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.


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

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