Collaborative Intake

As enterprise shared services teams face increasing pressure to be more agile and strategic, traditional ways of working are no longer sufficient. With Collaborative Intake, experience a new approach that empowers teams to engage stakeholders sooner, collaborate in real-time, and adapt to the unique needs of each request.

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Proactive engagement for strategic impact

Features

Proactive engagement for strategic impact

Get visibility as soon as requests are initiated, and provide timely guidance to ensure compliance, mitigate risks, and drive better outcomes.

Involve key stakeholders from the onset to align goals, requirements, and expectations.
Provide strategic insights to guide requesters toward positive, compliant outcomes.
Identify and address potential issues early in the process to minimize downstream challenges.

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Features

Streamline processes and reduce human error with in-line guidance

Provide targeted, real-time support within workflows to enhance decision-making and keep requests moving forward.

Offer immediate guidance and clarification, ensuring process integrity and policy adherence.
Collaborate with stakeholders directly within intake workflows, reducing the need for back-and-forth communication.

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Streamline processes and reduce human error with in-line guidance

Features

Break down silos, accelerate resolution

Foster seamless collaboration across departments, ensuring alignment and transparency throughout the request lifecycle.

Provide a centralized platform for all stakeholders, enabling real-time status tracking and reporting.
Integrate with Slack, Teams, and email, to meet your stakeholders where they work – while simultaneously centralizing all communications within the relevant workflows.

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Features

Adapt to unique needs with dynamic workflows

Adjust workflows on the fly to accommodate the specific needs of each request, while ensuring adherence to policies.

Dynamically adjust by assigning subtasks within the framework of predefined workflows.
Use process data to identify improvement opportunities and continuously optimize.

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