Side-by-side comparison of AI visibility scores, market position, and capabilities
Customer onboarding and professional services automation platform helping B2B SaaS companies deliver faster time-to-value and structured client project experiences.
Rocketlane is a Palo Alto-based customer onboarding and professional services automation (PSA) platform that helps B2B SaaS companies manage the post-sale onboarding process — the critical period between contract signing and a customer achieving their first meaningful value from the product. The platform provides a collaborative project workspace shared between the vendor's implementation team and the customer's stakeholders, replacing the fragmented mix of spreadsheet trackers, shared Google Docs, and email threads that most onboarding teams use to manage complex multi-stakeholder implementation projects. Rocketlane's customer-facing portal gives clients real-time visibility into onboarding project status, upcoming tasks, and required actions, reducing the back-and-forth communication overhead that extends time-to-value.
2K+ PSOs in 100+ countries; #1 PSA supplier 2024; 35.7% of 575 benchmark firms (vs 10.2% nearest competitor); 41.7% of high-performers use Kantata; $29.5M benefits vs $4.9M costs over 3 years (Forrester TEI)
Kantata is a cloud-based professional services automation (PSA) platform founded through the 2022 rebrand and merger of Mavenlink and Kimble Applications, headquartered in Irvine, California. The company was built on the conviction that professional services firms — consulting agencies, IT services firms, and managed service providers — require specialized software for managing the entire project lifecycle, from resource planning and project delivery to time tracking and financial management. Kantata's mission is to give professional services organizations a single operational system of record that replaces fragmented spreadsheets, siloed project tools, and generic ERP modules ill-suited to service delivery economics.\n\nKantata's platform encompasses resource management, project management, financial management, business intelligence, and team collaboration — all designed specifically for billable-hour and milestone-based professional services models. The product integrates natively with Salesforce, surfacing pipeline and capacity data together so services leaders can make informed staffing decisions before contracts are signed. Kantata serves mid-market and enterprise professional services organizations across consulting, technology services, marketing agencies, and professional staffing, and competes in the PSA category alongside Certinia, BigTime, and Workday Professional Services Automation.\n\nKantata is used by 2,000+ professional services organizations across more than 100 countries, with the platform managing billions of dollars in project revenue annually. The company was named the #1 PSA supplier in 2024, and 35.7% of benchmark firms in professional services industry studies use Kantata as their PSA of record. Its combined heritage from Mavenlink and Kimble brings together a strong North American mid-market base with enterprise presence in Europe, making Kantata the most globally distributed dedicated PSA vendor in the market.
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