Professional Services Image by Gerd Altmann from PixabayLast week Kantata finally unveiled its Summer ’23 release for Kantata SX, its PS Cloud solution built on the Salesforce platform, once known as Kimble Applications. This week’s other news comes from Birdview PSA, ClickUp, and Cora Systems.

Birdview PSA

Birdview PSA has released a new Resource Planning Centre that enhances how users can book, allocate, and utilize project resources. The new solution enables users to:

  • Book resource capacity and schedule hours at the project level in advance
  • Identify a team’s capacity gaps to make informed decisions
  • Get a complete resource plan with roles, scheduled hours, and timelines
  • Allocate resources based on your organization’s priorities and resolve conflicts in resource allocation
  • Use resource placeholders when specific assignees are not known yet
  • Find candidates for new projects based on their roles, skills, and availability
  • Get visibility into resources at the project and people levels
  • Review planned resource allocation against the current resource utilization and make adjustments if necessary

The new Resource Planning Centre also includes two renamed but previously existing features: Workload (formerly Resource Loading) and Simulation (formerly Resource Loading Simulation).


ClickUp launched ClickUp AI. The new features provide more than 100 fully templated prompts within the existing ClickUp platform, with more added weekly. The intent is to provide valuable uses of generative AI where most needed, to leverage AI immediately within the organisation having to develop anything.

ClickUp AI includes use cases such as the following:

  • Marketing: Write a case study, generate a creative brief, and ideate potential solutions.
  • Sales: Create a territory plan, write a prospecting email, and craft an elevator pitch or demo script.
  • Product: Write product requirement documentation, design a user testing study, and identify success metrics.
  • Engineering: Create a sprint retrospective report, generate model schema, and write technical specifications.
  • Project Management: Create a statement of work, spin up a project timeline, and organize tasks.

Mike Coombe, MCM Agency, commented, “With the addition of ClickUp AI, I’m more efficient than ever! It saves me 3x the amount of time spent previously on Project Management tasks. Not only has it enhanced my productivity, but it has also ignited my creativity. Compared to other offerings in the market, I can tell that ClickUp deeply thought through how to integrate the technology into its platform and optimize its use cases to help its customers.”

ClickUp AI is available for a free trial for any plan and can be added for an introductory price of $5 per user per month. It does not indicate how long the trial is.

Cora Systems

Cora Systems (Cora) has received a significant growth equity investment from Scottish Equity Partners (SEP). Based on Carrick-on-Shannon, Co Leitrim, Cora has expanded the use of project and portfolio management solutions rapidly with clients such as Abbvie, Honeywell, Irish Rail and the UK’s NHS using its solution. The company now has 180 staff with offices in Europe and the US.

This latest investment round will support next-generation product development, and drive continued expansion to address the multi-billion dollar project and portfolio management software market opportunity. The investment will help meet the firm’s ambitious growth plans. In May 2022, it announced a plan to create 300 jobs, having grown 330% in the previous 12 months. To finance its growth, it has now turned to SEP, receiving what appears to be its first external funding.

The SEP investment was led by Keith Davidson, Tim Ankers and Alizeh McClelland. Keith Davidson, Partner at SEP, said, “Cora offers an outstanding software solution that enables increased automation, efficiency and strategic alignment for enterprises with complex project landscapes. The business has an excellent reputation amongst its clients for product innovation and usability, being a critical part of customers’ workflows. We look forward to working with Philip Martin and the Cora team during the next stage in the company’s development.”

Philip Martin, Founder and CEO of Cora, said, “We are delighted to have SEP on board, given their outstanding credentials in backing high-growth software companies. It is clear that in SEP, we have found a long-term partner who understands the scale of the opportunity and who is excited to work with us to bring our transformative software to more enterprise customers across the globe”.


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