Hyland
Customer Success Story
Hyland achieves a 695% return on investment in 9 months, with Certinia PS Cloud
By replacing disconnected systems with Certinia on Salesforce, Hyland unified global service delivery across business units to accelerate time-to-value.
Summary
Hyland’s rapid growth led to operational friction, fragmented tracking applications, and siloed project metrics. By deploying Certinia Professional Services (PS) Cloud, Hyland can successfully centralize its critical data and eliminate organizational silos. This shift now provides global leadership with the tracking abilities required to optimize resources and gain the most revenue.
Bio
Hyland is a global software company specializing in intelligent content solutions. Within the past decade, Hyland has acquired over 12 companies and has continually innovated new service offerings throughout the years.
Industry
Company Size
Large (1,000+ employees)
Results
Standardizing global delivery on Certinia allowed Hyland to unlock exceptional financial returns while reducing project waste.
The challenge for Hyland
Overcoming operational fragmentation and manual processes
Hyland's rapid growth through corporate acquisitions created fragmented business units and disconnected delivery environments. This lack of structure left the professional services division facing critical barriers.
Their primary pain points were:
- Fragmented resource allocation: Global tracking teams struggled to efficiently coordinate delivery across multiple business entities.
- Manual invoicing constraints: Administrative departments relied on manual billing processes that delayed revenue capture.
- Elevated non-billable time: A lack of system visibility led to excessive amounts of non-billable project tracking hours across the enterprise.
- Opaque delivery metrics: Disconnected applications made it challenging for leadership to identify the financial impact of delayed timecards.
- Isolated project data: Project milestones and customer records were split across separate regional environments, limiting cross-functional collaboration.
Hyland recognized the critical need to transition to a unified professional services application. Leveraging Certinia PS Cloud Analytics, Hyland can now build planning reports while seeing insights into its project pipeline.
Hyland's use of Certinia PS Cloud allowed our services department to re-engineer manual billing and invoicing processes in nine months.
How Certinia helps Hyland
Centralizing service data to streamline tracking and accelerate financial processes
Hyland gained a unified platform that offered visibility into the full lifecycle of every project. From resource allocation and global metric tracking to revenue capture, Certinia PS Cloud met every division's needs, completely eliminating the need for disconnected tracking applications. Moreover, being built native to the Salesforce platform ensured total alignment of project and customer data.
Automated billing and invoicing re-engineering
By utilizing Certinia PS Cloud, Hyland completely transformed its financial workflows in just nine months.This structural shift eliminates processing friction and accelerates cash flow across all business units.
Real-time pipeline insights
Leveraging Certinia Professional Services (PS) Cloud Analytics, Hyland can now build planning reports while seeing insights into its project pipeline. This reporting functionality removes guesswork from delivery planning.
Unified operational tracking
Centralizing customer records on a single ledger bridges the communication gap between historical sales cycles and active project delivery. This single source of truth provides the enterprise with a stable operational framework, capable of integrating new corporate acquisitions smoothly.
The project achieved a 695 percent ROI, verified by an independent research firm, and saw an 84 percent reduction in non-billable project time.
Certinia's impact on Hyland
- Certinia enabled leadership to track over 2,000 annual projects simultaneously, with complete data accuracy.
- Re-engineered its manual invoicing workflows, achieving a 695% return on investment within nine months.
- Established deep visibility into service delivery, driving an impressive 84% reduction in non-billable project time.
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.
