Gate One Harnesses Automation to Spend More Time with Customers
Industry
Challenge
Employees
Geography
Gate One, a management consulting firm specializing in major change projects at some of the world’s largest organizations, has had Kantata in place since day one. Knowing the application could scale because they had all used it previously, the founders of Gate One decided to implement Kantata before their business had any employees.
Across six years, they have relied on Kantata to support rapid growth and effective scaling, moving from tracking five sales opportunities in Kantata to tracking 500.
According to Kirsty Baldwin, Finance & Operations Manager at Gate One, “The main benefit of using Kantata is that it really streamlines our day-to day-operation. That means we can spend less time poring over data and more time focusing on what we are really passionate about, which is our customers’ needs.”
Gate One, part of the Havas Group, is a leading digital and business transformation consultancy focused on designing and delivering meaningful change for some of the world’s most interesting, innovative and influential organizations. Gate One works closely with the C-suite and extended leadership teams across FTSE companies, private businesses and major government departments to conceive and deliver the big ideas that will transform their organizations.
“Using Kantata has been a piece of cake. We are constantly filling the sales pipeline, keeping tabs on our engagements and resources. We haven’t had any glitches which is something Kantata promised us at the beginning and they have definitely kept their promise.”
Finance & Operations Manager, Gate One
The Solution
Using Kantata, Gate One is able to move each project through the full lifecycle, from sales opportunity through to an engagement, to invoicing, creating useful reports from that information throughout. Having all this information at their fingertips, and using automated invoice functionality, helps the finance team to close the month very sharply, within one day of month-end.
Consultants have also embraced Kantata’s “user-friendly and intuitive” interface which allows them to share important information about project work such as time and expenses. “We want it to be as quick and easy as possible for them to submit time and expense data so that they can focus on the day job,” says Kirsty.
Benefits
- Streamlined time & expense capture
- Automation of day-to-day operations
- Improved accuracy & timeliness of invoices
to finalize month-end close