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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Kantata PSA

    Score9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting.N/A

    Kepion Planning

    Score7 out of 10
    Enterprise companies (1,001+ employees)
    Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver rapid solutions for mid-size and enterprise customers. We make it possible for businesses to be empowered with real-time analytics, what-if scenario modeling, and the ability to model complex…

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    Pricing
    Kantata PSAKepion Planning
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    On premise Install
    $0
    Contact Us
    Cloud Planning
    $0
    Contact Us
    Offerings
    Pricing Offerings
    Kantata PSAKepion Planning
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredRequired
    Additional Details—Please contact us at sales@kepion.com for more details.
    More Pricing Information
    Community Pulse
    Kantata PSAKepion Planning
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Kepion
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    No answers on this topic
    Features
    Kantata PSAKepion Planning
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Kantata PSA and Kepion Planning
    Feature
    Kantata PSA
    -
    Ratings
    Kepion Planning
    7.9
    2 Ratings
    2% below category average
    Long-term financial planning00 Ratings8.92 Ratings
    Financial budgeting00 Ratings8.22 Ratings
    Forecasting00 Ratings8.22 Ratings
    Scenario modeling00 Ratings8.02 Ratings
    Management reporting00 Ratings6.12 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Kantata PSA and Kepion Planning
    Feature
    Kantata PSA
    -
    Ratings
    Kepion Planning
    7.5
    2 Ratings
    4% below category average
    Financial data consolidation00 Ratings6.52 Ratings
    Journal entries and reports00 Ratings6.52 Ratings
    Multi-currency management00 Ratings8.82 Ratings
    Intercompany Eliminations00 Ratings7.32 Ratings
    Minority Ownership00 Ratings6.92 Ratings
    Local and consolidated reporting00 Ratings8.02 Ratings
    Detailed Audit Trails00 Ratings8.32 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Kantata PSA and Kepion Planning
    Feature
    Kantata PSA
    -
    Ratings
    Kepion Planning
    7.0
    2 Ratings
    15% below category average
    Financial Statement Reporting00 Ratings6.82 Ratings
    Management Reporting00 Ratings6.12 Ratings
    Excel-based Reporting00 Ratings8.92 Ratings
    Automated board and financial reporting00 Ratings7.12 Ratings
    XBRL support for regulatory filing00 Ratings6.12 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Kantata PSA and Kepion Planning
    Feature
    Kantata PSA
    -
    Ratings
    Kepion Planning
    6.6
    2 Ratings
    13% below category average
    Personalized dashboards00 Ratings6.12 Ratings
    Color-coded scorecards00 Ratings6.22 Ratings
    KPIs00 Ratings6.22 Ratings
    Cost and profitability analysis00 Ratings8.22 Ratings
    Key Performance Indicator setting00 Ratings6.22 Ratings
    Benchmarking with external data00 Ratings6.52 Ratings
    Integration
    Comparison of Integration features of Kantata PSA and Kepion Planning
    Feature
    Kantata PSA
    -
    Ratings
    Kepion Planning
    8.9
    2 Ratings
    10% above category average
    Flat file integration00 Ratings9.12 Ratings
    Excel data integration00 Ratings8.92 Ratings
    Direct links to 3rd-party data sources00 Ratings8.52 Ratings
    Best Alternatives
    Kantata PSAKepion Planning
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    No answers on this topic
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAKepion Planning
    Likelihood to Recommend
    9.1
    (50 ratings)
    8.3
    (2 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    -
    (0 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    -
    (0 ratings)
    In-Person Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.2
    (2 ratings)
    Data Sources
    -
    (0 ratings)
    8.9
    (2 ratings)
    Ease of integration
    8.2
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Kantata PSAKepion Planning
    Likelihood to Recommend
    Kantata (Kimble + Mavenlink)
    It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.
    Incentivized
    Read full review
    Kepion
    The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.
    Read full review
    Pros
    Kantata (Kimble + Mavenlink)
    • With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
    • Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.
    Incentivized
    Read full review
    Kepion
    • Budgeting and Forecasting: Kepion provides all budgeting, forecasting and actuals information in one, collaborative environment.
    • Analysis: It is easy to traverse across your entire budgeting and forecasting spectrum in Kepion, unearthing insights that would be hidden from you in other tools.
    • Workflow: Kepion's workflow management is simple and clear.
    Read full review
    Cons
    Kantata (Kimble + Mavenlink)
    • The Gantt chart does not allow for baselines to be stored
    • There is no means to upload an excel task tracker and build a plan using an upload
    • The schedule does not allow for planning of holidays
    • The status report functionality needs to be improved
    Incentivized
    Read full review
    Kepion
    • Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
    • Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
    • Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
    Read full review
    Likelihood to Renew
    Kantata (Kimble + Mavenlink)
    Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use
    Read full review
    Kepion
    No answers on this topic
    Usability
    Kantata (Kimble + Mavenlink)
    I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.
    Incentivized
    Read full review
    Kepion
    No answers on this topic
    Reliability and Availability
    Kantata (Kimble + Mavenlink)
    Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.
    Read full review
    Kepion
    No answers on this topic
    Performance
    Kantata (Kimble + Mavenlink)
    Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.
    Read full review
    Kepion
    No answers on this topic
    Support Rating
    Kantata (Kimble + Mavenlink)
    Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.
    Incentivized
    Read full review
    Kepion
    No answers on this topic
    In-Person Training
    Kantata (Kimble + Mavenlink)
    We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.
    Read full review
    Kepion
    No answers on this topic
    Online Training
    Kantata (Kimble + Mavenlink)
    The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.
    Read full review
    Kepion
    No answers on this topic
    Implementation Rating
    Kantata (Kimble + Mavenlink)
    Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best
    Read full review
    Kepion
    No answers on this topic
    Alternatives Considered
    Kantata (Kimble + Mavenlink)
    We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!
    Incentivized
    Read full review
    Kepion
    Kepion is in a unique position in that it has all of the enterprise-grade functionality and scalability of a tool like Cognos, but it is available at a lower price point, with much more engaged support.
    Read full review
    Scalability
    Kantata (Kimble + Mavenlink)
    It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.
    Read full review
    Kepion
    No answers on this topic
    Return on Investment
    Kantata (Kimble + Mavenlink)
    • Manvenlink is perfect for showing expenses and income over time and across people.
    • Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
    • Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
    • Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
    • Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.
    Incentivized
    Read full review
    Kepion
    No answers on this topic
    ScreenShots

    Kantata PSA Screenshots

    Screenshot of real-time project status tracking.Screenshot of visualizations that help track resources with confidence.Screenshot of at a glance capacity and staffing monitoring.Screenshot of financials and project margin monitoring.Screenshot of revenue tracking, to scale a business with confidence.

    Kepion Planning Screenshots

    Screenshot of Data IntegrationScreenshot of ProcessScreenshot of ReportingScreenshot of Sales PlanningScreenshot of Scenario ModelingScreenshot of Workforce