TeamDynamix IT Service Management Features
Incident Management (6)
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Automate Ticket Routing
Routes tickets automatically to the appropriate user.
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Ticket Prioritization
Prioritizes tickets based on factors configured by the user.
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Ticket Notifications
Notifies the IT team when a ticket needs action.
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Knowledge Base
Provides a forum for answers to common questions.
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Knowledge Base/Ticket Integration
Integrates knowledge base articles into a ticket.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reporting (4)
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Dashboards
Displays important metrics relating to performance.
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Time Tracking
Tracks time worked on a ticket.
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Surveys
Provides surveys to measure employee satisfaction.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access & Usability (5)
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Mobile
Enables access to service desk features via mobile device.
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Self Service
Enables employees to view the status of their tickets.
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Active Directory
Provides a directory of all users within an organization.
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Multi-Channel Access
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Mobile Access
Access software remotely via mobile devices
Portfolio Management (5)
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Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
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Planning
Plan activities and tasks across various portfolios or programs.
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Alignment
Align different kinds of portfolios with business and financial goals.
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Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Project Management (6)
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Dependencies
Manage dependencies between projects from one or multiple portfolios.
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Priorities
Assign priorities for projects that are part of portfolios.
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Lean Management
Include lean project management features and best practices.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Change Management
Track and monitor efficient handling of all changes/transitions
Resource Management (3)
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Definition
Identify human and material resources and assign them to projects and portfolios.
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Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
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Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
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Data Consolidation
Consolidate project and portfolio data from separate sources.
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Visualizations
Provide custom project and portfolio monitoring visualizations.
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Performance
Monitor the performance of different types of portfolios.
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Risk Analysis
Perform risk analysis at the portfolio or project level.
Administration (21)
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Change Management
Tools to track and implement required IT changes in a system.
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Asset Management
Tools to organize and manage all IT assets within an organization.
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Reports & Analytics
A means to view and analyze a large amount of data in order to gain business insights.
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Task Management
Create, manage and track all task activities and progression
Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Support Ticket Management
Allow customers/users to submit support queries and service requests
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Service Desk (4)
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Help Desk
A place for users to submit tickets when they require IT help.
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Incident Reports
Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.
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Process Workflow
The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
Customizable Reports
Alter the layout and content of reports
Functionality (4)
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Ticketing System
Provides a service desk for users to submit tickets for IT-related issues.
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Performance Logging
Tracks action-by-action asset performance with machine- or human-readable logs.
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Alerting
Creates alerts when tracked assets encounter errors or performance issues.
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Automation
Automates repetitive tasks associated with IT service operations and maintenance.
Management (28)
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Reporting
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
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Administration Console
Provides administrative tools for routine maintenance, upkeep, and tracking.
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Access Management
Gives administrators control over user privileges and accessibility for IT assets.
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Asset Management
Gives administrators control over hardware and software resource allocation and tracking.
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Policy Dictation
Controls policies and configurations across business applications and hardware.
Real-Time Reporting
Active reporting of data and metrics
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Central Dashboard
Provide immediate insights, information, and updates on IT assets from a central dashboard.
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Asset Policy Management
Design and implement custom or pre-built policies for asset management, onboarding, and maintenance.
Risk Management
Implement risk management policies, and push policy updates to various assets across a business network.
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Integrations
Integrate with other software solutions, such as spend management and software asset management.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Inventory Management
Track and manage inventory levels to maintain proper supply
Email Management
Manage, store and organize emails within the system or via third-party apps
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Supplier Management
Manage all supplier data and operations
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Task Management
Create, manage and track all task activities and progression
Change Management
Track and monitor efficient handling of all changes/transitions
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Asset Inventory (5)
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Hardware Asset Inventory
Create an inventory of a company's hardware assets.
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Software Asset Inventory
Create an inventory of a company's software assets.
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Cloud Asset Inventory
Create an inventory of a company's cloud assets.
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Mobile Asset Inventory
Create an inventory of a company's mobile assets.
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Asset Discovery
Detect new assets as they enter a network and add them to asset inventory.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Strategy - Project and Portfolio Management (25)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Management
Create, manage and track all task activities and progression
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Assignment Management
Assign issues and tasks based on availability or required skills
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Time Tracking
Measure time to completion or hours worked for projects
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Project Tracking
Monitor the progress of projects from start to finish
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Agentic AI - Service Desk (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - IT Asset Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - IT Service Management (ITSM) Tools (10)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Multi-Language
Manage and support multiple languages
Additional Functionality (116)
Prioritization
Arrange tasks based on the level of priority or urgency
Service History
Track work performed and resources used for past customers, sites, or assets
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Service Catalog
Database containing accurate and up-to-date information on all operational services
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Automated Responses
Automatic reply functionality for incoming messages
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search
Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
Alerts/Escalation
System alerts about the need to escalate an issue or request
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Dashboard Creation
Creation and customization of dashboards
Remote Access & Monitoring
Control system behavior and appearance, and access and report on system status/health from a distant location
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Chat/Messaging
Communicate using direct chat or messages within the system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Budgeting/Forecasting
Create budgets based on historical data and future projections
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Projections
Estimate or forecast of a future scenario based on the study of present trends
Demand Forecasting
Forecast customer demand using historical insights and simulations
Multiple Projects
Ability to handle several projects simultaneously
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Project Templates
Pre-designed project plans that can be customized
Commenting/Notes
Leave comments and notes on documents for others to view
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Planning Tools
Real-Time Updates
Receive system updates as soon as any changes are made
Project Workflow
Create, manage, or update project workflows.
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
CMDB
Configuration Management Database
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
IT Risk Management
Manage risks related to IT systems
Service Catalog
Database containing accurate and up-to-date information on all operational services
Inventory Management
Track and manage inventory levels to maintain proper supply
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Chat/Messaging
Communicate using direct chat or messages within the system
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Management
Create, manage and track all task activities and progression
Email Templates
Pre-made examples and templates for emails
Benchmarking
Compare key metrics for the business against prominent players in the industry
Localization Automation
Adapt content to display differently based on viewer location
Real-Time Reporting
Active reporting of data and metrics
Customer Support
Provide online support for your customers through live chat or help desk functionality
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Alerts/Escalation
System alerts about the need to escalate an issue or request
Release & Deployment
Planning, coordinating, and executing the deployment of software or system changes into a live or production environment
Email Management
Manage, store and organize emails within the system or via third-party apps
Contract/License Management
Track, store, and access client contracts or licenses
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Analytics
Tools for the systematic analysis of various types of data or statistics
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
API
Application programming interface that allows for integration with other systems/databases
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Live Chat
Ability to chat online in real time
Customizable Reports
Alter the layout and content of reports
Incident Management
Manage and track all disruptions and incidents
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Support Ticket Management
Allow customers/users to submit support queries and service requests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Forms
Customize contracts and forms to collect specific information
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Data Visualization
Graphical representation of data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Reports
Alter the layout and content of reports



