Coleman Insights

The challenge for Coleman Insights

Overcoming disconnected workflows to establish a unified view of accounting and relationship data

Coleman Insights faced operational complexities from attempting to connect accounting data back to customer records. This fragmentation forced teams to navigate deep data gaps that slowed reporting and delayed executive communications. 

Their primary pain points were:

• Disconnected customer records: Managing accounting activities separately from customer data in Salesforce created an operational context gap.
• Fragmented financial data: The accounting team encountered significant challenges trying to manually link transactional details with client files.
• Delayed corporate reporting: Compiling essential financial statements required considerable effort due to legacy system limitations.
• Slow transaction tracking: Running foundational metrics like an aging report was an inefficient and time-consuming process.
• Complex departmental separation: Creating clear income statements by individual departments were difficult without a centralized database.
• Restricted strategic visibility: A lack of real-time analytics meant critical operational choices could only occur at specific checkpoints.

Natively built on the Salesforce platform and boosted by the power of Salesforce Einstein, Certinia made it an easy decision to switch accounting solutions.

How Certinia helps Coleman Insights

Deploying a native system to connect front-and-back-office operations

Coleman Insights selected Certinia to centralize its financial workflows directly inside their existing environment. This unified system removes reporting struggles, giving both accountants and executives instant data availability. This specialization set Coleman Insights apart in the global market, making it an authority for digital communications and media quality.

Instant transaction reporting

In Certinia, the aging report for financial transactions runs practically instantaneously, completely eliminating the manual tax on the team. The accounting department easily creates detailed income statements by department without complex data manipulation and error possibilities.

Strategic analytics

Real-time data helps teams throughout the company drive smarter decisions that benefit operations in both the short and long term. Thanks to continuous access to live data, strategic adjustments can happen smoothly throughout the year instead of being stalled at rigid checkpoints.

Executive visibility

The amount of detailed, easily accessible verified information provides an immense layer of insight and value to both the accounting group and corporate executives. By tracking financials and customer relationships on a single record, the organization establishes complete consistency to support growth with absolute confidence.

Certinia's impact on Coleman Insights

• Certinia accelerated corporate reporting workflows to deliver financial data 10x faster than legacy tools.
• Enabled transaction aging reports to execute practically instantaneously through the FM cloud.
• Established a complete 360° view of the customer by housing relationship management and financials on a single record.
• Successfully generated immediate business value and visibility within a rapid implementation cycle of under 90 days.