Change requests arrive through multiple channels and require manual logging, routing, and assessment before a decision reaches the client. This fragmented workflow causes delays, lost requests, and inconsistent approval timelines.
Automation captures all incoming requests in a single system, routes them to the right approver based on project type, and compiles impact assessments automatically. Clients receive decisions within hours instead of days.
The full workflow, from trigger to completion.
A new change request arrives via email, web form, or and is captured by the automation platform.
The request is automatically parsed and logged as a new deal or ticket, with client, project, and description fields populated.
The automation reviews the request, estimates effort and cost impact based on project history and scope rules, and routes it to the appropriate approver.
A message is sent to the assigned approver with the request details, impact estimate, and a link to review and approve.
The automation waits for the approver to record their decision (approve, reject, or request clarification).
An email is sent to the client with the decision, impact summary, and next steps.
If approved, a new task is automatically created with the change details, assigned to the project manager, and linked to the client project.
A notification is posted to the project channel confirming the approval and providing the task link and deadline.
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