Health Check Case Study | GrayMatter
GrayMatter used the CLD Partners health check service for Certinia. This case study was originally included in a 2022 post.
Mandy from GrayMatter contacted CLD sharing “Our company purchased another company and need to bring all their project and financial information into Certinia (FinancialForce) PSA and FFA.”
The health check was a natural fit for GrayMatter’s needs. CLD gathered information about GrayMatter business, systems, and processes using the assessment process and questionnaire to kick off the health check.
CLD presented recommendations to GrayMatter. GrayMatter accepted the recommendations and then, CLD tackled the following items.
- Map necessary data from E-Merge PSA and Deltek Vision to objects & fields in Certinia.
- Migrate data into these objects: Accounts, Products, Projects, Phases, Milestones, Assignments, Timecards, Sales Invoice, Payable Invoice, and Journals.
- Identify various smaller improvements needed to automate and reduce the total time required to move data from PSA to FFA.
- Configure financial reports to combine both businesses into a common view for the Accounting and Executive team.
What started as a health check with GrayMatter led to a few other enhancement requests. CLD also implemented a custom Revenue Recognition calculation solution. The solution created monthly journal entries by project.
Also, after seeing a demonstration of the CLD Credit Card Integration to Certinia solution, GrayMatter requested this feature as well. All of these enhancements help GrayMatter work smarter and better serve its clients.
“The team assigned made things simple for loading data, did a quick turn around on whatever we needed, offered opinions on how processes could work smoother, and overall was great. They had innovative ideas that have helped our integration be as smooth as possible, and we would 100% use them again for any integration we have.”Mandy Urey, Chief Operating Officer, GrayMatter (read her full review)
Look for Thought Leadership and Experience
Sometimes with support, companies may look for the most affordable partner since, after all, it’s just support… or a few updates, right?
However, we find many clients need more than just support, they need help to think through tough business scenarios & complex challenges that come up as their business changes and grows.
Most of the time, folks don’t start out seeking “thought leadership”… companies are simply looking for a solution to solve a problem.
With low attrition, our consultants have 15+ years of experience providing advice to enterprises across the high-tech industry in the area of Professional Services and Salesforce.
Like GrayMatter, our health check clients will often ask for more recommendations to resolve challenges outside the original problem that lead them to the health check. We help companies solve other Salesforce challenges as well as upstream / downstream integration difficulties.
If your company is going through a big change and uses Salesforce, contact us.
