Capture and track requests along with related tasks using our powerful request tracker.
Request tracking refers to the historical and real-time tracking of requests and tasks associated with a business process including status and performance. Using a request tracker as part of an automation platform to define and track request processes ensures standards are followed and performance is optimized. This is one of the most practical solutions for improving efficiency available.
Real-time tracking is done via KPI dashboards and live process view. KPI dashboards provide up-to-the-minute tracking of metrics in an easily digestible format like charts and gauges. The live process view allows users to see an entire process visually and where it currently stands.
Historical request tracking is done via audit trails and reports. This includes detailed information about what actions have been taken, by whom, and when. Audit trails provide this depth of information on a single instance of a process while reports provide tracking information in aggregate. (Read more about Process Audit Trails and Process Reporting.)
Typically these tools are used retroactively to understand what happened vs. "what's happening now?" These tools are especially important for businesses in a regulated industry such as finance, health care, aerospace, etc.
While we've focused primarily on the benefits of tracking requests from a managerial perspective, there is also great benefit in allowing employees and other end-users to track their own processes and requests. By allowing users to check the status of a request they've submitted for additional budget, they no longer need to send emails, make phone calls, or call meetings to understand where the request is in the process.
With Integrify you can optimize request intake to ensure requests are easy to complete with all required request information and then routed correctly through multiple tiers of review. Configure alerts, reminders, and escalations that make sense for each type of request and keep the process moving forward. Use email integration to automatically manage incoming requests without forms.
Since many business processes rely on tools like email, spreadsheets, homegrown systems, and static process maps, it's often difficult to maintain process transparency. The key to eliminating guesswork is to embrace workflow automation to enforce request process standards and track project tasks and workflows.
When all business workflow is on one platform:
By moving the entire request process to the cloud, you can avoid the additional maintenance of your own web servers and run the system on any operating system 24X7.
We have a variety of resources to help you on your journey to business process compliance:
Copyright © 2021 Integrify All rights reserved.