OneDesk for professional services Operations Work Management

Professional Services Ops: Optimize resource management and project delivery. Improve efficiency and communication across your firm with OneDesk.

How does OneDesk help my Operations team?

Optimize Service Delivery and Client Project Execution

Operations teams in Professional Services focus on resource management and project delivery efficiency. OneDesk helps manage tasks related to project staffing, utilization tracking, and process improvement initiatives. Track key operational metrics. Improve communication between sales, delivery, and finance. Optimize service delivery.

Handle Client Project Issues and Service Request Tickets​

Professional services operations manage staffing requests and monitor project health indicators. Use OneDesk tickets potentially to track staffing needs or project escalations submitted by managers. Create custom views related to resource allocation or at-risk projects. Track response times using operational SLAs. Report on staffing gaps or project risks.

Client Portal Improves Project Communication Flow​

Manage tasks related to resource allocation and project staffing for consulting engagements. Use tasks to track staffing requests and assignments. Subtasks might track candidate identification and approval. Set dependencies linking client confirmation to final staffing. Schedule regular resource planning meetings.

Track Time for Efficient Service Delivery​

Operations teams focused on resource management track time spent on staffing processes or analyzing utilization data. Log hours against operational tasks using OneDesk timesheets. Understand the administrative effort involved in managing consultant deployment and efficiency.

Manage Tasks for Optimizing Service Delivery​

Automate resource management workflows. Set up workflows for staffing requests, automatically routing them for approval based on availability and project needs. Trigger notifications when consultants become available. Automate utilization report generation.

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