Logicalis Streamlines Resource Management Process – From Start to Finish – with Kantata
Logicalis, a global IT solutions provider, needed a tool that would take their resource management data out of spreadsheets and bring it to life. Adopting Kantata has enabled Logicalis to be confident that the resourcing decisions they make every day align with where their business is heading.
With the Kantata Industry Cloud for Professional Services™, Logicalis has been able to:
- Complete the resource forecast in much less time ― down from 2-3 days to a few hours
- Surface hiring, training and recruiting needs earlier, so decisions are made proactively
- Finish the period close by the first of the month and then hand-off clean data for forecasting
Logicalis is a digital transformation enabler and cloud managed service provider, accelerating digital transformation across the globe. Logicalis’ lifestyle technology solutions are designed to deliver digital transformation to customers.
Challenge: Spreadsheet Overload, Inability to Forecast Accurately
Logicalis is a leading provider of global IT solutions and managed services focused on accelerating the digital transformation of its 10,000 customers. Logicalis designs and delivers lifecycle technology solutions to advance their customers along the digital transformation journey. When it was time to take a look at their own internal processes and position on the digital journey, they looked to Kantata for support.
Logicalis was managing resources ― from forecasting to billing ― in spreadsheets prior to adopting Kantata. According to Mike Downes, Resourcing Director, Logicalis UK, “Logicalis had a PSA but we didn’t use it as such. [Because of issues with] integration and data flows, it made it so we could only use it for timesheets and expense systems. Everything else was reported in spreadsheets.”
The team recognized the need to move away from this error-prone and time-consuming manual process ― they wanted to be able to quickly access resourcing data and be confident the information they were looking at was accurate and up-to-date. Mike reflects on the tipping-point: “We realized that some of our processes were going to have to change to enable us to work in a more streamlined way. This enabled us to adopt functionality out of the box without the need for customization.”
Having resource information disconnected across tons of spreadsheets made resource forecasting nearly impossible prior to Kantata. Mike recalls, “It would have taken me a month to do my demand forecast. So we just didn’t do it, it was based on gut feel.” Logicalis was ready for a solution that would increase the teams’ confidence in resourcing data ― so that every resource decision being made is informed, strategic and data-driven.”
"We now have a complete and accurate view of all engagements happening over the next six months. That means instead of relying on a combination of gut feel and spreadsheets, I can confidently put together the best teams for each engagement and press the button on the recruitment process much sooner."
Resourcing Director, Logicalis UK
Accurate Resource Forecasts
"When we share the rolling three-month forecast across the business, people know they can trust it. Having confidence in the forecast means we can have conversations we wouldn’t otherwise have.”
Proactive Hiring Decisions
"I can go to my financial director and show them all the upcoming demand in Kantata and start the conversation that we need to begin hiring. To be able to confidently stand there in front of the practice heads and speak about our demand is a great place to be. A year ago, I wouldn’t have even had the conversation.”
360° View of Demand
"My Demand View in Kantata allows me to place generic resources into proposals and provides one view of what projects need to get scheduled out. All of that ― project budgets, resources, costs, time tracking ― would have been manually tracked in spreadsheets.”
Embedded in Salesforce
"Having a Salesforce-native PSA from Kantata in place played a part in the subsequent decision in adopting Sales Cloud for CRM. We adopted Kantata before landing on Salesforce for CRM and we are now realizing the incredible benefits of having two connected platforms ― it was an unexpected but great result.”
"If a proposal with a pencilled-in start date moves out by a few weeks, so do the resourcing requirements. That saves a lot of effort in checking and rechecking.”
Efficient Period Close
"We can easily make sure timesheets are submitted. We can close out periods on the first working day. We can produce invoices sooner. We can maximize on billing. It enables my colleagues who are starting on the forecasting to run their reports knowing the data is clean.”
- Resource forecast is built in hours instead of 2-3 days
- Period close is done by the first working day of the month
- Improved billing and invoicing processes
- Hiring, training and recruiting decisions are made sooner
- Improved confidence in resourcing data