How Kantata Enabled Kocho to Triple in Size
Industry
Challenge
Employees
Geography
Identity and security services provider, Kocho has tripled in size since 2015 and Operations Director, Jeremy Wilson, credits Kantata with enabling that growth. Kocho provides organizations with the control to liberate business by enabling a secure modern mobile workforce. They wanted a solution that integrated with CRM to help run the business and achieve growth goals.
Kocho selected Kantata back in 2015: “We loved the fact that Kantata was built for our kind of organization – a professional services business.” Since then, the business has benefited from Kantata’s resource management and scheduling capability and the integration with Salesforce.
Kocho, formerly ThirdSpace, is an award-winning Microsoft gold partner, that specializes in identity management, enterprise mobility, and cyber security solutions. Their solutions ensure that anyone, working anywhere, has access to the materials they need to keep working productively in a secure digital environment. They help businesses protect data, meet compliance obligations, and improve collaboration and communication.
The Challenge
Jeremy explains that prior to Kantata, “We used Salesforce and we had a separate time and billing system. Going from the Salesforce view to the Time and Billing system was a big air gap. We did our scheduling on spreadsheets and we felt as we grew that was going to be unsustainable.” Adopting Kantata brought everyone onto the same page. “Previously we had effectively three different systems to do the job Kantata does on its own now” says Jeremy.
Before Kocho adopted Kantata, the forecasting process was also disconnected from Salesforce and based on a spreadsheet. As a result, there were surprises both good and bad at the end of the month. According to Jeremy, “It was a bit hit and miss. We would find money down the back of the sofa at the end of the month that we weren’t expecting.”
“We wouldn’t have been able to grow the way we have without Kantata — there would have been too much manual intervention.”
Operations Director, Kocho
The Solution
Kantata provides a single end-to-end system which is used and shared by multiple departments at Kocho. According to Jeremy, “This means everyone has an interest in getting the information right, inputting data, following it through. It is more streamlined than it used to be, the data is more accurate.” The business is now more predictable, with much more accurate revenue and demand forecasts. He says, “that’s a better way to run our business.”
Kantata is central to future plans, says Jeremy. “At [Kocho], we envision an environment in which every organization can unleash the full potential of the digital economy. Aligning our business to this vision by taking an integrated digital approach through the Kantata platform is fundamental in supporting our growth.”
Benefits
- Proactively manage & allocate resources
- Easy integration of sales & CRM data
- Effective time & expense processes
- More accurate demand and resource forecasts
increase in the size of the business