Episode 71

July 12, 2024

TSIA TECH on Deck Webinar Recording: Redefining Professional Services Technology w/ Jared Haleck and John Ragsdale

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In this episode of the Professional Services Pursuit Podcast, we revisit our April webinar with TSIA. In the ever-evolving world of professional services, outstanding client experiences are the benchmark of success. Achieving this requires a holistic, real-time perspective on project health and performance. Jared Haleck, Kantata's Chief Product Officer, joins John Ragsdale, Distinguished Researcher and Vice President of Technology Ecosystems at TSIA, to discuss Kantata Pulse. Jared shares how this innovative solution aims to revolutionize PS technology by natively gathering client and employee feedback, leveraging AI-driven insights to enhance project outcomes.

Other topics covered in this episode include:

  • Limitations of legacy professional services automation tools
  • Why cost and schedule are no longer enough
  • The crucial role of proactive project sentiment and client satisfaction
  • The role of AI in the future of PS technology

Watch the full webinar recording here

View Transcript
Host

Banoo Behboodi

Vice President, Success Engineering

Banoo Behboodi is a 20+ year software and services leader with extensive experience executing change initiatives with oversight of Customer Success, Professional Services and Delivery and Consulting functions. Banoo’s earlier experiences with AT&T Mobility, Coca-Cola Company and Ernst & Young leading key transformational and compliance projects, provided the foundation needed to be an effective leader and a change agent with a customer first mindset. Banoo is passionate about driving continuous improvement through sharing best practices and empowering resources through technology and analytics to optimize performance and job satisfaction while driving business outcomes.

Host

Brent Trimble

Vice President, Value Engineering

Brent brings more than 15+ year’s of leadership experience in Management Consulting, Strategic Delivery, Marketing services and product development firms to his technology role at Kantata. As the VP of Value Engineering and the Managing Director of Marketing Service & Agency Vertical, he specializes in identifying process improvement potential, business optimization and key health metrics for alignment and orientation.

With deep business understanding through an operator lens - Brent works with Kantata partner firms to refine intrinsic and extrinsic value drivers - giving firm principals the focus required for adoption, mobilization, value realization and ultimately - success.

Prior to joining Kantata, Brent was a client of the platform and held positions at Interpublic Group, Accenture, WPP, and independent marketing consulting firms.