FullFunnel Transforms Professional Services Delivery with Kantata

Company builds scalable project system that unlocks expertise behind every engagement to drive repeatable customer success

IRVINE, CA – September 8, 2026 – The real value of a professional services firm lies in the expertise of its people. The challenge is capturing that expertise and making it available across every project to drive customer success and business growth. With the help of Kantata, a leading provider of Professional Services Automation (PSA) solutions, FullFunnel is overcoming this challenge. Using the Kantata PSA Platform, the global go-to-market support and applied AI services firm has built a standardized, data-driven delivery model that puts its expertise and best practices to work across every engagement, helping all teams deliver on-time, on-budget, with the excellence their clients expect.

In the past, project operations at FullFunnel ran largely on spreadsheets, manual imports, and exports and a scattered set of disconnected tools.

“We were managing 30 to 40 complex projects through Slack and Google Docs,” said Jake Birkhahn, Manager of the Project Management Group at FullFunnel. “If someone left, they often took years of project knowledge with them.”

Compounding Expertise

Today, the company runs on Kantata’s connected, AI-powered platform, which serves as the operational backbone of its business and the foundation for its future innovation around services delivery. Version-controlled templates, standardized workflows, custom dashboards, and real-time resource visibility provide a single source of truth for every FullFunnel engagement, ensuring projects are onboarded, managed, and delivered with the same proven structure while giving leaders the insight to proactively manage delivery and capacity.

“The biggest difference isn’t just efficiency, it’s that we’re spending our energy on the work that actually matters,” Birkhahn said. “Instead of chasing spreadsheets and manual tasks, we’re managing resources, improving delivery, and thinking strategically about how to better serve our clients.”

And the operational improvements are delivering results. Since implementing Kantata, FullFunnel has:

• Boosted on-time and on-budget project delivery from 70% to nearly 90%.
• Delivered more consistent client experiences by standardizing project execution across teams.
• Reduced delivery risk by capturing and preserving institutional knowledge.
• Increased project management capacity by freeing leaders to focus on resource planning and client success.
• Enabled better business decisions with connected operational data that supports continuous improvement and future innovation.

Building the Future

The improvements have also opened the door to new opportunities for FullFunnel to accelerate its transformation and future-proof its business.

“Every client engagement teaches a professional services firm something valuable, and the firms that succeed in the future will be the ones that unlock and compound the value of their expertise,” said Sarah Edwards, Chief Product Officer, Kantata. “FullFunnel is showing how the right operational foundation can turn that expertise into better client outcomes today and in the future.”

With standardized delivery processes, version-controlled methodologies, and connected operational data in place, the company is now building on this foundation to accelerate its AI innovation, leaning into the maturity and flexibility of Kantata to unlock new levels of project management intelligence.

“We’ve created the knowledge AI needs to be useful,” Birkhahn said. “It means I can build a project management agent that can draw on everything we’ve learned across the organization. This is where AI is going.”

And he’s confident Kantata can lead FullFunnel to the future.

“Kantata’s constant evolution, ever-evolving roadmap, and everything they do to stay up with current times in AI is definitely a huge differentiator in the project management space,” he said. “With their technology and expertise, we can build a delivery organization that is more consistent, more resilient, and better equipped to scale without sacrificing the quality clients expect.”

To learn more about FullFunnel’s transformation, visit: https://www.kantata.com/success-story/fullfunnel

About FullFunnel

FullFunnel provides managed support and applied AI services for B2B GTM teams. FullFunnel integrates senior GTM, Demand Gen, and RevOps operators directly into B2B teams, backed by AI-powered programs, so GTM, Demand Gen, and RevOps work as one system that compounds revenue over time. Every engagement is AI-enabled from day one — combining pre-built and custom AI agent programs with senior operators who build, run, and optimize them — allowing companies to grow without adding headcount.

For more information, visit www.fullfunnel.co.

About Kantata

Kantata is a leading provider of Professional Services Automation (PSA) solutions that help professional services organizations and agencies ensure consistent excellence and profitability across projects. More than 1,500 organizations worldwide rely on Kantata to instantly assemble the ideal team, easily amplify institutional knowledge, and confidently forecast outcomes. Recognized as a Leader on G2’s PSA Software Grid® and Resource Management Software Grid®, and consistently ranked among the top project management software products in G2’s annual Best Software Awards, Kantata supports the full services lifecycle — from scoping and staffing to delivery and forecasting. For more information, visit www.kantata.com.

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