Kantata
Unlocking Unique Value for PSOs

Kantata Unveils New Integration and Workflow Engine and Collaboration Enhancement Features Purpose-built for Professional Services Organizations

Thursday, April 27, 2023

IRVINE, Calif. & LONDON: Kantata, a leading global supplier of purpose-built technology for professional services, today announced several new enhancements to its Kantata Cloud for Professional Services vertical SaaS platform, including Kantata Boards, which provides a simple and configurable view of tasks and workflows. The new features will enable professional services organizations (PSOs) to increase business efficiency and empower employees to be more self-sufficient.

“PSOs are unique from other organizations as they rely on the performance of their employees and contractors to keep clients happy and the business thriving,” said Jared Haleck, Chief Product Officer, Kantata. “The new capabilities released are purpose-built to improve project organization and transparency, streamline reporting processes, and empower the company to curate their perfect platform.”

The Kantata Cloud is purpose-built for the specific and complex needs of PSOs, with a comprehensive suite of capabilities that deliver clarity, control, and confidence at every step of the professional services project lifecycle. The Spring the following features have been released include:

• Kantata Boards: A new way for individual contributors to work smarter and more efficiently. Kantata Boards presents a customizable view of tasks, facilitating greater transparency and collaboration while providing managers with fuller visibility into project progress.

• Kantata Connect: Kantata’s new integration and workflow engine that enables PSOs to quickly connect multiple applications. Kantata’s API-first approach allows PSOs to effortlessly eliminate silos and disconnected processes through a low-code, configurable experience.

• Insights Dynamic Dashboards: Available with the Kantata Insights classic dashboard, Dynamic Dashboards provide a new way to experience analytics to better adapt reporting needs to the uniqueness of each project and business. It includes many quality-of-life features that make reporting much more approachable to users, including new graph types. Users can receive email alerts based on defined KPI thresholds and easily schedule the delivery of report copies.

• Resource Scheduling Enhancements: Kantata’s industry-leading resource center is now integrated directly into the project view, making it easier than ever for project managers to make staffing decisions without having to leave their projects. The flexibility to staff down to the task level enhances resource planning and maximizes project success.

The new features and capabilities are available or will be available by May 2023. Kantata will be onsite and available to answer questions and provide in-depth information about the purpose-built technology at several events including Resource Management Global Symposium, Salesforce World Tour, TSIA World, and Mirren Live. To request a demo of the Kantata Cloud for Professional Services.

Join Kantata at RMI Connect and TSIA World ENVISION

Friday, October 06, 2023

IRVINE, Calif., and LONDON – Kantata, the leading global supplier of purpose-built technology for professional services, has announced its sponsorship of two of the industry’s premier resource management and optimization conferences, RMI Connect and TSIA World ENVISION, demonstrating its commitment to advancing insights and expertise across the sector.

RMI Connect, a virtual forum on October 3rd and 5th, is designed to help service delivery teams improve resource and workforce management. The event will feature industry-leading vendors specializing in resource, workforce, and project management solutions, including Kantata’s Vice President of Success Engineering, Banoo Behboodi. Behboodi will delve into AI’s pivotal role in resource management and technology development. Registrants can attend the “Unleashing the Power of Resource Management” breakout session on Thursday, October 5th from 9:00 a.m.-9:50 a.m. PDT.

“AI has become a hot topic in resource management, as many organizations grapple with how to integrate the technology into their business practices effectively,” said Behoodi. “We’re excited to lead this critical and timely conversation at this year’s RMI Connect, exploring how professional services organizations can embrace this technology in the most beneficial way for themselves and their clients.”

TSIA World ENVISION, scheduled for October 16-18, 2023 in Las Vegas, is renowned as the technology industry’s premier event for creating unified organizations. The event will provide attendees with insights into silo-busting strategies, cultural transformation, the future of work driven by AI, and more.

Banoo Behboodi will lead “Mastering Change Management through Technology Adoption,” which will explore the essential steps and strategies for successfully buying software and what’s needed to master change management. Attendees can join on Tuesday, October 17th from 1:00 p.m.-1:30 p.m. PDT at the EnvisionExpo Stage #2.

Another discussion moderated by Banoo Behboodi will feature Monique Ludwig, Ciena Director Global Services PMO, and delve into how Ciena has leveraged the power of Kantata’s technology to drive effective change and increase enterprise visibility into resourcing needs and project status, leading to improved collaboration and exceptional outcomes for Ciena and customers alike. Attendees can join “Leveraging Technology for Seamless Digital Transformation” on Tuesday, October 17th from 2:50 p.m.-3:20 p.m. PDT in the Ironwood 5 Room.

Attendees will also have the opportunity to stop by the Headshot Lounge at TSIA World ENVISION and receive a complimentary professional headshot on October 17th and 18th.

“Kantata is committed to the development of professional services organizations, ensuring that they are well-equipped to succeed,” says Charles Gustine, Brand Evangelist at Kantata. “Our support of RMI Connect and TSIA World ENVISION is a reflection of that commitment, and to advancing insights and expertise across the sector.”

