Efficio

The challenge for Efficio

Overcoming disconnected regional processes and spreadsheet reliance 

Efficio struggled with fragmented operations that obscured performance insights across its international offices. Fast growth strained legacy tools, forcing teams into administrative bottlenecks.

Their primary pain points were:

• Disconnected global operations: Disjointed workflows between office teams created an operational context gap across regions.
• Spreadsheet dependency: Relying heavily on manual spreadsheets created isolated tracking systems that were difficult to scale or share.
• Obscured project costs: Legacy accounting software failed to provide the necessary visibility to effectively monitor and control project expenses.
• Complex headcount planning: Predicting team allocations and staffing demands across multiple international offices was a constant headache.
• Heavy manual tax: Dedicated finance resources spent excessive time each month manually compiling critical business reports.
• Inefficient alignment: Workarounds and lengthy status meetings were required just to establish data alignment across regions.

Resolved to transform its operations in a customer-centered way, Efficio partnered with Certinia to power a platform for growth.

How Certinia helps Efficio

Building a connected foundation for growth

Certinia FM Cloud and PS Cloud perfectly complement Efficio, enabling the company to use Salesforce as its core operating platform. With a single source of truth fed by accurate, up-to-date data, leadership has a better, clearer, and more comprehensive picture of operations and resources.

Centralized project profitability

By centralizing project management, the firm empowers managers to make highly informed decisions. This clear operational alignment allows leadership to closely track daily performance and maximize project profitability across global regions.

Single-click operational reporting

The user-friendly system helps employees produce financial and operational insight reporting with the simple click of a mouse. Teams can seamlessly collaborate around shared customer data, eliminating lengthy validation meetings and making goal planning far more productive.

Closed-loop sales to revenue control

Efficio unlocked massive operational efficiencies by freeing professional resources across the organization from repetitive manual tasks. The unified environment establishes reliable controls extending all the way from initial sales opportunities to final revenue reporting.

Data-driven cultural transformation

Gaining an uncompromised true picture of the business has driven a powerful culture change that positions Efficio for a highly scalable future. The centralized hub enables the company to accurately track and report on both financial and sustainable metrics with total transparency.

Certinia's impact on Efficio

• Certinia simplified routine tasks to let data flow rapidly across global regions while heavily reducing operating costs.
• Gained complete control over customer-facing projects and an accurate view of revenue forecasts.
• Supported Efficio’s record-breaking corporate expansion in 2022, accelerating sales growth by 35% and increasing global headcount by 27%.