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Certinia Solutions

Implement Certinia Right the First Time

Successfully implement Certinia (formerly FinancialForce) to give your team a complete view of your business.

Implement Certinia Professional Services Cloud and Certinia ERP Cloud with us so it’s configured to meet your needs. 

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Align your sales, services and finance teams around one customer-centric view

It’s frustrating not having a complete view of your business. Certinia offers professional services cloud, ERP cloud and customer success cloud to manage your enterprise services business.

Since it’s built on Salesforce, you have the power of the platform to create a complete picture from quote to cash.

Add in professional services quoting to fully connect your quote to cash process.

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Manage your entire services organization on Salesforce

  • Gain insight into what was sold vs. what was delivered
  • Manage resources and project delivery effectively
  • Track time, expenses, and milestones easily
  • Bill & invoice clients quickly and accurately
  • Recognize revenue efficiently
  • Fulfill finance & accounting controls and shorten period close cycles
  • See realtime backlog, utilization, and revenue forecasts
  • Integrate with enterprise systems (Oracle, SAP, Concur, Netsuite, Workday)
  • Facilitate approvals and route tasks to the right team
FinancialForce Project Dashboard summarizing unapproved timecards, milestones past target date, unbilled project hours, open resource requests, estimate vs. actual records as part of an end to end quote to cash solution

Deliver with Confidence

We take a holistic approach when it comes to implementing Certinia to give you a complete solution with the features and services you need:

  • Professional Services Automation
  • Financial Management and Accounting  
  • Billing and Invoicing
  • Revenue Recognition
  • Intuitive User Interfaces designed with Lightning
  • Integrations & Data Migration
  • Supply Chain Management
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Here's the Plan

Operate more efficiently

Redesigning your services operations is complex and impacts all parts of your business.  

  • Where do I start?  We immerse ourselves in your data and business processes to create a comprehensive design for your implementation.
  • How long will it take?  We collaborate with you to develop a realistic roadmap for your implementation (or Pilot)
  • What does it look like?  We build it, test it, migrate it, and train your team on any new processes.  We keep you updated every step of the way so there are no surprises.
  • Post go-live support? We support your implementations after they are live in production.  We’re obsessed with delivering quality every step of the way.
  • Need ongoing, long-term maintenance?  Check out our Concierge Services