DeepRoot
Customer Success Story
Deeproot trims 25 days on average from month-end close with Certinia
By consolidating global finances and supply chain workflows on Salesforce, Deeproot achieved 95% data accuracy and reduced monthly revenue close cycles to just 2 business days.
Summary
Prior to implementing Certinia, Deeproot struggled to overcome data fragmentation caused by operating across four separate software packages; the company deployed Certinia Financial Management (FM) Cloud to build a single record for its accounting and supply chain management. By connecting its international departments, Deeproot successfully elevated data accuracy to 95% and minimized its monthly close cycle down to just five days.
Bio
Deeproot Green Infrastructure produces high-quality structural products that help trees grow better in modern urban areas. From its roots in San Francisco, the company has expanded its operations to build a major international presence.
Industry
Company Size
Small (250+ employees)
Results
Certinia allowed Deeproot to eliminate bottlenecks, establish a single source of truth, and maximize efficiency.
The challenge for Deeproot
Overcoming system fragmentation to achieve a unified financial view
Prior to Certinia, Deeproot utilized four different systems. Manual data entry was inconsistent with people finding data among different information silos.They were not able to have a complete picture of their financials until about 28 days after the end close.
Their primary pain points were:
- Multi-system data fragmentation: Relying on three or four different systems isolated critical business metrics, preventing the company from maintaining a clear corporate picture.
- Redundant manual entry: Disconnected setups between CRM and financial management raised the risk of human error.
- Inconsistent reporting versions: Operating without a centralized hub led to teams utilizing different data variants to measure project cycles.
- Prolonged closing timelines: Fragmented records and delayed data aggregation left leadership unable to view financials until 28 days after month-end.
- Connectivity workflow dependencies: Internet connectivity complications at select offices disrupted data entry, further stalling critical administrative updates.
- Infrastructure scaling pressures: Organic international expansion strained legacy applications, creating a need for consolidated data paths and collaboration.
Faced with prolonged reporting timelines and operational silos, Deeproot needed a way to enable consolidated data and processes as well as organization-wide collaboration, turning to Certinia.
Even though we're a small company, Certinia worked closely with us to help define our key processes, enabling us to implement the right tool to fit our growing company.
How Certinia helps Deeproot
Implementing a platform to unify global inventory records and financial tracking
After going with Certinia, Deeproot noticed immediate change from centralizing its accounting and supply chain records on a single source of truth. This native transformation provides real-time information flow, enabling the management team to dramatically open up their business perspective.
Rapid revenue predictability
Transitioning to Certinia completely optimized month-end aggregation, allowing leadership to identify precise revenue results by the second business day following a close. This increase delivers a significant operational improvement, allowing the executive team to plan ahead knowing exactly what to expect.
Global database consistency
The unified cloud allows Deeproot to seamlessly share the exact same data and information across every business division, eliminating scattered, mismatched versions of corporate metrics serves as a huge strategic advantage for international teams working across time zones.
Enhanced data entry efficiency
Centralizing financial tracking directly inside the Salesforce platform maximized daily database efficiency and eliminated a significant volume of manual tracking errors. Removing repetitive administrative tasks protected core records to deliver an outstanding 95% data accuracy rate.
Collaborative process optimization
Certinia partnered closely with the non-profit infrastructure leader to map out and refine their core organizational processes. This flexible system construction easily conforms to changing enterprise requirements, empowering a growing team to focus on strategic development.
After going with Certinia, it definitely helped the management team to be able to open up their perspective in terms of what else we can do with our business. So that is a significant improvement knowing what we're expecting.
Certinia's impact on Deeproot
- Certinia cut corporate month-end close timelines by trimming an average of 25 days off legacy accounting schedules.
- The company compressed total financial reporting routines down to a highly efficient 5-day cycle following month-end.
- Deeproot secured a definitive 95% data accuracy level across the enterprise by eliminating redundant data entry routines and human errors.
Unify resources, projects, and financials on a Salesforce-native PSA platform
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