Processes
Subsidy processing with conditional logic
A form with conditional questions, automatic calculation of the grant amount and follow-up of every case until it is closed, so none is ever forgotten.
Tools
- Bitrix24
- Conditional-logic forms
- QR code
- Rules engine
Illustrated with fictitious data. Real project. Screenshots and examples use fictitious data: no client data or business figures are shown.
Situation
Regional employment subsidies were handled manually: interpreting the scheme criteria case by case, calculating the amount by hand, and coordinating consultants, billing and management by email. There was a risk of calculation errors and of cases falling through the cracks.
Solution
A QR-accessible web form with conditional logic: each question appears depending on the previous answers (contract type, eligible group, degree of adaptation and percentage). It is connected to a CRM process that moves through its stages on its own. It includes a rules engine that calculates the exact grant amount against every criterion of the scheme, automatic calculation of the contract end date, and scheduled reminders that escalate to the consultant, then the team lead, then management if the case is not closed. Billing and the account manager are notified automatically with the data they need, and closing a case as won or lost updates the records and notifies the changes.
Result
Consistent calculations with no human error, no case left without follow-up, and a complete record of the subsidies obtained, feeding into the management dashboard.
How it works
QR access
The form opens by scanning a QR code, on a phone or a computer.
Conditional form
Each answer decides the next question: contract type, eligible group, degree of adaptation and percentage.
Rules engine
Exact grant amount according to the scheme criteria, plus the contract end date.
Automatic notifications
Billing and the account manager receive the data they need.
Decision point
Case closed on time?
No
Escalating reminder: consultant, then team lead, then management.
Yes
Closed as won or lost; records are updated.
Recorded in the dashboard
Every subsidy is visible to management.
Demo
Recreates the system's logic with rules inspired by a public hiring incentive programme. All figures are fictitious.
Each answer decides the next question, and the calculation updates instantly.
Fictitious rules and figures0 of 1 questions answered
Estimated incentive
Fictitious amount—
Answer the questions to see the calculation.
Case follow-up
This is how the system alerted people when a case was not closed. Move the slider to simulate the days passing.
- Day 0 · Alert to billing and the account manager, with the case data
- Day 7 · Reminder to the consultant
- Day 14 · Escalation to the department lead
- Day 21 · Escalation to management
Inspired by the structure of the Galician Government’s public hiring incentive programme (TR342C). Amounts, percentages and deadlines are made up: do not use it for real calculations.