Balancing business efficiency with client and resource satisfaction

The Resource Management Institute and Kantata joined forces to delve into staffing strategies, emphasizing the integration of client and resource preferences and feedback into resourcing decisions.

Balancing business efficiency with client and resource satisfaction

Insight on Role & Skill Alignment

Only half of resource managers obtain occasional insights on resource satisfaction such as role, skill and growth plan alignment for projects they staffed during project delivery. Of those that do, 72% gather this information through direct feedback, which points to a lack of process and automation.

See the insights

As a Resource Manager, do you obtain insights on resource satisfaction during project delivery?

Yes, frequently

18%

18% Yes, frequently

Yes, occasionally

31%

31% Yes, occasionally

Yes, but only in extreme circumstances

23%

23% Yes, but only in extreme circumstances

No, I don’t get any insights into satisfaction during project delivery, but do receive some updates after a project is complete

13%

13% No, I don’t get any insights into satisfaction during project delivery, but do receive some updates after a project is complete

No, I don’t get any insights into satisfaction during project delivery, nor do I receive some updates after a project is complete

15%

15% No, I don’t get any insights into satisfaction during project delivery, nor do I receive some updates after a project is complete

Real-Time Feedback

90% of respondents agree that having real-time feedback on satisfaction throughout project delivery would be useful and would provide actionable insights and better project outcomes.

See the insights

How useful would real-time feedback on satisfaction throughout project delivery be for adjusting project staffing strategies?

11%

Extremely useful

11% extremely useful

42%

Very useful

42% very useful

36%

Somewhat useful

36% somewhat useful

11%

Not so useful

11% not so useful

0%

Not at all useful

0% not at all useful

Improving Visibility & Satisfaction

Client and resource preferences and satisfaction are key inputs to the staffing equation. Visibility to both is important even after initial staffing decisions have been made. There is clearly an opportunity for automation tools to provide greater capability in this area.

See the insights

After project completion, how is information on satisfaction collected and analyzed?

Client Satisfaction

Resource Satisfaction

Surveys

61%

22%

Interviews

18%

16%

Review Meetings

30%

37%

We do not collect this info

15%

43%

The time for modern, purpose-built technology is now

The Kantata Professional Services Cloud fills the gaps traditional PSA solutions ignore and supports your resource management needs in real-time, every step of the way—from forecasting and aligning skills to project demand to collecting feedback during project delivery. With Kantata Pulse you can automate the feedback process and ensure employee and client sentiment is consistently monitored and analyzed, allowing you to stay ahead of potential issues and consistently improve project satisfaction in real-time.

Learn More
Making the right technology choices has never been more important for PS firms

See how Kantata is transforming businesses like yours

97%

97% Project success rate at POP

PROJECT SUCCESS

Project success rate at POP

POP%

50%

50% Improvement in forecasting horizon at Optimus SBR

FORECASTING

Improvement in forecasting horizon at Optimus SBR

Optimus%

20%

20% Improvement in utilization rates at BTM Global

UTILIZATION RATE

Improvement in utilization rates at BTM Global

BTM%

20%

20% Improvement in revenue forecasting accuracy at Cornerstone

REVENUE FORECASTING

Improvement in revenue forecasting accuracy at Cornerstone

Cornerstone%
Download the report
Maximize your resource forecasting capabilities
Kantata respects your privacy. Click here to view ourTerms and Privacy Statement.