Logicalis Streamlines Resource Management Process – From Start to Finish – with Kantata
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“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
With Kantata, Mike can build the resource forecast in significantly less time ― what previously took up to three days is now done in just a few hours. Mike can now easily access all resourcing data which makes the forecasting process a breeze. More importantly, Mike can be confident that his forecasts are accurate and that any decisions made based on the forecast are informed, strategic and have taken into account all variables.
“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
Before Kantata, Mike would learn what skills were in highest demand simply by keeping tabs on every proposal that came through. That made it difficult when having conversations with upper management about training or hiring needs. Today, Mike can clearly see where there may be resourcing gaps and can be confident that the data is accurate and reflective of the future state of the company. When hiring is the best option, he can confidently propose it to upper management with the data to back it up.
“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
Kantata is Mike’s one-stop-shop for any and all resource data, including but not limited to: resource type cost, skill, grade, budgets, utilization, hours and location. He leverages My Demand View to place generic resources onto projects that do not have a team firmed up so he can then easily see all the projects, in one place, that require staffing. He no longer has to search through numerous spreadsheets to find the right bit of information.
“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
Logalicalis adopted Kantata and quickly moved on to their next digitization journey priority ― moving their CRM to Salesforce. The team didn’t specifically choose Kantata because it offered a solution that was native to the Salesorce platform, but it ended up being an added benefit and pleasant surprise. Logicalis now has a seamless connection between their Salesforce opportunities and projects in Kantata. The team benefits from the automatic flow of information between Salesforce and Kantata and can see the impact of the integration in their clean and up-to-date sales pipeline.
“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.”
Logicalis previously built their proposals in spreadsheets, manually entering information each time. Now, with Kantata, proposal templates are saved and can be easily adjusted by the bid team. Any adjustments during the proposal phase ― and how that impacts resource needs and forecasts ― are captured in Kantata automatically. For example, if a start-date moves out and now certain resources are no longer available, Kantata flags Mike of the need. Previously, if a start-date was moved and it had an impact on resources, the team would not see the issue until it was too late ― the data was just simply lost within spreadsheets.
“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
Prior to Kantata, Logicalis used spreadsheets to manage period close, which was quite time-consuming. Now, Logicalis is able to expedite the entire close process so that it’s completed by the first working day of every month. They are able to do this because they are no longer chasing down resources to enter timesheets at the close of each month. Kantata notifies consultants to enter their time before close and if they accidentally put their time in wrong, Kantata’s predictive time entry functionality will flag it and suggest a more realistic input.
“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.”