Kantata’s Upcoming ‘Pulse’ to Revolutionize the Professional Services Industry

Monday, November 27, 2023

Redefining Professional Services Technology: Embracing the Vertical SaaS Paradigm in the Era of Professional Services Cloud

IRVINE - Kantata, the leading global supplier of purpose-built technology for professional services, is poised to redefine the landscape of the professional services industry with an innovative leap into the future. Today, Kantata unveils a groundbreaking vision for the emerging Professional Services Cloud category, highlighting features that reshape the expectations of professional services organizations concerning their technology.

In the opening keynote of Kantata’s virtual conference, Converge, CEO Michael Speranza will shed light on the defining characteristics that distinguish Professional Services Cloud solutions like Kantata’s from competitors. As new research from Kantata and S&P Global shows, more than half of professional services leaders don’t strongly believe their current tools provide the insights needed to make strategic decisions. Kantata’s innovative vision extends the horizons of professional services technology, diverging from the legacy Professional Services Automation (PSA) category, which has encountered difficulties in adjusting to continuously changing industry requirements.

“Vertical SaaS has revolutionized technology solutions for specific industries, while the outdated PSA category, with its narrow focus on transactional efficiency, has failed to keep up with the needs of the professional services industry,” said Speranza. “Kantata is pushing beyond these limitations, laying the foundation for the future of the Professional Services Cloud. This innovative approach adapts vertically-oriented industry clouds to the specialized professional services sector, addressing longstanding technology gaps.” Speranza elaborates on this vision in a blog post available on Kantata’s website.

During Kantata Converge, Chief Product Officers Sarah Edwards and Jared Haleck are offering a sneak peek into compelling new features coming to Kantata products that epitomize the new direction for the Professional Services Cloud category.

One of the most anticipated features is Kantata Pulse, a project sentiment analysis tool that enables professional services organizations to send predefined micro surveys throughout their projects, targeting both clients and project team members. By gaining insights into both employee and client sentiment, professional services organizations can seamlessly merge operational and experiential data, providing a comprehensive, real-time view of project health and performance. Kantata Pulse will be available for both the Kantata OX and Kantata SX product lines, with early access available for Kantata OX next quarter.

“Kantata Pulse clearly represents the future of professional services software,” said Haleck. “By moving the focus beyond just margin and utilization as a means of tracking project and business success, Kantata Pulse connects operational excellence with employee and client experience. After all, the primary goal of any services organization is to deliver remarkable client experiences and Kantata Pulse will make that goal easier to achieve on a consistent basis.”

For more insights into the latest features Edwards and Haleck are showcasing in their keynotes, be sure to explore the Kantata SX and Kantata OX roundups.

Join Kantata at the Salesforce World Tour New York City on 12/14

Wednesday, January 03, 2024

IRVINE, Calif. & LONDON: Kantata, the leading global supplier of purpose-built technology for professional services, will showcase its Professional Services Cloud at the Salesforce World Tour New York City — a free event taking place December 14, 2023, 9:00 am – 5:00 pm ET at the Jacob Javits Center.

Attendees will have the opportunity to explore the most important topics in data, AI, CRM, and the future of business, connect with experts, and network with local industry peers. The full-day event will include keynotes, customer panels, demos, and a networking reception. The Kantata team will be on-site at the expo to share insights on best practices for professional services and demonstrate how the Kantata Professional Services Cloud can help organizations achieve the best outcomes for their teams and clients.

“Kantata fills the gaps traditional PSA solutions ignore,” said Sarah Edwards, Chief Product Officer at Kantata. “Our Professional Services Cloud is specifically designed for the needs of professional services businesses, empowering them to obtain the most from their resources, delight their clients, and help their employees shine. We’re excited to show attendees the many innovative ways that Kantata SX, our Salesforce-native solution, extends the power of Sales Cloud, Revenue Cloud, and Tableau, providing professional services leaders the insights they need about business performance to feed sustainable business growth.”

The Kantata Professional Services Cloud is purpose-built to transform how firms work, ensuring they can optimize their talent networks and consistently deliver outstanding outcomes. Kantata’s robust project and resource management capabilities, with built-in guardrails, governance, and best practices, help maximize predictable results and minimize mistakes. Professional services firms of all sizes and across all industries can leverage the Kantata Professional Services Cloud to gain access to the information and tools they need to win more business, ensure the right people are always available at the right time to optimize staff projects, and achieve the best outcomes for their clients.

Kantata’s demo experts will showcase the Kantata Professional Services Cloud on the expo floor in the World Tour Campground at booth #207. Join us for live demonstrations and hands-on experiences at our booth from 9:00 a.m. to 5:00 p.m. ET. Can't make it in person? Don't miss out – catch the live showcase on Salesforce+ and explore the transformative capabilities from the convenience of your digital space.