Kantata SX Professional Services Cloud

Extension of Our Team

I was introduced to Kantata products 3.5 years ago when I first joined the business and I cannot imagine a time without it, makes the business run so much more efficiently with the services it provides us with.

Love the Kantata SX solution...

We are a long time customer and implementation partner. Number one reason we love the Kantata SX solution - it ensures invoices are sent out as soon and accurately as possible. This helps us get paid quickly, reducing potential issues. The process is smooth due to the diligence KSX assists along the way. The time tracking system allows the team to enter all their time to provide utilization rates over time. Our set goal is 75%. KSX allows us to maximize and manage bandwidth so our team won’t burn out. Backlog reporting makes certain we have that work for our team members to stay around 75% while balancing with other non project related activities. Kantata SX keeps our team on track for growth and improvement. We make accurate hiring decisions, predict revenue against expenses, and ultimately make critical decisions with the data to support the process. Having a tool that gives you the ability to project out into the future, allows you to make those decisions more confidently rather than crossing your fingers. When it comes to project delivery we are able to set up complex projects based upon various negotiated commercial models. Some customers have specific needs that KSX accommodates and provides unique project tracking and invoicing. Really robust capabilities to support our business and more importantly our customers’ needs. As for resource management, Kantata has been building a lot of cool new functionality, working over the last couple of years, all around getting the right resources on the right projects. Kantata SX keeps getting better with each release (twice a year). The Kantata team acts on the advice of their customers’ enhancement requests and puts industry best practices into the overall KSX solution. We’ve been a happy customer for over 7 years and continue to be delighted with all the new functionality. If you are in the market for a best in class PSA solution, Kantata SX is definitely worth the consideration.

Essential Product

We've being using the product for over 5 years. The business uses to report and view revenue projections and where we are in terms of targets. Assists in speeding up the invoicing process, with everyone being on the same page. We also use for timesheets and expenses, allowing us to accurately record profitability of our projects.

Excellent, nothing gets close!

As a Kimble implementation partner, time & expense user and business owner I couldn’t recommend Kimble PSA (Kantata SX) enough. The focus on no-code integration features helps us and our clients efficiently connect the PSA to many disparate systems. In addition to off platform integration opportunities, we can also leverage native Salesforce solutions such as Service/Experience/Sales cloud to further extend the PSA capabilities. Ultimately a flexible PSA with solid foundations and plenty of scope to extend!

Best PSA Solution Period!

Kimble is the tool our company needs to run a successful professional services organization. We've been using Kimble for over 5 years and have it fully integrated into our Lead to Cash processes. We can quickly see accurate revenue and cost forecasts, resource utilization details, project metrics, reported revenue/cost recognition and more. If you cannot confidently answer the important questions of project profitability, resource billability, how service-lines are performing or what commercial models are the most successful then you should look into Kimble. I highly recommend it.

Best Turn Key PSA on the Market

Kimble provides a no-code/low-code PSA solution that can get your business up and running in a matter of weeks not months. If your business is looking for a PSA solution that will enforce a process-centric design leveraging best in class workflows & functionality on the SF platform, look no further thank Kimble. Companies can quickly eliminate bad processes & policies and replace code-heavy outdated legacy systems and rely on Kimble's out of box practices in functionality to achieve successful outcomes and optimize their professional services operations.

Essential all-in-one tool for Professional Services!

Kimble has enabled us to have greater visibility to manage our business in real-time in a much more effective way. We can now run all of our engagements in the same way and report on them so that we know exactly where we are at any given time. With the Kimble mobile app for our consultants to use for timesheet entry, this enables them to be more flexible around when they enter and submit their time for approval on a weekly basis. Saving the need to use a web browser on a PC. As with any complex system, the implementation of Kimble involved a very lengthy process to import our engagements from our previous system. There are also several limitations to using the salesforce platform which we're starting to see more regularly. Kimble support has always helped us with a workaround though but unfortunately, there are some things they can't resolve. Make the most out of the available guides and self-help tools provided as standard by Kimble. If you can't find anything, the support team has always been more than happy to help. Kimble is helping us to understand our utilisation and get a true picture of our forecast and utilisation. The suite of standard tools and reports available have become very helpful towards the business in day to day use.

An End-to-End Solution for Running your Professional Services

All our cards on the table, we're a Salesforce Consulting Partner and Kimble Partner providing implementation and support. But we're also a Kimble customer, and that's how we came to know and love Kimble a number of years ago. We use this tool every day for running our projects, resourcing, financial forecasting, invoicing, etc. Kimble really can do it all. The shortcoming of most tools is the people using them are all working very hard. And when we're busiest we start to "get creative" with processes. When that happens our most important data, such as resource availability and revenue forecasting, can no longer be trusted. Kimble will keep you on track. The entire Kimble platform is designed to move you through the right steps in the right order. In doing so, it ensures no time entry, milestone, or expense claim is left behind. That's true for the hundreds of other features in the system. And when process is followed, the data related to it can be trusted and acted upon. The most amazing part to me as a services leader is that their Performance Analysis engine is constantly processing every input and recalculating revenue/cost/margin and resource utilization/availability into the future, week-by-week and month-by-month! We can report on all this for as far forward into the future as our projects reach. Usually you have someone in your finance team and some on your resourcing team constantly watching how projects change. Or maybe you too small to be employee these dedicated roles. With Kimble, someone enters a week of vacation and within 5 minutes all the metrics for that week and month will be recalculated. And that can include very sophisticated revenue recognition rules and utilization calcs. With any other tool you're just looking backward, and never forward. I can't imagine running a services team without Kimble.

Get to know your business

As a large global organisation, our organic growth is easy to manage but, multiple acquisitions mean that we naturally inherit a lot of legacy tools. As a result, we don’t have a single view of how our business is operating. This means a gathering data from various tools and reformatting it to get a single view. This is a huge task, requiring lots of time and resource, by the time this is completed, the data is always out of date. Kimble is changing all of this. We now just need 5 minutes to refresh a few dashboards to get the same insight that was taking days (sometimes weeks) to get previously. Kimble is enabling us to standardise processes so that we have one way of working and, giving us a real-time view of how the business is performing and ensuring that we’re delivering a consistent experience to the customer. The insights Kimble is providing is transforming our business and allowing us to focus on the details from multiple directions, increasing both utilisation and revenue. Our pipeline and forecasting are more accurate than they’ve ever been. By default, we’re already gathering information that would never have been possible (or ‘important enough’) before. I love that I can pick up the phone anytime and Beci Jenkins, our superstar CSM, is always there to help! I've got to know several of the team through the years and I always enjoy visiting the Kimble office, it's like visiting one of my own offices because we've been working together, towards the same goals, for so long.

Great tool!

Kimble has enabled us to forecast accurately, move resourcing out of a spreadsheet and report on our KPI's such as utilisation. Our success manager and the support we receive on Zendesk is also fantastic with the additional customer meets, annual conference and upgrade webinars we are always kept in the loop and able to learn how to get more about the tool.