Professional Services Automation (PSA) Consultants

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Professional Services Automation

Bringing deep expertise in the Kantata Cloud for Professional Services™, the leading PSA solution on the Salesforce Platform

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Our Experience

Our team brings 50+ years combined experience gained whilst working within Kantata in senior management roles, Client Enablement, Customer Success and on implementation projects for many of the leading Kantata SX customers.
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Our clients are leading Professional Services firms, System Integrators and Management Consultancies working in the Public and Private Sectors

Our services

iQlink provides core implementation, integration, and support services on the Kantata SX (formerly Kimble) PSA Solution

Initial
Enablement

Leading or embedded within a project team we deliver both Kantata SX and Professional Services process expertise.

Realignment

Fine tuning your configuration to reflect your growing understanding of Kantata SX, or as your organisation has changed through growth and acquisition

New Feature Adoption

Assisting you in preparation for your upgrade and guiding you
through the wealth of new features released by Kantata bi-annually, pinpointing those that
will deliver maximum benefits.

Application Integration

Joining your Kantata SX system to your HR and Finance systems to
provide streamlined processes and cost benefits.

System Health
Checks

Reviewing your configuration, both functionally and technically, to identify options for functional improvement, process simplification and technical optimisation.

Reporting and Analytics

Developing your knowledge of pre-built Kantata SX reports and
data model, creating new reports, or looking at wider solutions such as the Kimble Analytics
extension package or Power BI

We’ve been working with iQlink since March 2022, who support us with both our Consultant Portal and Kantata SX. The team have been fantastic from day one – highly knowledgeable, refreshingly responsive and always happy to help (even when it involves going above and beyond). Most importantly, they’ve taken the time to understand our operations and ways of working, and we’ve been really impressed by their ability to find, not just a solution, but a solution that works for us. A joy to work with!

Catherine Oates

Head of Operational Improvement
Eden McCallum

We have worked with iQlink over the past two years implementing and optimising our integrations. Michael and the team are very helpful and accommodating to our requests and seem to find a solution to every request. We would highly recommend them.

HEATHER MCKERROW

Client Data & Campaigns Manager
Gilbert & Tobin

Made Tech work with iQlink to deliver both incremental and major improvements to our Kantata and Salesforce implementations. The team’s responsiveness, deep expertise in the system and ability to engage as consultants with the business outcomes we’re trying to deliver make them a valued and important partner for us.

Sam Paice

Head of Business Operations
Made Tech

iQlink is the best in the business. Mike and his team have provided guidance, support, and expertise through the full cycle of our firm’s cloud CRM implementation. They have helped us integrate business critical systems including Salesforce, 3E Elite, ERM, and Sitecore as well as assisted in the development of custom applications that extend the features and functionality of the core platform. The iQlink team possesses a rare combination of technical skills, strategic perspective, and extensive experience with the legal vertical. We are fortunate to continue our partnership with iQlink and would highly recommend their services to any legal/professional services firm looking to make substantive improvements to their MarTech stack!

Senior Digital Marketing Manager,

Am Law 200 and Global 200 Top 50 Firm

Working with iQlink over the past few months has been absolutely amazing. The crew is expert, approachable, responsive, and professional. They met our needs and provided us with high-quality services. They succeeded in transforming our ideas into a well-designed, user-friendly application system. We would highly recommend them.

Theresa Ellis

Senior Project Manager
APR

iQlink have navigated Optima Partners brilliantly through the Kimble PSA this year, to help us improve the use of the platform in line with our business model changes. We have taken leaps and bounds in the use of Kimble, and in the reporting that we get out of it. Dashboards for each level within the company now exist with handy links to vacation, relevant reports etc. Exec reporting is easily done with most of our KPIs now in report form. It has been a fantastic relationship from which we are all now reaping the benefits.

Justine Muir

CFO
Optima Partner