Technology Intake Process: Complete the Initial Request Review

Following completion of the Technical Intake Request, an Initial Request Review is conducted to determine the next step in the Technology Intake Process (TIP) workflow.

Overview 

Representatives from ITS Business Relationship Management (BRM), Implementation, Software, and Security teams review the request within ten business days of submission to determine there is enough information provided and decide whether a Simple RFP or a TIP Business Case Review is appropriate as the next step.

Image Description: An overview of the Technology Intake Process (TIP) workflow, with the tagline “Engage the right experts, at the right time, to deliver the right solution” appears above a process illustration. The four progressive stages of the process, including 1) Technical solutions intake, 2) ITS & client review meeting, 3) Collaborative decision, and 4) Successful solution, with the first stage highlighted.

Details

1. Within a ten business days of submitting the Technology Intake request, an Initial Review meeting will be scheduled with the ITS BRM, Implementation, Services, and Security Teams to determine the future path for the request through the TIP workflow. Possible paths include:
   1. Simple Purchase - The request is a “plug and play” solution that has little to no ITS implementation or operational support needs, is under the $10,000 bidding requirement, and is of minimal risk or complexity.
   2. TIP Business Case Review - The ITS Initial Review Team has reviewed the request and determined that it is ready for a TIP Business Case Review.
2. The decision from the Initial Review meeting is then logged within the Tech Intake Process request form and next steps are initiated based on the decision.
   1. If the decision is to proceed to a business case review or ask for specific Subject Matter Expert (SME) input, the ITS BRM will initiate SME feedback collection by selecting Yes for a business case review.

Image Description: An overview of two Technology Intake Process (TIP) workflow tasks presented to the ITS BRM team, including 1) Does the requestor want to WITHDRAW the request and 2) Is the request ready for business case review. Both tasks are given three options, 1) Yes, 2) No, or 3) Re-send Notification.

Previous and Next Steps

Previous Step – Technology Intake Process: Complete the Tech Intake Request Form
Next Step – Technology Intake Process: Provide SME Feedback