Request Intake

Request intake can be dramatically improved with workflow automation software

 

request intake system illustrated

A Better Way to Handle Requests

Request intake software provides your employees, vendors, and customers with a convenient, robust self-service request portal.

Users can complete request forms, track progress, and receive alerts/reminders via email or directly on their device.

Once requests are received, 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.

request intake portal

Request Intake Description/Summary

In the diagram above, you can see how the system collects, tracks, and routes individual requests to the proper staff for processing.

  • Internal and external users have access to an intake portal where they can submit service requests, track the status of their requests. They can also take any necessary follow-up actions and provide feedback to staff handling their requests.
  • Portal administrators create request-specific forms that collect all required information to ensure that the system delivers request information in the proper format.
  • Administrators also create business rules that route submitted forms as needed.
  • Processes can be simple, single-threaded flows that go from A to B to C or complex, multi-threaded flows that branch off based on logic built-in to the workflow.

Additional Features

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.


Interested in Improving Your Request Intake?

We have a variety of resources to help you on your journey to an automated intake workflow.

Automate Any Intake Process

To see how quickly you can begin automating your intake processes, request a demonstration or trial of Integrify.

 


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