Kantata
104 Case Studies
A Kantata Case Study
Optimus SBR is a large, independently owned professional services firm that provides advisory services across financial services, government, health care and other sectors. As the firm grew, a mix of spreadsheets, a timesheet tool and an outdated project portfolio system left leaders without real-time forecasting or easy data analysis, forcing manual workarounds and creating blind spots for revenue and resource planning—issues made more acute by a shift to remote work.
Optimus SBR implemented Mavenlink to replace its legacy tools, gaining real-time revenue and resource forecasting plus robust Insights reporting. The platform delivered 100% timesheet adoption, extended their forecasting horizon by 50%, supported fully remote delivery, enabled data-driven hiring and centralized planning, invoicing and audits so leaders can better predict and staff for future opportunities.
Oliver Mexner
Manager