The scenario
Imagine an organization receiving requests through email and spreadsheets. Staff cannot easily see who owns a request or what information is missing. This is an illustrative scenario, not a report of a completed customer project.
A possible approach
A structured intake form could collect the needed details, assign an owner, and show the next step. A shared view could help supervisors review pending work. The actual design would depend on the organization’s systems and access rules.
Questions to explore
Which request types need different approvals? Who can see each record? What should happen when information is missing? These questions help define the scope before choosing a technical implementation.