OneDesk vs. UMT360 Comparison


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		Related Products Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. 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Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service 200 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. 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No credit card required. 18,385 Ratings Visit Website EcholoN EcholoN is a flexible platform for IT Service Management (ITSM), Enterprise Service Management (ESM), Service Desk, Help Desk, Customer Service and Field Service Management. Its integrated Enterprise Application Framework enables organizations to configure workflows, forms, data structures and roles and to build individual business applications on the same platform. EcholoN supports Incident, Request, Problem and Change Management, Service Catalogs, Knowledge Management, Asset and Configuration Management, customer and contract processes, maintenance and technical service. Workflow automation, notifications, escalations, dashboards and reporting help standardize processes and improve transparency. EcholoN is designed for organizations that need more than a traditional ticketing system and want to connect IT, service departments and business processes on one scalable platform 50 Ratings Visit Website ServoDesk Award winning, easy to use Help Desk software for service departments challenged to do more with less. ServoDesk delivers flexible solutions for all support teams regardless of size incorporating AI. - Manage multiple data channels from one easy to use interface. - Roles based access to tickets. - Email integration with automated ticket creation and acknowledgements. - Feature rich reporting tool and dynamic dashboards. - Customer Portal theme-able by Department / Customer organization. - Powerful but simple to create business rules and workflows to drive automation. 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About OneDesk combines Helpdesk & Project Management into one software application. No need to purchase, integrate and switch between other multiple applications. Your team can support your customers and work on their projects in one place. Aimed at SMBs as well as departments within large enterprises, OneDesk is frequently used by project managers, customer service agents, IT technicians, professional services and much more. This easy-to-use, feature-rich, and highly configurable software can manage both ticket & task workflows customizable to meet your organization's needs. The interface is clean and structural. Navigation consists of selecting an application, project level and view layout. Breadcrumbs will indicate where you are in OneDesk. Tickets and tasks are 'Items' while organization, portfolio, project and sub-folders are 'Containers'. OneDesk is easy to use and quick to set up. The learning curve depends on the complexity of the workflows you create.	About UMT360’s Strategic Portfolio Management solution provides the critical portfolio management capabilities that most organizations are currently missing. UMT360 ensures that the right top-down business planning and controls are in place to help you model and analyze all aspects of your portfolios, align all investments with strategy and accelerate business transformation. Our unique approach helps clients incrementally deploy the specific capabilities needed to attain visibility, gain insight and establish the enterprise connections needed to improve decision-making and accelerate business transformation. Key capabilities include: • Governance Controls Across Any Portfolio • Demand & Innovation Management • Budgeting & Forecasting • Resource Utilization & Management • Outcome Management • Strategic Portfolio Analysis • Roadmapping & Release Management • Business Intelligence & Metrics
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Not Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience IT companies, IT department, Engineering, Financial, Nonprofit, Creative & Design Services, Public Relations Agencies, Marketing, VARS & Systems Integrators,Software, Consulting, Product Design & Manufacturing, Managed Service Providers,	Audience UMT360 provides SRO, IT, business and finance leaders with the right combination of software, consulting services and best practices expertise to help them more effectively align all execution with strategy.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $9/user/month $9/user/month (if billed yearly) $11/user/month (if billed monthly) Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.9 / 5 design 4.7 / 5 support 4.9 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros The user interface is appealing and incredibly easy to use. Its support ticketing works flawlessly, and also auto-captures support ID from replied emails. Knowledge-based self-service feature. Easy to migrate from another helpdesk platform. It has a separate tab for closed, ongoing and open projects. From customer support solution to project management, everything works seamlessly on the OneDesk platform. The project tracking works very well also we can interact with clients at the same time. It saves time and effort of installation. OneDesk is a great tool for projects and customer helpdesk solution. It's easy to use, provides great visualization on tickets and project status, automation in