
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.
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Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job.
✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry.
✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability
✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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AgilityInsights
AgilityInsights is an enterprise transformation platform that combines AI-powered technology with strategic advisory services to help organizations improve agility, execution speed, and business alignment. The company focuses on helping enterprises connect strategy, operational execution, governance, and organizational maturity through a single integrated system. Its platform enables businesses to create measurable outcomes using agile delivery methods, outcome-driven OKRs, and structured transformation frameworks. AgilityInsights addresses major enterprise challenges including siloed operations, delayed execution, ineffective change management, workforce burnout, and fragmented business systems. The platform provides real-time visibility into performance, maturity growth, workload allocation, and team collaboration, helping leaders make faster and more informed decisions. One of its key capabilities is AskAI for Outcomes, an AI-driven solution that transforms business challenges into actionable goals and measurable key results using intelligent guidance and hypothesis-based planning. AgilityInsights also delivers agile operating model design services that help companies restructure teams, improve governance, and create more efficient cross-functional collaboration. The company supports long-term organizational growth through executive coaching, leadership development, change ambassador programs, certifications, and internal Centers of Excellence. Its Growth Portal offers scalable learning resources and self-guided enablement tools that reinforce agility practices and strengthen internal capabilities. AgilityInsights has worked with major enterprises across industries including healthcare, finance, and retail, delivering measurable gains in productivity, execution speed, agility maturity, and return on investment.
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Forecast
Forecast serves as an all-encompassing project and resource management platform that can be customized to incorporate a variety of exceptional features. This tool seamlessly merges project oversight, resource allocation, and team collaboration within a single interface, empowering users to harness AI for the automation of routine administrative duties. It stands out as a robust alternative to traditional point-based project management systems commonly used in professional services firms.
This solution is particularly suited for organizations with over 50 employees, as it provides a cohesive view of the entire project portfolio and resource allocation within a single software environment.
* Generate project proposals that are more accurate and reliable.
* Enhance planning and analysis capabilities through comprehensive Insights and Reporting features.
* Utilize AI to facilitate more informed business decisions.
* Achieve flexible resource management with effective Task and Project Allocations.
* Optimize efficiency through streamlined Time and Task Management processes.
* Access real-time updates on project profitability, including cost, revenue, and profit metrics, allowing for immediate, actionable insights.
With these features, Forecast can significantly elevate the way companies manage their projects and resources.
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