Fall 2022
Kantata User Conference

The Kantata User Conference is an event for the Kantata community designed to share product best practices and latest professional services industry trends. Watch these recordings with a variety of presentations from our executive team, industry thought leaders and product training for Kantata OX (formerly known as Mavenlink) and Kantata SX (formerly known as Kimble).

If you're a current customer and would like free access to these recordings, please email [email protected] for an access code.
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Fall 2022 <br> Kantata User Conference

Course Content

See below for an outline of the course content.

  • 1
    Keynotes
  • 2
    Kantata OX Product Training
  • 3
    Kantata SX Product Training
  • 4
    Professional Services Best Practices
  • Kantata's Vision for Professional Services (in 2023 and Beyond) The Power of Benchmarking The Art and Science of Delivering Exceptional Client Experiences Panel: How to Define and Deliver World-Class Client Outcomes Panel: How to Recession-Proof Your Business Through People, Processes and Technology
  • What’s New and What’s Coming in Kantata OX (Formerly Mavenlink) Accurately Forecast Future Projects and Make Informed Business Decisions with Insights Reports Best Practices: Permissions & Notifications Settings Cross-Project Scheduling: Learn How To Get Clarity and Visibility Across Your Projects How to Use Allocations to Staff Projects With the Right Resources. Every Time. Optimize Staffing Decisions and Project Efficiency With Talent Network & Collaboration Tools
  • What’s New and What’s Coming in Kantata SX (Formerly Kimble) Best Practices: Automate Manual Operations to Boost Productivity Best Practices: Automating Intercompany Accounting and Ensuring Compliance How to Lock-in Demand For Your Services with Account Credits Keep Up to Date With Kantata Self-service Reports Deployment Learn How Resource Managers Build the Best Team for Every Project
  • Effectively Support Resource Management Processes In Your Organization Learn How To Get the Most Out of Your Professional Services Technology Maturing Your Tech Use as Your Business Grows Optimize Workforce Planning and Increase Employee Engagement in Professional Services