OneDesk for Finance IT Work Management

How does OneDesk help my IT team?

Support Secure Financial Systems and User Requests
Resolve Financial System Issues with Secure IT Tickets
Finance IT supports critical financial systems and user requests. Manage support tickets in OneDesk, capturing requests via secure channels like email or portal. Use custom views to prioritize system outage tickets or security issues. Track resolution times against strict SLAs. Report on system performance tickets.


Secure Client Portal for Submitting IT Service Needs
Manage IT projects supporting finance, like upgrading accounting software or implementing security controls. Break down system upgrades into subtasks for testing, data migration, and user training. Use dependencies to ensure testing signs off before going live. Schedule project milestones and track progress.
Track IT Time for Financial System Support
IT teams in finance must track time carefully, especially for projects involving critical financial systems or security enhancements. Use OneDesk's timer or timesheets linked to specific IT tasks or change requests. Understand the effort required for maintenance versus new development. Support audit trails and resource planning.


Organize Tasks for Secure Financial System Support
Improve IT support for critical finance systems using automations. Automatically assign tickets based on application affected (e.g., accounting software, trading platform). Escalate high-severity security or system outage alerts immediately. Send automated updates during system maintenance.
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