Proximity

The challenge for Proximity

When systems can’t keep pace with success

Proximity faced mounting operational challenges as it grew. Disconnected systems and manual workflows created inefficiencies. This not only slowed down operations but also limited visibility and stretched resources thin. 

Their primary pain points were:

• Using separate systems: Proximity used Microsoft SharePoint for managing projects and MYOB for finances. However, the two systems didn’t communicate, forcing staff to manually move data.
• Issues with managing resources and tracking projects: With over 100 active projects running at the same time, Proximity struggled to get insight into resource availability.
• Slowed financial operations: Manual processes created data-entry errors for Proximity. Invoicing was delayed as the team took more than a week correcting the mistakes. These hurt cash flow and took focus away from more important tasks.
• Absence of real-time insights: Project managers and executives relied on outdated reports that didn’t reflect current financials or resource needs. There was no precise and timely data. Forecasting became limited, which put growth at risk.

Proximity needed technology that could grow alongside them, not against them. They wanted a unified platform that could combine project management and finance. Systems that talked to each other—seamlessly. No more disconnected workflows. No more guesswork.

How Certinia helps Proximity

Building a connected foundation for growth

Proximity partnered with Certinia to address operational challenges, a strategic move to meet the scalability their growing business needed. Native to Salesforce, Certinia Professional Services (PS) Cloud unified Proximity’s project and financial data, allowing them to enhance workflows, boost visibility, and grow effectively.

Connected data solutions removed manual transfers

By using Salesforce and Certinia, Proximity linked its project and financial systems, which eliminated the need for manual data transfers. This connected data solution cut down on errors because of the smooth data movement between platforms. It also enhanced reporting accuracy.

Resource management tools improved project supervision

Proximity took advantage of Certinia PS Cloud’s resource management solution to match consultants with the right skills to the right projects. This gave the company immediate visibility into project tasks, enabling better resource allocation and keeping projects on track.

Invoice automation software simplified financial operations

With Certinia’s Financial Management Cloud solution, Proximity automated its invoicing and financial tasks. What used to take the finance team over a week to fix errors is now done with just a click. And this resulted in a remarkable 75% decrease in invoicing time.

Real-time project insights enhanced decision-making

Proximity’s leadership team now has 24/7 real-time access to financial and project data. This allows them to predict trends, manage risks, and allocate budgets. With Certinia’s project visibility tools, managers can track project and financial health with ease, boosting accountability and planning.

Certinia's impact on Proximity

• At Proximity, the finance team now completes month-end invoicing with a single click, driving a 75% reduction in invoicing time.
• Project managers gain insights into resource allocation and task progress driving an 80% increase in projects.
• Since partnering with Certinia, Proximity now has the right consultants for the right projects at the right time. This has led to greater client satisfaction and 30% revenue growth year after year.