Project Intake

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 and smart project request forms to make project requests and track the whole process. At the same time, give PMOs or project managers a way to receive consistent, compliant project request information that's clear and actionable and an effective project approval system to reduce risk and improve efficiency.

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

project intake and setup process 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 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.