Certinia Org Health Consultation
It’s important to review your company’s processes and software configuration when your business performs a merger or acquisition, launches a new product or service line, or enters into a new market. The only constant in business is change and your systems should be configured to reflect those changes.
Occasionally it’s more than adding a new picklist or opportunity product to Sales Cloud. We recommend reviewing your quote to cash processes which can mean your CRM, Financial, and Accountings systems (like Salesforce and Certinia). The Apricity Group achieves this review via an Org Health Consultation.
When to Review Your Certinia Implementation
Your business is growing and adapting to changes in business climate, this is the perfect time to analyze your systems holistically. We have listed a few cases that may require a Certinia (formerly FinancialForce) Org Health Consult. We work with organizations who already have Certinia and are looking to maximize the value of the business tool. Organizations who reach out typically fall into one of three categories:
Acquisition/Business Change
Turnover or scheduled upgrades fall behind
Implementation Partner Challenges
The first step with these clients is a Certinia Org Health Consult. A Certinia Org Health Consult is just one of the services we provide clients. After all, The Apricity Group’s services are designed to support companies who have already implemented Certinia.
Adapting Certinia to a Changing Business Landscape
Market forces drive change in every organization. After a merger or acquisition, organizations need to onboard team members and assimilate functions and processes into the right corporate systems. It’s an ideal time to take a look at your Certinia (formerly FinancialForce) instance.
Another way business adapt to change is by launching a new product or service. This is also an ideal time to ensure your Certinia (formerly FinancialForce) instance accurately reflects current offerings.
So what is a Certinia Org Health Consult? A Certinia Org Health Consult identifies the business impact to professional services operations, your organization structure, and critical upstream and downstream operations.
How to Analyze Your Professional Services Business
Key areas to analyze during a Certinia (formerly FinancialForce) Org Health Consult are Quoting and Professional Services Automation(PSA).
Services Estimation & Project Delivery
Have you updated the way you quote services? Do you need a Services Estimation & Quoting tool?
How will service delivery change?
Which products or offerings need to be added to your price books or catalogs?
What Changes need to be to how projects are created or configured?
Billing & Forecasting
Will you need to support a new billing type?
Do you need to configure billing milestones for subscription services?
What are the impacts to revenue forecasting?
What are the impacts to Revenue Recognition templates?
Teams & Geographies
Regarding acquisition, do new users need to be created?
How will approval processes change?
Are new users familiar with Certinia or will they need training?
Do your regions or practices accurately reflect a new organizational structure?
Data & In-Flight Projects
Does the new acquisition use the same PSA system?
Will you migrate legacy data?
Does data need to be translated/transformed?
How detailed does the data need to be?
Do the current permissions, user profiles, and other security settings need to be updated?
Are reports and dashboards configured properly?
Organizational Change Management
We recommend that you review organization questions during a Certinia Org Health Consult.
What assumptions about your business need to be revised:
“we have always sold this way”
“finance doesn’t need that information”
“Canada handles time off the same as the US”
Do you have the propert integrations in place to ensure streamlined data?
Are your processes standardized across regions and practices?
Will your Certinia instance support future business processes?
Do approval processes help or hinder the work flows?
Are team members working outside the system within spreadsheets?
Why Engage The Apricity Group
The Apricity Group is the only Salesforce and Certinia partner dedicated to post go-live support. We find many clients need assistance addressing business challenges that arise as their business adapts to changes.
Our Org Health Consult helps clients identify challenges beyond the original problem. Additional challenges can impact Sales Cloud, Marketing or off platform tools.
The Apricity Group is a collective of Certinia and Salesforce experts. Our team members have over a decade of experience providing Professional Services consulting to enterprises across multiple industries.
Take the next right step and reach out to The Apricity Group.
