10Fold
Customer Success Story
10Fold connects 4 regional offices with 0 integrations required using Certinia
10Fold deployed Certinia to unify accounting and agency workflows across 4 regional offices, establishing 24/7 real-time visibility without requiring complex third-party software integrations for its growing tech marketing agency.
Summary
To support its rapid growth, 10Fold partnered with Certinia to replace its basic accounting and productivity tools with a unified platform solution. The implementation of Certinia Professional Services (PS) Cloud, provides leadership with insights into billable hours and operational efficiency, empowering the agency to optimize resources and secure long-term business health.
Bio
10Fold has helped build billions of dollars in value for 400+ complex tech companies. With domain expertise, they articulate a value proposition, communicate skills, and ensure to gain customer satisfaction.
Industry
Company Size
Small (250+ employees)
Results
10Fold has helped build billions of dollars in value for 400+ complex tech companies. With domain expertise, they articulate a value proposition, communicate skills, and ensure to gain customer satisfaction.
The challenge for 10Fold
Outgrowing basic packages and disconnected spreadsheets
Prior to Certinia, 10Fold relied on basic accounting and productivity systems that could no longer sustain its scale. This lack of centralized data left leadership manually searching for information wasting hours of work time.
Their primary pain points were:
- Over-reliance on spreadsheets: The agency was growing far too large to continue managing its core business operations within Excel.
- Outgrown accounting: Legacy financial software failed to provide the depth of detail required by the accounting department.
- Basic productivity tools: Disconnected systems limited the team's ability to track operational metrics efficiently.
- Fragmented visibility: Disconnected applications created data gaps, making it difficult to get a clear view of business health.
- Unclear billable tracking: Leadership struggled to clearly distinguish between billable and non-billable client hours.
Realizing that its legacy technology blocked future expansion, 10Fold set out to find a scalable, unified solution built to deliver accurate business insights.
As we continue to invest in Certinia, we look for the kinds of insights it can continue to deliver from a productivity perspective. What types of services are delivering an ROI? Which groups of staff need training? That's the kind of information that is invaluable to a services organization like ours.
How Certinia helps 10Fold
Adopting a unified cloud solution to deliver deep operational detail and executive insights
10Fold unified its management processes onto a single accurate record. This eliminated disconnected financial tracking between departments. As a result, the company gained the operational clarity required to precisely monitor project health, optimize agency performance, and drive predictable growth.
Unified data
Implementing Certinia allowed 10Fold to move away from disparate packages and centralize its workflows. The solution delivers a high level of detail and information that serves multiple stakeholders across the organization.
Productivity insights
Certinia empowers 10Fold to continuously track and analyze productivity metrics across its service teams. By monitoring operational output, leadership can identify exactly which groups of staff require additional training or support. This visibility ensures the agency is optimizing internal resource capabilities.
Return on investment tracking
The solution provides clear tracking to determine what types of services are delivering a strong ROI. This visibility allows leadership to evaluate client engagements and understand which offerings are most profitable. So, 10Fold can confidently make strategic investment and growth decisions.
Certinia's impact on 10Fold
- 10Fold established a scalable PSA framework to manage their 600+ companies .
- Gained complete clarity into operational margins, allowing the CEO to evaluate billable hours versus non-billable tracking.
- Successfully navigated an entire economic downturn without a single layoff.
Unify resources, projects, and financials on a Salesforce-native PSA platform
Create high-impact results with data-driven insights. To see Certinia PSA in action, schedule a demo today.
