Kantata
104 Case Studies
A Kantata Case Study
AgilOne, a customer data platform serving enterprise B2C brands, struggled to run its Professional Services team with spreadsheets, homegrown apps and disparate tools. The team had little visibility into project status, time tracking, utilization or client-level services revenue, making it difficult to answer board-level questions about margins or understand true project costs.
AgilOne implemented Mavenlink for professional services automation, collaboration and out‑of‑the‑box Salesforce integration, plus custom financial and project reporting. The platform made project costing and utilization transparent, enabled more predictable delivery and pricing, drove increased revenue, and improved services profit margins by 25%.
Tom Kolich
Senior Director of Technical and Data Services