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What is OnePlan?

Organizations aim to grow, innovate, and maintain their competitive edge within their respective sectors. They embody the intricacies of the individuals that comprise them, full of potential yet frequently constrained by long-standing practices. Adopting business agility requires nurturing a mindset that emphasizes value creation and prioritizes understanding customer needs, along with integrating appropriate practices and tools. The OnePlan team is committed to steering your organization toward improved innovation, flexibility, and efficiency by offering customized technology and consulting solutions that resonate with your specific journey. It is vital to pinpoint essential business strategies and connect them to execution activities throughout the organization. Aligning efforts with overarching objectives, intended business outcomes, and real-time performance indicators is crucial for success. By expanding agile methodologies to involve additional teams, including those in executive roles, organizations can greatly enhance their speed to market, the quality of their products, and overall productivity. Empowering teams to choose the execution methods and tools that best fit their unique needs is also important. In addition, ensuring transparency and enabling informed decision-making at every level is essential for effectively managing the complexities that come with change. Ultimately, strong leadership entails the ability to react to changes promptly and confidently, fostering a culture where innovation can flourish and thrive. This holistic approach not only strengthens the organization but also prepares it for future challenges and opportunities.

What is Kantata?

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.

Media

Media

Integrations Supported

Jira
Microsoft 365
Microsoft Dynamics 365
Project Online

Integrations Supported

Jira
Microsoft 365
Microsoft Dynamics 365
APIANT
Blotout
Cyfe
Expensify
Fivetran
Google Drive
HubSpot CRM
Hubstaff
Make
NetSuite
PayPal
SAP Concur
Salesforce
Slack
VisitorTrack
Wufoo

API Availability

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?

Pricing Information

Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OnePlan

Company Location

United States

Company Website

oneplan.ai/

Company Facts

Organization Name

Kantata

Date Founded

2008

Company Location

United States

Company Website

www.kantata.com

Categories and Features

Categories and Features

AI PSA

Not specified

Business Intelligence

Budgeting & Forecasting
Performance Metrics
Profitability Analysis
Strategic Planning
Visual Analytics

Collaboration

Brainstorming
Chat / Messaging
Content Management
Document Management
Project Management
Task Management
Version Control

Financial Management

Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Project Management
Revenue Recognition

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

Billing & Invoicing
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Scenario Planning
Scorecards

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Workflow Management

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