BeyondTrust

The challenge for BeyondTrust

Overcoming disjointed operations and project management across separate services divisions

Rapid corporate expansion created significant operational issues as disparate tracking systems slowed overall delivery performance. To maintain its competitive edge, BeyondTrust needed to dismantle these systems to scale operations.

Their primary pain points were:

• Siloed services footprint: Following a wave of acquisitions and mergers, BeyondTrust found itself managing four entirely separate professional services organizations.
• Fragmented systems: Delivery teams operated out of isolation, with two groups utilizing Certinia PS Cloud and others relying on custom build systems and spreadsheets.
• Inconsistent tracking: Running separate tracking systems made it impossible to establish project metrics or gather unified performance insights across the enterprise.
• Revenue recognition bottlenecks: The lack of automated workflows created structural issues that prevented teams from closing out projects quickly.
• Complex customer delivery: Managing engagements through disconnected models complicated project lifecycles, threatening the company’s ability to satisfy customer expectations.
• Heavy administrative burden: Forcing professional services personnel to manually reconcile data across tools imposed an unnecessary tax on day-to-day team efficiency.

Looking ahead, BeyondTrust anticipates gaining even more insight into its project metrics via Certinia PS Cloud. The value of solving these challenges with PS Cloud lies not only in visibility but also in delivering projects on time and within budget.

How Certinia helps BeyondTrust

Deploying Certinia PSA to optimize project visibility, automate administrative tasks, and gain 

The implementation of Certinia PS Cloud provided BeyondTrust with the right information at the right time. Through the new platform, the company established a unified operating model. This modern system delivers tracking, project automation, and delivery insights from a single screen, successfully eliminating fragmented manual methods. As a result, the enterprise gained the total operational visibility required to maximize project profitability, and scale its business.

Operational optimization

BeyondTrust successfully brought all four acquired divisions into a single, cohesive operating system. This transition eliminated data silos and automated disjointed manual systems. Moving to a unified system ensures that the entire global organization possesses the visibility required to track project execution perfectly.

Customer-centric delivery

Certinia enables BeyondTrust to build consistent activities directly into its standardized project templates. By embedding these processes into the deployment lifecycle, the company ensures it obtains client feedback and accurately measures customer milestones. This insight provides the Professional Services team with the exact information it needs to adjust delivery strategies and provide better business outcomes.

Core workflow integration

To maximize efficiencies, BeyondTrust focused on automating workflows and connecting scheduling applications. Integrating third-party tools like Calendly directly with Certinia PS Cloud streamlines day-to-day coordination and resource assignments. By doing this, the system automates low-level administration so project managers can focus their energy where it matters most.

Certinia's impact on BeyondTrust

• Certinia enabled BeyondTrust to maximize workforce performance and drive a 20% increase in global resource utilization.
• Allows the enterprise to reduce its project management overlay by 5%.
• Saves global project managers approximately 40 hours per week, freeing them to focus their specialized expertise.