Category: Professional Services Technology
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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…
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Kantata Ranks as the Top Provider of Professional Services Automation Solutions in SPI’s 2023 Professional Services Maturity Benchmark
SPI holds up Kantata’s customers as ‘High-Performers’ and models that all professional services organizations can emulate as they focus on performance improvement IRVINE, Calif., and LONDON – February 16, 2023 – Kantata, a leading global supplier of purpose-built technology for professional services, today announced it is ranked the number one provider in Service Performance Insight’s…
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Technology’s Role in the New Workforce Ecosystem
Author: Ray Grainger, Executive Chairman, Kantata Board of Directors With sustained record high inflation, depressed stock markets, and worries that a recession is inevitable, it’s unsurprising that many companies are taking belt-tightening steps like delaying plans to implement new technology. In today’s environment, this way of thinking will most likely result in loss of competitive…
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5 Reasons To Ditch Spreadsheets for Purpose-Built Solutions
For decades, spreadsheets have been a massive part of doing business. Even before the modern age of Excel and Google Sheets, physical worksheets and spreadsheets were used to help managers understand complex business processes and tabulate financial reports. It’s easy to understand why spreadsheets are so pervasive in consulting operations. Consultants are problem-solvers, and spreadsheets…
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What Red Flags Show a Gap Between Your Front and Back Office Systems?
This is an excerpt from the new whitepaper “Mind the Gap: How to Bridge Front & Back Office Systems for Professional Services” by Roy Edwards and Steve Brooks from Enterprise Times, in collaboration with Kantata. To learn more about the causes of major internal gaps in businesses and their solutions, check out the full whitepaper…
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Cloud Collaboration: What Is It and Why You Need It
Every professional services company is the sum total of not just the talented employees that make it up, but of the great work produced through their collaboration. The skills of each resource can come together to create great work and the shortcomings of any individual team member can be made up for through the skills…
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Focus on the Work that Matters with Project Tracking Tools
When you’re knee-deep in multiple projects, it can be almost impossible to get a sense of what needs to be done first, how much is left to handle in the pipeline, and if all the pieces are in place to deliver on time. If you’re using outdated project management methods like paper and pen, calendars,…
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Strategies Required for Services Success in 2023 and Beyond: Eliminate or Replace Outdated Tools and Systems
Challenges, Trends & Best Practices From Our Recent Webinar With TSIA Below is the third and final blog of the series covering the key strategies required for professional services to thrive in 2023. Three key strategies were discussed in Kantata’s most recent webinar with TSIA, where TSIA’s VP of Technology Services, John Ragsdale, sat down…
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How To Get a Project Back on Track With Resource Management Software
A resource manager cannot effectively work without the right resources. A resource can refer to a person, a good, a building in which to work or assemble items, and anything needed to get a job done. As a manager, the most important element of the job is to ensure that the company has enough resources…
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4 Ways Project Managers Can Use Technology To Take Their Work to the Next Level
This is an excerpt from Kantata’s ebook “Level Up Your Project Management Career: Top 4 Growth Opportunities for the Future.” To learn about critical areas of growth for project managers, check out the full eBook here. Technology is going to be an invaluable asset in your career, but not all technology is well-suited to the…
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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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Breaking Down Project Management Software vs PSA
Employees spend up to a whopping 30 hours a week checking their personal and private email accounts. If your company relies heavily on email as a way to communicate or manage your employees, then you’re wasting tons of money on time that could be spent doing productive — or billable — work. Implementing technology with…
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Resource Management System: A Complete Overview for Professional Services Teams
The best way to streamline workflows and maximize profits is to implement a resource management system – software specifically designed to support planning, scheduling, and assigning workers, funds, and technology to projects so you can make the most of the resources available to you. When you implement the right type of resource management system, you…
