Requests arrive by email and get lost across spreadsheets
Starting point
Requests land in a shared inbox, and sometimes come in by phone. Someone copies them into a spreadsheet and forwards them to the right team, which keeps its own file as well.
When a customer follows up, finding the status means searching several inboxes and files. Approvals happen by email, with no clear record of who decided what.
The solution we can build
A request-handling application. A single form feeds a shared list: each request gets an owner, a status and, when needed, an approval step. The right people are notified at the right time, and the full history stays attached to the request.
Essential features
- One request form with the fields your process needs
- Automatic or manual assignment based on simple rules
- Shared statuses: new, assigned, awaiting approval, done
- Approval steps where a decision is required
- Notifications for requesters and owners
- Complete history of exchanges and decisions
Expected benefits
- A single entry point for every request
- A clear view of who is handling what and what is waiting
- Less re-entry between emails and spreadsheets
- Simpler answers when a customer follows up
Indicators to track
These measures let us check with you whether the solution has the intended effect.
- Handling time
- Time between receiving a request and closing it.
- Unanswered requests
- Open requests with no action after an agreed delay.
- Administrative time
- Time spent copying, forwarding and chasing requests.
Does this look like your situation?
Describe your context. The first conversation is about understanding your situation and finding a suitable next step.