Delivering Services
Kantata SX - Professional Services Cloud
Kantata provides consultants with a platform for task management, tracking utilization, and pursuing assignments of interest. It simplifies time entry with pre-populated time cards and mobile access for expense claims. Kantata's transparency and flexibility enhance job satisfaction and workflow efficiency.
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Strategy & Planning
The Executive
Kantata, built natively on Salesforce, revolutionizes executive strategy and planning in professional services. It provides a real-time snapshot of key KPIs, enhances revenue tracking, and offers predictive forecasting. With its 360-degree account overview, it ensures smooth operations and promotes informed decision-making.
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Project Estimating & Planning
The Scoping Manager
Kantata, built on the Salesforce platform, delivers an integrated solution for scoping managers. It provides instant access to sales data and offers Intelligent Insights to guide decision-making. With flexible proposal templates and an intuitive proposal modeler, Kantata simplifies the scoping process and streamlines resource allocation. This ensures effective collaboration between sales and resourcing, enabling managers to focus on value delivery, precise pricing, and optimal resource utilization for successful project outcomes.
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Resource Staffing & Planning
The Resource Manager
As a Resource Manager, Kantata streamlines staffing through automated matching, early supply-demand warnings, and soft booking capabilities. It also provides a bench view for balanced utilization. Overall, Kantata boosts employee satisfaction and optimizes resource allocation for better business performance.
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Project Delivery, Tracking, & Reporting
The Project Manager
Kantata offers project managers a comprehensive control center. The dashboard allows financial tracking and adjustments via change orders. Task planning aids in managing work breakdowns and resource allocation. Kantata's insights prompt urgent tasks, such as timesheet approval. Kantata streamlines project management, ensuring effective oversight and predictable delivery.
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Project Accounting & Operations
The Finance Manager
Kantata simplifies the tasks of finance managers into weekly and monthly actions. It manages timecards, handles approvals, and tracks milestones for accurate forecasts. Its flexible invoicing interfaces with your finance system, minimizing manual errors and ensuring precise AR balances. Kantata reduces revenue leakage, automates invoicing, and provides accurate forecasts, enhancing team efficiency.
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