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How to Make the Most of Your Project Management System
TL;DR A resource management system brings structure to how professional services teams plan, schedule, and allocate people, budgets, and timelines — replacing manual methods or spreadsheets that limit real-time visibility. Modern systems, often built within PSA platforms, connect resource planning with project delivery and financial data, improving team efficiency, skills-based allocation, forecasting accuracy, on-time delivery,…
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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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Surging Demand for Purpose-Built Solutions for Professional Services Drives Kantata’s Growth
The Kantata platform earns rave reviews across multiple user evaluation websites IRVINE, Calif., and LONDON – November 07, 2022 – Kantata, the leading global supplier of purpose-built technology for professional services, cited increasing demand for The Kantata Professional Services Cloud™ as a primary driver for its rapid growth. Notable client wins include: 72andSunny, Donor Republic,…
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How Kantata is Helping Businesses Unleash the Power of Professional Services
Powerful currents are reshaping the professional services industry. Only the best providers of Professional Services Automation (PSA) software are able to equip their clients with the solutions and expertise they need to stay ahead of the curve. The vendors that lead the charge into a new era of PSA will have the specialized focus and…
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Introducing the 2022 Professional Services Automation End-user Survey
By Sarah Edwards and Jared Haleck, Chief Product Officers, Kantata This is an excerpt of Kantata’s introduction to SPI’s 2022 Professional Services Automation End-User Survey report. Click here to download the full report for free. This is a very exciting time to be shaping the product vision for a technology vendor serving the needs of…
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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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Uncovering the Reasons Professional Services Organizations Benefit from Vertical SaaS Solutions
The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Banoo Behboodi, features Charles Gustine, Brand Evangelist at Kantata. This episode focuses on key results from new research from Kantata and Salesforce, which was conducted by Forrester Consulting. The resulting study, Vertical SaaS for Professional Services is Driving Material Benefits, reveals current trends shaping…
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Three Trends Driving Resource Management Automation Today
The latest episode of Kantata’s Professional Services Pursuit Podcast features Randy Mysliviec, President and CEO at RTM Consulting and the managing director of the Resource Management Institute (RMI). This episode, hosted by Brent Trimble, focuses on the results of RMI’s survey on Resource Management Automation Tools and Solutions. Brent and Randy dive into the emerging…
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Seamless Communication with Team Collaboration Tools
Communication is one of the most critical elements of a successful business. In fact, well-informed employees outperform their peers by 77%. But it can be difficult to keep everyone on the same page because it’s easy to accidentally leave someone off an email or forget to loop a co-worker into a meeting invite. That’s why…
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Professional Services Firms Are Increasing Investments in Vertical SaaS
New research from Kantata and Salesforce examines the factors accelerating the implementation of vertical SaaS technology developed specifically for PS IRVINE, Calif. and LONDON – September 7, 2022 – Kantata announced today that new research conducted by Forrester Consulting reveals professional services organizations (PSOs) are replacing generic, one-size-fits-all horizontal SaaS solutions and antiquated technology with…
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Building the Best Resource Management System
To save money and maximize profits, your business needs to manage its resources properly. Today’s modern resource management tools make getting the most out of your teams easier than ever, and best of all, you don’t need to create a patchwork of multiple software solutions to build the best system. That’s why Kantata created a…
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Unlocking The Power of Resource Allocation With Kantata
This is part 1 of a three-part series on how your professional services business can unlock hidden value with the Kantata Professional Services Cloud. Learn more about the power of project budgets and contextual communication in our series. The Hidden Value of Resource Allocation We all know that projects can’t be completed effectively and on…
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What Is Team Collaboration Software?
