I really like the layout and view of the new Kantata, especially the rounded edges of the display and orange theme. I also appreciate how easy it is for permission sets and creating new users, and having all roles, groups, assignments, and leave adjustments in one place. The automation of timesheet approvals and expense categories with projects makes life a lot easier for us and is so seamless. It works really well for us, especially being able to chase people for their hours and running reports, which really helps with month-end monitoring. Review collected by and hosted on G2.com.

I think the closing of periods could be simplified so that we aren't having to chase expenses at the end and be notified beforehand in the display. Review collected by and hosted on G2.com.

Connection with Salesforce and user-friendly environment. Possibility to see a high-level overview of my projects, important things highlighted by simple icons, forecast reporting. Review collected by and hosted on G2.com.

In some cases, the information in the error messages is not so clear. Timesheet approval performance should be better. Review collected by and hosted on G2.com.

I really appreciate Kantata Professional Services Automation's ability to manage assignments from creation to project status progression to completion and invoicing. Its ability to maintain updates and automated communications effectively reduces the need for inefficient manual follow-ups. One of the most critical features for me is being able to track the progression of assignments and maintain all supporting documentation within the system. Additionally, the integrated time tracking and invoicing capabilities within one platform are quite useful. It's also helpful that I can always review supporting documentation with multiple team members, ensuring everyone has access to the necessary information. Overall, it definitely allows me to know exactly where we are in the progression of an assignment at any given time. Review collected by and hosted on G2.com.

I think for us, the invoicing features could offer more robust features and abilities. However, the support team has been helpful with workarounds. Review collected by and hosted on G2.com.

We can plan our projects with budget and ressources, and monitor in real time the progress of the cost and revenue. A great tool to manage projects Review collected by and hosted on G2.com.

The UI of the platform might be sometime a bit complex and navigation not intuitive. Review collected by and hosted on G2.com.

The Kantata team understands that each company has different needs. They have invested significant effort and time to meet our consulting team where it is, in terms of sophistication on project management, resource utilization, and capacity. They've sought to understand how we operate, invested in workflows that automate common pain points for our consultants, and challenged us when we're not using the system in the optimal fashion. Specifically they have worked with us to streamline how we schedule hours across our team, which has unique aspects from other consulting businesses. Through this we've seen greatly improved accuracy in our forecasting metrics, with less effort required from our consultants. Review collected by and hosted on G2.com.

I'm confident we aren't using the system as optimally as possible around dashboards, reporting, and insights. Next on our list to explore with the Kantata team is streamlining decision-making information directly to our consulting leaders and our operations team, with as few clicks and scrolls as possible. Review collected by and hosted on G2.com.

I like the functionality of the Workato workflow. It really gives us the ability to customize a lot of things. We highly leverage Kantata Professional Services Automation for resource planning and managing milestones. This helps us recognize and forecast revenue effectively as we operate using a milestone-based approach to revenue recognition. The integration with Salesforce through the Mavenlink connector is also beneficial. Review collected by and hosted on G2.com.

I would like to see some work being done on being able to look at project milestones and health reports to come up with a better, more accurate automated summary. Maybe identify problems that we're going to come up with or incorrect information already being demonstrated in the project itself. For example, if our project health report reads we're going to finish a milestone in February, but the task tracker shows that same milestone as ending in December, I would like the automated report that Kantata creates to capture this as an error that needs to be addressed and then compare that to the overall end date of the project. Also, I would like Kantata to create something in the report that shows inaccuracies in overall task end date vs project end date and flag as an error in that automated report. Review collected by and hosted on G2.com.

I appreciate Kantata's timesheets feature. It's easy to locate various projects, tasks and see my billable vs. non-billable utilization rate. It allows our team to quickly and efficiently log hours and makes the submission process easy. Review collected by and hosted on G2.com.

There is a learning curve at first when using Kantata, primarily due to UI/UX. In timesheets, you can stack multiple entries to a specific project + task. Occasionally there are glitches when those entries stack but they are rare and usually fixed by refreshing the page. Review collected by and hosted on G2.com.

I like the user interface; I think it is very easy to navigate. Having everything in one place is a huge advantage versus disconnected spreadsheets and various systems. I also like the integration to Salesforce, as maintaining and connecting with the data in Kantata is very important. Review collected by and hosted on G2.com.

I think a lot of work needs to be done around the templates and the Gantt chart. The Gantt chart is subpar, and a lot of our clients are used to leveraging Microsoft Project, so it really isn't up to the level of their expectations. The templates have issues too; we can't put custom fields in there. Creating a template from a project requires a lot of manual intervention, which is really tricky and not supportive of how they’re presented during sales demos. Also, it would be great to have the ability to create a project from a project, as our projects have many line items, making them too long to create a template from. I guess there are limitations around the current templates, and if there's no plan to improve them, presenting them as a foundational core for the product going forward doesn't seem right. Review collected by and hosted on G2.com.

I like that I can manage different sets of data in one place, making my work more efficient. I'm able to see all projects' financial components in one place, which is very convenient. Kantata Professional Services Automation allows me to connect revenue recognition with resource planning for both closed-won projects and those in the pipeline. Project managers can collaborate with delivery managers to plan projects efficiently, and I can see in real-time which months' resources are under- or over-planned, which helps in making necessary project assignment corrections. This integration also allows assignments and milestones to create a revenue forecast controlled by both delivery and project managers. I'm ready for scaling since Kantata allows us to manage more resources, revenue, pipeline, and projects in one system. Review collected by and hosted on G2.com.

I heard feedback that we have too many clicks in Kantata to get things in. This issue was shared by both project managers and solutioners. It would be great to make sure that the data input is done once and automatically populated in all Kantata sections where needed. Review collected by and hosted on G2.com.

It’s purpose-built for professional services firms. We’ve built a strong, active partnership with the Kantata team—from onboarding through ongoing support—and they’ve consistently helped us stay focused on driving long-term value. Review collected by and hosted on G2.com.

The platform doesn’t feel particularly flexible or customizable, and the integrations that are available seem fairly limited. On top of that, it’s priced quite high. That said, they have active strategic development plans that are likely to keep it ahead of the competition. Review collected by and hosted on G2.com.