Professional services automation solutions provider Kantata has released Expertise Insights, a generative business intelligence solution that puts natural-language analytics in the hands of services firms.
The new solution was announced today during the Technology & Services World conference in Las Vegas.
Expertise Insights combines contextualized business data with natural-language interaction and generative AI, giving services teams a simple way to ask questions, uncover insights, and act on what their data is telling them in real time, Kantata says.
“In professional services, the value of an insight depends on how quickly you can act on it. And all too often, by the time a report arrives, the moment has passed,” Sarah Edwards, chief product strategy officer at Kantata, said in a statement on Oct. 20. “Expertise Insights removes this constraint, allowing services leaders to move from a business question to a fully built, interactive dashboard that gives them the answers they need to move forward in an informed way with the speed their business demands.”
Built on Amazon Quick and delivered as part of Kantata’s Expertise Engine, Expertise Insights is trained on professional services data that is contextualized for each business. Through a semantic layer that maps technical data fields to the language people actually use, including firm-specific terminology and concepts such as “chargeable utilization” versus “billable utilization,” the solution provides AI the understanding it needs to make data actionable, the company says.
Users can ask questions in plain English and instantly receive an interactive chart, calculation, or executive summary without writing SQL, navigating complex menus, or waiting for an analyst. Beyond these charts and slides, they can get a completed board deck in minutes. That means a leader can move from asking “where are we seeing margin pressure?” to understanding the projects, resources, or financial drivers behind it and use that insight to determine what action to take, Kantata says.
Expertise Insights includes four out-of-the-box dashboards covering the core dimensions of professional services performance:
- Finance: Margin, revenue/revenue per head, and cost leakage trends.
- Delivery: Project health across overall status, schedule, scope, budget, and client health.
- Time: Utilization and timesheet compliance.
- Resourcing: Available skills, capacity, and demand.
Using Ask Insights capabilities within the solution, users can go beyond these predefined dashboards to generate new analysis on demand. And according to Kantana, they can surface signals they may not have known to look for and determine what needs attention.
Personalization via the Bookmarks and Pinboards functionality allows users to save filtered views and one-off analyses without creating duplicate versions of master dashboards.
And instead of looking separately at utilization, project performance, and financial results, Expertise Insights can link capacity, margin, delivery risk, and financial performance to reveal relationships that might otherwise require multiple reports or a highly experienced operator who knows where to look, Kantata says.
“The promise of AI in professional services isn’t about generating more reports or putting a chatbot on top of existing data,” Vikas Nehru, chief technology officer at Kantata, said in a statement. “It’s about making the organization’s collective expertise available at the moment a decision needs to be made. That requires clean data, context, and AI that understands how the business works. Expertise Insights brings those pieces together so leaders can understand what’s happening, why it’s happening, and what to do next.”
Expertise Insights is now available. Click here to learn more about the solution.
Photo credit: Kantata/LinkedIn
Sign in to get access to this free resource, and all of our whitepapers and reports.
Download this content today!
Register Now Already registered? Click here to Log In
