We are Cloud ERP. Delivered.
The Experts in FinancialForce Implementations.
CLD Partners specializes in FinancialForce implementations. Launched in 2010, we became the first Professional Services Automation (PSA) partner of FinancialForce. Our expertise implementing FinancialForce in the Enterprise space is unmatched.
We constantly improve, share ideas and provide crafted solutions to our clients from our collective experience. Simply put, we are a firm hopelessly devoted to delivery. But don’t take our word for it, hear it from our clients.
We specialize in the implementation of FinancialForce ERP, which provides a single cloud platform for services operations. From Hire to Retire and Lead to Cash, FinancialForce ERP streamlines the processes for people, customers, projects and financials, all built on top of the force.com platform. Learn more about FinancialForce Cloud ERP.
|Financialforce Professional Services Automation (PSA)
PSA allows you to manage your entire services organization, from Resource Management, Project Governance & Utilization to Staffing and Time/Expense Entry & Approval.
|Financialforce Accounting (FFA)
A complete accounting suite including General ledger, Accounts Receivable and Payable, and Cash Management.
|Financialforce Revenue Management and Billing
Manage revenue recognition and revenue forecasting using flexible and easy-to-define rules. Pull your services or inventory directly into the Billing Module to provide efficient, automated, and traceable invoicing.
|Financialforce Supply Chain Management (SCM)
A unified platform for CPQ, Inventory Management, Spend Control, and Proposal and Contract Management.
|Financialforce Human Capital Management (HCM)
A complete human capital management (HCM) solution on the cloud supporting the entire HR spectrum – your human resource system of record: Recruiting, Onboarding, Talent Management, Benefits, and Time & Attendance.
|FinancialForce Integrations & Migrations
The vast majority of our engagements entail some amount of data migration and/or integrations. Oracle, SAP, Great Plains, Netsuite, Workday are among the many systems CLD has interfaced with during our implementations.
“With CLD as our partner, we were able to implement FinancialForce PSA on an aggressive timeline that involved multiple integrations and a complex data migration. CLD’s FinancialForce knowledge and implementation experience were key to our succesful rollout.” – Rich Busch, Sr. Dir. of Professional Service Operations, Informatica
“Since selecting CLD Partners for our FinancialForce PSA implementation in 2012, the CLD team has been an integral partner in our success with the platform. CLD’s FinancialForce knowledge, understanding of our business, and flexibility gives us confidence that our evolving business needs can be met effectively.” – Chad Flynn, CIO, Pearl Meyer & Partners
“Everyone from CLD proved to be high-caliber and professional. Their knowledge of professional services coupled with their expertise in FinancialForce PSA was crucial for our successful rollout to 2700 users in over 20 countries.” – Scott Trimmer, Principal Business Systems Analyst, PTC
“CLD’s combination of technical acumen and business process modeling were key to our project’s success.” – Dick LeFave, CIO, Ciena Corporation
“CLD was extremely committed to the success of Greenway’s PSA implementation. They were always attentive to our requests, handled complex requirements from diverse parts of our organization, and implemented successfully within a very aggressive timeline.” – Tor Loege, Vice President, IT, Greenway
“CLD’s experience and understanding of our business has raised our FinancialForce implementation to the next level.” – Craig Thomas, CIO, Optimity Advisors
Efficiency is key to our delivery and customer satisfaction. CLD brings not only process improvements but also significant assets to accelerate our engagements.
We begin our engagements with training because experience has shown that the design workshops that follow are far more efficient and beneficial.
Best Practice Configuration
Pre-built components of our most successful configurations developed over the years, which saves significant time for implementations.
Numerous enhancements to base functionality including Timecard compliance, milestone management, resource searching, time off requests, service forecasting & revenue recognition.
Steve Clune CEO
Steve is responsible for leading CLD’s service offering and technology vision while working with customers, partners and vendors to help position CLD in the cloud ERP space. Steve has a degree in Computer Science and since the early 1990’s has been driving successful client implementations while employing new technologies in the rapidly changing IT landscape. Since 2009 Steve has specialized in delivery of FinancialForce’s PSA solution and has led some of largest FinancialForce enterprise cloud ERP implementations as CLD has become a premier partner for FinancialForce.
Paul Lagarde General Counsel & COO
Paul serves as CLD’s legal counsel and oversees the operations, business, and financial sides of the company. Before CLD, Paul represented corporate clients in business, commercial, and employment matters for over 18 years. Paul spoke frequently to client and business trade groups about the impact of emerging business software technologies on electronic discovery and litigation. Much of his legal practice having intersected with technology, Paul is pleased to bring his corporate and legal experience to the CLD team.
Tom Lagarde GM & VP of Sales
Tom is responsible for leading CLD’s sales and business development efforts. Before co-founding CLD, Tom was one of the earliest members of Appirio’s sales team. While at Appirio, a leader in the emerging cloud technology services space, he became familiar with what eventually became FinancialForce’s Professional Services Automation (PSA) product. Tom and Steve Clune eventually founded CLD as the first services firm focused on the delivery of PSA. Tom has over 15 years experience in selling, managing and delivering professional services.
Joe Lyons GM & VP of Services
Joe is responsible for delivery of FinancialForce solutions by CLD’s project teams. Before CLD, Joe served as CTO at Formatta Corporation, an enterprise software product company focusing on business process automation and data integration. There he oversaw the design, development and support of the product suite and also managed many customer implementations of the software. Joe has a deep background in professional services and in application delivery.
We started this firm to do good work with people we like. We’re still doing just that. CLD hires the best folks and fosters a fun, collaborative, and productive environment. If you take pride in the solutions you deliver and are interested in being a part of a great cloud ERP company, contact us.
If you would like to learn more about CLD or FinancialForce, have a question about our services, or are interested in a career at CLD, please fill out the form below and a member of our team will be in touch.