Case Study: WordPress Development Company achieves streamlined customer and project management with OneDesk

How a WordPress development company uses OneDesk to manage customers and projects

WordPress Development Company, a small team that recently began working with outside consultants, faced an uptick in business and needed a nimble way to manage customers and both project and support work while keeping internal and consultant projects separated. They chose OneDesk to provide an integrated project management, helpdesk, and customer-portal solution to track every task, ticket, and customer interaction with minimal overhead.

OneDesk implemented portfolio-level separation for internal and consultant teams, reusable template portfolios/projects/tasks for fast project spin-up, a helpdesk for incoming support tickets, and a customer portal plus customer entities/followers for streamlined communications. As a result, OneDesk helped the WordPress Development Company cut manual setup time, maintain clear visibility and separation of work, improve customer communication, and reduce operational overhead so the small team can focus on development and clients.