Category: Agency & Marketing
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12 ERP Alternatives Every Professional Services Business Should Know

An ERP (Enterprise Resource Planning software) is a staple among most professional services firms because it helps keep the business wheels turning. But it’s an acronym you’re probably hearing less and less of as each year passes. Why the change? Well, as business needs get more complicated and software gets more sophisticated, ERPs are starting…
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Why 2024 is the Year for Agency Transformation

By Brent Trimble, Vice President of Value Engineering This article was originally published in the SoDA Report on Agency Transformation which was developed in partnership with Kantata. In the fast-paced world of marketing and agency services, embracing change is non-negotiable. Transforming your agency’s business processes might seem daunting due to the sheer effort and planning it requires,…
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Shifting Agency Priorities: The Crucial Role of Project Sentiment

By Jared Haleck, Chief Product Officer at Kantata This article was originally published in the SoDA Report on Agency Transformation which was developed in partnership with Kantata. In the dynamic and competitive world of agencies, navigating through economic uncertainties and evolving client expectations requires more than just delivering projects on time and within budget. Kantata…
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The Keys to Scaling Success for Marketing Agencies

By Moira Alexander, Founder of PMWorld 360 Magazine and Lead-Her-Ship Group Marketing agencies are indispensable partners to the companies they serve, but with increasing global competition, rapid technology evolution, talent retention challenges, and expanding client demands, today’s marketing agency has to be nimble and constantly scale in order to thrive, not just survive. This blog…
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Kantata Survey Finds 74% of Agencies Shifting Business Strategies To Address Economic Uncertainties

New Survey Explores Key Challenges and Priorities for Agency Operations IRVINE, Calif., and LONDON – SEPTEMBER 21, 2023 – A new survey from Kantata, the leading global supplier of purpose-build technology for professional services, found that 74% of agencies are shifting their priorities and business strategies in response to significant pressures faced amidst the economic…
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How To Use Technology To Scale Your Agency

Regardless of what your agency focuses on – marketing, branding, advertising, media – growth is a crucial part of ensuring your business stays relevant and profitable. Agencies that don’t grow can become stagnant, fall behind competitors, and lose touch with the desires of their clients. That doesn’t necessarily mean that every small firm should try…
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Three Ways To Optimize Your Business During Uncertain Economic Times

By Banoo Behboodi, Vice President of Advisory Services These are uncertain and unpredictable times, something I see every day as I work with professional services businesses in my role on Kantata’s Advisory Services team. No one knows exactly what lies ahead, but business leaders are already changing their behaviors, and their plans, based on a…
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Three Techniques for Creative Agencies to Stay Relevant in 2023

The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Brent Trimble, features Sunday Dinner Founder, Ad Age 40 under 40 recipient, and brand strategy thought leader, Lindsey Slaby. The episode dives into how the marketing and advertising industries have evolved over the years and the growing challenges they face. Lindsey is one of…
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Automate Your Workspace With PSA Software

In any industry, you want to maximize the billable hours provided by your workforce. The work you do for your clients is the heartbeat of your business, so you want to spend most of your time meeting your clients’ needs and finishing projects as far in advance of deadlines as possible. If you get to…
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5 Ways Agency Management Software Can Help Your Business

Every marketing agency feels the pressure to do more than is possible in a single day. With a growing client list, you’re balancing completing projects and pieces in-house, or delegating them out to freelance writers. Between communicating with your own team, clients, freelancers, and other people, it’s easy to become disorganized, or simply resort to…
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Five Best Practices to Improve the Value and Effectiveness of Agency and Client Relationships

The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Brent Trimble, features author, speaker, entrepreneur, and high-tech business executive, Bruno Gralpois. Brent and Bruno discuss the evolution of his business, Agency Mania Solutions, and dive into some critical tactics agencies and clients can implement to enhance their relationships and deliver better services. Bruno…
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How Marketing Companies Can Benefit from Project Management Software

Organization is key when it comes to finishing a project on time, and it’s no different for marketers. Marketers who prioritize organization are 674% more likely to report success than those who don’t. So if you find yourself working until midnight every day the week a big project is due – or you know other…
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The 5 Biggest Resource Challenges Facing Agencies in a Post-COVID-19 World

By Moira Alexander, founder of PMWorld 360 Magazine and Lead-Her-Ship Group Industries around the world are familiar with how business landscapes are in a state of constant change. However, the COVID-19 pandemic has presented additional harsh difficulties and revealed some brutal realities, posing significant resource challenges in 2021 and beyond. COVID-19 has served as a…
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What Professional Services Teams Need to Thrive

