Kinetic Vision
Customer Success Story
Kinetic Vision unifies financials and operations to achieve 33% reduction in month-end close with Certinia
Kinetic Vision was losing time and accuracy to manual processes across its engineering services operation. Certinia's native systems eliminated that burden, delivering real-time tracking for Financials, Projects, and Resources directly in Salesforce.
Summary
As Kinetic Vision scaled, disconnected systems and manual processes slowed down financial reporting and project delivery. Certinia’s financial forecasting software enabled better revenue tracking, while resource management optimized workload distribution. With Certinia’s Professional Services (PS) and Financial Management (FM) Clouds, they gained real-time insights, automated key processes, and streamlined operations.
Bio
For over 35 years, Kinetic Vision has been a leader in innovation, helping clients across industries bring complex product ideas to life. Known for excellence in engineering and design, the company thrived as its client base and project portfolio grew.
Industry
Company Size
Small (250+ employees)
Results
Transitioning to Certinia allowed Kinetic Vision to accelerate billing operations, compress close cycles, and establish an efficient foundation for cross-functional visibility.
The challenge for Kinetic Vision
Turning operational obstacles into opportunities for growth
As Kinetic Vision grew, their systems couldn’t keep up. Disconnected tools and manual processes slowed everything down. Financial reporting took weeks. Projects lacked real-time visibility. Teams faced inefficiencies and burnout. Scaling was becoming a struggle, not a success.
Their primary pain points were:
- Financial blind spots: Kinetic Vision struggled to track project profitability and revenue. The month-end close took over 15 days. Invoicing delays disrupted cash flow, and leadership lacked insights, making timely decisions difficult.
- Manual resource planning delays: Relying on manual processes to assign workloads, some employees were overloaded, while others were underutilized, increasing the risk of burnout and inefficiencies.
- Disconnected system inefficiencies: Homegrown tools and fragmented processes slowed collaboration and project delivery. Teams encountered errors, delays, and operational bottlenecks.
Kinetic Vision needed more than a quick fix—they required a scalable solution that could unify their financial forecasting software, capacity planning tools, and resource management systems into one seamless platform.
Everyone from sales, human resources and our project managers to accounting and our executive team are benefiting from our real-time data. As a result, we are on track for continuing our double-digit growth.
How Certinia helps Kinetic Vision
Optimizing operations with a unified, scalable solution
Kinetic Vision partnered with Certinia to replace disconnected systems with a Salesforce-native unified platform. By integrating financial management, project tracking, and resource allocation, they gained real-time visibility, reduced manual work, and positioned themselves for smoother scaling.
Real-time financial insights for smarter decisions
Certinia’s financial management software provided accurate project profitability, revenue tracking, and cash flow insights. Automated processes accelerated month-end close time by 33%, while the automated billing system sped up invoicing by 90%. With real-time data, leadership made faster, more informed decisions.
Unified platform for seamless operations
With Certinia PS Cloud, Kinetic Vision replaced fragmented tools with a single, unified system. This integration eliminated manual data transfers, reduced errors, and improved team collaboration. By leveraging Certinia’s resource management software, teams allocated workloads efficiently, minimizing operational bottlenecks and keeping projects on track.
Automated resource planning for enhanced efficiency
Certinia’s resource management system and capacity planning tool enabled Kinetic Vision to balance workloads and prevent employee burnout. With real-time resource tracking, projects were staffed appropriately, ensuring on-time delivery and improved team utilization.
I love how configurable this platform is for our organization.
Certinia's impact on Kinetic Vision
- Certinia enables Kinetic Vision to have operational clarity across financials, projects, and resources.
- Automating financial workflows compressed month-end close times by 33%, reducing the need for manual oversight.
- Successfully minimized employee burnout risks which accelerated invoicing timelines by 90%, empowering profitability with absolute precision.
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.
