Request intake can be dramatically improved with workflow automation software
Users can complete user-friendly request forms, track request progress, and receive alerts/reminders via email or directly on their device as statuses change.
Once requests are received by the appropriate team members, they are routed based on business rules you set, and all activity related to every request is tracked for complete visibility.
Best of all, request intake software is entirely customizable to your needs, no matter your use case.
In the diagram above, you can see how the system collects, tracks, and routes individual requests to the proper staff for processing.
Request intake systems provide tools for developing workflows that follow preset business rules and ensure that requests are assigned to the best person to handle them. You can base assignments on a role, management level, department, or any other attribute.
Alerts can be configured to indicate that a new request has been submitted.
Also, reminders can be set at preset intervals that ensure that assigned staff handle requests promptly.
Escalations and task delegations ensure that backups are in place in case of inaction or staff vacations.
The requester can track the progress of the request and see who is currently working on it.
We have a variety of resources to help you on your journey to an automated intake workflow.
To see how quickly you can begin automating your intake processes, request a demonstration or trial of Integrify.
Copyright © 2022 Integrify All rights reserved.