OneDesk for professional services Operations Work Management

How does OneDesk help my Operations team?

Optimize Service Delivery and Client Project Execution
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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