“The culture of Management Excellence is part of the daily routine of Pinhais City Hall’s Finance Department, which continuously improves the planning and execution of Annual Management Improvement Plans. Our focus is on seeking and maintaining increasingly higher levels of quality in Public Management. SoftExpert Excellence Suite plays a fundamental role in this process, offering the necessary tools to promote continuous improvement.”
Francisco Xavier de Oliveira - Municipal Secretary of Finance at Pinhais City Hall
More Connected and Efficient Public Management
With the integration of SoftExpert Suite modules, the Secretariat optimized processes, eliminated parallel controls, and began real-time monitoring of its activities, elevating the level of control and agility in decisions
Strengthened Strategic Planning
Technology provided structure for the planning and execution of Annual Management Improvement Plans, with well-defined standards and greater alignment among organizational units
Excellence Culture Incorporated into Daily Operations
More than implementing a solution, SEFIN transformed its way of working: today, management excellence is a value practiced daily by the entire team
Prefeitura de Pinhais
The Secretaria Municipal de Finanças da Prefeitura de Pinhais (SEFIN) is the Executive Branch body responsible for planning, executing, and evaluating the municipality’s financial, accounting, and tax policies. Its main attributions include the management of public revenues, tax collection, and control of municipal finances. SEFIN manages public funds — from their entry to their transfer to other secretariats, which transform these resources into actions and projects aimed at the population’s needs. The Secretariat is also responsible for preparing the City Hall’s planning instruments (PPA, LDO, and LOA) and rendering accounts to society and to internal and external control bodies regarding the execution of government actions.
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Excellence in practice: how Pinhais City Hall professionalized its management with SoftExpert
When it comes to public administration, transparency, efficiency, and planning are more than just words: they are commitments to the population. It was with this spirit that the Municipal Secretariat of Finance of Pinhais City Hall (SEFIN) decided to transform its way of working.
Responsible for planning, executing, and evaluating financial, accounting, and tax policies, SEFIN plays an essential role: ensuring that public resources are well-managed and converted into real benefits for the population. But how to organize so many responsibilities into a modern, agile, and efficient model?
🧩 The challenge: structuring management towards excellence
With adherence to the Public Management Excellence Model (MEGP) and the launch of the strategic planning implementation project, the Secretariat recognized the need for a robust technological solution. More than spreadsheets and manual controls were required: the goal was to integrate processes, measure performance, and expand the strategic vision with security and control.
That’s when SoftExpert came in.
💡 The solution: technology to sustain evolution
The journey began with the adoption of the first SoftExpert modules aimed at Project Management, Process Mapping, Indicators, and Workflow, bringing more control and visibility to the Secretariat’s activities. With the maturation of the strategy and a growing focus on managerial excellence, SEFIN expanded the scope of the solution and began using SoftExpert Suite in an integrated manner, adopting all platform features to support the consolidation of a more efficient, standardized, and results-oriented public management.
The strategic decision allowed for the expansion of the platform’s use to all organizational units, ensuring that at least one multiplier in each sector could directly participate in process mapping — one of the pillars of the management improvement plan.
🚀 The gains: standardization, control, and a culture of excellence
“It is possible to be excellent without ceasing to be public.” This phrase, extracted from the Reference Document of the National Public Management and Debureaucratization Program (GESPÚBLICA), well summarizes the role that SoftExpert Suite has played in supporting Pinhais City Hall’s Finance Department in fulfilling its mission: “To promote resource management, aiming for excellence in public service in the Municipality of Pinhais.”
According to Lincoln Américo, Planning, Strategic Management, and Quality Manager at the City Hall, the requirements of the Public Management Excellence Model (MEGP), promoted by the Ministry of Planning, Budget, and Management, have been successfully applied to improve SEFIN’s practices, through GEPEQ and with the support of the SoftExpert suite.
He adds: “For this, SoftExpert Performance, Action Plan, Project, and Process modules were used, always with the objective of making the execution of the Management Improvement Plans, developed annually from Self-Assessment Workshops, effective.”
The implementation brought concrete advancements:
Platform with centralized data in a single environment;
Intelligent integration among modules, promoting more connected management;
Flexibility for customizations that address the peculiarities of public administration;
Enhanced security and total control over information access;
End of parallel controls and dispersed spreadsheets;
Real-time activity monitoring, with greater agility in decision-making;
Integrated communication among all areas, strengthening network performance.
More than technology, what was consolidated was a new management culture. The planning and execution of Annual Management Improvement Plans were enhanced, following standards defined in a Process Management Manual.
“The culture of Management Excellence is now part of the Secretariat’s daily routine. SoftExpert Suite plays an essential role, as it possesses the necessary tools to enable us to work for the continuous improvement of Public Management.” — Francisco Xavier de Oliveira, Municipal Secretary of Finance.
📈 Next steps: management as a continuous commitment
The expectation for the coming years is to continue advancing. With SoftExpert Suite, the Secretariat strengthens its commitment to the Annual Action Plan and the Management Contract, structuring its plans and goals ever more solidly.
