SUCCESS STORY
V3 FullFunnel
FullFunnel is a global go-to-market and revenue operations services firm that helps B2B organizations close capability and capacity gaps across their revenue programs, operating as an embedded extension of their teams.
80–89%
of projects delivered on time and on budget
Industry
Company
US Headquarters
FullFunnel’s project management group, led by Jake Birkhahn, lives in Kantata from sign-on to sign-off: managing tasks, resourcing, reporting, and client communication across a global team.
The Challenge
Before FullFunnel fully leaned into Kantata for professional services automation (PSA), project operations ran on spreadsheets, manual imports and exports, and a scattered set of disconnected tools. Time tracking, budget tracking, and resourcing would often slip through the cracks, and problems wouldn’t surface until it was too late to course-correct.
“If there was an opportunity for identifying issues or problems within a specific project, it would be a little too late. The data was a little bit skewed, it wasn’t as in real time,” Jake remarked.
Benefits
- Improved client retention and satisfaction, driven by more consistent, higher-quality output
- Stronger leadership visibility into capacity, forecasting, and project-level financials
- Earlier risk detection and faster decisions: issues get caught and resolved before they derail a project
- Increased accountability, with clear guardrails and a single place where all work ties back
“I do believe that Kantata’s Resource Center is one of the best in the game.”
Manager, Project Management Group, FullFunnel
The Solution
Jake turned Kantata from underused software into the operational backbone of the business. He built a version-controlled library of templates spanning sprint management, paid advertising, design and dev, and tech-stack implementations with step-by-step instructions baked into each task so execution teams always know what’s expected. Those templates roll up into custom dashboards and reporting, daily “Red Ink” reviews flag what’s blocked or awaiting client feedback, and the Resource Center gives a live view of team capacity and utilization. The result is a single source of truth, with every project onboarded on the same cadence and structure.
Jake stated, “Having a single source of truth really does allow me to not only keep everything organized, but stay diligent within our excellence and our standards.”
“Kantata’s constant evolution and ever evolving roadmap of, ‘Hey, what’s next?’ and everything that it’s doing to stay up with current times in AI is definitely a huge attribute in the project management space.”
Manager, Project Management Group, FullFunnel
“I would definitely recommend Kantata to anyone in the professional services industry and any executive leaders. I do see extreme value in the tool on the day-to-day basis, not only in project management, but in financial performance, visibility, and also keeping teams organized and diligent.”
Manager, Project Management Group, FullFunnel
