Case Study: Talisys achieves 16% higher utilization and saves 40 admin hours per month with Kantata

Talisys Increases Utilization by 16% with Mavenlink

Talisys is a national software and solutions firm that supports front- and back-office teams at brokerages and broker-dealers with real‑time securities processing. The company was hindered by a legacy project-management setup and multiple desktop/Excel workflows that were overly complex and provided little visibility into project responsibilities, progress, profitability or time tracking, which led to inaccurate reporting and poor resource forecasting.

By switching to Mavenlink and leveraging its open API, Talisys consolidated tools and gained real‑time visibility into burn rates, schedules and utilization. The change increased utilization by 16% and raised visibility to utilization to 95%, saved about 40 admin hours per month by automating ADP reconciliations (reducing them to 5–10 minutes), and enabled reliable resource forecasting and smarter hiring decisions.

Talisys

Kim Bernall

Data Scientist and Product Manager