Project Request Management
Managing and Tracking Project Requests Has Never Been Easier
Project request management is a system for applying consistent, value-based approval criteria and automated routing for project requests that impact an organization financially and strategically.
Managing project requests with email, spreadsheets (even the latest online spreadsheet software), or software that's ill-equipped to handle project approvals, scoring, and routing is inefficient and risky. Requests for projects can be improperly approved, fail to provide critical details, become lost, etc.
Automating the request process with workflow automation software has many benefits:
One key communication is how users will know if it's appropriate to submit something as a potential project. How does your organization define a project?
When a project is requested, what is the review and approval process? Here are some items to consider before drawing out the process (if necessary) using a process or flowchart illustration tool:
You want to get as much information about the project upfront as possible in the project request form without overburdening the requester with unnecessary questions. Here are some examples of project details to gather at the outset:
When approvers are reviewing potential projects they need a methodology for making a decision. This will obviously be unique to the type of project and the organization but, generally, the methodology or formula should factor in the return on investment, payback period, strategic importance, competitive advantage, etc.
The accepted methodology should be part of the request process where either the requester or someone up the chain is assessing the project for these components, usually numerically. Often each component is assigned a rating and then the rating is totaled. Additionally, return and budget numbers are included as part of the analysis.
Approvers can now evaluate the request intelligently and either move the project forward, return the request for additional or corrected information, or simply reject it.
The project request portal is where users go to submit project requests and track existing requests. Managers also use the portal to manage their approval tasks and collaborate with users and other managers regarding specific projects. The portal also houses analytics information to check the performance of the approval process and identify bottlenecks, track against SLAs, look for trends, and see aggregate data on all projects.
We have a variety of resources to help you on your journey to an automated workflow.
To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.
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