Hosted Services Specifications | Kantata
Hosted Services Specifications
The Kantata Hosted Services offer the following core functionality:
Professional Services Automation
- Provides project management functionality
- Delivers accounting functionality or integrates with certain third-party accounting applications
- Tracks professional service project costs such as time and expense
- Records and allocates resources on professional service projects based on need and availability
- Monitors professional service project and portfolio performance, risk and profitability
- Manages client profiles and user profiles and communications between users
Project Management
- Creates project plans and work breakdown structures based on scope
- Defines, manages and allocates personnel resources based on demand and availability
- Creates project budgets and compares them to actual costs and expenses
- Supports multiple project management methodologies
- Provides project templates that can be modified or combined to create new projects
- Manages interdependencies between tasks and their impact on deadlines
- Supports multiple project views
- Monitors project progress, resource utilization and user productivity
- Provides a single data repository for project information and related data
Project Estimates
- Utilize Kantata templates and rate cards to create a project, apply and adjust a project plan, allocate resource roles and create project timelines
- While building an estimate, view project budget, cost, fees, expenses margin percentage and profit
- Identify the resource roles needed for optimized project staffing and make adjustments while viewing impacts to project financials
- Allows for creating multiple estimate scenarios and then selecting the desired scenario
- Creates a .pdf estimate to provide to clients
Project Accounting
- Provides features for revenue recognition
- Manages different types of revenue, including recurring and transaction-based
- Monitors project profit margins
- Includes best practices for project revenue management optimization
- Ability to create multiple types of invoices
- Sends invoices in different formats within and outside of the Hosted Services
- Offers reports and analytics on the status of each invoice
- Logs project events to ensure information integrity
Resource Management
- Manages resource capacity and plan based on availability
- Identifies the best personnel resources for each project type or task
- Delivers and manages forecasts to balance supply and demand
- Provides a single view of project resources
- Provides features for multiple types of allocations
- Manages individual and team calendars by department or geography
- Makes recommendations for the best resource allocation and optimizes allocations
Team Collaboration
- Allows internal and external users to work and collaborate on projects
- Manages roles and access rights to documents, chat, calendars and project views
- Delivers standard or customized workflows
- Plans, schedules and monitors projects and tasks
- Includes features for collaboration, communication and data sharing
- Provides features for chat, discussion and internal or external communications
- Defines workspaces and project views for internal and external sharing
- Logs capture information about who performed certain activities and when
Business Intelligence
- Provides out of the box management dashboards
- Consumes data from database queries and application connectors
- Transforms data into useful and relatable models
- Supports data modeling, blending and discovery processes
- Enables interactive data exploration by users to discover insights beyond KPIs
- Empowers users to make business-critical decisions based on detailed analysis
- Creates reports and visualizations with business utilities
Integration Capabilities and Tools
- Allows users to customize, configure, monitor and manage integrations to other products, services, systems and data sources
- Synchronizes and loads data between the Hosted Services and other products, services, systems and data sources
- Flat file integrations between the Hosted Services and other products, services, systems and data sources
Connectors (core software connectors to these third-party products and services)
- Intuit QuickBooks Online and Desktop
- Google G-Suite
- Single Sign On (SSO) (Google, Yahoo, Intuit, OpenID, SAML)
- User provisioning via Okta with SCIM
- Salesforce.com
- Atlassian Jira Software (Cloud and Server)
- Oracle NetSuite
- Expensify
- HubSpot
- Sage Intacct
- Xero
- SAP Concur
- Slack
- Microsoft Dynamics 365 Finance & Operations
- Microsoft Dynamics 365 CRM
- Microsoft Dynamics 365 Business Central