Optimize Firm Processes and Consultant Utilization
Operations manages process efficiency, consultant scheduling/utilization, and internal service delivery across all projects. You need a solution to handle diverse requests and continuous process improvement. OneDesk centralizes all your operational workflows.
Trusted by Consulting Firm teams around the world
Inefficient Handling of Resource and Process Requests
Operations manages constant process change requests, quality issues, and resource allocation across various client projects. OneDesk turns these requests into trackable tickets. This ensures consistent service quality and clear communication with project managers. Improve efficiency across the firm.
Easy Submission for All Internal and Client Service Needs
Provide an internal portal for staff to submit process improvement ideas or resource needs. Connect the Client Services email to capture client feedback on service delivery. Use SLAs for critical internal service delivery issues that impact client projects. Custom views organize requests by client or service line (e.g., QA, Training).
Manage Quality Assurance and Process Improvement Projects
Treat continuous improvement initiatives or the implementation of a new project management framework as structured projects. Break the work into clear, assignable tasks. Track time and resources used for cross-client process standardization. This ensures organized execution of all operational changes and improvements.
Automate Service Workflows and Quality Checks
Automatically route a client-reported service quality issue to the specific QA manager. Set up rules to send a notification to the requester once a process change has been fully documented. Create recurring tickets for routine audits of service delivery. Automation ensures consistent, high-quality service delivery.
Track Operational Spend and Process Improvement Costs
Operations manages significant spending on software tools and staff training. Track billable time for any client-requested process documentation or training. Track internal non-billable time spent on continuous process improvement initiatives. Use this data to justify budget requests and show the value of efficiency efforts.
AI for Process Documentation and Request Triage
The AI assistant can draft clear, official documentation for new agency operational procedures and client workflows. Use AI to summarize long client service level agreement (SLA) reviews. It can help categorize incoming staff questions about process compliance. This saves time on writing and ensures clarity in communication.
Integrate with your tools
Enterprise Grade Security
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.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
14 day free trial. No credit card required.
