Manage Client Projects and Portfolio Strategy Effectively
Your PMO oversees multiple client projects and firm-wide strategic initiatives. You need a centralized system to manage project intake, track utilization, and support project teams. OneDesk combines client support with project management.
Trusted by Consulting Firm teams around the world
Scattered Intake of New Client Projects and Change Requests
New project ideas, scope changes, and support needs come from partners and account managers. OneDesk centralizes all these inputs into trackable tickets. Easily convert a new project idea ticket into a managed project task. Maintain control over your project portfolio.
No Clear Way to Link Project Support to Consultant Utilization
A client project getting many internal support requests might indicate scope creep or resource strain. OneDesk links every support ticket directly to a specific project. This gives you a clear, real-time indicator of project health and consultant utilization. Prioritize at-risk projects.
Integrated Client Intake and Project Ticketing
Use OneDesk to manage both client project intake and active project support. Connect all intake channels to automatically create tickets. Use custom views to filter by "High-Priority Client X Project" or "Staffing Request." Track project support SLAs.
Automate Project Intake Vetting and Task Assignment
Set up rules to automatically categorize new project ideas. Route a "Large New Client Proposal" to the PMO director instantly. Automatically tag requests related to a specific client's industry. Use automation to notify the project sponsor when a stage is complete.
Portal for Stakeholder Project Submission and Tracking
Give partners and internal stakeholders a clear portal to submit new project proposals or feedback. They can track the status of their proposed initiative easily. Use the Knowledge Base to host PMO methodologies, project charter templates, and portfolio dashboards. This ensures consistent project governance.
AI Summarizes Stakeholder Feedback and Project Risk
Client project meetings and steering committees generate a lot of discussion. The AI can summarize meeting notes or long emails about project issues. It quickly extracts key decisions, project risks, and outstanding action items. This helps your PMO team keep governance clear.
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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.
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.
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