support, and self knowledge base section. We are very happy with this solution. OneDesk with many abilities. It's an extraordinary business tool that provides multiple services. On the positive side, it provides one software to manage help desk and projects. Bringing OneDesk into the organization wasn't difficult. My favorite thing about OneDesk is, it eliminates the separate different business tools to manage projects and helpdesk into one desk to manage multiple business services. It increases transparency in business and customer management. Everyone in my team loved this tool. Cons There are not many things for project management. Project progress tracking is not reliable. Customizations are not that easy on this platform. Live chat freezes a few times. Otherwise it's a good tool. There isn't anything that we didn't liked about this. Hardly ever found any difficulty on this platform.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information OneDesk Founded: 2008 Canada www.onedesk.com	Company Information UMT360 Founded: 2010 United States www.umt360.com/products/strategic-portfolio-management-software/
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Aha! Aha! Labs View All	Project Insight View All
Categories Help Desk Supported Product Lifecycle Management Supported Product Management Supported Product Roadmap Supported Project Management Supported Project Portfolio Management Supported Service Request Management Supported	Categories Agile Project Management Tools Supported Application Lifecycle Management Supported Application Portfolio Management Supported Change Management Supported Demand Planning Supported Enterprise Architecture Supported Innovation Supported IT Financial Management Supported IT Project Management Supported OKR Supported Product Management Supported Product Roadmap Supported Project Management Supported Project Portfolio Management Supported Resource Management Supported Strategic Planning Supported
Product Management Features Collaboration Supported Feedback Collection Supported Idea Management Supported Milestone Tracking Supported Prioritization Supported Product Roadmapping Supported Release Management Supported Requirements Management Supported Resource Management Supported Workflow Management Supported Product Roadmap Features Collaboration Supported Content Import / Export Supported Diagramming Not Supported Drag & Drop Supported Feature Management Supported Milestone Tracking Supported Prioritization Supported Requirements Management Supported Workflow Management Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Project Portfolio Management Features Budget Management Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported Show More Features Help Desk Features Alerts / Escalation Supported Automated Routing Supported Community Forums Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Not Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Not Supported Live Chat Supported Multi-Channel Communication Supported Multiple Brands / Products Supported Network Monitoring Supported Real-time Chat Supported Self Service Portal Supported Service Level Agreement (SLA) Management Supported Ticket Management Supported Product Lifecycle Management Features Change Management Not Supported Compliance Management Not Supported Cost Tracking Supported Design Management Supported Document Management Not Supported Product Data Management Supported Project Management Supported Requirements Management Supported Supplier Management Not Supported	Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Project Portfolio Management Features Budget Management Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported Show More Features Enterprise Architecture Features Application Portfolio Management Supported Architecture Governance Supported Capability Mapping Supported Diagramming Supported Idea Management Not Supported Modeling & Simulation Supported Project Management Not Supported Risk Assessment Supported Transformation Roadmapping Supported Version Control Not Supported Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Supported Roadmapping Supported Scenario Planning Supported Scorecards Supported
Integrations Jira Supported Microsoft Project Supported Azure Boards Not Supported Box Supported Dropbox Supported Microsoft 365 Not Supported Microsoft Azure Supported Microsoft Dynamics 365 Project Operations Not Supported Microsoft PPM Not Supported Microsoft Planner Not Supported Microsoft Power Apps Not Supported Microsoft Power Automate Not Supported Microsoft Power BI Not Supported Microsoft Power Platform Not Supported QuickBooks Online Supported Stackreaction Supported Trello Supported WordPress Supported Zapier Supported Show More Integrations View All 17 Integrations	Integrations Jira Supported Microsoft Project Supported Azure Boards Supported Box Not Supported Dropbox Not Supported Microsoft 365 Supported Microsoft Azure Not Supported Microsoft Dynamics 365 Project Operations Supported Microsoft PPM Supported Microsoft Planner Supported Microsoft Power Apps Supported Microsoft Power Automate Supported Microsoft Power BI Supported Microsoft Power Platform Supported QuickBooks Online Not Supported Stackreaction Not Supported Trello Not Supported WordPress Not Supported Zapier Not Supported Show More Integrations View All 12 Integrations
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