G2

Andy B.

VP, Services and Support

Mid-Market (51-1000 emp.)

12/20/2023

"Customer Collaboration and Internal Visibility with Kantata - 2 years in"

4.5/5

What do you like best about Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

We are really starting to utilize the custom dashboard views through the Insights tool. The ability to create a custom view for a dashboard is valuable, increasing visiblity of performance for our team and also simplifying ongoing tasks like revenue recognition. We don't have a direct integration with our ERP to drive revenue recognition, so we used Insights to create a custom dashboard that pulls out all completed milestones that tie to revenue recognition and use that output to simplify our month end process. Review collected by and hosted on G2.com.

What do you dislike about Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

Integration with Hubspot continues to be a challenge. Due to the use of custom objects in Hubspot, the base Kantata connector tool does not work well. There is a new Kantata connector with increased capabilities available, but it comes with an increased subscription cost and not something we have budgeted at this time, so stuck with an inferior integration for the near future. Review collected by and hosted on G2.com.

What problems is Kantata Professional Services Automation (formerly Mavenlink+ Kimble) solving and how is that benefiting you?

Kantata is solving our problem of visibility into project progress, team utilization, end-customer collaboration, and project financial tracking. Kantata allows us to see what work is upcoming and what staffing adjustments (hiring) are required to meet those demands. That benefits us by not overstaffing or understaffing, allowing us to optimize our costs while ensuring we can deliver for our end customers. In terms of project tracking, we can now track hours of effort executed against milestones and tasks within a project. This benefits us by providing data to take continuous improvement actions against. We can see what parts of the projects are taking longer than planned, where we may be getting stuck in our delivery process, and also what tasks/areas are taking way more effort than we had planned. Review collected by and hosted on G2.com.

Response from Nataly Bautista of Kantata Professional...

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Andy, thank you for sharing how Kantata OX is solving your visibility, team utilization, and project financial tracking challenges. We're pleased to hear that it's helping you optimize costs while delivering for your end customers. Thank you for being a Kantata customer!