CFGI
Customer Success Story
CFGI transforms project management and maximizes utilization with Certinia
By replacing disconnected tracking systems with Certinia solutions, CFGI unified its operations across the enterprise. The company now has complete visibility into customer management and can accuratly navigate managing different business departments globally.
Summary
Prior to implementing Certinia, CFGI struggled with delivery tools disconnected from their CRM, creating persistent operational barriers. By adopting Certinia Professional Service (PS) Cloud, the organization successfully unified its operations natively within its existing Salesforce environment, completely eliminating the need for external integrations.
Bio
Established in the year 2000, CFGI has solidified its position as an industry leader. CFGI is adept at navigating the landscape of accounting, reporting, tax, and compliance in today's business world. CFGI operates without the constraints of auditor independence, allowing them to meet a diverse range of client needs.
Industry
Company Size
Large (1,000+ employees)
Results
Standardizing delivery on Certinia PSA enabled CFGI to maximize consulting capacity while establishing a scalable workflow from contract to execution.
The challenge for CFGI
Centralizing fragmented resource planning to establish operational clarity
CFGI relied on separate delivery tools disconnected from their CRM to control its multi-industry accounting, tax, and financial consulting workflows. As an industry leader to sustain their position they required more internal organization.
Their primary pain points were:
- Decentralized resource tracking: Consulting resources were scattered across disconnected data systems, making it difficult to track and schedule efficiently.
- Integration risks: The company faced the burden of maintaining fragile external integrations to keep cross-functional systems aligned.
- Disconnected project lifecycles: A critical operational gap between initial sales opportunities and active execution teams prevented seamless project handoffs.
- Opaque capacity management: Without real-time resource visibility, project managers struggled to accurately predict staffing availability.
- Hindered platform adoption: Operating within disjointed systems restricted operational efficiency and limited user adoption of core software tools.
Recognizing the need to streamline operations and maximize its existing technology investments, CFGI sought a single platform that could unify its delivery cycle within Salesforce, turning to Certinia.
We wanted a solution that was built on the Salesforce platform. We didn’t want to integrate with any systems to achieve what we were looking for. The biggest improvements started with utilization, project management, and connecting projects to opportunities
How Certinia helps CFGI
Connecting the customer journey on a native record to unlock business agility
CFGI implemented Certinia PS Cloud to consolidate its resources and establish a single management framework directly inside its CRM platform. By unifying its disparate operations, the firm gained absolute visibility into its global workforce. This centralized system successfully eliminated inefficiencies empowering leadership to drive predictable financial performance across the enterprise.
Unified source of truth
CFGI established a single source of truth across its entire customer journey, streamlining data management and enhancing executive decision-making. By keeping project deliverables and customer files on a native ledger, cross-functional teams gain immediate visibility.
Precision skill-based scheduling
Empowers CFGI to effectively manage incoming project demand. This strategic visibility enables managers to rapidly assemble professional services teams containing the exact, tailored skill sets required for every unique challenge.
Customer relationship optimization
By automating the bridge between sales opportunities and project management, CFGI saved many working hours. Eliminating manual tracking tasks gives operations and delivery professionals the freedom to focus entirely on fostering stronger client relationships.
We ultimately chose Certinia over other competitors because the number one thing we were looking at was to have a solution that was built on the Salesforce platform. The biggest improvement started with utilization and project management and connecting projects to opportunities.
Certinia's impact on CFGI
- Certinia created a single source of truth that successfully unifies sales opportunities and resource scheduling on one platform.
- Automated visibility that allows the firm to align professionals with projects based on the skill sets required for each client engagement.
- Unlocked data transparency by eliminating the need for complex external integrations, allowing consultants to focus on building stronger customer relationships and delivering exceptional service.
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.
