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Project operations

Project Intake Preparation
Managed AI Workflows.

Turn a new project request into a complete decision brief before resources are committed.

THE OPPORTUNITY

Start where the work
gets held up.

Requests often describe a desired solution without explaining the problem, accountable sponsor or dependencies.

Help portfolio owners compare proposals on clear, consistent information.

A WORKFLOW WORTH EXPLORING

Submitted request-to-project brief

A sponsor submits a project for the agreed intake process.

Draft the problem statement and missing questions, separating confirmed requirements from proposed scope.

WHERE JUDGMENT BELONGS

Make the review point explicit.

The sponsor confirms intent and relevant owners validate feasibility and resource assumptions.

Work within the real constraints.

Do not invent a business case, budget or delivery date to make the request look complete.

Success needs
a useful measure.

Measure missing sponsors, unsupported assumptions, repeated clarification and decision preparation time.

Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.

Read the implementation guide ↗
CHOOSE THE RIGHT SUPPORT

Build it. Build with us.
Or have us manage it.

The workflow stays centered on your business. The engagement determines who learns, implements and operates it.

DIY

Your team owns the build.

Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.

Explore the $2,500 package ↗
DFY

We manage the foundation.

Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.

Explore managed delivery ↗
START WITH YOUR WORK

Where is your team
doing too much by hand?

Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.