Splunk

The challenge for Splunk

Overcoming fragmented systems and non-native tools

Splunk’s legacy tools imposed a substantial manual tax. Operating across disrupted data systems and manual tracking methods created significant issues that limited the company’s ability to scale.

Their primary pain points were:

• Spreadsheet constraints: The organization originally relied on manual spreadsheets to track client engagements and organize operations.
• System disconnects: Teams wasted time manually combining project records from various separate corporate applications.
• Automation limitations: Transitioning to a standalone PSA tool failed to resolve underlying visibility and operational constraints.
• Non-Native friction: Because the legacy application was not native to Salesforce, staff could not synchronize live project data automatically.
• Inefficient app switching: Consultants and project managers had to go back and forth between separate systems to perform daily operations.
• Workforce scaling barriers: Managing global projects through disconnected tools limited the department's long-term growth potential.

To remove this operational friction and better manage its growing global staff, Splunk sought out Certinia as a platform capable of delivering portfolio visibility.  

How Certinia helps Splunk

Deploying a platform to centralize regional reporting and streamline delivery

By implementing Certinia PS Cloud, Splunk unified its global operations onto a single platform. This solution bridges the operational context gap by linking sales opportunities directly with delivery and finance records. Consequently, Splunk gained the visibility required to scale global delivery efficiently.

Establishing a single source of truth 

Since adopting Certinia's Professional Services (PS) Cloud, Splunk successfully equips its management, operations, internal consultants, and partner consultants with a single source of truth for project management. This shared environment keeps all internal and external stakeholders perfectly aligned on every engagement.

Surfacing critical project insights and analytics

Splunk uses Certinia PS Cloud in tandem with its own software to surface vital project-related information and operational insights. As a result, leadership can accurately analyze data across revenue, utilization, and resource demands by region—ensuring a consistent view across the company.

Integrating applications seamlessly

Splunk considers Salesforce a core platform for connecting essential back-office applications. Now, Certinia PS Cloud seamlessly integrates with Salesforce to deliver end-to-end visibility across sales, services delivery, and finance.

Gaining visibility into projects and opportunities

Splunk maintains a far more comprehensive view of projects and upcoming opportunities within a single platform. Users get enhanced visibility into all project-related details, including customer contacts, executive sponsors, and project resources.

Certinia's impact on Splunk

• Certinia equipped Splunk management with unified data for global project management.
• Enabled real-time analysis of regional data across revenue, utilization, and resource demands.
• And integrated with Salesforce, delivered total end-to-end visibility across sales, services delivery, and finance operations.