Flexera
Customer Success Story
From Fragmentation to Global Scale: Flexera Increases Resource Utilization by 17% with Certinia
By replacing disconnected tracking methods with a unified, native platform, Flexera connected its global resource planning and project workflows to unlock complete operational visibility driving higher customer satisfaction.
Summary
Prior to implementing Certinia, Flexera’s global services delivery was restricted by a limited, homegrown time-tracking software that lacked analytics and project management capabilities. By replacing these tools with Certinia Professional Services (PS) Cloud, Flexera can bring its operations entirely onto the Salesforce platform. Teams can now empower leadership with real-time analytics and gain full visibility into the end-to-end customer lifecycle.
Bio
Flexera's Global Consulting Services engage in about 500 projects annually to help customers plan, implement, and operate Flexera's solutions to achieve their desired business outcomes.
Industry
Company Size
Large (1,000+ employees)
Results
Centralizing global resource management on Certinia enabled Flexera to unlock performance visibility and improve key health metrics across the business.
The challenge for Flexera
Overcoming the limits of standalone systems
Flexera previously relied on a basic, disconnected software application for logging professional services data. This isolated tracking metrics from their core CRM.
Their primary pain points were:
- Limited product tracking: The company's application was restricted entirely to entering timecards, without broader project execution support.
- Absent analytical capabilities: A distinct lack of embedded analytics prevented project managers from accurately evaluating service performance.
- Isolated billing reporting: Reporting structures were designed strictly to provide basic updates to the billing department rather than operational insights.
- Fragmented workflows: Standalone systems lacked the project management capabilities required to plan and allocate team resources.
- Opaque customer lifecycles: Operating off separate platforms made it highly challenging for cross-functional divisions to access aggregated project delivery and pipeline data.
Having already standardized on Salesforce for customer relationship management, Flexera recognized the critical need for the same platform to manage resourcing plans and global projects.
By taking advantage of best-practice advice from Certinia experts on utilization, forecasting revenue, and how to better mobilize and manage our business, we unlocked the true value of Certinia PS Cloud.
How Certinia helps Flexera
Driving global operational consistency, efficiency, and continuous service improvement
Flexera implemented Certinia PS Cloud to build an integrated, highly scalable services foundation directly within their existing CRM environment, successfully unifying their global delivery teams and unlocking real-time operational visibility to drive predictable, long-term growth.
Centralized dashboard visibility
Native to the Salesforce platform, Certinia enables Flexera to view crucial bookings and backlog metrics within a single dashboard. This single-record visibility allows teams to easily segment operational data by specific practices.
Roadmap alignment
Flexera maintains visibility into new product releases and future feature directions through the active Certinia Community. This valuable online resource effectively extends its ongoing technical interactions with Certinia's dedicated support and customer success teams.
Optimized global resource deployment
By managing delivery resources and client files in a unified system, Flexera eliminated structural visibility gaps. Project managers can now assign delivery professionals to appropriate engagements worldwide, tracking active work and project outcomes in real time.
Certinia's impact on Flexera
- Flexera easily generates comprehensive operational reports with Certinia built natively on the Salesforce platform.
- Global managers seamlessly assign consulting resources anywhere around the world while tracking active tasks and final project outcomes.
- Certinia empowered Flexera to gain an unobstructed view into its customers' journeys from initial sales opportunity to closed business.
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.
