OneDesk for professional services Product Professional Services Automation

Product or Service Line leaders in Professional Services, developing and refining your offerings is vital. OneDesk helps you manage the lifecycle of your services, from concept and planning to delivery and client feedback.
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How does OneDesk help my Product team?

Develop Service Offerings & Manage Client Delivery

If your Professional Services firm develops standardized service offerings or 'products,' OneDesk helps manage their development and rollout. Plan the creation of new service packages, define methodologies, and track the progress of these internal 'productization' projects. Our platform supports the structuring and scaling of your services. Offer consistent, high-quality solutions to your clients.

Capture Service Offering Feedback & Ideas with Tickets​

For Professional Services firms 'productizing' offerings, use OneDesk ticketing to capture internal feedback on new service methodologies or client suggestions for packaged solutions. Collect via email or workshops (logged via forms). Custom views like 'New Service Package Ideas' or 'Methodology Refinement' organize development. SLAs prioritize review of promising concepts. Reporting tracks interest in different service products.

Clients Shape Your Services with Easy Product Feedback​

If your professional services firm develops standardized service 'products' or methodologies, use a client portal to share these and gather feedback. Clients can submit suggestions for improvement or report any issues encountered using specific ticket forms. This direct input helps your firm refine its offerings and ensure they deliver maximum value and relevance to your clients.

Develop and Launch New Services Faster.​

When Professional Services firms develop and launch new service offerings or practice areas, a structured 'product' approach is beneficial. OneDesk's automations streamline this innovation. Our platform helps you create workflows for new service ideation based on market needs, defining service methodologies and deliverables, and planning the go-to-market strategy. Ideas for new services or client feedback on existing ones can be automatically triaged. They are then routed to practice leaders or innovation teams. You can also use automated replies to keep internal teams updated on new service development progress. OneDesk’s versatile automations accelerate your firm's ability to adapt. This keeps you competitive.

Manage Service Product Development​

Teams responsible for developing and managing standardized service offerings or productized services

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