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Governed Project Intake

Demand Management: Only Strategic Projects Get Approved

Profit.co governs demand management through configurable approval stages – every request is evaluated, scored against documented criteria, and cleared before it becomes an active project. Approved projects link automatically to portfolios and live OKR key results, giving portfolio managers a real-time view of which projects drive which objectives without a single manual update.

Explore the Framework

Enterprise-Grade Security, Built In

Profit.co meets the security and compliance requirements of enterprise procurement – SOC 2 Type II audited, ISO 27001 certified, with a 99.9% uptime SLA and 24/7 live support included on every plan.

The problem

Why Strategy Execution Fails at the Intake Stage

Demand is never the issue. The issue is that demand is never filtered. Every request competes equally – regardless of strategic merit – and your portfolio fills with work that keeps your teams occupied but not strategically productive.

Requests bypass approval workflows

A manager emails a verbal commitment. Work starts before business case or resource impact is documented.

No approval criteria exist

Portfolio managers debate strategic fit without a shared scoring rubric. Every evaluation becomes a negotiation.

Projects disconnect from strategy

Approved work enters the portfolio without linking to any OKR. The portfolio reflects what got approved — not what strategy requires.

How it works

Every Request. Governed. Every Project Justified.

Every request enters at the top and passes through approval stages. Only what is approved exits as a project — with portfolio and OKR assigned.

REQUEST CREATED
Enters Stage 1 directly
↓
STAGE 1
Under review
✓ APPROVED
STAGE 2
Under review
✓ APPROVED
STAGE 3 (FINAL)
Final review
✓ APPROVED
Convert to Project
PROJECT
01

Request created

Submitted via structured intake form. Business case, sponsor, and effort estimate required. Enters Stage 1 directly.

02

Stage 1 review

Team completes checklist, sends for approval. Designated approver reviews and either approves or rejects.

03

Stage 2 evaluation

Checklist completed, scored against 15+ criteria including NPV and strategic alignment. Sent for approval.

04

Stage 3 final approval

Final governance review. Once approved, “Convert to Project” button becomes visible.

05

Becomes a project

Manual click on “Convert to Project” button. Request becomes an active project in your portfolio.

How Profit.co solves it

Governed Demand in Three Connected Steps

Stop approving projects by urgency. Start governing every request with documented criteria before it becomes work.

Capture Every Request

Profit.co captures every project request in a single structured intake form — requiring a documented business case, named sponsor, and resource estimate before the request enters the approval queue. No project starts without a written justification on file, so your portfolio contains only work that cleared the threshold.

Evaluate Through Governed Stages

Profit.co routes each request through up to five configurable approval stages with a designated sign-off at each step. A scoring rubric covering strategic alignment, resource feasibility, and business impact replaces subjective debate with documented criteria – every decision is traceable, not reconstructed from memory.

Execute With OKR Linkage

Profit.co converts every approved request into a portfolio project linked to an active OKR key result – automatically. Your portfolio managers see a live view of which projects drive which strategic objectives without building a status report, running a reconciliation meeting, or maintaining a separate OKR-to-project map.

Demand Management Resource Library

Deep dives on Demand Management

Strategic frameworks, intake processes, capacity planning, and alignment guides — one article per question.

Quick Implementation

Get Started in 3 Simple Steps

Our proven implementation process gets your team up and running in weeks, not months.

1

Discovery & Setup

We understand your goals, configure your workspace, and set up the platform to match how your team works.

2

Guided Onboarding

Hands-on training for admins and team leads with dedicated customer success support.

3

Go Live

Launch to your full team with 24/7 support and run your first quarterly OKR cycle.

View detailed implementation guide

The Solution

Integrate With Your Favorite Apps

We integrate with Jira, Slack, G Suite, Zapier, Teams, Office 365, and 100+ Integrations. Connect with Profit.co OKR Software to integrate users, tasks, and also check in your key results within the apps.

View all integrations

Customer Spotlight

Profit.co transformed how CELO’s leadership managed projects, streamlining approvals, aligning strategic initiatives, and boosting organizational efficiency.

  • Leadership gained clear visibility into ongoing projects across all departments
  • Custom approval workflows ensured strategic alignment before project execution
  • Project management linked directly to company OKRs and strategic goals
Bernat García Engineering Manager, CELO
Enabled seamless project prioritization and reduced resource wastage through strategic alignment and structured approval processes.

Bernat García

Engineering Manager, CELO
• FAQs •

Have questions?

We got answers.

Demand management in PPM is the governed process of capturing all project requests, evaluating them against strategic criteria, and converting only approved requests into active projects — so every project starts with a documented business case and a named strategic owner.

Profit.co moves each request through configurable approval stages, with a designated approver signing off at every step. Once all stages clear, the request becomes an active project, joins a portfolio, and connects to your OKRs within the same workspace.

The strongest process uses a single intake form, 15+ pre-built scoring criteria including NPV and strategic alignment, staged approvals with explicit sign-off at each step, and one-click conversion from approved request to active project. Profit.co delivers all four.

Most teams configure their intake form, approval stages, and governance routing within one week and run their first governed request cycle within two to three weeks — with dedicated customer success support included at no additional cost.

Profit.co connects to 100+ tools including Jira, Salesforce, Azure DevOps, and Google Sheets. Request data flows in automatically so governance workflows update without manual input. See the full integrations list.

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Get started

Stop Approving the Loudest Request. Start Approving the RightOne.

Profit.co gives every project request a governed path – from intake through approval stages to portfolio projects in the same workspace where your team manages OKRs and tracks execution.

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