Teams | Collaboration | Customer Service | Project Management

For an expanding enterprise resource planning (ERP) firm, providing quality service is of utmost importance. ERP covers a wide range of day-to-day business areas—from procurement to accounting and everything in between—so staying organized and on top of everything is the key to success. Bringing the management of these needs all into one tool makes it easy to find everything in one centralized spot. With this in mind, one ERP firm came to us with a few priority requirements.

For companies that have very established workflows for their ticket and project management, it can be difficult finding the right software to properly reflect them. In certain instances where the workflows are a little less traditional, it can be even more of a challenge to ensure the right customizations are possible. When a translation company came to us with some specific use cases in mind, we knew that this would be a great test of OneDesk’s abilities.

Services and requests are two concepts that go closely hand in hand. Even for internal requests, once a service is requested, there is a certain level of agreement that must happen between the two parties involved. This is often handled via terms and contracts, but these can be easy to mismanage or lose sight of. In most software used for managing work, these aspects are not captured or part of the workflow.