OneDesk for Finance PMO Professional Services Automation
How does OneDesk help my PMO team?
Finance PMO: Govern Client Projects & Service Portfolios
Centralize Financial Project Issue Resolution with PMO Ticketing
Finance PMOs, leverage OneDesk ticketing to create a central repository for all issues and risks across your project portfolio. Project teams can log items which are then visible in PMO-level custom views like 'High-Impact Financial Risks' or 'Projects Off-Track.' Define SLAs for issue escalation and resolution. Comprehensive reporting provides an overview of portfolio health and risk exposure.
Financial Project Clients Get Updates Through Secure Portal
If your PMO handles specific projects for financial clients (e.g., wealth management planning, business advisory), give them a secure portal. Here, clients can track project progress, access reports, and review deliverables. They can use ticket forms for project-related questions or change requests. This transparency and structured communication keeps financial projects aligned with client goals.
Ensure Financial Project Profitability with Automation.
The PMO in a Financial Services firm focuses on delivering projects on time and within budget. OneDesk's automations are key to this. Our system lets you define workflows for project planning, resource allocation, and financial performance tracking against project milestones. New project risks or change requests can be automatically triaged and routed to the PMO for assessment. You can also use automated replies to communicate project updates to key stakeholders. OneDesk’s versatile automations provide better control over your project portfolio. This helps maximize profitability and strategic alignment.
Control Financial Projects
Improve Outcomes
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