What We'll Cover

  • Introduction to Kantata Pulse

    Dive into the core functionalities of Kantata Pulse, explore best practices for how to leverage Pulse’s methodology for your organization, and learn how Pulse can improve project outcomes.

  • Getting Started with Kantata Pulse

    Learn how to enable Pulse in your Kantata SX organization, how to set default settings, and how to set permissions for other team members.

  • Configuring Kantata Pulse for Your Needs

    Explore how to configure Pulse at the Engagement level, including how to manage recipients, set frequency and more. We will also review the different types of Pulse Checks, how to review and interpret Pulse data.

Course Description

Expected Duration: Approximately 1-2 hours

Welcome to the introductory course on Kantata Pulse, a robust solution designed to help professional services organizations gather and analyze project sentiment data from both clients and internal teams. By integrating seamlessly with Kantata SX, Pulse allows organizations to automate feedback collection and reduce the administrative burden associated with manual surveys and external tools. This timely and actionable feedback can significantly enhance employee and client engagement and satisfaction, ultimately improving project outcomes. This course is structured into modules, each tailored to equip you with the skills and knowledge to effectively utilize Kantata Pulse across your organization.

By the end of this course, you will be proficient in utilizing Kantata Pulse to its full potential, allowing you to focus on the human element of project management, ensuring that both clients and employees are happy and confident throughout the project lifecycle.

Course Objectives

In this course, you’ll learn how to:

  1. Leverage Pulse to improve client and employee satisfaction and improve project outcomes
  2. Enable Pulse on your Kantata SX org in alignment with best practices
  3. Manage Pulse settings and access.
  4. Configure Pulse for a specific project, for example, selecting recipients and frequency
  5. Design custom questions 
  6. Analyze the feedback data collected from Pulse Checks to identify areas for improvement


Who should take this course 

The target audience for this course should meet the following criteria and prerequisites:

  • Will act as the Kantata Pulse administrator for their organization
  • Prior experience or familiarity with the Kantata SX solution is recommended

Course curriculum

  • 1
    Course Resources
  • 2
    Introduction to Kantata Pulse
  • 3
    Getting Started with Kantata Pulse
  • 4
    Configuring Kantata Pulse for Your Needs
  • 5
    Course Conclusion
  • Course Overview: Kantata Pulse Activity: Interacting with Your Course Scenario: Meet the Team
  • Module Overview: Introduction to Kantata Pulse Scenario: Learning About Kantata Pulse Reading: Introduction to Kantata Pulse Reading: Key Terms and Concepts Reading: Kantata Pulse Methodology Activity: Learn about the Kantata Pulse Question Categories Activity: Reflect on Your Pulse Goals and Adoption Plans Knowledge Check: Introduction to Pulse
  • Module Overview: Getting Started With Kantata Pulse Scenario: Enabling Pulse Reading: Getting Started with Kantata Pulse Reading: Overview of the Question Library Reading: Designing Custom Questions Knowledge Check: Getting Started with Kantata Pulse
  • Module Overview: Configuring Kantata Pulse for Your Needs Scenario: Project Manager - Configuring Pulse on a Project Reading: Selecting a Pulse Check Type Reading: Managing Pulse on Your Project Scenario: Leveraging Pulse Data Reading: Reviewing Pulse Results and Interpreting Data Knowledge Check: Configuring Pulse for Your Needs Reading: Best Practices in Leveraging Kantata Pulse Knowledge Check: Best Practices
  • Survey: Course Feedback Reading: Course Completion