Kantata, a leading global supplier of purpose-built technology for professional services, announced the general availability of Kantata Pulse. This solution optimizes service delivery across project portfolios by infusing operational data with real-time project sentiment data.
Professional services firms often face a notable challenge: effectively gathering actionable data on how key stakeholders believe project delivery is progressing. Many organizations rely on end-of-project surveys, which fail to provide the insights needed to course-correct during delivery.
Kantata Pulse resolves this issue by automating the collection of customer and team perceptions at regular intervals, ensuring firms have real-time insights when it matters most before a project’s completion.
Kantata Pulse delivers project sentiment data on an ongoing basis and presents it alongside operational data like burn rate and margin, creating a holistic view of project health. This enables project managers, resource managers, and executives to identify risks early and take proactive measures to ensure delivery meets client needs and profitability targets.
Many resource managers say real-time feedback on projects they have staffed would be useful but they only receive regular updates on client satisfaction. They just get frequent updates on team satisfaction. Through Kantata Pulse, professional services firms can bridge this gap, delivering the data needed to optimize resource allocation, ensure client satisfaction, and keep teams engaged throughout every project.
Kantata Pulse has been receiving positive feedback from early-access users that reinforces many of the assumptions that drove the solution’s development:
- Out-of-the-box Pulse Checks – Based on industry best practices, automated and ready to use assessments save time and eliminate the complexity of designing and administering effective data collection.
- In-flight Insights – By collecting feedback throughout the project rather than at the end, Pulse identifies at-risk projects, clients, and teams to enable intervention before it’s too late.
- Unified Data – Pulse combines operational and sentiment data in one platform, eliminating the need to merge data from different systems manually and providing a more comprehensive view of project health.
Kantata has ambitious plans for Pulse’s future, such as integrating Generative AI (GenAI) to offer deeper and interpretive analysis of project sentiment data. And this is part of Kantata’s larger vision for applied GenAI that owns key tasks throughout the professional services project lifecycle, driving efficiency while providing decision-makers with actionable insights to improve future project delivery.
Kantata Pulse is the first capability developed to be compatible with and launched across Kantata’s core solutions, Kantata OX and Kantata SX. It is now generally available to Kantata OX users, with a planned release for Kantata SX in the first half of 2025. The solution’s compatibility with both platforms underscores Kantata’s mission to provide innovative technology for professional services organizations of all shapes and sizes.
KEY QUOTES:
“Kantata Pulse moves the needle on what it means to deliver successful projects. While financial metrics are essential, they don’t give the full picture. Kantata Pulse adds a crucial new dimension by capturing client and team perception throughout the project lifecycle to ensure smoother delivery and stronger client relationships.”
“GenAI is poised to revolutionize how professional services organizations exceed client expectations. But to provide truly groundbreaking insights, AI models require both transactional data about project progress as well as relational data on client and team perception. That data that hasn’t been available in one place until Pulse. By integrating GenAI into Pulse, we’re taking another big step toward automating key tasks throughout the project lifecycle. This allows organizations to focus on what matters most: delivering exceptional client outcomes and creating an engaged workforce.”
-Sarah Edwards, Chief Product Officer of Kantata
“The lack of structured, consistent feedback mechanisms has been a long-standing issue for professional services firms. Typical approaches capture feedback too late, or keep data siloed from other key operational metrics. Kantata Pulse integrates sentiment data directly into project workflows, giving decision-makers a real-time view of both project performance and client and team perception, so they can course-correct before a project goes off track.”
-Martin Beil, Principal Product Manager at Kantata
“The pressure on professional services organizations to differentiate through exceptional client experiences has never been higher. Businesses that embrace innovations like Kantata Pulse will be well-positioned to meet this challenge and thrive in today’s fast-evolving market, because they will be able to understand the impact service delivery is having on clients and the teams that serve them, rather than just the bottom line.”
-John Ragsdale, Distinguished Researcher and Vice President of Technology Ecosystems at the Technology Services Industry Association (TSIA)
“Kantata Pulse is going to help meet one of Abrigo’s top objectives: identifying when service delivery and customer expectations are out of sync as early as possible. With Pulse, we will be able to efficiently gather precise customer feedback on project progress, providing valuable insights to identify potential risks, ensure projects stay on track, and fine-tune our approach going forward.”
-Margaret Connolly, Sr. Director of Project Management at Abrigo, an early-access customer of Kantata Pulse
