Why Choose Solvit's Amplify for Kantata SX?

Your company’s most valuable assets are its expertise and intellectual property, and these should be your primary areas of focus. With Amplify, Solvit will take care of the many aspects of Kantata SX management that you need. That way you can concentrate on what matters most — ensuring your business’ success. Do what you do best; let us do the rest.

When you choose Amplify, you’ll also get:

Solutions that grow with you.
The first thing we’ll do is get to know your business and understand its trajectory of growth. Then, we’ll create tailored solutions that help you get where you’re going. Our Kantata SX solutions are not only unique to your business, they’re specifically designed to evolve alongside it.

The benefits of a dedicated Kantata SX specialist, without the headhunt.
Finding a direct hire who fully understands the finer points of the Kantata SX platform can be difficult, time consuming, or even impossible. At Solvit, we have the breadth and depth of experience to serve as an extension of your team.

A dedicated, in-house point person. 
With your own personal point of contact at Solvit (no call center service here), you’re guaranteed support that comes directly from our team. You can also be sure that your point of contact knows all the fine details about your account.

Solvit’s relationship and experience with Kantata SX and Salesforce. 
With seven years of Kantata SX implementation experience and 20 years of experience with Salesforce, we have a deep understanding of how the two platforms integrate as well as specialized technical expertise in both. Thanks to these long-standing relationships (and as Kantata SX users), we also know the right questions to ask when navigating Kantata support.

Operations

Need help with Kantata SX platform management? As part of your unique Amplify solution, we can take on as many (or as few) of the related tasks as you need. Services include:

  • Resource Management
    • Activity and Grade Administration
    • Additions and Modifications
    • Salesforce User Administration
    • Sharing and Permissions
  • Product Management
    • Kantata Products
    • Product Domains
  • Financial Management
    • Revenue Recognition
  • Kantata Operational Management
    • Weekly Tracking Period Closure
    • Monthly Forecast Period Closure
  • Process Improvement and Redesign
There when you need us
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Administrative

With Amplify, you can leave some or all of the administrative side of Kantata SX to us. Depending on your needs, your solution can include services such as:

  • Calendars
    • Year-end Administration
  • Rate Card Administration
  • Business Unit Administration
  • Other Activity Administration
    • Year-End Close-Outs
    • Group Assignment Updates
  • Expense Categories
  • Salesforce Administration
    • Custom Objects and Fields
    • Page Layouts
    • Record Types

Security & Analytics

With seven years of Kantata SX experience under our belts, we know how to make the platform work for you. Additional services we offer with Amplify include:

  • Approval Rules and Automation
  • Licensing Administration
  • Security and Access
    • Application Roles
    • Advanced Sharing
    • Custom Permissions
    • Roles and Profiles
  • Reports / Dashboards
    • Report Deployment
    • Custom Report Types
    • Advanced Analytics
    • Trend Reporting
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How We Configure Your Kantata SX Solution

Business Analysis

Before we get started on the technical work, we’ll take the time to get to know your business and its needs, as well as identify the ways in which the Kantata SX platform can best serve them.

Solution Design

We’ll take these learnings and use them to inform the design of your configured Kantata SX solution — considering everything from process changes and technology enhancements to improved and new features.

Training

After refining your solution, we’ll be with you every step of the way as you learn how to make the updates we’ve implemented work to your advantage. The best part? Our support doesn’t end there, as we’re committed to offering continued help over the life of your Amplify service.

Process Redesign

We understand that businesses change over time, which is why our Kantata SX solutions are flexible and built to grow alongside the evolving needs of your company, whether that means making functionality improvements or updating features.

Frequently Asked Questions

Can I track resource utilization, both billable and non-billable?

Kantata SX can track time on a project and categorize it for billable or non-billable based on rules you set. Examples of non-billable work could be Goodwill, PTO, or jury duty and utilization factors can vary on each. Goodwill, for example, may give the resource full credit for their time while PTO will be excluded.

How do I track resource availability?

Kantata provides the single pane of glass, rolling up and visually presenting all assignment details across multiple resources. This allows users to view true availability and lets them confidently assign the right resource for the project.

How do I identify the best resource to fit my needs?

A good way to start is by profiling your assignment, thus ensuring you’ve identified the skills or capabilities needed to complete the assignment. Then let Kantata recommend resources, scored based on availability and desired skills and capabilities.

What type of revenue recognition can I track?

Professional services firms need to assess their contracts and accounting practices to ensure compliance with ASC 606, a revenue recognition guideline in the US. Kantata SX automatically tracks and maintains revenue recognition for your organization. Common versions of this include time and expense, effort percent complete, cost percent complete, revenue milestone recognition, and percent complete milestone recognition.

How do I automate revenue recognition?

Revenue recognition is automated directly out of the system in real time. You are not dependent on extracting data and performing your own calculations offline.

How do I manage a portfolio of projects?

Kantata SX offers the capability to categorize projects based on specific criteria, providing a valuable resource for project managers.

What are the types of utilization?

There are three types of utilization that Kantata tracks:

  1. Utilization or Factored Usage
    1. Tracked Usage – Excluded Usage
  2. Delivery Efficiency or Delivery Usage
    1. Tracked Usage – Unpaid Usage
  3. Delivery Utilization or Delivery Usage
    1. Tracked Usage – Excluded Usage

How does utilization align with my company requirements?

Out of the box, Kantata SX can be used to track the three different utilization types shown in the previous answer. Companies generally watch resource utilization and delivery utilization across projects.

How do I track billable and non-billable time on projects?

Projects require monitoring of both billable and non-billable (goodwill) time, and Kantata SX is equipped to handle each. The engagement dashboard offers insights into project financials and the impact of non-billable time.

Can I track project status details?

Absolutely. Out of the box, Kantata SX has the ability to track and record periodic project updates; full RAID and RAG details along with customized perspectives all of which are reportable and visible via the Portfolio functionality.

It All Starts
With a Conversation

If you’re looking to partner with a team of PSA and Salesforce experts that puts your business’s operational needs first, look no further. Solvit designs and delivers implementation, integration, and custom solutions that will free you from frustrating work-arounds — so you can get back to working on your business.

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