BeyondTrust

Disjointed operations and project management

BeyondTrust is the worldwide leader in Privileged Access Management (PAM), trusted by 20,000 customers, including 70 percent of the Fortune 500. BeyondTrust empowers organizations to secure and manage their entire universe of privileges across traditional, cloud, and hybrid environments.

After a series of acquisitions and mergers, BeyondTrust found itself with four professional services organizations. Two were using Certinia Professional Services (PS) Cloud platforms, one used a homegrown system, and the other used spreadsheets. To ensure streamlined operations, satisfy customer expectations, and close projects as quickly as possible so it could recognize revenue, the company needed to unite professional services on a single application platform.

By capitalizing on the Salesforce-native Certinia PS Cloud solution, BeyondTrust can ensure that the Professional Services team is optimized and has the necessary visibility into projects.

Because Certinia PS Cloud enables BeyondTrust to build customer-centric activities into project templates, the company can ensure it captures feedback and measures customer sentiment. This timely insight provides the Professional Services team with the information it needs to deliver better outcomes.

Going forward, BeyondTrust anticipates gaining even more insight into its project metrics via Certinia PS Cloud. It also plans to take further advantage of Certinia PS Cloud to improve how it operates and delivers projects. By automating more routine tasks and leveraging the ability to integrate additional tools such as Calendly with Certinia PS Cloud, project managers will have more time to focus on the activities requiring their expertise and judgment instead of administrative tasks. Automation alone will enable the company to reduce project management overlay by 5% and collectively save project managers about 40 hours per week.