Kantata PS Cloud

Kantata is used across our entire organization. We use it as a project management tool. We manage monthly, recurring marketing projects/services as well as one time, web development projects. Kantata helps us manage budgets and timelines in real-time. Kantata also provides insights into our bottom line and helps us project future needs to continue growing our business.

• Quick and Easy View of Project Burn Rates
• Easy Time Entry
• Templates for Cloning Projects
• Custom Task Statuses

• Easier to enter time into tasks/projects (estimate 5 hours/week used per Project Manager & 2 hours/week used for other staff clocking in and out prior to Kantata)
• Real time view of budgets/burn rates (estimate 2 hours/project of time used to see burn rates per project prior to Kantata)
• Better insights into estimating project costs (Having a real time view of budgets has helped us improve our estimations and see a better ROI on projects.)
• Quickly able to view the status of tasks for each project with customizable task statuses

Asana, Smartsheet, Trello and monday.com

Trello, Slack, Google Drive

We use Kantata PS Cloud for Project Planning, Project Management, Resource Management, time entries and invoicing. We integrate it with Xero for invoicing and customer account management. Kantata PS Cloud helps us to collaborate with clients & vendors. Our integration with Xero improves the invoice creation each month. Clients are able to be added to their projects to stay informed with the project activity.

• Central booking and time tracking

Microsoft SharePoint, Xero and Jira Service Management

Jira Service Management, Xero

We use Mavenlink to manage all of our solutions delivery processes, project management and client communications. It helps us maintain transparent communication in real time in regards to project work, deliverables and timelines. It's accessible and provides visibility across the company and to client stakeholders. We are also able to create reporting and analysis for our project work and identify areas for improvement.

• Increased implementation speeds
• Provided full project transparency
• Identified problem areas in implementations

Smartsheet

Jira Software, Salesforce CMS, Slack

we use it's Dashboard to review all submitted, resubmitted and pending timesheets which makes weekly timesheet review a simple task. It is much better than Tempo timesheets that I have used in past

• Resource managemnt
• Timesheets

• Higher employee utilization
• Transparancy
• Budget tracking

Mavenlink facilitates visibility throughout the process to help us better understand everything and make informed decisions. Mavenlink offers procedures that are automated to eliminate human work, data silos, and save time and money. With Project Pulse capabilities, it offers real-time information on the vitality of a project. Mavenlink allows the ability to forecast and allocate staff to different projects, as well as invoice, it is efficient. Mavenlink is a very useful configurable project management tool with KPIs and an open API.

• Smart Snip is a fantastic tool in Mavenlink that allows us to add highlighted comments to uploaded files directly in the browser.
• Mavenlink provides a simple methodology to mark any file connected to a task or project by drawing a box around the part you wish to discuss for comments.

• To record the exact amount of time spent by each employee.
• Collaboration is simple and templates help us save time.
• It allows us to track the work and expenses associated with our clients' projects.
• Mavenlink is used to increase productivity in situations of scale.
• Mavenlink can be used to improve project planning and multi-project pipelines.
• Mavenlink helps us save time by automatically uploading timesheets and data.
• Increase cooperation within teams with Mavenlink allowing you to work on many projects at the same time and on the same board.

Kimble and HaloPSA

ConnectWise Manage, TouchBase, HaloPSA