What the assessment collects
This page gathers enough context to route the customer correctly. It should capture outcome, systems, constraints and contact details without creating a quote, order or external commitment.
- Outcome
- Systems in scope
- Constraints
- Contact route
How X-ITM uses the request
The request is used to decide whether the customer needs a diagnostic, proposal, workspace, service route or support handoff. It should make the next useful step clearer.
- Triage request
- Map likely route
- Identify approvals
- Prepare response
What happens next
The customer gets routed to the right path. Commercial, provider, payment and customer-domain actions remain approval-led.
- Review
- Route
- Approve before action