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Project Intake Review
Project Intake Review
Review submitted projects here first
Product questions in support
Product questions in support
Form Submitted By
Project Overview
Estimated Volume Impact
150 tickets per week, 5% of total volume
Estimated Capacity Needs
10 hours
Additional Notes Submitted
This is a really great test handoff situation
. . .
Please review the complexity information below and assign a rating to each question
Number of teams involved
1 team - Support
Complexity Rating - Team Involvement
Easy (not complex)
Tools needed
Intercom, Website
Complexity Rating - Tools Needed
Low - Standard Tools and Queries
Current workflows available
Workflow Link Here
Complexity Rating - Workflows
Low - All workflows exist and tested
Estimated time to implementation
I think about 2 weeks!
Complexity Rating - Time to Implementation
Short: 1-2 weeks
. . .
Please write an impact summary and complete goals below using the information above
Project Summary & Impact
This looks like a great candidate for a handoff project. The risk seems very low, and not a complex situation.
Workflows are included in the form and have all been finalized. 🎉
Goal - Total Tickets Handled
150
Goal - % reduction in volume
5%
Goal - Response Time
6hr
Goal - CSAT
90%
Goal - QA Score
90%
. . .
Risk Analysis
Please rate the difficulty to fix a mishandled situation?
Medium
How sensitive is the data / information the team will need to be successful?
Low
How time sensitive is this task?
Medium
What is the risk if an edge case inquiry cannot be addressed by the support team?
Low
Notes on Risk Analysis
Hoping to handoff this task because it feels low risk!
. . .
When the intake is complete, click the blue button below to create a new page for the project
Who will be responsible for this handoff on the support team?
Create New Page
Create Project Page
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