The key to an effective intake process is determining the right amount of friction to include for your organization. A more light project request form should be used.

  • If you have challenges with undocumented projects and want to channel these through a formal process.
  • If you receive a reasonable volume of requests and are able to follow up on each one to gather more thorough preliminary requirements.

For organizations in these types of situations, Info-Tech's Light Project Request Form will be the preferred intake form.

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