Case Study: Digital Solutions Retailer achieves streamlined project management and workflow automation with OneDesk

How a Digital Solutions Retailer Uses OneDesk Project Management Feature

Digital Solutions Retailer, a marketing and digital solutions provider managing many clients and repetitive, data‑intensive account workflows, needed a modern project management system to reduce operational redundancy and centralize project information. They selected OneDesk’s project management platform to support role-based access, task delegation, lifecycle tracking, and integrated helpdesk functions.

OneDesk implemented its 3‑pane project app with configurable task panels, built‑in time‑tracking and agile points, workflow automation for repetitive actions, customizable views (including Gantt) and mobile access, plus Zapier integrations and reporting in PDF/CSV. The result was a centralized, transparent workflow with automated task assignment and reporting, improved time-tracking accuracy and fewer repetitive manual steps — tangible operational gains delivered by OneDesk that streamlined project delivery and client account management.