SUCCESS STORY
Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Kantata
Health Catalyst is a leading provider of data and analytics technology and services to healthcare organizations, committed to being the catalyst for massive, measurable, data-informed healthcare improvement.

Consistency in Successful Project Delivery
Deeper Resource Data Insights
INDUSTRY
CLIENT
SIZE
WHAT KANTATA REPLACED
The Challenge - Reaching the Limits in Project Management
As a successful, continually growing business, Health Catalyst needed a strong project management solution for its needs. The team had been using Excel for managing resource allocations, with every client and team member listed in spreadsheets and then matched depending on team member allocation and assignments to projects over three to four months. However, the process was clunky and not scalable. In addition, Health Catalyst was using Intacct for time keeping, contract storage and invoicing.
However, these systems caused limitations in project management and challenges that Health Catalyst needed to solve, including:
Lack of Data Insights
The Health Catalyst team needed data regarding the consumption of resources across clients to understand if they are being used more or less than they are contractually obligated to provide. Resource managers needed more information about resource requests coming from the field and about team members’ skills and demographics to make more intentional assignments. In addition, the business needed visibility on an individual team member basis regarding burn rate, goals, utilization, and if team members were in danger of burnout.
Lack of Clarity in Project Management
Health Catalyst needed greater control over its project management discipline by gaining the ability to show up on the first day of client engagement with a checklist of milestones, timelines, and measurable outcomes. The company needed the ability to better track progress against project plans, as Health Catalyst did not have a consistent tool to use for this data analysis.
“We were stretching Excel’s capabilities and it wasn’t a scalable solution. It was pretty clunky,” said Dan LeSueur, Senior Vice President/General Manager, Outsourced Services at Health Catalyst.
“We wanted a tool that was going to help our client teams become more organized and successful in the field. We knew that if they viewed the tool as truly helpful to them, they would more readily adopt it, and as a result, we would derive a rich set of data that could be used in our business.”
Senior Vice President/General Manager, Outsourced Services, Health Catalyst
Improving Healthcare Through Comprehensive Data
Health Catalyst is dedicated to enabling health care organizations to fundamentally improve care by building the most comprehensive and fully integrated suite of healthcare data warehousing and process improvement solutions available.
Health Catalyst helps clinicians and technicians in more than 250 hospitals; 3,000 clinics care for more than 70m Americans every year, with clients ranging from large academic medical centers to small community hospitals and physician clinics.
“All the staff and sales team at Kantata, the solution consulting team, and the training team were a really good fit from a cultural perspective.”
Senior Vice President/General Manager, Outsourced Services, Health Catalyst
The Switch to Kantata - Support for Successful Resource Management
The resource management challenges faced by Health Catalyst continued while the company experienced continued growth and success. This led to a search for a new dedicated resource management solution, with the Health Catalyst team considering FinancialForce, Netsuite, and Workday before deciding on Kantata for the company’s unique needs.
Among the reasons why Health Catalyst chose Kantata and the critical deciding factors included:
Strong Resource Management
Health Catalyst found a resource management solution in Kantata that could provide managers with crucial control over business processes while also being easily adoptable by all team members. It was as intuitive and accessible as the Excel solutions in place, but the additional functionality built on a modern platform provided the needed scalability for a growing business. The result was a system that supported the organization’s need for strong resource and project control.
Time Tracking
Time tracking and resource management needed to be 100% adopted across the organization to provide Health Catalyst with the insights it needed to improve utilization and project success.
A Focus on Customer Service
The Health Catalyst team found a kindred spirit in Kantata due to a shared focus on project outcomes and customer service, helping to align the project management solution with the company’s approach to business.
Benefits
- Consistency in Successful Project Delivery
- Improved Interdepartmental Communication
- Deeper Resource Data Insights
- Stronger Resource Forecasting
“Kantata resource management was key and the best across all solutions we looked at. The barrier of entry was so low, we were confident that we could get quick adoption from in-the-field resources. It was a natural fit in the day-to-day workflow of our team members.”
Senior Vice President/General Manager, Outsourced Services, Health Catalyst
“Kantata has been a critical component in tying together our sales department with the delivery aspect of the components being sold. Kantata is the focal point of our delivery aspirations and became the hub where sales and delivery come together.”
Senior Vice President/General Manager, Outsourced Services, Health Catalyst