If you’ve ever accidentally left someone off an important work email, you know how difficult it can be to keep every person in the loop on a project. But effective communication is necessary to maximize your time and work day. To keep everyone connected, try implementing team collaboration software. These software solutions and online services…
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Upgrade Your Business Intelligence Tools
Are you reluctant to use the business intelligence software capabilities in your tech stack? Do you have to rely on disconnected third-party solutions to handle what should be basic software features? If so, it may be time to upgrade your suite of business intelligence tools. Here are some of the top features to look for…
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Think Ahead with Resource Planning Tools
The ability to think ahead is invaluable when planning a project. Before the project even begins, you need to have a solid understanding of all the resources at your disposal, how they interact with each other, and the best way to implement them. Resource planning tools are able to take all of your resources and…
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Why Services Software is Critical in Today’s Networked Economy
The latest episode of Kantata’s Professional Services Pursuit Podcast features Ray Grainger, the Executive Chairman of Kantata and co-founder of Mavenlink. This episode, hosted by Brent Trimble, is centered around the vision for Kantata and the importance of services software in today’s networked economy. Below you’ll find some highlights and key takeaways from the discussion…
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Integration Management: Dos and Don’ts
Cross platform integration software is becoming more advanced than ever before. More and more tech companies are creating software solutions with the intent of supporting integration from the get-go, making their products more accessible and desirable to the corporate world. However, because integration has become so synonymous with descriptors like “streamlined” or “simplified,” project managers…
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How Purpose-Built Software for Services Improves Four Key Performance Indicators
Learn how purpose-built software improves 4 key services metrics: utilization rate, profit margin, net promoter score & employee attrition.
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Is Business Intelligence Software Right for Me?
The term “business intelligence software” can seem daunting, but in actuality these software solutions can be used by any number of businesses to track resources, view data, and create growth plans. If you own and operate a professional services business, take a moment to assess the needs of your company and if you’re meeting them…
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Improve Predictive Accuracy with Resource Forecasting Tools
We all wish we could predict the future. Whether it’s wanting to know the outcome of a football game, the weather forecast, or even the lottery numbers, everyone has fantasized in some way or another about knowing what’s to come. The same is true for project management. Being able to predict a project’s timeline, possible…
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5 Reasons Professional Services Organizations Need The Kantata Professional Services Cloud
Running a professional services business is more challenging than ever, but with the right strategy and execution, the rewards can also be greater than they’ve ever been. The continued expansion of the professional services world, the increasing types of products and services required to keep up with client demands, and the seemingly limitless potential of…
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What Is The Kantata Professional Services Cloud?
This is an excerpt from “The Kantata Professional Services Cloud—Purpose-Built Technology for Unmatched Advantage.” Read the full whitepaper here. The Kantata Professional Services Cloud provides technology specifically designed to address the unique needs of services organizations. Kantata enables exponentially more effective operations and scaling in today’s networked economy. There are five key technical advantages the…
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Purpose-Built Technology: What It Is and Why Professional Services Companies Need It
Running a professional services business often means creating solutions on the fly and making whatever’s available work to keep projects going and clients happy. But that doesn’t mean there isn’t a better way. Frequently, software used by organizations isn’t specifically designed for the professional services industry and doesn’t have the right features for a company’s…
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Get Ahead with Project Planning Tools
As much as movies and television tell us differently, improvisation is not the way to make your mark on the corporate world. Successful projects are defined by detailed project plans, not doodles scrawled on a napkin. Project plans need to loosely encompass the entirety of the project lifecycle and provide parameters like timelines, workloads, expenses,…
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Kantata Forms: Empowering Professional Services Teams of Every Size
Software solutions are often seen as exclusively impacting the most mechanical aspects of work and not the human elements. But companies often overlook the direct impact that a solution can have on an employee’s day-to-day job satisfaction and their long-term outlook at a business. According to G2’s 2019 State of Software Happiness Report, 62% of…
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What Resource Management Solutions Will Work for Me?
For professional services teams to thrive, they require the unparalleled insight and control that only a purpose-built resource management solution can provide. When used well, a great resource management solution can help you keep track of the many moving parts across your projects, create timely and accurate reports, improve your team dynamics, and equip teams…
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Simplify Success with Resource Management Software
Resource management is the cornerstone of success for a thriving professional services business. That’s because in professional services organizations, your product is your people – without them, there would be no way to ensure clients are successful. Simply having the resources to undertake a project isn’t enough; you need to know how and when to…
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Leveraging Kantata Tools to Assist with Strategic Resource Management
In our previous blog, “Data Governance: The Secret to Great Resource Management,” we discussed the importance of having strong data governance models, data selection, and maintenance strategies in a modern professional services company. Ultimately, this data helps resource management offices make strategic decisions with a level of objectivity. And while it may seem challenging to…