Kantata
Professional services automation (PSA) platform combining resource management, project delivery, and financial management. Formerly Mavenlink and Kimble, Kantata provides enterprise-grade tools for optimizing professional services operations and improving project profitability.
About this tool
Overview
Kantata Professional Services Automation (formerly Mavenlink and Kimble) is an enterprise PSA platform purpose-built for professional services organizations. It combines resource management, project delivery, and financial operations in a unified system.
Resource Management
- Real-time resource availability tracking
- Skills-based resource matching
- Capacity planning and forecasting
- Resource utilization analytics
- Demand planning
- Scenario modeling
- Bench management
- Resource request and allocation workflows
Time Tracking
- Flexible timesheet entry
- Mobile time tracking
- Timer and manual entry
- Project and task-level tracking
- Approval workflows
- Integration with project plans
- Time allocation across multiple projects
- Billable and non-billable time
Project Delivery
- Project planning and scheduling
- Task management
- Milestone tracking
- Gantt charts and timelines
- Project templates
- Collaboration tools
- Document management
- Risk and issue tracking
Financial Management
- Project budgeting and forecasting
- Revenue recognition
- WIP (Work in Progress) tracking
- Profitability analysis
- Invoice generation
- Expense management
- Financial reporting
- Integration with ERP systems
Four-Stage Resource Lifecycle
- Estimating: Project scoping and resource estimation
- Planning: Resource allocation and scheduling
- Executing: Active project delivery and tracking
- Optimizing: Performance analysis and improvement
Business Intelligence
- Real-time dashboards
- Predictive analytics
- Utilization metrics
- Project performance KPIs
- Revenue forecasting
- Custom reporting
- Executive scorecards
Integration Ecosystem
- Salesforce CRM
- Microsoft Dynamics
- NetSuite
- QuickBooks
- Jira
- Slack
- Microsoft Teams
- Google Workspace
Platform Editions
- Kantata OX (formerly Mavenlink): Optimized for mid-market firms
- Kantata SX (formerly Kimble): Designed for enterprise organizations
Use Cases
- Consulting firms
- IT services companies
- Creative agencies
- Engineering and architecture firms
- Marketing agencies
- Professional services divisions of larger enterprises
Key Benefits
- Unified platform eliminates tool sprawl
- Real-time visibility into resource needs
- Improved project profitability
- Optimized resource utilization
- Streamlined financial operations
- Scalable from mid-market to enterprise
Pricing
Enterprise pricing model. Contact sales for custom quote based on organization size and requirements.
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