Kantata

Define required skills in Project Needs.

Filter global resource pool by availability and specific skill tags.

Analyze cost impact of using offshore vs nearshore resources.

Submit soft-booking for resource manager approval.

Finalize staffing and sync schedules to local calendars.

Set baseline project budget and margin targets.

Track real-time labor costs via daily time entries.

Receive automated alerts when project reaches 70% of budget.

Adjust resource seniority or scope to maintain target margin.

Review 'Burn vs Earn' reports in the dashboard.

Sync Salesforce pipeline (Probabilities > 50%) to Kantata.

Run Scenario Modeling based on 'Likely' deals.

Identify resource gaps (e.g., lack of Senior Designers).

Generate a hiring plan based on anticipated demand.

Approve recruiting requisitions based on validated data.

Enable multi-currency support in Financial Settings.

Assign localized bill rates to resources.

Automatically calculate exchange gains/losses on invoices.

Export reconciled data to ERP systems like NetSuite.

Review consolidated revenue reports in a single currency.

Audit all lost bids to identify 'Missing Skills' reasons.

Cross-reference with the current Skills Matrix in Kantata.

Identify top 3 skills that caused revenue loss.

Initiate internal training programs for those specific skills.

Track skill acquisition and update resource profiles.

Define RevRec rules (Percentage of Completion vs Milestone).

Automate calculations based on approved time and milestones.

Generate RevRec journals within the Kantata financial module.

Sync journals to the general ledger.

Audit the RevRec history for compliance.

Create an Agile workspace with sprint backlogs.

Associate resource hourly costs with sprint iterations.

Track 'Burn-down' of budget alongside story points.

Monitor project health via the Pulse dashboard.

Report on 'Velocity vs Cost' to client stakeholders.