SmartRequest Module

SmartRequest is an AI-powered request management system that streamlines the process of capturing, evaluating, and approving business and technical requests.

Key Features

AI-Powered Request Creation

• Intelligent Evaluation - AI asks clarifying questions
• Automatic Scoring - Priority and value assessment
• Document Analysis - Extract information from attachments
• Smart Recommendations - AI-generated action items

Approval Workflow

• Multi-Stage Approval - Configurable approval chains
• Kanban Board - Visual workflow management
• Status Tracking - Real-time request status
• Notifications - Automated alerts and reminders

Integration Hub

• Smart PBI Integration - Generate PBIs from approved requests
• CaseWriter Integration - Generate test cases from requests
• Export Options - PDF reports and documentation

Module Navigation

Page	Description
Request Board	Kanban workflow management
Generation	AI request creation wizard
Provisioning	Product and module setup
Settings	Configuration options

How It Works

┌─────────────┐     ┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   Create    │ ──▶ │     AI      │ ──▶ │   Submit    │ ──▶ │   Approve   │
│   Request   │     │  Evaluation │     │ for Review  │     │  & Action   │
└─────────────┘     └─────────────┘     └─────────────┘     └─────────────┘

Step 1: Create Request

Start a new request:

• Enter description and context
• Attach supporting documents
• Add images or mockups

Step 2: AI Evaluation

AI evaluates and clarifies:

• Asks relevant questions
• Gathers additional details
• Scores priority factors

Step 3: Submit for Review

Review and submit:

• Preview AI summary
• Verify details
• Submit for approval

Step 4: Approval & Action

Workflow completion:

• Approver reviews request
• Approve or reject
• Generate PBIs or test cases

Request Types

Business Request

Non-technical requests from stakeholders:

• Feature requests
• Process improvements
• User experience changes

Technical Request

Technical requirements and changes:

• System modifications
• Integration requests
• Infrastructure needs

Request Workflow Status

Status	Description	Board Column
Pending	Awaiting approval	Pending
To Do	Approved, not started	To Do
In Progress	Work has begun	In Progress
Test	In testing phase	Test
Review	Under review	Review
Blocked	Progress blocked	Blocked
Done	Completed	Done

Priority Levels

Priority	Description	Color
Critical	Urgent, immediate attention	🔴 Red
High	Important, prioritize	🟠 Orange
Medium	Standard priority	🔵 Blue
Low	When time permits	⚪ Gray

Scoring Factors

Requests are scored on six factors:

1. Profitability - Revenue impact potential
2. Legal Requirement - Compliance necessity
3. Revenue - Direct revenue generation
4. Customer Satisfaction - User experience impact
5. Efficiency - Operational improvement
6. Innovation - Strategic value

Integration with Other Modules

Smart PBI

From an approved request:

1. Click Generate PBIs
2. Smart PBI opens with request data
3. Select data fields to include
4. Generate Product Backlog Items

CaseWriter

From an approved request:

1. Click Generate Test Cases
2. CaseWriter opens with request context
3. AI generates test scenarios
4. Review and refine test cases

Getting Started

1. Set up Provisioning (products and modules)
2. Configure Settings (thresholds and approval flow)
3. Create your first Request
4. Follow the AI Evaluation process
5. Manage requests on the Board