Category: Professional Services Technology
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Why Choose a Salesforce Native PSA Solution: 7 Key Advantages
TL;DR Running PSA natively on Salesforce eliminates server and compliance overhead while unifying CRM and project data into one system. This gives professional services leaders real-time visibility into resource demand, faster CPQ-to-proposal cycles, accurate change order tracking, and a single 360° customer view. The result: faster on-time delivery, tighter margin control, and shorter onboarding curves…
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How Professional Services Firms Can Break the Feast-and-Famine Cycle
Professional services firms can manage the feast-and-famine cycle by keeping business development active during busy periods, building recurring, renewal, and expansion revenue, forecasting demand from backlog and pipeline data, and aligning resource capacity with expected work. Clear sales ownership, pricing discipline, margin visibility, scenario planning, and financial reserves keep firms from reaching for reactive hiring,…
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How Integrations Eliminate Duplicate Data Entry Across Professional Services Systems
Like most professional services firms, you’ve got a system for everything: a CRM for opportunities, an ERP for finance, a PSA for delivery, and so on. But do all those tools talk to each other? Disparate systems are more than an inconvenience — they’re costly. Those costs show up as margin erosion from administrative inefficiencies,…
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Common Spreadsheet Problems and How Email Makes Them Worse
An over-reliance on spreadsheets can cause unnecessary complications within your business. Here are some common avoidable problems.
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From Fragmented Data to a Single Source of Truth in Professional Services
Your team likely works across a dozen systems, from CRMs for sales and PSAs for delivery to work management tools for resource planning. They create siloed data that causes the operational bottlenecks slowing your team down. As work moves from opportunity to delivery to billing, you have to manually re-enter and reconcile the same client,…
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Fact vs. Fiction: Busting the Biggest Myths about Kantata
G2, review round-ups, even AI platforms like ChatGPT — they’re all full of opinions and reviews about any product you’re evaluating. Some even contradict each other, while others are outdated or missing context. And some are actually fair. And, of course, AI summaries bring all that together in a seemingly accurate, easily digestible overview. But…
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Time and Resource Management for Services Teams Running on Salesforce
TL;DR Salesforce CRM lacks native visibility into resource capacity, skills availability, and time tracking, forcing PS resource managers to rely on outdated spreadsheets and manual reconciliation. Connecting Salesforce pipeline and opportunity data directly to resource planning helps teams anticipate demand, compare it against available capacity, and start staffing before deals close. This shifts staffing from…
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Salesforce Project Management: Features, Capabilities, and Automation for PS Firms
TL;DR Native Salesforce project management modules cover tasks and basic tracking, but professional services delivery needs more — CRM-to-delivery workflow automation, skills-based resource allocation, real-time utilization tracking, and revenue recognition linked to delivery milestones. Only a Salesforce-native PSA platform provides these capabilities without leaving the Salesforce ecosystem. Key Takeaways 76% of high-performing PS organizations use…
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Choosing the Best Project Management Software That Integrates with Salesforce
TL;DR Integration depth, not mere existence, determines whether project management software that integrates with Salesforce actually supports PS delivery — shallow, one-directional connectors leave sales-to-delivery handoffs manual and margin visibility stuck at month-end. Native apps sharing Salesforce’s data model close that gap; third-party connectors and API builds carry sync limits, scaling constraints, or ongoing engineering…
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More Agents Won’t Fix Unpredictable Projects: Why We Built a Superagent Instead
Walk into any professional services firm right now and you’ll find AI everywhere. Resourcing agents. Project management assistants. Forecasting tools. Finance copilots. Each one solving a specific problem for a specific team, and each one completely unaware of what the others are doing. The industry calls this AI progress. Kantata calls it the problem. And…
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Build vs. Buy: 4 Questions to Ask Before Deciding On Professional Services Software
The build vs. buy question has always been part of enterprise software decisions – but in 2026, it’s louder than ever. Today’s professional services organization relies on software that is purpose-built for their needs, but when deciding which technology is most appropriate for them, some organizations, particularly those with plenty of in-house expertise, consider creating…
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What is SaaS for Professional Services and How Does It Drive Revenue Growth?
