Nextview
Customer Success Story
Nextview accelerates project scoping and unifies lead-to-invoice workflows across Europe using Certinia
By moving beyond traditional automation toward agentic AI, the fast-growing IT consultancy established a single source of truth that standardizes client proposals and drives operational autonomy.
Summary
Rapid international growth left Nextview managing fragmented operations across disconnected silos. By centralizing its revenue stream from initial lead generation to final invoicing by adopting Certinia Professional Services (PS) Cloud, Financial Management (FM) Cloud and Services Estimator, the firm replaced manual friction with autonomous, AI-driven project scoping and real-time collaboration inside Slack.
Bio
Nextview is a leading information technology consulting firm and Salesforce partner operating across Northern Europe. Headquartered in the Netherlands, the organization specializes in high-value digital transformation and professional services delivery.
Products
Industry
Company Size
Medium (500+ employees)
Results
Nextview converted its delivery workflows into a standardized, highly predictable revenue engine.
Business Challenge
Rapid cross-border expansion fractured critical operations across disconnected systems
Nextview's explosive international growth and aggressive acquisitions outpaced their existing infrastructure. This operational mismatch created friction that threatened long-term scalability.
- Fragmented core infrastructure: Critical operational tasks from resource planning to invoicing lived in separate, disconnected silos.
- Inconsistent proposal estimations: Project scoping lacked standardized guardrails, leaving client proposals vulnerable to human variation.
- Heavy manual workloads: Professionals spent excessive hours on repetitive, heavy-thinking tasks and manual data reconciliation.
- Outdated skills tracking: Databases for consultant skills and project experiences fell behind without automated validation mechanisms.
- Siloed team collaboration: Project updates and communication relied on standard system log-ins and waiting on files.
This friction created an urgent mandate for leadership to bridge the operational gaps and forge a single, unified engine capable of powering global expansion.
Our goal was to centralize our data and gain end-to-end control of our revenue stream, from lead to invoice. The real catalyst for us has been the autonomy provided by agentic AI. By standardizing our proposals and estimations through autonomous agents, built with Agentforce and Veda, we’ve not only achieved greater consistency but have also significantly accelerated our scoping processes.
The Solution for Nextview
Forging a single true record by anchoring the professional services business directly on Salesforce
Partnering with business accelerator CBEE Remarkable, Nextview deployed Certinia Professional Services Automation software alongside Financial Management Cloud to centralize its revenue stream.
Centralizing the global revenue stream
Nextview implemented Certinia Professional Services Cloud and Financial Management Cloud to unite its entire Northern European footprint under one operational context. The platform unifies everything from lead generation to project delivery and invoicing, giving leadership comprehensive control over the business lifecycle. This deployment provides a single source of truth that remains steady regardless of geographic complexity.
Deploying autonomous AI in professional services
Through early adopter programs with Veda AI and Salesforce Agentforce, Nextview transitioned from basic automation to operational autonomy. The firm embedded autonomous AI agents directly into its everyday digital workspace to assist with complex tasks. This co-creation approach ensures that technology actively supports the daily habits and practical workflows of the consulting team.
Standardizing estimations with services estimator
Using Certinia Services Estimator combined with agentic AI, Nextview transformed how it handles complex client proposals. Autonomous agents manage initial scoping calculation tasks, ensuring that every proposal generated respects pre-established pricing margins. This shift ensures identical, reliable results across all regional teams while maintaining high-quality delivery standards.
Business Impact
- Autonomous agents act as virtual coworkers within Slack, taking over repetitive data reconciliation and freeing consultants to focus entirely on high-value client delivery.
- Standardized guardrails eliminate human variation from estimations, protecting profit margins while significantly accelerating the speed of opportunity scoping.
- Automated post-project auditing automatically pings individual consultants via Slack the moment an assignment closes, keeping the firm's skills and experience databases accurate and up to date.
- Co-creating AI tools directly with teams has driven high user adoption, creating a flexible digital workplace where employees actively shape the platform they use daily.
Run your services business with clarity, speed, and confidence
See how the Certinia PSA suite and Veda work together to connect your entire lifecycle—and make every step smarter.
