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Intake Manager

Standardize work intake across a variety of channels, paths and personas

Intake Manager

Intergroup handoffs and coordination is a critical step for a successful execution but more often than not it ends up becoming a bottleneck leading to rework and client dissatisfaction. Information gaps in work intake lead to scope creep, rework and poor quality. Manual processes and communication barriers cause delays, miscommunications and errors, impacting customer experience and revenue realization.
Intake Manager standardizes the process at an enterprise level and acts as a single entry for new clients and work into the organization. It acts as a bridge between business stakeholders and ensures all groups are onboard with the proposed work before moving forward. This helps weed out any potential problems early on and set the work execution up for success.

Auto Task Assignment

Retrieves and auto populates master information to reduce manual errors. It automatically assigns tasks based on the identified critical path to reduce downstream errors

Workflow Enabled

Auto initiates approver workflows based on the product or service selected thereby improving visibility and trackability of the intake process at the project level.

Automated Task Orchestration

Standardizes clear roles, responsibilities and communication for all stakeholders and team members.

Dependency Management

Streamlines the management of dependencies on different systems, applications and processes
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Ready to streamline Project intakes?

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