Kantata | The Essential PSA Buyer’s Guide

Selecting the right Professional Services Automation (PSA) platform is a pivotal decision for services organizations seeking operational excellence and growth. This guide from Kantata outlines a comprehensive, ten-stage journey—spanning mobilization, evaluation, and execution—to equip leaders with the strategies and structure needed for successful PSA adoption.

Readers will explore key preparatory steps including defining scope and business objectives, conducting needs assessments, and mobilizing stakeholders. It also details how to build robust evaluation criteria, assess vendors with diligence, and validate a compelling business case. Finally, it emphasizes practical implementation strategies and defines metrics for post-implementation success.

Designed for executive sponsors, decision-makers, and project leaders, this guide not only addresses common pitfalls and planning challenges but also provides strategic tools for aligning technology investments with business goals. With the right PSA platform and a methodical selection process, services organizations can achieve improved resource utilization, project delivery, client satisfaction, and financial performance.

White Paper from