Imprivata
Customer Success Story
Imprivata achieves 24/7 real-time project visibility using Certinia on Salesforce
By replacing manual tracking methods with Certinia, Imprivata established a single global customer record to manage complex clinical IT portfolios with complete operational control.
Summary
To scale its professional services alongside rapid global growth, Imprivata integrated project tracking onto Certinia Professional Services (PS) Cloud. Built natively on Salesforce, the application connects sales, delivery, and management teams on a single record. This unification drives faster time-to-value for clients and positions them for sustainable future growth.
Bio
Imprivata delivers world-class healthcare IT management solutions to enterprise medical facilities globally. The company provides critical identity governance, single sign-on, and clinical workflow solutions to secure and streamline healthcare operations.
Industry
Company Size
Large (1,000+ employees)
Results
Operating with Certina Solutions removed operational data silos and unlocked complete portfolio transparency for Imprivata.
The challenge for Imprivata
Overcoming disjointed operations and spreadsheet-based tracking
Before Certinia, Imprivata managed its workflows across isolated tools and manual spreadsheets. This created disconnected systems, making it difficult to keep pace with an expanding global customer base.
Their primary pain points were:
- Legacy tool dependency: Imprivata's tracking relied on processes built around Microsoft Office and disconnected files.
- Data inaccuracy: Managing data across separate manual documents caused recording inaccuracies.
- Painful project tracking: Delivery managers spent hours manually validating data, making active portfolio tracking slow.
- Unbilled time losses: Operating without a centralized tracking tool led to lost revenue through untracked, unbilled delivery time.
- Scalability roadblocks: The organization lacked a scalable framework to efficiently manage enterprise projects and a growing global workforce.
- Visibility deficits: Disconnected tools prevented leadership from gaining a reliable view into the health and status of its implementation portfolio.
Imprivata's services team now turns to Certinia to access details across any and all projects, including different hospitals and locations. Additionally, managers can accurately track projects across customers, even those implementing multiple Imprivata products concurrently.
Certinia allows us to be smart and continuously know and report on our projects.
How Certinia helps Imprivata
Unifying cross-functional workflows to unlock real-time project management and pipeline visibility
By deploying Certinia PS Cloud, Imprivata successfully bridged the gap between its cross-functional teams. This centralized platform delivers an automated framework to manage healthcare deployments. Consequently, Imprivata gained the visibility required to optimize resource utilization and deliver consistent value to its clients.
Unifying teams
Because Certinia Professional Services (PS) Cloud works natively with Salesforce CRM, all teams at Imprivata work from the same customer record. Sales, services, finance, and management groups can all access and share customer information without visiting multiple applications.
Streamlining project planning
Project managers can quickly understand each customer's specific technical needs. They can also plan ahead by mapping out projects and timelines directly based on pipeline opportunities, enabling them to deliver on expectations from day one. This predictive visibility eliminates reactive planning and ensures delivery teams are staffed appropriately.
Driving customer engagement
Early access to integrated project information empowers Imprivata to keep new enterprise customers continuously engaged and excited about their implementations. Managers can easily track distinct milestones across different hospital networks and branch locations.
We live and breathe Certinia PS Cloud—it's an extension of our brain.
Certinia's impact on Imprivata
- Imprivata created a unified global customer record.
- Unlocked 360-degree, operational visibility across the entire services portfolio.
- Completely eliminated tracking inaccuracies and significantly reduced instances of unbilled delivery time.
- Delivery teams can now track multi-product implementations across various hospital networks with absolute certainty.
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.