Category: Professional Services Technology
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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?
Professional services and SaaS seem like they should be simple to combine. One is a scalable software model built on recurring revenue. The other is a people-intensive delivery model built on expertise and time. In practice, they create some of the most interesting operational challenges in the business — and depending on which side of…
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How to Choose the Best Professional Services Billing Software for Your Firm
By the time an invoice leaves a professional services (PS) firm, the hard part is already done. Or, at least, it should be. Sure, the work was scoped, staffed, and delivered. But what happens between delivery and payment is where a surprising amount of revenue quietly disappears. The invoice goes out, looks fine, and still…
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What Is Agentic AI and Why It Matters for Professional Services Firms
Generative AI taught businesses that AI could create. It could draft content, synthesize data, and answer complex questions with reasonable accuracy. That shift was real and valuable. What’s happening now is something different.Agentic AI can act. Rather than waiting for a human to issue each instruction, agentic systems perceive their environment, reason through what needs…
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Top PSA Software Compared: Which Solution Is Best for Your Business?
PSA evaluations are hard to get right. The platform a professional services (PS) organization chooses will shape how it staffs engagements, manages project financials, and scales delivery — often for years before a replacement conversation even comes up. That makes clarity during evaluation less of a convenience and more of a competitive advantage. One key…
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How Enterprise Management Software Supports Enterprise-Scale Project Execution
Most enterprise organizations already have plenty of tools. But what they often lack is coherence. Projects run in one platform, financials in another, resource data in a spreadsheet someone updated last Tuesday. At the level of complexity professional services (PS) firms operate at, fragmented infrastructure is a direct liability: every gap in visibility is a…
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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
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 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…
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Insights from the Latest Kantata Survey: How Strategic Technology Decisions Address Distinct Challenges in Professional Services Organizations
Technology’s role within professional services organizations has never been more crucial. Get your technology stack right, and your business will have the insights it needs to operate confidently, aligning your highly skilled workforce with client-enabling work. Get it wrong, and your teams will be managing the professional services lifecycle in the dark, which can impact…
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Kantata Survey: Strategic Tech Choices Vital in Tackling Unique Professional Services Challenges
85% of professional services leaders recognize technology’s impact on daily operations, but just 47% trust current tools for crucial decision-making data IRVINE, Calif., and LONDON – November 8, 2023 – Kantata, the leading global supplier of purpose-built technology for professional services, today released the results of a new survey that explores the state of professional…
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3 Project Management Solutions for IT Services
In today’s world of digital business, IT services firms can mean the difference between success only possible through the use of advanced technology, and falling behind competitors who are taking advantage of the modern technology ecosystem. However, IT services firms face major challenges in providing a wide variety of fast, in-depth services to a broad…
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Data Optimization: Make the Most of Your Data
Businesses today rely heavily on the data they collect to help increase their profits and maximize their workload. But it’s difficult to correctly implement all of that information when the data and the systems collecting them have not been curated specifically for the unique data needs of your industry. You can collect all the data…
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4 Reasons Why You Need a Project Health Dashboard
One of the most difficult aspects of managing any project is keeping performance healthy throughout the entire project lifecycle. If you don’t, there can be damaging effects on the success of the project, including hindering employee productivity and leaving customers dissatisfied. It’s crucial to track project health to ensure every task associated with a project…
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Why Your Integrated Data Matters
Your company has tons of data. You can get it from your workers clocking in and out, the amount of work done per day per person, cash flow, and many more elements of everyday work. But if you don’t have any way of tracking this data, then there’s no way to know how it affects…
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Understanding the Shift in Evaluating Technology Investments
By Jared Haleck, Chief Product Officer, Kantata In the past, most technology investment decisions made by professional services organizations came down to direct financial benefits, with companies looking at the most direct return on investment possible from the software solutions they considered purchasing. However, this one-to-one financial evaluation largely discounted or excluded nonfinancial gains, such…
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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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Enterprise Times Highlights the Gaps That Plague Professional Services and the Solutions to Modern Resource Problems
It can be easy for a professional services organization to be so focused on the businesses it serves that it begins to neglect its own needs and the shifting demands of both current and prospective employees. To help companies better understand their needs and improve how their already talented teams work together, Kantata has teamed…
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Better Understand Your Professional Services Business With These Insights From Enterprise Times
The professional services industry is undergoing a time of rapid change unlike any other. To help companies better understand both their own processes and the market around them, Kantata recently teamed up with Enterprise Times to provide insights that can help companies make informed decisions about the future of their business. Written by Steve Brooks…