GRC & Resilience
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Risk Management

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Product Overview

Standardize How Projects Are Requested, Evaluated, and ApprovedSmartSuite’s Project Intake & Approvals software provides a structured, scalable system to capture, evaluate, and approve project requests across your organization. It enables teams to move from ad hoc project initiation to a governed, transparent intake process aligned with strategic priorities.Organizations can capture requests for:New projects and initiativesOperational improvementsStrategic programsCross-functional work requestsWith a centralized intake system, all requests are submitted through structured forms, ensuring consistent and complete information.SmartSuite enables organizations to:Evaluate requests based on value, cost, and impactRoute requests through approval workflowsPrioritize initiatives against strategic goalsMaintain visibility into the entire intake pipelineSmartSuite delivers real-time visibility into project demand and approvals, enabling leadership to make informed decisions about which initiatives to pursue.As part of SmartSuite’s connected platform, Project Intake & Approvals integrates directly with:Portfolio Management for prioritization and selectionProgram and Project Management for executionStrategy & OKR Management for alignmentResource Management for capacity planningProject Financial Management for cost evaluationThis ensures that every approved project is aligned with strategy, resources, and organizational priorities.The product supports a wide range of use cases, including:Project intake and demand managementGovernance and approval workflowsStrategic prioritization and selectionPortfolio pipeline visibilityThe result is an intake and approval system that is:Structured and governed across the organizationTransparent and data-driven for decision-makingAligned with strategic and operational priorities.

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Core Capabilities

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Structured Intake FormsCapture project requests with consistent, standardized data.

Request Evaluation & ScoringAssess initiatives based on value, impact, and priority.

Approval Workflow ManagementRoute requests through configurable approval processes.

Pipeline Visibility & TrackingMonitor all requests from submission through approval.

Strategic Alignment IntegrationLink requests to OKRs and strategic initiatives.

Resource & Capacity ConsiderationEvaluate feasibility based on available resources.

The Project Intake LifecycleSmartSuite supports the full lifecycle of project intake — from submission through approval and transition to execution.

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Submit RequestCapture project ideas and requests through structured forms.

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Evaluate & ScoreAssess value, impact, and feasibility.

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Review & ApproveRoute through approval workflows and governance.

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Prioritize & SelectAlign approved projects with portfolio priorities.

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Transition to ExecutionMove approved projects into program or project workflows.

Who Uses This Solution

Project Intake & Approvals supports teams responsible for evaluating and governing project demand across the organization.

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Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

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Build Trust and Control in Your AI SystemsSmartSuite delivers a complete GRC suite that connects AI governance with risk, compliance, and operational workflows.