Project Intake

Automate project intake for compliance and efficiency

 

project intake process workflow


Project intake for PMO (project management offices) or project managers can become a bottleneck as demands exceed project resources. The issue is compounded when the intake process itself is poorly managed or using manual methods like email.

Instead, give project requesters a consistent, user-friendly interface to submit projects and track the approval process. At the same time, give PMO's or project managers a way to receive consistent, compliant project request information that's clear and actionable.

  • Build dynamic project intake forms to capture only the relevant, project-specific data needed.
  • Pre-fill known information to reduce form friction and provide a better user experience.
  • Route project requests based on user, department, project type or any other information captured in project intake forms.
  • Trigger alerts, including emails or text messages to inform approvers or other stakeholders to take action.
  • Integrate the project intake workflow with your project management tool of choice to kick off the project with all critical information.
  • Include change control workflow for existing projects that follow their own unique workflow.

Automating Project Intake with Integrify

Integrify's workflow management system gives you the tools you need to build a custom project intake process:

  • A drag and drop form designer with advanced tools like show/hide logic, pre-fills, and reusable form snippets.
  • A robust, drag and drop workflow builder that allows you to route requests, trigger alerts and escalations, include child processes and more.
  • A branded self-service portal where users can submit and track all their project requests.
  • Reporting and dashboards that help you identify bottlenecks, measure volume, and track against service level agreements.
  • Integration with project management tools, databases, and other enterprise applications.

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 construction of a new building. Integrify clients have built project request processes across all industries an departments.

 

See Integrify in Action!

No matter the platform, Integrify's workflow software can help improve and streamline your business workflow.

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