The challenge for Further

Overcoming platform drift to deliver scalable, high-margin consulting services

Before implementing Certinia, rapid growth, leadership shifts, and M&A integrations created fragmented operational processes across legacy systems and external tracking sheets.  

Their primary pain points were:

• Platform Drift Alignment Rapid M&A growth and evolving leadership created deep operational inconsistencies between business strategy and system capabilities.

• Spreadsheet Redundancy Project managers were forced to duplicate project reporting and manually override data in external spreadsheets outside Certinia.

• Reactive Allocation Resource management and revenue projections became entirely reactive due to disconnected operational tracking.

• Invisible Strategic Margins Manual reporting work introduced severe communication lag that clouded performance data and obscured true margin health.

• Fragmented Workflows Merging two distinct operational teams surfaced steep inconsistencies in engagement workflows and execution cadences.

Realizing their manual reporting model and platform debt were hindering scalable growth, Further leadership prioritized strategic system reinvigoration over a costly rip-and-replace strategy.

How Certinia helps Further

Partnering with OpMentors to Modernize Certinia’s Salesforce-Native PSA Standardized Global Delivery and Restored Financial Control.

Further collaborated with certified partner OpMentors to eliminate configuration drift, automate project setups, and replace tactical customizations with native capabilities.

Increasing project margins up to 15% via automated health monitoring

Further and OpMentors replaced legacy customizations with contemporary out-of-the-box features in Certinia Professional Services Cloud. Automated project health monitoring now provides early risk indicators weeks before completion, actively preventing revenue leakage and unlocking 5% to 15% higher standard project margins.

Delivery leaders now hold direct accountability for forecasting through automated controls embedded in Salesforce. By capturing execution metrics across the entire services lifecycle, project teams operate on accurate data that fuels precise revenue projections.

Accelerating setup cycles by 40% with global business rules

By standardizing global business rules and stripping out customization debt, the team eliminated siloed processes and manual data entry. These optimized workflows reduced project setup and billing cycles by 25% to 40%, allowing consultants to focus on client delivery rather than administrative maintenance.

The streamlined infrastructure allows Further to support its entire global user base with an ultra-lean operational team of just one system administrator and one developer. Managers now save 5 to 10 hours every week on routine project administration.

Orchestrating delivery risk with purposeful Veda AI intelligence

With a standardized operational foundation in place, Further expanded its capabilities by adopting Certinia's Veda AI suite embedded within Salesforce. Rather than relying on simple text summarization, delivery teams utilize contextual AI tools to predict delivery risks and maximize margin performance in real time.

This native AI orchestration helps teams capture execution insights throughout the active project lifecycle. The unified platform equips leadership with actionable intelligence to manage ongoing growth and organizational change smoothly.

Certinia's impact on Further

• Achieved enterprise-wide process consistency across leadership shifts and M&A integrations through a unified delivery language on Salesforce.
• Established high operational agility that allows a lean internal support team of two to seamlessly manage a global user base.
• Positioned the business for AI-driven expansion by deploying Veda AI to orchestrate contextual project intelligence and protect long-term margins.