How Crawford Technologies Used Kantata to Support a Smooth Acquisition Process
Industry
Challenge
Employees
Geography
Crawford Technologies, an award-winning, global provider of software and services solutions for document accessibility and output management, initially purchased Kantata because they were acquiring an IT services company. They needed a PSA in order to run both businesses to the same cadence and using the same metrics.
According to Debbie Bostak, Business Systems Specialist at Crawford Technologies, “We had just acquired a business unit that was a solely services operation. We had to get a PSA in place for this business to plan, invoice, track time and create reports. Kantata provided a structure that helped spread best practice processes across both businesses and allowed us to create the degree of visibility we needed.
Crawford Technologies is an award-winning, global provider of high-value solutions for high-volume documents. The company has helped over 1,800 organizations around the world reduce costs, simplify processes, and streamline mission-critical transactional communications such as bills and statements across all channels and in all formats.
“Kantata provided a structure that helped spread best practice processes across both businesses and allowed us to create the degree of visibility we needed.”
Business Systems Specialist, Crawford Technologies
The Solution
After a short implementation of less than a month, Kantata went live with core functions in the IT services business. According to Debbie, “The services business unit has since been able to drive some best practices in terms of metrics, resource management, and reporting.” Four months after adopting Kantata in the IT services business, Crawford Technologies rolled out Kantata to the software business, which has produced an uptick in utilization, greater visibility and better communication across the business.
Debbie shares, “The ability to connect from end to end is really important. Our utilization has gone up. We can see opportunities sooner and understand the resourcing requirements. We have more visibility of how the business is doing as a whole. There are fewer errors in data, such as expenses. Invoicing is so much easier. We keep better track of where revenue is coming from and when, and that has reduced revenue leakage.”
Adopting Kantata across Crawford Technologies has enabled business leaders to analyze the reasons resources are booking non billable time on projects and develop strategies to ensure that the business is able to bill for the work that it’s doing. Kantata also helps enforce a regular cadence around collection of time and expense data, which feeds into the production of more accurate invoices sooner.
Benefits
- Optimized resource management
- Greater visibility across the organization
- Improved time & expense tracking
- Reduced time to dispatch invoices
Increased billable utilization
Reduced revenue leakage