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Service Request Management Software | Integrify

Jonathan D. Rhyne
Illustration: Service Request Management Software | Integrify

Manage service requests more efficiently and accurately with workflow automation.

Service request management  provides all departments, including HR, Finance, Marketing/Sales, IT, Compliance, etc., with a self-service portal that allows them to accept and manage a variety of service requests from both internal and external customers. Once requests are received, they are routed based on preset business rules, and all activity related to the request is tracked for complete visibility.

Request management systems can handle all these needs, especially when the system is easily configured to behave in a way that meets department and organizational requirements. Service desk software like Nutrient Workflow provides the essential tools for an excellent experience for requesters and service providers.

Request Management Description/Summary

service request management illustration

In the simple model above, you can see how a service request management collects, tracks and routes individual requests to the proper staff for processing.

  • Internal and external users are given access to a portal where they can submit service requests, track the status of their requests, take any necessary follow-up actions and provide feedback to staff handling their requests.

  • Administrators create request-specific forms that collect all required information to ensure that the proper service request information is provided in the proper format.

  • Administrators also create workflow rules and processes that take submitted forms and route them as needed. Processes can be simple, single-threaded flows from A to B to C or complex, multi-threaded flows that branch off based on logic built-in to the workflow.

Nutrient Workflow Service Request Management Explained

Workflow for Request Management: Example

Service Request Management systems provide tools for developing workflows that follow preset business rules and ensure that requests are received by the best person to handle them. This could be based on role, management level, department, etc.

Alerts can be configured to indicate that a new request has been submitted, and reminders at preset intervals that ensure the request is handled promptly. This prevents the need for emails and phone calls to follow up on request status. In addition, the requester can track the progress of the request and see who is currently working on it.

Here’s an example of a process designed with Nutrient Workflow that allows employees to request capital expenditures:

service request management

Each step or “Task” moves a request forward through the process until it’s completed. Meanwhile, the user can see where the request is at any point via the User Portal.

Bringing it All Together

We’ve talked a lot about what happens behind the scenes in request management, but what does the user experience look like?

Nutrient Workflow provides administrators with a dashboard editor that gives self-service users access to necessary information and request processes using flexible widgets. Widgets can be:

  • Reports

  • Task Lists

  • Request Launch Buttons

  • HTML

  • Video

  • Charts

Here’s an example of an employee self-service dashboard in Nutrient Workflow.

service request employee portal

Interested in Automating Your Service Requests?

We have a variety of resources to help you on your journey to an automated service workflow. 

 

Author
Jonathan D. Rhyne Co-Founder and CEO

Jonathan joined PSPDFKit in 2014. As CEO, Jonathan defines the company’s vision and strategic goals, bolsters the team culture, and steers product direction. When he’s not working, he enjoys being a dad, photography, and soccer.

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