The real value of a professional services firm lies in expertise of its people. The challenge is capturing that expertise and making it available across every project to drive customer success and business growth. With help of Kantata, a leading provider of Professional Services Automation solutions, FullFunnel is overcoming this challenge using Kantata PSA Platform.
In the past, project operations at FullFunnel ran largely on spreadsheets, manual imports, and exports and scattered set of disconnected tools. "We were managing 30 to 40 complex projects through Slack and Google Docs," said Jake Birkhahn, Manager of the Project Management Group at FullFunnel. "If someone left, they often took years of project knowledge with them."
Today, company runs on Kantata's connected, AI-powered platform, which serves as operational backbone and foundation for future innovation around services delivery. Version-controlled templates, standardized workflows, custom dashboards, and real-time resource visibility provide single source of truth for every FullFunnel engagement, ensuring projects are onboarded, managed, and delivered with same proven structure while giving leaders insight to proactively manage delivery and capacity.
"The biggest difference isn't just efficiency, it's that we're spending our energy on work that actually matters," Birkhahn said. "Instead of chasing spreadsheets and manual tasks, we're managing resources, improving delivery, and thinking strategically about how to better serve clients."
The operational improvements are delivering results. Since implementing Kantata, FullFunnel has boosted on-time and on-budget project delivery from 70% to nearly 90%, delivered more consistent client experiences by standardizing execution across teams, reduced delivery risk by capturing and preserving institutional knowledge, increased project management capacity by freeing leaders to focus on resource planning and client success, and enabled better business decisions with connected operational data supporting continuous improvement.
"Every client engagement teaches a professional services firm something valuable, and firms that succeed in future will be ones that unlock and compound value of their expertise," said Sarah Edwards, Chief Product Officer, Kantata. "FullFunnel is showing how right operational foundation can turn that expertise into better client outcomes today and in future."
With standardized delivery processes, version-controlled methodologies, and connected operational data in place, company is now building on foundation to accelerate AI innovation, leaning into maturity and flexibility of Kantata to unlock new levels of project management intelligence. "We've created knowledge AI needs to be useful. It means I can build a project management agent that can draw on everything we've learned across organization. This is where AI is going," Birkhahn said.
About FullFunnel
FullFunnel provides managed support and applied AI services for B2B GTM teams. FullFunnel integrates senior GTM, Demand Gen, and RevOps operators directly into B2B teams, backed by AI-powered programs, so GTM, Demand Gen, and RevOps work as one system that compounds revenue over time.
About Kantata
Kantata is a leading provider of Professional Services Automation solutions that help professional services organizations and agencies ensure consistent excellence and profitability across projects. More than 1,500 organizations worldwide rely on Kantata to instantly assemble ideal team, easily amplify institutional knowledge, and confidently forecast outcomes.
