processing time reduced significantly through automated classification and extraction.
- Faster, data-driven decision making via Power BI dashboards and predictive forecasts.
- Easier tenant management and transparent cost attribution with workspace-level metrics.
- Improved data quality and auditability using Medallion layering and governance.
Reduced manual review workload.
Predictive insight into appeal volumes and categories.
Streamlined ingestion of mixed data sources.
Stronger security posture and tenant isolation.
Customer Satisfaction: significantly
Scalability: Instant
Visual Metrics (Impact at a Glance)
Processing time
Significant reduction in manual document processing (automation).
Accuracy
Noticeable improvement in key-value extraction and classification precision.
Throughput
Boost in appeals processed per day.
Time to insight
Dashboards refresh daily with near real-time predictions.
Cost transparency
Per-tenant CU tracking enabling billed usage visibility.
How We Did It?
Techment architected the Appeals Portal as a cloud-native, multi-tenant SaaS platform on Microsoft Azure, ensuring scalability, security, and county-specific configurability from the outset. The solution features seamlessly integrated Citizen and Staff portals, enabling structured appeal workflows supported by dynamic business rules and governance controls. Serverless Azure Functions drive workflow automation, while Cosmos DB and Blob Storage ensure secure, high-volume data and document management. Real-time dashboards, bulk action capabilities, and AI-assisted summaries enhance operational efficiency and decision consistency. Robust authentication is enforced through OAuth and SSO mechanisms, ensuring secure and compliant access. The platform is built with ADA-compliant design standards to support accessibility for all users. Additionally, Azure Monitor and Application Insights provide end-to-end observability, enabling continuous performance tracking and optimization, particularly during peak appeal periods.
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