Kantata Reviews

Andy B.Mid-Market(51-1000 emp.)

4.5

As a SaaS solution provider, we were looking for a professional services management tool that provided the key elements of project performance tracking (tasks, margin, etc.), team utilization, resource planning, and finally project execution collaboration with our end clients. Kantata OX provided a combined and integrated solution to address all of these needs in one package. The onboarding and adoption process with the Kantata team was excellent. Our implementation manager set a very clear path for us to succeed - ensuring we did not go too fast or too deep/wide at the start, but focusing on the key elements of the product that we needed to implement successfully to drive the initial value we were looking for. We are now 2 months into the post-deployment phase and we are using Kantata OX effectively to track our ongoing projects, get visibility into team utilization, and provide a collaborative interface for our end clients. The last aspect is highly valuable - having a single sheet of paper (Task Tracker/Gantt) that our customers can see the plan, the progress against that plan, and can track their tasks that support that plan as well. Review collected by and hosted on G2.com.

Maura M.Delivery Director

4.5

We had Kantata for a few years, but only used it to log time, once we started using it for real and taking advantage of the very relevant insights, we had a powerful tool to steer some elements in our business Review collected by and hosted on G2.com.

Silvie P.Mid-Market(51-1000 emp.)

4.0

We have been using Kantata SX for a little over 1 year now. This gives us a good handle on all of the benefits of using this platform. What I like best is that we here at Metafora, can get very close to having one source of truth for resourcing and project health. We use Kantata SX (connected to Salesforce) so that gives us an even bigger boost at that one sournce of truth, from the Opportunity to the Project end. Review collected by and hosted on G2.com.

Andy B.Mid-Market(51-1000 emp.)

4.5

One of the challenging areas of the implementation process was an attempted integration with HubSpot as our CRM. The goal of the integration was to automatically create projects in Kantata based on deals in Hubspot that hit a certain milestone, with the end goal of forecasting our potential resource demand based on the sales forecasted deals. Due to a combination of how our Hubspot instance was set up (we had to set up the integration to work with line items versus the deal level) and what appeared to be some limited experience with Hubspot integrations on the Kantata team side, the overall results of the integration did not meet expectations. We were left with ongoing manual clean-up of auto-generated projects in Kantata for deals that ended up closed/lost and some other fields did not sync effectively. The overall lesson learned is to do a bit more due diligence in the upfront proposal stage with Kantata to verify the integration could achieve the desired goals within the constraints of the existing architecture of your Hubspot instance. Review collected by and hosted on G2.com.

Maura M.Delivery Director

4.5

As an end user and a manager, I have no complaints with the application. Review collected by and hosted on G2.com.

Silvie P.Mid-Market(51-1000 emp.)

4.0

It took quite a while to get used to the interface. It's not the most intuitive platform (and having recently seen a demo for Kantata OX the difference is considerable). I am excited that some pages in Kantata SX are moving toward lightning, which is a great start in looks and performance and I hope nagivation will become even easier. I also dislike some of the platforms restrictions when it comes to upgrades. The need to hire service delivery comes up often for my company and it can be frustrating as an Admin. I would like to see more features that Admins can administer with detailed help documentation to assist. Review collected by and hosted on G2.com.

Rachel StantliffDirector of Operations

10.0

Mavenlink 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. Mavenlink helps us manage budgets and timelines in real-time. Mavenlink also provides insights into our bottom line and helps us project future needs to continue growing our business.
Real-time view of budgets/burn rate Time entry is easy Integrates well with Google Drive Provides a central location for all project information Helps us to accurately forecast how long it takes to do things

Mark WhitlockMarketing Manager

10.0

We adopted Mavenlink as our global project management system and our time tracking system for billing our services. Every project is broken down into its component parts. Mavenlink allows us to track hours spent on tasks AND projects by individuals and our entire agency. We require our entire agency to ONLY communicate through Mavenlink so we can see the entire process, every question, every answer, every iteration of deliverables, and more. Finally, we copy/paste links (from Dropbox) to all files related to each project so anyone who needs to find out about the project can do so from Mavenlink.
Allows quick tagging of other team members so you can bring them into the conversation. Connects with automation software tools so that exports and imports from other programs run seamlessly. Clone functionality throughout so creating similar tasks or projects is super easy and fast.

Nereida BetancourtANALISTA CONTABLE

10.0

The Mavenlink software is being used throughout my company. The main benefit of using Mavenlink is that we do not necessarily have to meet rigid deadlines. Mavenlink gives the company the ability to change or customize the deadlines based on any comment or any other factor.