heroBI vs. Kantata

heroBI functions as a thorough performance monitoring platform, leveraging the recorded hours of your team members to deliver essential insights. You can easily connect with your favorite time-tracking software through our intuitive integration option. Organize your teams and clients using various criteria such as department, location, or any other classification that best fits your requirements. Obtain a comprehensive view of your agency’s performance, showcasing the top-performing teams alongside projects that may require additional focus. Compare your current performance against previous months, while having access to daily updates and monthly and yearly projections for both the entire organization and specific teams. Assess vital performance indicators like profit, revenue, and utilization across different teams, clients, offices, or any customized category. Ensure that all recorded hours are accurately tracked and receive predictions regarding future hours expected from each team member. Furthermore, keep an eye on outstanding invoices based on their due dates, and pinpoint clients who tend to make payments more quickly than others, providing critical insights into your cash flow. This all-encompassing strategy empowers agencies to make well-informed decisions and enhance their operational efficiency, ultimately leading to greater success in their projects. By utilizing such a system, agencies can identify trends and make proactive adjustments to their strategies.

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.