Teams | Collaboration | Customer Service | Project Management

OneDesk

How a MNC uses OneDesk for ERP

ERP – or enterprise resource planning – is a term thrown around fairly often when discussing the operations of a business. The focus of ERP is to improve efficiency by seeking insight into where resources are allocated and improving how they are being utilized. To develop a full picture of where resourcing is currently, analysis and planning needs to be done across verticals – from finance to human resources, from distribution to procurement.

OneDesk - Webforms: Creation, Customization & Embedding

Webforms are used to collect information from your customers and translate that information into items in OneDesk. Through webforms, you allow your customers to create different item types in the OneDesk application.  OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal.

How an ERP IT & Dev Agency uses OneDesk for its workflows

Agencies are all about their clients and customers. Providing good service and support is the foundation of the experience of working with an agency. This puts pressure on the agencies to be on top of their work, no matter how many customers they have and how much work is being requested of them. At times, agency work can be chaotic, and so having some solid software and tooling can make a world of difference in terms of management.

How an ISP uses OneDesk to manage its workflows

Any company that provides a service has a number of routine workflows and procedures that they utilize to support their customers. An internet service provider (ISP) is no exception—everything from setup to maintenance to billing can be encapsulated as a workflow that is refined over time in order to provide the best experience for the customer. While these workflows are being improved and iterated on, it can be challenging to apply the workflows to multiple customers without a proper setup.

OneDesk - How to Create Multiple Customer Portals/Knowledgebases

OneDesk allows you to create as many unique portals or knowledgebases as you need, and you can customize each one to be unique from the others. Here’s how to create a new portal and knowledgebase in OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

How a Hospital uses OneDesk to connect their departments and software

With the pandemic that rocked the world in 2020, a spotlight has been shone on healthcare systems and the challenges there are in running these institutions. Beyond the medical and research components, there are lots of supporting departments that are still needed to ensure hospitals and medical equipment are operating effectively.

Best Practices: Different Uses for Tickets & Tasks

OneDesk differentiates between tickets and tasks to help you better organize your work environment. Tickets and tasks can be made to behave virtually the same; whatever you can do with a task, you could also do with a ticket and vice-versa. They are both work items and have the same functionality. However, there is a best practice for using them in OneDesk.