TL;DR “SaaS professional services” means two different things — the delivery function inside a SaaS company that turns signed contracts into working products, and the purpose-built platforms that PS firms use to run their own operations. In both cases, the challenge is the same: delivering consistent, high-quality services at scale with enough financial visibility to…
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How to Choose the Best Professional Services Billing Software for Your Firm
TL;DR Most PS firms lose revenue not in delivery, but between delivery and payment — through late time entries, miscategorized expenses, and scope changes that never make it into the system. The right billing software closes that gap by connecting completed project work to accurate, timely invoices without the manual effort that lets billable revenue…
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What Is Agentic AI and Why It Matters for Professional Services Firms
TL;DR Agentic AI shifts the question from what AI can create to what it can execute — autonomously, across connected systems, in real time. For PS firms, that changes how work flows through an organization. The durable advantage belongs to firms that ground it in proprietary project history and delivery patterns, not generic capability —…
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Top PSA Software Compared: Which Solution Is Best for Your Business?
TL;DR PSA software is more than an upgrade from project management tools — it’s the operational backbone of a services business, connecting resources, delivery, financials, and business intelligence in one system. The wrong platform can create years of workarounds, disconnected decisions, and limited visibility into profitability. That’s why choosing the right PSA tool matters. The…
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How Enterprise Management Software Supports Enterprise-Scale Project Execution
TL;DR Running enterprise PS delivery on a generic ERP or standard project tool means accepting structural blind spots. Pipeline-to-capacity forecasting, skills-based staffing, and project-level margin intelligence don’t exist in those systems — and without them, scale compounds inefficiency rather than profitability. Purpose-built enterprise management software closes that gap by unifying the capabilities PS delivery actually…
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What’s the Business Value of Professional Services Automation Software? A New Study Quantifies the Impact
What would it mean for your organization if on-time project delivery increased by 33%? Or if the number of projects running over budget decreased by 61%? For many professional services leaders, improvements like these would fundamentally change how their organizations operate — from how projects are planned and staffed to how teams collaborate and deliver…
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The Productivity Multiplier: More Projects, Zero Added Headcount
When professional services firms talk about efficiency, they often point to automation or incremental gains. The organizations IDC studied for The Business Value of Kantata were aiming higher. They wanted to change how work happens. What they found wasn’t just a better way to manage projects, but a model that helped them deliver more value…
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Kantata Unveils the Kantata Expertise Engine™ – The First AI Platform Purpose-Built for Professional Services Transformation
The only vertically-focused AI Platform that scales expertise across projects, people and AI agents — ensuring each engagement is stronger than the last, without agent sprawl IRVINE, Calif. and LONDON – October 9, 2025 – Kantata, the leading global provider of professional services automation (PSA) solutions, today announced the launch of the Kantata Expertise Engine™,…
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Rewriting the Playbook for Professional Services: A Look Back at Converge 2025
Last week at our annual industry event, Kantata Converge 2025, we marked a massive turning point for the industry. I opened the conference by sharing a simple, but powerful truth: Until now, the services industry has largely existed without dramatic change — but — the introduction of new technology is now completely re-writing the playbook…
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Beyond the LLM: AI Built for the DNA of Professional Services
Picture your best, most seasoned consultant. The one who has been with your firm for years, who has seen every client scenario, navigated every project risk, and can anticipate challenges before they surface. The person who acts with instinctive confidence, because experience has taught them what works and what doesn’t. Now imagine if every consultant…
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Why Kantata Is Building a New Expertise Engine for Professional Services
Yesterday, Kantata’s CEO Michael Speranza wrote about the crossroads the professional services industry is facing. The old ways of scaling services have run their course. In the age of AI agents, headcount can’t be the growth engine anymore. Clients won’t settle for “hours delivered” when what they need are outcomes that move their business forward.…
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Professional Services at a Crossroads: Why the Time for Change Is Now
Tomorrow at Converge, Kantata will unveil a bold new vision for professional services. But before we look forward, I want to talk about where we stand today — and why the services industry finds itself at a true crossroads. For decades, professional services has been powered by human effort and managed by tools that do…
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Kantata Expands Agentic AI Capabilities with New Resourcing Agent, Supercharging Professional Services Delivery
Kantata’s newest AI Agent proactively detects and resolves resource risks, before they derail delivery IRVINE, Calif., and LONDON – September 24, 2025 – Kantata, the leading global provider of professional services automation (PSA) solutions, today launched a new Resourcing Agent. This new AI Agent identifies risks and addresses resource risks before they escalate, a crucial…
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Elevating Professional Services: Beyond the Billable Hour
