Kantata Professional Services Automation (formerly Mavenlink+ Kimble) Features

Tasks (8)

Creation & Assignment: Create and assign tasks for individual users with details and due dates.
Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization: Set priority levels on tasks so individuals can organize their work.
To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies: Define dependencies between tasks and the rules to manage them.
Mass Updates: Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop: Users can move tasks and change dependencies using drag and drop.
Recurring Tasks: Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Projects (11)

Planning: Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map: Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT: Provide visual representations of tasks, dependencies, and progress.
Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views: Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking: Track issues at the project or task level, and manage resolutions.
Templates: Provide standards templates that can be customized by users to create new projects.
Critical Path: Automatically calculate the critical path for projects and update it when projects change.
Time & Expense: Track time and expenses associated with projects or tasks.
Methodologies: Support agile and waterfall project management methodologies.

Resource Management (3)

Resource Definiton: Create human and material resources and categorize them based on skills and other criteria.
Capacity: Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling: Allocate resources by matching capacity and demand, by project, team, or department.

Project Monitoring (3)

Baselining / KPIs: Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation: Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards: Deliver dashboards that display project data and KPIs in real time.

Planning (3)

Resource Definiton: Create human and material resources and categorize them based on skills and other criteria.
Capacity: Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling: Allocate resources by matching capacity and demand, by project, team, or department.

Optimization (3)

Performance: Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting: Provide demand-driven forecasts to prepare and plan for future projects.
Corrections: Identify misutilizations and provide suggestions to improve planning and scheduling.

Customer Management (4)

Customer Profiles: Maintains a central repository of customer information and communications.
Sales: Identify sales opportunities and manage leads pipelines by customer or region.
Marketing: Create and manage marketing campaigns and track their performance
Client Portal: Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Project Management (4)

Project Planning: Generate plans that define tha main activities and resources needed for a project
Project Tracking: Monitor the progress or all tasks and activities that are part of a project
Resource Definition: Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management: Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Accounting (5)

Revenue Recognition: Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management: Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments: Accepts multiple types of payments from clients and match with invoices.
Project Accounting: Deliver features to track and manage costs and revenues by project.
Budget Tracking: Enables accountants and project managers to track and manage budgets.

Portfolio Management (4)

Portfolio Definition: Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance: Monitor the performance of different types of portfolios and programs.
Risk: Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix: Create the optimal mix of portfolios to achieve operational and financial goals.

Analytics (3)

Forecasting: Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting: Access pre-built and custom reports and dashboards that can be configured by users.
KPIs: Include business and financial KPIs that are specific to project and portfolio management .

Administration (6)

Standard Integrations: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow: Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management: Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions: Define and manage roles and access rights for the entire system.
Procedures: Maintain procedures for data access and governance.
Remote Work: Allow users to use the system online and on mobile devices.

Platform (5)

APIs: Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization: Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability: Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile: Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access: Ability to create and access tasks, transactions and reports while not connected to internet.

Automation (3)

Workflows: Provide standard workflows that can be used accross the company.
Customization: Allow administrators to configure workflows and processes.
Data repository: Deliver a single data repository for all project information.

Project management (7)

Task Prioritization: Set priority levels on tasks so individuals can organize their work.
Dependencies: Define dependencies between tasks and the rules to manage them.
Planning: Plan and create work breakdown structure (WBS) based on the scope of the project.
Views: Create customized project views for internal and external purposes (eg: for customers).
Scheduling: Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path: Automatically calculate the critical path for projects and update it when projects change.
Dashboards: Deliver dashboards that display project data and KPIs in real time.

Workload (4)

Resource Allocation: Monitor resource allocation to identify shortages and adjust accordingly.
Workspace: Define customizable workspace for teams, departments, and external users.
Configuration: Provide drag and drop options to configure workspaces.
Insights: Monitor work accross the company and analyze performance.

Communication & Collaboration (3)

Communication Channels: Support multiple channels for internal and external communications.
Document Management: Allow users to share and collaborate on documents and files.
Collaboration: Help users meet, share workspaces, and collaborate on tasks.

Cost Management (3)

Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense: Track time and expenses associated with projects or tasks.
Profitability: Monitor project proftability by team or department.

Integration (3)

Front Office: Integrate with CRM, marketing, or customer service software.
Back Office: Provide integration with accounting software and ERP systems.
External data: Connect to external data sources such as databases or BI software.

Generative AI (6)

AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.

Artificial Intelligence - Professional Services Automation (3)

Predictive Forecasting: Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions: Gives task and resource allocation suggestions based on project context.
Automated workflows: Automates time-tracking, invoicing, and expense reporting.

Agentic AI - Project Management (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Agentic AI - Work Management (4)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Natural Language Interaction: Engages in human-like conversation for task delegation