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Spaulding Ridge

Customer Success Story

Spaulding Ridge trims 3 days off sales-to-delivery handoff with Certinia

 

By deploying Certinia on Salesforce, Spaulding Ridge connected 1,700 users and unified customer data to optimize resource utilization across global teams.

 

Spaulding Ridge tech company - Certinia customer success story - video thumbnail

Summary

Prior to implementing Certinia, Spaulding Ridge faced challenges with changing project timelines and customer demands, as well as resource utilization. With Certinia Professional Services (PS) Cloud and Services Estimator, the company gained real-time visibility and analytics. This aided in reduced sales-to-service delays, and optimized resource utilization.

 

Bio

Spaulding Ridge helps companies drive digital transformation with advanced business technology solutions. With 15 offices worldwide, they help over 1,700 customers boost operational efficiency and lead digital transformation.

Company Size

Medium (500+ employees)

Results

Spaulding Ridge gains operational efficiency, boosts project delivery, and elevates customer success with Certinia.

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The challenge for Spaulding Ridge

Navigating a complex and evolving business landscape with resource optimization

Before Certinia, Spaulding Ridge struggled to respond quickly to changing project timelines and customer needs. Their main goal was to find a system that could centralize critical business metrics and provide real-time analytics so they would adapt quickly.

Their primary pain points were:

  • Difficulties with an ever-changing environment: Spaulding Ridge faced constant changes every day. Tracking resource use and adapting quickly were persistent challenges. Seeing metrics as they changed was crucial. 
  • Challenges in resource utilization: Optimizing resource utilization and growing talent were real struggles for the company. Managing global team productivity only added to the challenge, making it harder to track and develop talent from junior to senior levels.
  • Lack of sales to services delivery: Even the smallest delay between closing a deal and staffing a project can disrupt timelines and hurt customer experience. Spaulding Ridge faced a two to three-day lag that resulted in frustrated customers who had to wait too long for their projects to kick off.

After an extensive evaluation, Certinia was the clear choice. And since implementing Certinia PS Cloud, they’ve seen significant improvements in resource optimization and faster internal processes.

For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses. Since launching PS Cloud, we drove our utilization up significantly. We are looking to adopt Certinia’s Services Estimator and Customer Success Cloud next.

Jordan Steward
Senior Director, Salesforce Practice, Spaulding Ridge

How Certinia helps Spaulding Ridge

Transforming operations using a unified professional services software

With Certinia’s PSA solution, Spaulding Ridge elevated resource utilization, reacted to change faster, and delivered projects on time—resulting in more efficient operations and stronger customer relationships.

Real-time analytics

Real-time analytics brought the whole team onto the same page, no matter where they were. From forecasting service revenue to tracking project financials, Spaulding Ridge could monitor critical metrics live. This let them quickly adapt as timelines shifted or customer needs changed.

Increased resource utilization

With everything in one system, Spaulding Ridge gained real-time insight into how their people were performing. Tying their learning management system (LMS) to project data let them see how junior talent and senior experts were growing—optimizing resource utilization across the board.

Faster project delivery

Getting the right people on the right projects at the right time is critical. With Certinia’s unified platform, Spaulding Ridge scaled its delivery capabilities within the Salesforce ecosystem.

After launching Certinia, the biggest improvements that we realized immediately was the ability to ensure realization targets were met and actually drove our realization up. And on top of that, it enabled us to grow our talent more. 

Jordan Steward
Senior Director, Salesforce Practice, Spaulding Ridge

Certinia's impact on Spaulding Ridge

  • Spaulding Ridge achieved immediate improvements in resource allocation consistently meeting target realization rates.
  • Trimmed three full days off the sales-to-delivery handoff time.
  • Eliminated operational delays for on-time project delivery and higher overall client satisfaction.

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.