In professional services today “getting the job done” isn’t enough anymore. Clients want real value, predictable outcomes, and a genuine partnership—not just completed projects. Yet most firms still obsess over utilization rates and billable hours, and whilst these metrics are important, if service delivery feels clunky, reactive, or impersonal, these metrics are missing the wider…
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4 Ways Adopting a PSA Can Help Boost Data Security & Reduce Operational Risk
From evolving AI tools to stricter regulations, the professional services industry is moving faster than ever — but so are the risks. Sensitive client data, fragmented systems, and a growing reliance on AI are pushing IT leaders into uncharted territory. The need for both innovation and airtight security has never been more urgent. That’s why…
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Kantata Feature Spotlight: How Adage Technologies Uncovered Hidden Project Risks with Kantata Pulse
Adage Technologies creates software, ecommerce, and AI web solutions for organizations that make a difference. As their portfolio grew, they needed a better way to monitor project health across teams and clients — beyond surface-level metrics like budget and timelines. Using Kantata Pulse, Adage surfaces real-time sentiment data from delivery teams and clients that enables…
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The Tech Buyer’s Guide to PSA Software: What You Really Need to Know
Buying professional services automation (PSA) software isn’t for the faint of heart. Between internal politics, change resistance, budgeting headaches, and trying to guess whether implementation will be a dream or a dumpster fire, it can be a lot. At Kantata, we’re here to help you navigate the buying process and choose the best PSA solution…
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12 ERP Alternatives Every Professional Services Business Should Know
TL;DR ERPs were built for general business operations, not the project-based complexity of professional services — and the workarounds that gap creates are costly. PSA platforms, cloud financial management systems, workforce management solutions, and CRMs each address what ERPs fall short on, and knowing which category fits your firm’s biggest operational gap is the starting…
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Why Leading PS Firms Are Choosing Kantata Over OpenAir
If you’re a NetSuite OpenAir user, you’re probably tired of waiting for promised features that never come, dealing with inflexible systems and having to make constant modifications to support your professional services needs. But there’s no need to keep suffering through the same everyday frustrations that define your OpenAir experience. It’s time to check out…
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The New State of Professional Services Is Here — Where Does Your Company Fit?
The following is an excerpt from Kantata’s new State of the Professional Services Industry 2024, written by Kantata CEO Michael Speranza. Click here to read the full report. The last few years have been defined by a backdrop of economic uncertainty that necessitated response to a rapidly evolving business environment. Firms rose to the challenge…
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Unpacking the State of Professional Services With John Ragsdale
Kantata has just unveiled its highly anticipated State of Professional Services Report, offering fresh, insightful perspectives on the current state and future trajectory of the industry, all derived from candid feedback from global companies. What do these revelations indicate about the market? How does your business stack up against your top competitors? Navigating these insights…
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Building Connections: How Community Engagement Elevates User Experience
Are you a professional services software user who dreams of spending less time drowning in updates and more time doing things that spark joy? Joining a community might just be your golden ticket. Not only will you get access to peers in your industry, but you’ll also feel like part of a secret society that…
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How Client and Project Team Sentiment Data Can Revolutionize Staffing Strategies
What if you could predict when a project might veer off course — not by analyzing deadlines or budgets, but by tapping into how your team and clients actually feel about the work? In today’s data-driven landscape, organizations have plenty of KPIs to analyze, but the real game-changer lies in understanding the emotions and satisfaction…
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Kantata Wins Company of the Year Gold Stevie® for Technology Excellence
IRVINE, Calif., and LONDON – August 13, 2024 – Kantata, the leading global supplier of purpose-built technology for professional services, has been named a Gold Stevie® Company of the Year Award winner in the first annual Stevie Awards for Technology Excellence.” The Stevie Awards for Technology Excellence celebrate the remarkable accomplishments of individuals, teams, and…
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Professional Services Forecasting Is Stagnating. Here’s Why That’s a Bigger Problem Than Ever
Staying ahead of the competition in professional services takes more than just hard work and talent. Success hinges on anticipating future developments in your business. This is where resource forecasting makes a world of difference. In late 2022, the Resource Management Institute (RMI) unveiled their inaugural Forecasting Report, which underscored the pivotal moment that forecasting…
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Breaking Down Tech Debt: Strategies for a Healthier Tech Ecosystem
When considering critical issues regarding technology used by businesses, technical debt is a concept that often gets overlooked, yet its effects can ripple through an organization significantly hindering growth and efficiency. The recent webinar “Tech Debt Unmasked: The Culprit Behind Your Costliest Blind Spots and Bottlenecks” brought together industry experts from TSIA and Kantata to…
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Beyond One-Size-Fits-All: 5 Reasons Why Professional Services Organizations Need More Than Just an ERP System
