Manage Technical Consulting and System Implementation
Your Engineering team manages technical consulting, system integration, and software development for clients (e.g., financial systems). You need a robust system for service requests, project delivery, and resource scheduling. OneDesk centralizes all your client engineering work.
Trusted by Accounting & Audit Firm teams around the world
Unorganized Client Implementation and System Requests
Accounting engineering deals with complex, client-specific system implementations and technical advisories (e.g., ERP, data migration). OneDesk centralizes all issues into a unified help desk. Prioritize critical system failures that impact client financial reporting over routine maintenance. Reduce client risk and increase efficiency.
Centralized Ticketing for Client System Issues
Provide a client-facing portal for clients to report system issues or request technical changes. Turn client emails into trackable tickets instantly. Use SLAs with harsh penalties for immediate response to critical system outages. Custom views let the Forensics team see one queue and the Development team another.
Plan Client System and Implementation Projects
Manage projects like a new client's ERP system implementation or a custom financial reporting tool development. Break the project into engineering tasks with milestones and dependencies. Assign specialized work to internal staff. Use roadmap views to track long-term, multi-phase client plans. Keep projects on budget and schedule.
Automate Triage and Preventative Maintenance
Automatically assign a system failure ticket to the engineer on call for that specific client. Set up rules to create a recurring preventative maintenance ticket quarterly for key client servers. Send automatic notifications to the Project Manager when a critical task is overdue. Automation ensures a proactive and consistent approach to client systems.
Quote for Engineering Projects and Invoice Time
Generate quotes for new client system implementations or major technical advisory projects. Log billable time for all work on client systems, maintenance, and project delivery. Track internal non-billable time for training or process improvement. Use this data to manage client profitability and invoice accurately.
AI Helps Analyze System Logs and Client Issues
The AI assistant can quickly categorize and summarize client-reported system issues or equipment error logs. Use AI to draft clear, professional communication to clients about planned maintenance outages. It helps the team prioritize complex issues faster. Your engineers spend less time documenting and more time fixing.
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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.
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.
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