PPM - Project Intake and Governance

Use a systematic approach to determine which ideas should be turned into projects - scorecards, prioritization and outcomes.

Project Intake is the cornerstone of any well-run PMO. With a defined project intake framework as part of the Project Portfolio Management (PPM) process, you can improve the strategic value of your organization by capturing, evaluating and prioritizing proposed projects, as well as routine operational activities.

PPM - Project Intake and Governance

Use a systematic approach to determine which ideas should be turned into projects - scorecards, prioritization and outcomes.

Project Intake is the cornerstone of any well-run PMO. With a defined project intake framework as part of the Project Portfolio Management (PPM) process, you can improve the strategic value of your organization by capturing, evaluating and prioritizing proposed projects, as well as routine operational activities.

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a proper project intake process

A project intake process framework will help you compile, analyze, and evaluate the data required to decide which projects to approve, and then report this information to all key stakeholders. This data can then be leveraged for ongoing data-driven decision making. Now that you have a project ready to start, keep it on track  

The Need for Speed in Healthcare IT

Learn why Covenant HealthCare chose TeamDynamix to be their combined IT Service Management and Project Management solution to help them meet the challenges of increasing demands for IT support.

Easily Create an Intake Process

Projects are often “dropped off” – landing on your desk or in your inbox. Without a formal intake process, the expectation is that the project will immediately gain a spot in the schedule, resources are assigned, and deadlines are set. 

Does this work? Typically, this approach results in an entirely overwhelmed team – deadlines are rarely met, and budgets are overrun. An effective PMO will institute a formal process – with a project review cycle, prioritizations, and approvals. Even if you do not have a PMO, you can do this.  

TeamDynamix supports the project intake process via a project request that can easily be accessed through an online portal. 

Capturing the Project Request  

The level of detail you can capture at this initial phase is entirely configurable by you. Project requests can include benefit, effort, cost and more – such as risk and weighted scoring. Different workflows can be created and associated with project requests based on institutions, business areas, functional areas, and much more. Requestors can view the status of their project request as it moves through the project request process. 

Project Review & Approvals 

All project requests then move into the TeamDynamix Project Portfolio Management platform, where all request related activity takes place. 

Here, you have the ability to add project requests to the appropriate approval workflows as well as build them out, score, and measure them against other requests before approval. 

I can report on our key strategic projects and see which project requests are coming in and be able to report status on those very cleanly and clearly through dashboards. I’m able to communicate to the organization the value that all these IT dollars are delivering.

Frank Fear

Chief Information Officer

Covenant Healthcare

With TeamDynamix You Can Capture and Calculate ROI

Scoring Projects for Impact

Projects are often “dropped off” – landing on your desk or in your inbox. Without a formal intake process, the expectation is that the project will immediately gain a spot in the schedule, resources are assigned, and deadlines are set. 

Does this work? Typically, this approach results in an entirely overwhelmed team – deadlines are rarely met, and budgets are overrun. An effective PMO will institute a formal process – with a project review cycle, prioritizations, and approvals. Even if you do not have a PMO, you can do this.  

TeamDynamix supports the project intake process via a project request that can easily be accessed through an online portal. 

Capturing the Project Request  

The level of detail you can capture at this initial phase is entirely configurable by you. Project requests can include benefit, effort, cost and more – such as risk and weighted scoring. Different workflows can be created and associated with project requests based on institutions, business areas, functional areas, and much more. Requestors can view the status of their project request as it moves through the project request process. 

Project Review & Approvals 

All project requests then move into the TeamDynamix Project Portfolio Management platform, where all request related activity takes place. 

Here, you have the ability to add project requests to the appropriate approval workflows as well as build them out, score, and measure them against other requests before approval. 

Using a Portfolio Approach

What is Project Portfolio Management? It’s the ability to roll-up a set of projects into a bigger, umbrella project container – so that you can view all of the projects happening in one place – this helps with managing resources, budgets, risk and timelines. 

With TeamDynamix Project Portfolio Management (PPM), you will have the visibility and control you need – ensuring you can see all potential impacts. Depending upon your needs, you can create elaborate plans for advanced project managers or simple task lists for more basic needs. Using ensures you can quickly and easily optimize resources against multiple projects and tickets. 

No Coding. No Scripting. No Hassles!

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