Case Study: Leading Small to Medium Business Company achieves transparent, secure HR request tracking and streamlined reporting with OneDesk

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Preview of the Leading Small to Medium Business Company Case Study

How one company uses OneDesk to offer external HR services

Leading Small to Medium Business Company is an HR consultancy serving small businesses (around 50 employees) that needed a secure, auditable way to track work and communications across multiple client organizations. They turned to OneDesk for a helpdesk and customer-portal solution to replace file-based tracking and create a visible paper trail while preserving confidentiality and customer-specific access.

OneDesk implemented ticket-based work tracking, a customer portal with fine‑grained permissions, email-to-ticket creation, CSV import of existing customers, and unified timesheets with customizable views and exportable reports. As a result, Leading Small to Medium Business Company gained transparent, auditable communication logs, streamlined onboarding of existing clients, consolidated time tracking for billing and analysis, and dashboards/CSV exports that make it easy to see which customers request the most work — all while keeping visibility and privacy under their control.


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