Change Request Form: Project Management
Automate project change requests for compliance and efficiency
Instead of using outdated downloadable forms, give project change requesters a consistent, user-friendly interface and dynamic project change request forms and track the whole intake process. At the same time, give PMOs or project managers a way to receive consistent, standardized change request information that's clear and actionable. Pair this with an effective project approval system to improve both speed and compliance.
A change request starts with a change request form that allows for a variety of field types including dropdowns, search lookups, attachments, dates, line items, and more. There should also be prefilled for known information about the user like department, location, manager, etc. This reduces form friction and makes for a much better user experience. In addition, forms should contain logic to show/hide elements and sections based on the data provided by the user.
In this example, we show both the change request and the departmental approval form.
Once a request form is submitted the process workflow engine takes over and routes the request based on a number of potential factors, including:
The options vary depending on the specific use case. Business rules dictate how the request flows through the PMO. Rules can be simple, for instance, "If the request is for an application, route to IT Administrator" or complex, "If the request is chargeable, route to finance, then, if approved, route to manager based on the chargeable amount, then route to department head indicated...." and on on and on.
At all points in the workflow, alerts and reminders are automatically sent to ensure follow-up and requesters can see the status of their requests.
While being able to see the status of a request in real-time is great for users, managers and executives will need to see performance and KPI reports that show turnaround times and overall efficiency. In this way, change request management can be consistently improved.
In addition, performance dashboards with at-a-glance charts provide daily indicators that can be shared with team members and project stakeholders to show if SLAs are being met.
Integrify's workflow management system gives you the tools you need to build a custom project intake process:
Because Integrify is a platform rather than a point solution, you can use it for ANY kind of project request whether the project is for new software or the construction of a new building. Integrify clients who have built project request processes across all industries and departments.
Integrify can also manage any other request intake your department or organization needs since all elements are customizable from the intake portal to the forms and routing.
To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.
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