Complete

Stage 2 — Intake Flow

Stark Industries PMO · form submission → triage routingThe public-facing intake form captures 8 fields. On submission, an item lands on the Intake Board. The AI column (Stage 5) reads Business Problem for summarization. The Completeness Formula (Stage 5) drives routing. If incomplete: email with AI feedback, original text, and form link — requestor resubmits as a new item.

The Intake Form

Project name

Short Text · required

Requestor name

Short Text · required

Requestor email

Email · required

Department

Dropdown: IT / Operations / HR · required

Business problem

AI source · Long Text · required

Estimated budget range

Dropdown: $50K / $50-200K / $200K+ / Unknown · required

Desired timeline

Date · required

Success criteria

optional · Long Text

Hidden from form: Status, Date (internal tracking only)

Routing Flow

flowchart TD
  FORM[" Intake Form
8 fields · public-facing"]
  SUBMIT[" Submission received"]
  INTAKE[" Intake Board
item created"]
  AI[" AI Summary
reads Business Problem
Stage 5"]
  SCORE[" Completeness Formula
checks required fields
Stage 5"]
  DECIDE{"Score ≥ threshold?"}
  PORTFOLIO[" Portfolio Board
Status → Pending Review
Stage 6"]
  INCOMPLETE[" Status → Incomplete
Email: feedback + original + form link
Requestor resubmits (new item)"]

  FORM -->|"submit"| SUBMIT
  SUBMIT --> INTAKE
  INTAKE -.-> AI
  INTAKE -.-> SCORE
  AI --> DECIDE
  SCORE --> DECIDE
  DECIDE -->|"Yes"| PORTFOLIO
  DECIDE -->|"No"| INCOMPLETE
  PORTFOLIO -.->|"Connect Boards
Stage 6"| EXEC[" Execution Board"]

Live form URL: https://forms.monday.com/forms/d59d822c0d7c989e758f0d08e59a12d5?r=use1

Backing board: Intake Board. The AI column and Completeness Formula (Stage 5) read the Business Problem field and the 7 required-field values respectively. The "what I'd build next" verbal answer preserves the full multi-stage SLA escalation ladder deliberately cut from this MVP.