Central Project Governance for Client Engagements
As the PMO, you oversee all client engagements, ensuring standardized delivery, quality, and profitability. You need tools for portfolio visibility, resource allocation, and process standardization. OneDesk is your firm's project control center.
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Lack of Consistent Project Methodology Across Engagements
Client project delivery across different practice areas often lacks standardization, leading to inconsistent quality and reporting. OneDesk enforces a standard process for client project initiation, planning, and tracking. Every project uses the same templates and reports. Gain total portfolio visibility.
Standardized Client Project Intake and Tracking
Use a unified portal for Sales and Partner teams to submit new client project proposals or scope changes. Every submission becomes a trackable project request. Use a review workflow to ensure alignment with firm strategy and resource availability. Custom dashboards give the PMO a real-time view of all active client work.
Manage Client Project Portfolio and Resource Balancing
Manage the entire portfolio of strategy, technology, and operations projects. Easily level consultant resources across competing client projects. Use portfolio views to see project health and client satisfaction at a glance. The PMO ensures critical resources are not over-allocated and client milestones are met.
Automate Project Reporting and Governance Compliance
Automatically move a client strategy project to 'Partner Review' once all analysis is complete. Set up rules to send weekly project health reports to the Account Manager without manual compilation. Send automated reminders to Project Managers for overdue client milestones. Automation ensures consistent governance and communication.
Track Cost and Effort for Client Engagements
Track all internal labor costs and project-related expenditures. Log the billable time of staff allocated to specific client projects for accurate invoicing. Use the system to create budget forecasts for proposed client engagements. This provides the PMO with clear, data-driven cost analysis for portfolio profitability.
AI Helps Analyze Project Risk and Scope
The AI assistant can quickly summarize project status reports for the executive team. Use AI to analyze the complexity and potential risk of new client project requests. It can draft initial project charters based on submitted proposals. This speeds up the crucial intake and review process.
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FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
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