By Ray Grainger, Executive Chairman Thriving teams depend on being made up of a diverse group of people. And those people need to not only be supported by a company, but to be able to take care of themselves. In the article, What Makes A Good Team, author Joseph Garvey shares some insights and observations…
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How To Truly Solve Your Business Pain Points With Best Practices

By Nick Evans, Senior Enablement Consultant When clients decide to come to Kantata, they are looking to solve a pain point. Some common reasons are to improve (or introduce) their resource management process, unify their delivery processes, or improve their reporting. Fortunately for our clients, Kantata has solved these problems for many other clients before…
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Should My Business Use Professional Services Automation?

The phrase “professional services automation” is often thrown around when business owners look into optimizing their operational strategy. However, professional services automation (PSA) isn’t just a hollow buzzword without any real world application. Businesses of all sizes could immensely benefit from implementing PSA software into their day-to-day operations. But what exactly does professional services automation…
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Our Predictions For 2022: A Surge in Vertical SaaS Adoption Will Drive M&A Activity

Organizations have spent the last decade migrating their on-premises IT systems to the cloud and adopting horizontal SaaS solutions designed for general business uses across a wide range of industries such as CRM, project management, and accounting. We predict enterprises will spend the next decade migrating away from those horizontal SaaS solutions in favor of…
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Finding Professional Services Success as a Way of Thinking

By Ray Grainger, Executive Chairman Professional services firms have long survived on “experts on demand” – the contractors that can be hired for just-in-time projects. But simply using contract workers is not enough anymore. Businesses need to build and improve their digital infrastructure and domain expertise to scale on demand and dependably deliver freelancers on…
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Introducing the Professional Services Pursuit Podcast From Kantata!

Are you looking for new insights into the world of professional services? “The Professional Services Pursuit,” Kantata’s just-launched podcast, is just what you are looking for. This bi-weekly podcast has a very simple goal: to give you — and all professional services leaders — a place to go to be inspired and tap into expert…
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Why It’s Time to Embrace Change Management in Professional Services

By Moira Alexander, founder of PMWorld 360 Magazine and Lead-Her-Ship Group Between 2020 and 2030, job growth in areas such as change management is expected to grow 14% faster than the average profession. Why? Because we’re in times of major change for many industries and agencies, with the speed of change increasing, not least due…
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Service Science: The Missing Ingredient in Your Services Firm’s Strategy

The global services industry is in the midst of massive growth and evolution, with companies expanding their services and radically changing the way they do business. However, many organizations and the software solutions they depend on have failed to evolve to support their changing needs. Legacy systems and inadequate tools that simply can’t keep up…
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Do You Have What it Takes to Scale Your Professional Services Business?

Growth is the hallmark measure of success for all organizations, but scaling your professional services business is difficult. The following are critical elements for every professional services firm that is looking to successfully scale.
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The 5 Biggest Resource Management Challenges At Your Agency: Overcome or Fall Behind

Now more than ever, agencies need to be at the top of their game to be profitable and scale their success. These are the 5 biggest challenges agencies need to beat today to succeed.
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4 Steps to Optimize Resource Scheduling for Agencies

Creating a well-balanced, healthy, and profitable workload for your team can be done without major changes to team composition with these four steps.
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5 Elements Every Project Proposal Should Include

Read this blog to learn the five key that every project proposal should include when delivering services successfully.
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7 Common Consulting Firm Project Management Challenges

Learn the 7 most common project management challenges experienced by many consulting firms & how to overcome them
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10 Quick Ways to Boost Your Agency’s Productivity

Looking to improve your agency’s productivity rates? Here are 10 easy ways to boost productivity for greater success.
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4 Easy Ways to Reduce Employee Turnover at Your Agency

Keep employee turnover rates low at your agency for greater success through these four tips that can improve employee satisfaction and loyalty.
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Does Your Agency Have a Process Bottleneck? Here’s How to Find Out

What’s slowing down your company’s projects? It may be a process bottleneck. Learn how to find it and fix it in this helpful guide.
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7 Project Management Tips for Consultants

Learn 7 tips for consultants to improve their project management strategy & increase efficiency, productivity, and profitability.
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How Service Industries Can Develop a Sustainable Competitive Advantage

Learn the considerations and risk factors involved in staying ahead of the competitive in the services industry today.
