IG&H

The challenge for IG&H

Overcoming operational silos to support global expansion

Before Certinia, IG&H experienced a complex maintenance spiral. For domestic and international growth, IG&H had to look beyond fragmented operational methods and expand its market presence.

Their primary pain points were:

• International expansion: The firm needed a way to manage business operations across domestic and international borders.
• Fragmented insights: Operating without a unified system limited leadership's access to clear, real-time business insights.
• Unoptimized platforms: Following an initial technology implementation, IG&H needed to optimize its platforms to better match the evolving corporate workflow.
• Lack of standardization: The absence of standardized processes across teams created inconsistencies that slowed down daily delivery.
• Rigid system configurations: Legacy tools lacked the tailored configurations necessary to meet the operational demands of a growing consulting firm.
• Complex international tax compliance: As the company expanded its foreign presence, it required a reliable solution to handle international VAT laws.

To build a solid foundation for future success, IG&H looked to optimize its digital framework with the implementation of a greater solution, Certinia. 

How Certinia helps IG&H

Deploying a unified business automation for end-to-end visibility

By collaborating with CBEE Remarkable, IG&H refined its Certinia and Salesforce platforms to create a foundation for scalable international growth. This unification eliminated data disconnects across its many business units. As a result, IG&H gained the visibility and automation required to optimize global resource allocation and project delivery to confidently accelerate its market expansion.

Unified financial processes

IG&H moved its core financial processes to the Salesforce platform by implementing Certinia Accounting within PS Cloud. This transition connected every business process directly from the first marketing interaction down to the final invoice booking.

Platform optimization

CBEE Remarkable continued to optimize both Salesforce and Certinia by applying user stories to address IG&H’s timelines and requirements. This problem-solving approach delivered measurable, high-impact results that elevated professionalism across the organization.

Automating tax compliance and invoicing

To support its expanding foreign operations, IG&H implemented an automated VAT flow directly within its Certinia-enabled invoicing setup. This system allows the firm to remain compliant with international VAT laws without requiring manual intervention, making it efficient to do business with foreign entities.

Certinia's impact on IG&H

• IG&H secured 24/7 real-time visibility into its business operations and financial performance.
• Established a scalable operational foundation that successfully supported its 20% year-over-year revenue growth.
• Achieved total international tax compliance and eliminated manual intervention when invoicing foreign companies.
• The optimized platform puts IG&H in a position to pursue international expansion while solidifying its market presence through a long-term technology partnership.