Category: Uncategorized
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What is a Financial Management System and Why is it Critical for Services Delivery?

A professional services (PS) firm doesn’t run out of product. It runs out of margin. Projects get scoped, staffed, and delivered, and whether the firm made money on them depends on financial decisions made at every stage — often without complete information. The project was priced at 30% margin. By the time it closed, the…
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Driving Growth and Adoption While Creating Customers for Life

The latest episode of Kantata’s Professional Services Pursuit Podcast features Dave Yusuf, Senior Vice President of Customer Success at Q2. This episode, hosted by Banoo Behboodi, focuses on the topic of creating a customer for life in services and the unique challenges, opportunities, and trends surrounding the process today. David — who has years of…
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TSIA Summit Overview: Four Services Challenges Today & How to Solve Them

This blog is an overview of a recent TSIA Technology Summit sponsored by Kimble Mavenlink. We cover the key takeaways with a focus on four common challenges (and actionable insights on how to solve them) that often disrupt even the highest performing services organizations today.
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Employee Spotlight: Product Manager, Reporting & Analytics

Check out third installment of our employee blog spotlight series features Mark Clewett, Product Manager: Reporting and Analytics at Kantata.
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Three Ways to Improve Data Quality and Maximize PSA Benefits

This blog breaks down why it is so important to feed your professional services automation (PSA) solution quality data, and provides three steps to maximizing the benefits of your PSA.
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How Customer Success Teams Accelerate Value Realization in Services

Highlights from TSIA Summit with Kantata’s VP of Customer Adoption on how customer success teams accelerate value in services
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Employee Spotlight: Vice President of Solutions Engineering

In the second installment of this blog series we spotlight Lauren Leonard, Vice President of Solutions Engineering at Kimble Mavenlink
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Kantata Volunteer Series: Supporting and Enabling Children in Need

John Breul, Kantata’s VP of Alliances, explains what he has learned from long-term involvement in volunteering with educational charities.
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Kantata Volunteer Series: Ensuring Students Are Set up For Success

This blog series highlights some of the great volunteer work Kimble employees are doing around the world. This month, we hear from Tarsem Chana
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Three Tips for Getting Maximum Value from SaaS
Across the business world, people are working from home, utilizing video conferencing software more than they may be accustomed to. When gathering virtually, coworkers are amusing each other by using funny background images, adorning their faces with cat noses, or adding strange headgear. People are finally adopting the add-on features of the technology they have…
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How PSA Can Help Construction, Architecture and Engineering Firms Win and Deliver Successfully

Bidding and delivering engineering and construction projects is complex and challenging. One issue is the high cost of sale. The bidding process is elaborate and can involve many professionals. The cost can be up to 0.65% of the contract value. Delivering projects effectively is equally challenging. Construction and engineering projects depend on deploying high-performing teams with…
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The Business Collaboration Checklist

Are you looking for ways to improve your company’s collaboration efforts? Ensuring effective communication across an organization, especially during a time when a large portion of workers are distributed and primarily communicating with one another online, is critical for a company’s success. Creating great collaboration takes time and focused effort whether your organization has experience…
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Three Ways to Pave the Way for Employee Adoption of PSA
Investing in professional services automation (PSA) software is an important first step for an organization hoping to establish more efficient project delivery and obtain more predictable business outcomes. But the work is not over once you decide which PSA to adopt. In order to unlock the complete potential of your solution, you must approach the PSA…
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A Growth Strategy Guide for Scaling Your PSO

This article, written by Keith Carlson, provides a strategic step-by-step guide for selling and marketing professional services successfully. Professional services organizations (PSOs) are one of the most important teams within a growing technology organization. Traditionally thought of as the implementation arm of a technology company, PSOs can be a means to creating and sustaining terrific…
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How to Leverage the “Collaborative Mindset” for Business Success

This blog, written by David Coleman of Collaborative Strategies Inc., focuses on how collaboration can lead to organizational success and the steps required to get there. Understanding how to establish a collaborative mindset is absolutely critical when looking towards growth. Understanding Collaboration Collaborative Strategies, Inc. has been doing research on all aspects of collaboration for…
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How to Be Sure a Software Demo Isn’t Just Smoke and Mirrors

Selecting the right technology solution for your professional services organization can be a daunting task, especially with the growing number of options available on the market. Before letting vendors court you with proposal decks and software demos, I think it’s important to take time to brief internally on what you’re trying to achieve. That way…
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Is Your Organization a High-Trust Network? Answer These Three Questions
By Mark Robinson, CMO and Co-founder of Kimble — now Kantata following Mavenlink and Kimble merger in 2022. It is exciting and stimulating to work for a growing business and most people want a piece of that exhilaration. However, moving from the start-up stage where everybody knows not just all of their colleagues’ faces but…
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How Does Project Management Software Improve the Project Lifecycle?

Most project managers follow a four-step project lifecycle to move a project from inception to completion. Not only is this process the lifeblood of a project manager; it is also the lifeblood of a services company. After all, it is only through the repeated completion of successful projects that revenue is generated. While the progression…
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Three Common Questions When Evaluating Services Software
The software market is growing at an unprecedented rate – at a Compound Annual Growth Rate (CAGR) of 11.7% from 2017 to 2022 according to MarketsandMarkets Global Forecast. On one hand, this is fantastic for consumers shopping for software as that competitions gives them better and better options to choose from. However, this is also creating a potentially…
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Injecting Purpose into an Organization

This blog answers the questions: How do leaders inject a higher purpose & what can be done do to get them more interested in their work?
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Change Management Needs a Change

Read this blog to learn how to brace for change at your business — it’s inevitable, and it is much easier when you’re proactive, not reactive.
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Digital Disruption’s Impact on Leadership

Read this blog to learn the which effective leadership skills are critical to managing digital disruption today
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The Importance of Culture in Growing Organizations

Establishing a positive company culture can be a major challenge — learn how organizations overcome this roadblock on their path to success.