3 Pain Points Resolved by Certinia PSA

Effectively managing projects and resources can be challenging for organizations. In many companies, front and back office are working in siloes or entering data into spreadsheets. Often times business leaders don’t know how to address these issues. 

Our clients are often looking for scalable solutions that assist with the forecasted growth in their professional services departments. The 3 most common pain points we hear about are sales to services project handoff, innefective resource management, and revenue leakage from un-billed or under-billed services and products. 

How can Certinia PSA help you overcome these challenges? In today’s blog, we’re covering how adding Certinia PSA to your Salesforce platform can resolve these pain points in your organization. 

1. Certinia Improves Project Handoff.

Miscommunication is inevitable when departments are with siloed data or using solutions that don’t transfer key sales artifacts to delivery teams. This is one of the most common subjects up a lot in our conversations with clients in the services industry. 

Because Certinia is an application built on Salesforce, your business can manage service projects on a single, cloud-based platform with Certinia Professional Service Automation (PSA). Leveraging a native Salesforce application for project management minimizes errors by sharing key information from the sales cycle with your services team.

Certinia is the missing link between your front and back office. If your organization is using Salesforce, you’re likely using a PSA system that doesn’t sync with Salesforce, requires middleware or even “swivel chairing” of information. With Certinia PSA, you’re able to gain visibility between sales and services and ensure your projects start off with the pertinent information. 

2. Certinia Helps You Perform Effective Project Resourcing. 

Your team can reach its full potential with the right project management application. In professional services, it is common that some employees are over utilized while others have bandwidth for additional projects. It is also common to have assigned resources that are not the best fit for the assigned project.

A common challenge for resource managers is finding resources who best fit the criteria of a resource request. Finding a resource who matches all the project criteria can turn up few or no results. In spreadsheets, the resource manager must maintain and toggle certain filter values to identify the correct resources.

Certinia PSA offers an opportunity to enhance resource management. The application’s intelligent staffing feature helps you make quicker, more informed decisions by automating the project staffing process. 

Released in 2021, this feature “instantly evaluates skills and availability across regions, practices and groups, and produces a stack-ranked result set,” according to Certinia. This removes the guesswork for resource managers; all they have to do is select their project teams accordingly.

3. Certinia Stops Revenue Leakage. 

Ineffective project management is a key source of margin erosion and revenue leakage.

Revenue leakage stems from unbilled or underbilled services or products delivered to your clients. Common issues are improper scope planning, loss of control over budgets, or gaps between client expectations and key deliverables. 

Certinia PSA gives you a clear picture of a project’s burn rate, which helps predicts if a project is trending correctly or going over budget. Retrieving a project burn rate report is a simple task with Certinia. Within this report you can see hours budgeted, charged, planned, and unplanned by project. 

Automating processes with Certinia PSA is another opportunity to stem revenue leakage. Automation ensures growth in project profit margins and billable utilization. It also allows provides additional time for your team to focus on more complex, revenue-generating activities.

Do these pain points resonate with you? We’ve seen the positive impact Certinia has had for our clients operations. Ultimately helping them address the aforementioned problems and prepare their business for growth. 

If you are ready to address these issues with your organization, schedule a call to speak to one of our team members about your business objectives.