Technology project intake.
From brief to next step.
Turn incoming technology requests into structured project briefs. Collect the business context, expected outcomes, technical constraints, and reference material your team needs before planning discovery or delivery.
Discuss techStart with the request.
Shape it for the work.
Configure an intake form for the kind of technology work your team accepts. Capture the request once, then use custom fields for your own service lines, approval questions, or technical considerations.
- Technology project intake
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Requesting organisation and sponsor
- Problem statement and intended outcome
- Scope, users, systems, and constraints
- Target timeline, dependencies, and priority
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Project brief or statement of work
- Architecture diagrams or technical specifications
- Security questionnaires or supporting references
- Other files needed to understand the request
A review path
your team can follow.
Route requests to the people who assess fit, scope, and dependencies. Keep review notes and correction requests attached to the relevant application section or file so the requester can respond in context.
- 01Capture the project request
- 02Triage scope and completeness
- 03Review technical and business context
- 04Record the next step or decision
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how tech applications, documents, and review could fit your process.