Kantata Professional Services Automation (formerly Mavenlink+ Kimble) Reviews & Product Details

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.

The overall system is great to use once you get the hang of it, bit of learning curve if you are the system admin and use it frequently. Plenty of useful features but could use some refinement and a faster release cycle. Constantly releasing easy to implement features and updates. When in a fix the customer service team is highly responsive. I am an admin at my organisation and use it every day so I find it very useful to manage projects. Not using a lot of integrations, but the ones we do work very well. Review collected by and hosted on G2.com.

Some of the features lack refinement, for example the tasks should not be time trackable once they have been marked as completed. Estimations should allow for multiple scenarios. There's integration with Google but our organisation uses Microsoft instead and it would be great if this was offered. Review collected by and hosted on G2.com.

Kantata Professional Services Automation provides strong end-to-end visibility across project delivery, resource management, and financial performance. I particularly value the integrated approach that connects project planning, time and expense tracking, resource allocation, and revenue forecasting in a single platform. The reporting and analytics capabilities are helpful for understanding project health, utilization, and margins, and the system supports structured governance and scalability for professional services organizations. Overall, it helps improve transparency, decision-making, and operational discipline across projects. Review collected by and hosted on G2.com.

While powerful, Kantata can feel complex and less intuitive for new or occasional users, especially when navigating advanced features or configurations. Some processes require multiple steps or workarounds, which can impact efficiency and user adoption. Customization and reporting flexibility, while strong, often require significant setup effort or technical expertise. Additionally, integrations with other enterprise systems may require careful configuration and ongoing maintenance to ensure data consistency. Review collected by and hosted on G2.com.

I like Kantata Professional Services Automation because the platform is user-friendly, making it easy to learn and use. I appreciate how it allows me to know what tasks I'm assigned to, find past work, manage time efficiently, and determine the profitability of tasks. It's simple to locate the details I need at a glance. I enjoy the customization aspect, as I've updated task statuses to match our agency's unique project stages, which enhances clarity. The integration with Google, where we keep our project files, also works well for me. Lastly, the initial setup was easy. Review collected by and hosted on G2.com.

I wish that tasks were rolling, instead of launching on set dates. We work on a monthly schedule with clients, and it'd be nice to 'work ahead' when possible instead of waiting for the first for the month's tasks to roll out. When a task is marked as complete, a new task populates for the next month (same date range) instead of launching on a specific day of the month (we use the 1st). Review collected by and hosted on G2.com.

I appreciate the level of professionalism and the organized, great user experience that Kantata Professional Services Automation offers. The software allows me to deliver detailed, professional service-based project plans and sprint plans with ease. I find its sleek look and feel, along with the modern Gantt charts, to be a significant advantage in project and account management. The Kantata AI Assistant and copy/paste functionality are beneficial, assisting in time optimization and organized project plans. I also value the ever-evolving functionality, with monthly and quarterly updates that keep up with AI and modern technology advances. The system is user-friendly with minimal lag, making it easy to use right from the start. Additionally, the prompt ticketing support is a great comfort, ensuring any issues are swiftly addressed. Overall, I think it's a great software, and I'm eager to expand my certifications within Kantata. Review collected by and hosted on G2.com.

I wish there could be more backend flexibility in template functionality, like adding custom fields or objects to tasks within templates. This would help fix some workflows and save project managers time from having to manually input fields. Review collected by and hosted on G2.com.

I like that Kantata Professional Services Automation offers accurate financial results and allows the books to be closed within a few days post-month-end. While it may not be directly valuable for me as a team member, it provides significant value to management by enhancing their visibility into the overall company performance. Review collected by and hosted on G2.com.

It needs a better phone version application that can be used instead of the web-based version. I essentially cannot use it from my phone. Another issue is time tracking. You’re only able to track one project at a time when measuring your time, and it’s extremely difficult to update a single time entry. Review collected by and hosted on G2.com.

The ability to map out a long term project with milestones, assign tasks, forecast workloads and collaborate all in a single integrated system has worked very well has exceeded our expectations. Review collected by and hosted on G2.com.

The issue I have found in the recent past is communication of product updates and the latest product enhancements. Having this more reality available and for all users to be notified would be very beneficial. Review collected by and hosted on G2.com.

Kantata has become my preferred project management software. Over the past eight years, I have used it at three different companies, and it consistently meets all my project management needs. What I appreciate most about Kantata is that it serves as a comprehensive solution, allowing me to build projects, manage budgets, forecast allocations, and schedule team members all in one place. I have yet to find another platform that handles all these tasks as effectively. The scheduling feature, which integrates seamlessly with planned work, stands out as one of its most valuable aspects. Additionally, the reporting capabilities are truly exceptional.

I also find their customer service to be pretty helpful when trying to figure something out, finding a bug or making feature requests. Review collected by and hosted on G2.com.

Reporting can be somewhat challenging if you lack a solid understanding of how to construct the specific reports you require. I also find that communication within tasks could be clearer and more straightforward; we've actually had to create some guidelines to ensure that important messages aren't overlooked. Review collected by and hosted on G2.com.

I like the project visibility and reporting that Kantata Professional Services Automation offers, which sustain controlling effectively. Previously, everything had to be manually managed and controlled through Excel spreadsheets. Now, with the integration of all reporting into Kantata Professional Services Automation, there's almost zero manual control and validation needed for daily project control. Review collected by and hosted on G2.com.

I find the absence of real-time data a bit frustrating when trying to control projects just from a cost perspective, like internal or investment projects. Review collected by and hosted on G2.com.