Kantata Professional Services Cloud (formerly Mavenlink + Kimble) Reviews & Product Details - Page 2

Kanata does a respectable job of allowing project owners to allocation and tracking user's capacity as well as project budget and task management. They have many integrations readily available to large CRM and accounting systems, and a well document API endpoint website. The user interface is easy to use and intuitive, and the service support is usually quick to respond and address problems. The team is also willing to accept feedback, and we have even been able to influence new feature role out. The reporting is flexible and allows several different options to filter, sort, and display data. Review collected by and hosted on G2.com.

After using the system for a while you do start to notice things that seem to be a mismatch of system implementations or a poor execution of an idea. The permission control is confusing at best and frustrating at worst. For example, some functions are controlled at a permission role level and cannot be change, others can be controlled by an access group (and also at the permission role level confusingly), and some dashboard report access is controlled by totally different processes depending if using legacy reports and dashboards or dynamic dashboards.

You find you want to do a simple thing like not allow users to create projects, but instead anyone with a report views permission role has that ability and it can't be turned off, but all people managers require this permission level at a minimum, so you just have to allow a permission you don't want to grant to make the system useable.

Another opportunity for improvement is with dashboards and reporting. The system does not support the savings of individual filter sets to a user for a shared dashboard. Using the advanced report editor, the new older "reports" can be grouped, viewed by last changed, and searched quickly in a UI, but the older reports are limited and not used anymore. However, the newer "Analyze" objects which are simply better reports have no audit control, cannot be search, or put into folder groups. You also find some of the ID's required for API or mass uploads cannot be pulled with a system report but require an API call outside the system. Disabling a login while keeping the account active requires an API script and can't be done in the UI, only a full deactivation.

Managers do not have a team view, and if they are not administrators, they must find their team member on some random view to access their profile to add skills to a team member. A setting is “Managers update skills”, but it just seems no one asked what the process would be since non-admins cannot access the member's menu.

The member's view displays a column with user's cost rates, and it cannot be hidden, which can lead to the accidental exposure of this information when sharing a screen. This should be a hidden column by default.

It feels like a data dictionary was not used as depending on what area you are working in, fields are referred to by different names (e.g. tasks / story or project / work center).

Basically, I don’t think there are huge deal breaker as the system overall works, but I have found a lot of small things that need to be cleaned up to have a system I could fully endorse. Review collected by and hosted on G2.com.

Kantata is a wonderful tool for providing visibility and seamless communications for projects with clients and internal stakeholders. I love that we can use it as a document repository, replace email communications, full visibility and deliverable tracking, and project plan tracking in one place. It has transformed our PM processes for our clients! Customer support is quick as well and I use this on a daily basis and have never had down time.We also implemented a jira integration which ahs been helpful and the initital implementation was quick and painless. Review collected by and hosted on G2.com.

I wish there was more flexibility with how to edit and sort the Task Tracker, I would like to be able to work the system like I would in excel (copy, paste etc.) and more configuration options for all parts of the paltform would be nice. Review collected by and hosted on G2.com.

Lots of great features (which can also be automated).

User friendly interface which is generally pretty straightforward to find what you need.

Can be integrated to our other platforms which is very helpful. Review collected by and hosted on G2.com.

Customisation to specific business needs can be tricky

Love data pulls into reports/dashboards would be a huge improvement!

Recording expenses/PTCs is tricky - but looks like they've recently shared a solution to this which sounds promising.

Customer support doesn't always understand the ask fully, and often need to get referred higher up.

Insights/Reporting is a powerful tool, but lacking some of the training to go with it and how best to use. Review collected by and hosted on G2.com.

Kantata SX has brought significant value to our organization. It has allowed us access to levels of data that we never had before and with that has come the ability to make specific business decisions that are in the best interest of our company and that help to drive better results. The platform itself is easy to navigate from a UI perspective for all levels of users. Review collected by and hosted on G2.com.

Oftentimes, I find it hard to navigate the customer portal or find the specific topic of need. There can be too many links to articles that do not relate to topic or even just mention a word and I feel as if I have to dig through pages. Ease of use and searchability could be improved upon. Review collected by and hosted on G2.com.

There are a lot of great ideas in Kantata, and if everyone in your team is dedicated to the same ideas as you, it can do wonders. It mostly all has a easy to understand interface. Their customer support is responsive, but sometimes strugles to understand what the customer's POV is or what they are asking. I use Kantata every day and have become a master (in my humble opinion). Review collected by and hosted on G2.com.

The data load times for reports can be infuriating- 30 minutes waiting for a report to refresh is difficult, especially if I have someone waiting on that report. Review collected by and hosted on G2.com.

Kantana has changed how we manage our projects and cost allocations. We appreciate the ability to have all of our projects housed in one holistic software suite and the ability to build and create custom reports that helped identify progress against our KPI's. We also enjoy understanding how our engineers are allocated and identifying opportunities where we are under-allocated or over-allocated and quickly course correct.

We get outstanding customer service from our CSM Veronica, who always advocates for us when needed. Their support team is always helpful and is quick to reply to any issues/challenges we experience to help drive quick resolutions! Review collected by and hosted on G2.com.

Our biggest challenge with Kantana has been the ability to time stamp our allocations so we can look back historically and compare throughout the year to understand changes today vs. what we originally planned. While the resource information is there, not having the histrical marker to compare has presented challenges in explaining variances Review collected by and hosted on G2.com.

The two things that I like best about Kantata is the ease of entering and approving time on projects, as well as the great reports to give good insights to the business. Review collected by and hosted on G2.com.

The thing that I like the least about Kantata is that the data for most reports isn't real time. You have to wait up to 30 minutes to get the refreshed data. It would be nice if we could force a refresh. Review collected by and hosted on G2.com.

Project setup and resource management functionality are really easy to use and feature rich. We recently merged organisations and migrated / consolidated into Kantata which was quick and easy to manage. The support we've received from the wider Kantata team and our CSM has been excellent and they've helped us prepare for scaling up with integrations to our HR and Sales platforms. Review collected by and hosted on G2.com.

Some of the reporting functionality can require specialist knowledge, although the new Dynamics Insights platform does provide us with a great view once configured right. Review collected by and hosted on G2.com.

The most helpful aspect of Kantata Professional Services Cloud is its comprehensive project and resource management capabilities. This feature allows senior project managers to have full control over resource allocation, project tracking, and financial management within a single integrated platform. This integration simplifies complex processes, reduces the risk of errors, and enhances overall efficiency, making it easier to deliver projects on time and within budget. The visibility and control it provides are crucial for making informed decisions and ensuring project success. Review collected by and hosted on G2.com.

The least helpful aspect of Kantata Professional Services Cloud might be its complexity and learning curve. Given its comprehensive features and capabilities, the platform can be overwhelming, especially for teams that are new to it or for smaller organizations with less complex needs. The time and effort required to fully understand and utilize all the features could be seen as a drawback, potentially slowing down adoption and leading to initial inefficiencies. This complexity might make it less suitable for teams needing simpler, more straightforward solutions. Review collected by and hosted on G2.com.

Kantata SX PSA really shines when it comes to resource and project management. It gives us a clear view of our projects, how we're using our resources, and our financial data all in one place. This makes it easier for us to forecast accurately, improve profitability, and keep our customers happy. Plus, by keeping everyone on the same page about priorities and project status, we can work together more smoothly and hit our goals with confidence. Review collected by and hosted on G2.com.

There are a number of features that we as a client and partners would love Kantata to implement in future releases. There is alwasys room for improvement and more flexibility and robustness around Porject Plans is key. Review collected by and hosted on G2.com.