OneDesk for professional services Product Work Management
How does OneDesk help my Product team?
Develop and Manage Your Firm's Service Offerings
Capture Service Offering Feedback and Development Tasks
Teams developing repeatable service offerings get feedback or implementation questions. Capture these as tickets in OneDesk via email or from consultants. Organize feedback by service offering using custom views. Track response times to internal queries using SLAs. Report on service offering adoption and issues.
Gather Service Feedback via Client Portal Forms
Manage the development and refinement of standardized service offerings or methodologies. Use tasks for research, template creation, training material development, and pilot projects. Break down template creation into subtasks. Schedule rollout phases for new offerings.
Log Time Developing New Service Offerings
Teams developing repeatable service offerings track time spent on creating methodologies, templates, or training materials. Log hours against these internal development tasks using OneDesk timesheets. Understand the investment cost for developing new service products.
Track Tasks for Developing New Service Offerings
Automate tasks related to developing standardized service offerings. Set up workflows for reviewing and approving new methodology documents or templates. Assign tasks for updating training materials automatically when offerings change.
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