Elastic
Customer Success Story
Elastic automates 96% of controlled cash flow processes using Certinia
By replacing spreadsheets with Certinia, Elastic unified global consulting workflows across 40+ countries and achieved a 10x increase in simultaneously managed projects.
Summary
Prior to implementing Certinia, Elastic's rapidly growing consulting practice was managed through spreadsheet dependencies that limited visibility and scalability. By integrating Certinia Professional Services (PS) Cloud natively into its existing Salesforce platform, Elastic gained an enterprise-wide single source of truth.
Bio
Elastic is dedicated to delivering powerful search and data solutions to thousands of organizations worldwide.Since the release of Elasticsearch in 2010, Elastic's products and solutions have become popular for thousands of organizations worldwide.
Industry
Company Size
Large (1,000+ employees)
Results
Centralizing global operations on Certinia allowed Elastic to eliminate data silos and secure total financial accuracy across international markets.
The challenge for Elastic
Moving past manual tracking systems
As global demand grew and headcount quickly climbed to 2,000 employees, Elastic struggled to manage its consulting practice through fragmented methods. Relying on disconnected systems prevented organization and slowed project execution.
Their primary pain points were:
- Inefficient spreadsheet tracking: Manual spreadsheets failed to support Elastic's hyper-growth, creating an unsustainable way of tracking client engagements.
- Obscured resource matching: Global teams struggled to match specific skills to projects across diverse time zones and geographies without a centralized view of availability.
- Siloed performance data: Lacked a unified method to analyze overall business growth and performance by specific markets, clients, or geographic regions.
- Delayed customer onboarding cycles: Disconnected data tracking pushed client training timelines out to multiple weeks.
- Complex global management: Conducting business in more than 40 countries and across 24 distinct currencies created a severe operational strain with disjointed processes.
To keep pace with its exceptional corporate trajectory, Elastic required an efficient solution to manage its consulting practice with total clarity, turning to Certinia.
It is important for us as a growing business to have Certinia.
How Certinia helps Elastic
Embedding an enterprise-grade automation engine to drive operational clarity
By selecting Certinia PS Cloud, Elastic got the capability to perform complex project tracking, resource scheduling, and multi-currency financials. Bringing everything to one central source successfully provides leadership with operational visibility to optimize global resource utilization and drive predictable business growth.
Real-time performance tracking
Certinia PS Cloud integrates natively with Salesforce. By calling upon this single source of truth, the organization can instantly understand performance and growth metrics across specific markets, verticals, and customers. Employees can now easily generate insightful reports to guide leadership decisions.
Dynamic resource coordination
Elastic maintains a focused view of customer data to quickly coordinate the right resources globally. The engagement management team can segment professional services by geographies, to meet distinct customer needs, successfully driving customer training delivery times down from weeks to days.
Unified global financial management
Elastic accurately tracks projects, recognizes revenue, and evaluates incoming demand alongside future pipelines. This financial clarity allows leadership to assess economic situations by location and make smart hiring decisions.
There are plenty of applications we've outgrown but Certinia continues to be the backbone of our services.
Certinia's impact on Elastic
- Certinia allowed leadership to review performance metrics across more than 40 countries within a single dashboard.
- Visibility and resource coordination unlocked a massive 10x increase in the volume of projects the team can manage simultaneously.
- Transitioning away from manual spreadsheets established an automated system that secures 96% of global cash flow processes.
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.
