Project Intake
Automate project intake for compliance and efficiency
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.
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No matter the platform, Integrify's workflow software can help improve and streamline your business workflow.
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