
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.
That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability
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PBRS is a third-party tool that enhances the functionality of Power BI reports by providing advanced features for scheduling, automation, and distribution. With PBRS, you can:
- Schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on custom frequencies. For example, you can schedule a report to run every hour, every other day, or on the third Monday of the month.
- Automate Power BI reports to run based on specific events or conditions. For example, you can trigger a report to run when a database record is changed, when data is received on a port, when an unread email exists in a folder, or if a file exists.
- Distribute Power BI reports in various formats and to multiple destinations. You can specify different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the distribution of reports to meet the specific needs of your organization.
PBRS works seamlessly with various Power BI environments, including Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all editions of SQL Server Reporting Services
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Engage
Transform your presentations into stunning visual experiences with the Engage PowerPoint add-in, which offers intuitive drag-and-drop design features, infographics, automation, and enhanced accessibility—all for free. Even if design isn't your forte, you can create professional-looking slides effortlessly. Simply drag and drop a vast array of built-in design elements onto your slides, making complex information easier to grasp and remember. You can seamlessly link shapes, tables, charts, images, and infographics to Microsoft Excel, allowing you to refresh your entire presentation with a single click whenever the source data changes, thus streamlining your workflow and minimizing errors. Furthermore, enhance the inclusivity of your presentations for individuals with disabilities by utilizing our accessibility tests to assess how well your slides meet accessibility standards, along with handy shortcuts to rectify any identified issues. With these tools at your disposal, you're empowered to deliver presentations that are not only visually appealing but also accessible to a wider audience.
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TackleBox
TackleBox offers a seamless way to create automated PowerPoint presentations, dynamic dashboards, and insightful data analysis. Effortlessly embed Excel content into your PowerPoint slides and receive notifications when new information is available. With just a simple click, you can refresh your presentations, viewing the most recent updates from multiple Excel files simultaneously, all without needing to open them. It feels as though you possess x-ray vision for your Excel data. TackleBox integrates smoothly with your existing Office 365 folders and documents, requiring no downloads or installations, and eliminating the need for complex user manuals—simply log in and start using it. Focus on what you excel at: analyzing data, constructing models, and designing charts and tables. You can link files from any OneDrive folder directly into TackleBox, allowing you to continue your work seamlessly. TackleBox monitors file updates so you can stay focused on your tasks. Easily create PowerPoint slides and real-time dashboards by selecting the desired charts, tables, and cells, while your presentations automatically refresh in the background. This innovative approach not only saves you time but also enhances your productivity.
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