Hosted Services Specifications

The Kantata Hosted Services offer the following core functionality:

• Provides project management functionality
• Delivers accounting functionality or integrates with certain third-party accounting applications
• Tracks professional service project costs such as time and expense
• Records and allocates resources on professional service projects based on need and availability
• Monitors professional service project and portfolio performance, risk and profitability
• Manages client profiles and user profiles and communications between users

• Creates project plans and work breakdown structures based on scope
• Defines, manages and allocates personnel resources based on demand and availability
• Creates project budgets and compares them to actual costs and expenses
• Supports multiple project management methodologies
• Provides project templates that can be modified or combined to create new projects
• Manages interdependencies between tasks and their impact on deadlines
• Supports multiple project views
• Monitors project progress, resource utilization and user productivity
• Provides a single data repository for project information and related data

• Utilize Kantata templates and rate cards to create a project, apply and adjust a project plan, allocate resource roles and create project timelines
• While building an estimate, view project budget, cost, fees, expenses margin percentage and profit
• Identify the resource roles needed for optimized project staffing and make adjustments while viewing impacts to project financials
• Allows for creating multiple estimate scenarios and then selecting the desired scenario
• Creates a .pdf estimate to provide to clients

• Manages resource capacity and plan based on availability
• Identifies the best personnel resources for each project type or task
• Delivers and manages forecasts to balance supply and demand
• Provides a single view of project resources
• Provides features for multiple types of allocations
• Manages individual and team calendars by department or geography
• Makes recommendations for the best resource allocation and optimizes allocations

• Allows internal and external users to work and collaborate on projects
• Manages roles and access rights to documents, chat, calendars and project views
• Delivers standard or customized workflows
• Plans, schedules and monitors projects and tasks
• Includes features for collaboration, communication and data sharing
• Provides features for chat, discussion and internal or external communications
• Defines workspaces and project views for internal and external sharing
• Logs capture information about who performed certain activities and when

• Provides out of the box management dashboards
• Consumes data from database queries and application connectors
• Transforms data into useful and relatable models
• Supports data modeling, blending and discovery processes
• Enables interactive data exploration by users to discover insights beyond KPIs
• Empowers users to make business-critical decisions based on detailed analysis
• Creates reports and visualizations with business utilities

• Allows users to customize, configure, monitor and manage integrations to other products, services, systems and data sources
• Synchronizes and loads data between the Hosted Services and other products, services, systems and data sources
• Flat file integrations between the Hosted Services and other products, services, systems and data sources