Ladd Partners
Customer Success Story
Ladd Partners achieves their 85% utilization goal with Certinia
Ladd Partners replaced fragmented spreadsheets with a unified platform built natively on Salesforce. By connecting teams through Certinia’s solutions, they unlocked scalable business growth.
Summary
Ladd Partners set out to establish a clear framework for business growth by overcoming operational complexity. By deploying Certinia's Professional Services (PS) Cloud and Services Analytics, the company successfully consolidated its delivery data into a single source of truth. This unified system provides continuous visibility into project statuses, enabling leadership to drive operational velocity with confidence.
Bio
Ladd Partners is a Silicon Valley based Cloud CRM and ERP consulting practice specializing in Salesforce, Certinia and Rootstock implementations. They have successfully implemented CRM, PSA and ERP solutions on the Salesforce platform for almost 8 years spanning a wide range of industries.
Industry
Company Size
Small (250+ employees)
Results
Centralizing operations on Certinia allowed Ladd Partners to unlock critical insights and achieve precision across their consulting practice.
The challenge for Ladd Partners
Moving past scattered spreadsheets
Before implementing Certinia’s solutions, Ladd Partners kept data in manual spreadsheets including the QuickBook platform, which could not efficiently run the business.
Their primary pain points were:
- Manual spreadsheet reliance: Working entirely out of disconnected files created a complex maintenance spiral as the business tried to scale.
- Fragmented applications: Keeping critical data separate across spreadsheets and QuickBooks left leadership without a functional way to run the business.
- Obscured resource utilization: Tracking consultant utilization accurately was difficult without automated calculations.
- Staffing gaps: Managing project assignments and understanding who was staffed became increasingly difficult.
- Time-intensive data alignment: Teams spent excessive time trying to figure out where data was located and reaching an executive consensus.
After running other professional services automation, Ladd Partners organization standardized on Certinia PS Cloud worldwide and engaged professional services from Certinia to provide data clarity.
The biggest improvements we saw in our business after launching Certinia was in being able to officially track utilization and look at planned hours versus actual hours. How we'll be able to track the value Certinia brings to our business going forward is to see how it helps us achieve these business metrics from discovery to execution to go-live.
How Certinia helps Ladd Partners
Establishing a native professional services platform for operational clarity and project management
Ladd Partners adopted Certinia to consolidate their consulting practice from initial lead all the way to cash collection. By bridging the traditional gaps this integration delivered immediate data availability that transformed how leadership monitors business performance. With this newfound system, Ladd Partners gained the operational clarity required to drive predictable growth.
Project profitability monitoring
The platform enables leadership to track new opportunities from initial lead through the sales cycle, delivery, and final cash collection. By running the entire business natively on the Salesforce platform, Ladd Partners can make critical, data-driven hiring decisions in a timely manner.
Services delivery and operations
Leadership can now access project status, billings, and resource utilization instantly. This operational visibility removes the traditional manual tax, allowing managers to make immediate, strategic staffing decisions that continuously optimize Ladd's resource allocations.
Unified operational and accounting visibility
Bringing operations and accounting together on a single record gives the company a 360-degree view of their customers, instead of wasting hours tracking down disparate data points. This shared platform ensures that all departments operate with total alignment and absolute confidence in their numbers.
My number one objective was to make sure we were at 85% utilization and to have the data to present to the rest of the executive team.
Certinia's impact on Ladd Partners
- Certinia eliminated operational disconnects and ensured data flow across the organization.
- Successfully transitioned out of complex spreadsheets to establish a single source of truth that the company trusts.
- Empowered the practice to hit its primary objective of 85% resource utilization.
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.