In the ever-evolving landscape of professional services organizations (PSOs), staying competitive necessitates not just adopting the right technology, but also deploying software solutions tailored to a company’s unique needs. Central to the administrative backbone of these organizations are Enterprise Resource Planning (ERP) systems, often hailed as the one-stop solution for a myriad of business functions.…
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Unlocking the Full Potential of Your Team: Overcoming Skill-Centric Challenges with the Right Technology
In the fast-evolving professional services landscape, the difference between a high-performing organization and a stagnant one often comes down to how effectively a company leverages its team’s skills. The right technology doesn’t just offer new insights—it can be the key to unlocking the potential that exists within your team, thereby enhancing service delivery across project…
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How Technology Solutions Empower Professional Service Organizations
By Ken Ringdahl, CTO at Kantata This article was originally published on Forbes on January 24, 2024. In the dynamic and competitive world of professional services, organizations require more than just talented workforces and insightful managers to thrive. Furthermore, while AI and LLMs offer a lot of promise, they require careful evaluation based on specific…
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Introducing the 2024 SPI Professional Services Maturity Benchmark
From Ken Ringdahl, Chief Technology Officer, Kantata This is an excerpt of Kantata’s introduction to SPI’s 2024 Professional Services Maturity Benchmark report. Click here to download the full report for free. As we enter a new year, we are excited to share insights from the 2024 edition of the annual Service Performance Insight (SPI) Professional…
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Kantata Earns #10 Spot on G2’s 2024 Best Software Awards for Project Management Products
IRVINE, Calif., and LONDON – February 7, 2024, Kantata, a leading global supplier of purpose-built technology for professional services, today announced it has secured a spot on G2’s 2024 Best Software Awards for Best Software by Function (Project Management Products), marking its fifth consecutive win in the category. Kantata’s continued success in a project management…
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The 5 Biggest Barriers to Resource Management Governance
Most professional services (PS) companies know they need better resource management, but they find themselves running into the same obstacles over and over again. Despite investing in new systems and processes, their efforts keep getting derailed. To help these organizations better understand the role governance plays in their long-term success, Kantata has sponsored new research…
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Kantata Earns Best SaaS Nomination in 2023-2024 Cloud Awards
IRVINE, Calif., and LONDON – November 21, 2023 – Kantata, the leading global supplier of purpose-built technology for professional services, has been shortlisted in the 2023-2024 Cloud Awards program in the category Best Software as a Service (SaaS). As an international cloud computing awards program, the Cloud Awards promotes and celebrates excellence and innovation in…
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The State of the European Professional Services Market: Today’s Biggest Resource Management Challenges & Opportunities
by Lucy Butterton, VP of Product Management at Kantata, and David Anheier, Associate Partner at entero AG Resource management is a challenging endeavour for any professional services leader, but operating in a dynamic European market adds another layer of complexity. In Europe, the art and science of maintaining the precise balance of team members needed…
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Kantata’s 2023 Catalyst Awards: Celebrating Excellence in Professional Services
The Kantata Catalyst Awards were created to shine a spotlight on outstanding advancements and exceptional achievements of the individuals who are changing the world of professional services. We received nominations from firms and individuals around the world, each demonstrating their unwavering commitment to delivering world-class client experiences and driving innovation in the professional service industry.…
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Kantata’s Upcoming ‘Pulse’ to Revolutionize the Professional Services Industry
Redefining Professional Services Technology: Embracing the Vertical SaaS Paradigm in the Era of Professional Services Cloud IRVINE, Calif., and LONDON – November 14, 2023 – Kantata, the leading global supplier of purpose-built technology for professional services, is poised to redefine the landscape of the professional services industry with an innovative leap into the future. Today,…
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Shaping a Future of Excellence: Kantata’s Vision for the Professional Services Cloud
By Michael Speranza, CEO, Kantata In an ever-evolving professional services landscape, services organizations are grappling with business opportunities and challenges that require more effective technology solutions. I am thrilled to unveil Kantata’s vision for the Professional Services Cloud (PS Cloud), which reshapes the boundaries for what technology designed for services organizations needs to do. As…
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Empowering Customers with Kantata OX’s Latest Innovations
The professional services industry never stops evolving—the technology solutions professional services organizations (PSOs) and embedded services organizations (ESOs) use to address their unique challenges need to keep pace through constant innovation. Kantata’s open infrastructure solution, Kantata OX, sits at the vanguard when it comes to empowering growing businesses with the insights they need to thrive,…
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Unlocking the Power of Kantata SX: Winter ’24 Release Highlights
In a business environment characterized by perpetual evolution, maintaining a competitive edge transcends mere necessity; it emerges as a strategic imperative. Kantata’s Salesforce-native solution, Kantata SX, is purpose-built to equip global professional services organizations (PSOs) with the clarity, control, and confidence they need to seamlessly align a large, multinational workforce with a growing portfolio of…