Cloudwerx
Customer Success Story
Cloudwerx enhances utilization, cuts revenue leakage, and achieves ±3% forecast accuracy with Certinia
Cloudwerx struggled with operational friction and delayed revenue recognition. Certinia solutions provided an enterprise-grade foundation to support 40% year-over-year growth.
Summary
Prior to implementing Certinia, Cloudwerx faced limited efficiency from project booking to execution. By adopting Certinia Professional Services (PS) Cloud, Cloudwerx can automate its workflows and integrate their data and AI capabilities. Certinia has allowed teams to accelerate revenue recognition by 50% and optimize resource allocation to ensure top-tier delivery on a single platform.
Bio
As a leading Salesforce consulting partner, Cloudwerx serves customers throughout the APAC region. With a team of around 200 professionals, the company focuses on optimizing people, processes and strategy. Operating across diverse industries, including high-tech, professional services, retail, consumer goods, and the public sector.
Industry
Company Size
Small (250+ employees)
Results
Certinia helped Cloudwerx unlock full operational visibility, driving rapid financial returns and precise predictability across their entire services pipeline.
The challenge for Cloudwerx
Overcoming operational disconnects and visibility gaps
Prior to Certinia, Cloudwerx recognized the need for a unified platform to support its rapid expansion. Operating on disconnected systems made them unable to scale operations.
Their primary pain points were:
- Internal process friction: Complex manual coordination pulled delivery teams away from their primary goal of focusing on customers.
- Margin gaps: Cloudwerx lacked the deep operational visibility required to monitor ongoing project performance and calculate gross profit margins dynamically.
- Resource utilization hurdles: The business struggled to manage resource availability effectively and match specific professional skills to the right client engagements.
- Revenue leakage: Inadequate tracking tools made it difficult to balance billable versus non-billable time, leaving the company exposed to revenue leakage.
- Scaling constraints: Rapid regional expansion and a 40% year-over-year growth trajectory meant traditional spreadsheets could no longer sustain their operations.
Looking ahead, Cloudwerx plans to continue evolving on the Certinia PS Cloud platform, leveraging the company’s ongoing R&D innovations. The value of solving these challenges with PS Cloud lies not only in real-time visibility but also in delivering projects on time and within budget.
Certinia has transformed how we operate, enabling us to achieve 50% faster revenue recognition and maintain within 3% forecasting accuracy every month. This platform is the backbone of our growth strategy, ensuring we deliver exceptional results for our customers.
How Certinia helps Cloudwerx
Deploying Certinia PSA to connect teams, protect margins, and optimize delivery
The implementation of Certinia PS Cloud provided Cloudwerx with the right information at the right time. By replacing fragmented tracking and predictive guesswork a unified foundation for real-time operational data. The organization enhanced its forecasting precision and strategic planning. This cross-business visibility empowers leadership to make confident decisions, optimize resource efficiency, and scale operations to support sustained enterprise growth.
Enterprise growth
Recognizing that a durable platform was crucial for supporting expansion, Cloudwerx evaluated Certinia PS Cloud. By involving key stakeholders from finance, sales, and project delivery in the selection process, the company guaranteed that the platform would service their current and future needs.
Rapid revenue recognition
Transitioning to Certinia allowed Cloudwerx to capture a massive 50% increase in revenue recognition speed early in the deployment journey. This bridge from project booking to live execution removed the lag times that slowed cash flow.
Resource optimization
PS Cloud empowered Cloudwerx to accurately track billable hours and gain a clear view of resource availability. Managers can now easily match the right professional skills to the right projects.
Financial forecasting
With all departments connected to a single source of truth, Cloudwerx brought its monthly forecasting variance down to 3%. This precise visibility gives leadership constant clarity into their cash position.
Our people demanded great technology, and through the rigorous process we went through in selecting this platform, we made sure that it was going to service us now and into the future. Since implementing Certinia, the biggest impact we've seen is our accuracy to forecasting, which is close to 3% every month. And this impacts cash flow, our people, and data accuracy.
Certinia's impact on Cloudwerx
- Cloudwerx achieved a 100% return on investment by implementing PS Cloud.
- accuracy to forecasting is close to 3% every month impacting, cash flow, our people, and data accuracy.
- With enhanced visibility into financials and resource management, the company minimized revenue leakage and optimized resource allocation.
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.
