UiPath
Customer Success Story
UiPath optimizes global resource management with zero integrations using Certinia
By deploying Certinia on Salesforce, UiPath established a native operational structure that eliminated custom integration overhead and delivered 24/7 real-time resource visibility.
Summary
Prior to implementing Certinia, managing hyper-growth across international borders became a complex challenge for UiPath. To secure institutional governance, UiPath unified its global services operations onto Certinia Professional Services (PS) Cloud. Their transition to a publicly traded company brings forth a heightened sense of responsibility in navigating expansion. By seamlessly integrating with UiPath's processes, Certinia plays a pivotal role in ensuring the company's responsible scaling initiatives.
Bio
Founded in 2005, UiPath is a global software company that specializes in robotic process automation (RPA), offering cutting-edge solutions to automate repetitive business processes.
Industry
Company Size
Large (1,000+ employees)
Results
Certinia helps UiPath achieve total operational clarity, allowing the enterprise to optimize resource management without the need for complex integrations.
The challenge for UiPath
Overcoming global operational fragmentation
Before Certinia, UiPath faced cultural and regional process differences across its global workforce. As the company expanded they realized a need for a unified platform solution.
Their primary pain points were:
- Siloed spreadsheet usage: Global teams relied on manual spreadsheets to track projects, leading to fragmented operational data across the organization.
- Lack of operational standardization: Employees across different regions followed inconsistent tracking methods rather than a unified corporate methodology.
- Fragmented regional workflows: Overcoming cultural and regional differences proved difficult without a single corporate structure for communication.
- Dynamic resource management: Fluctuating professional services demands made it challenging to allocate the right people with the right skills to the right areas daily.
To establish a definitive operational structure and move forward in lockstep, UiPath turned to Certinia to standardize its global professional services.
Certinia is purpose-built on the Salesforce platform, enabling us to answer many hard questions. Whether from an audit or how we answer questions about integration with other tools, that doesn’t come up because it's already on the platform. I think the inherent value of Certinia has become self-evident at UiPath.
How Certinia helps UiPath
Implementing a native services operations engine to drive global collaboration
UiPath deployed Certinia PS Cloud to break down regional silos and establish a centralized foundation to manage projects and deliver services on time. By centralizing these operations, UiPath gained the clarity needed to consistently deliver projects on time.
Global standardization
The adoption of Certinia PS Cloud serves as a unifying force, fostering collaboration across UiPath's entire global organization. By replacing fragmented, custom-made tracking methods, the solution provides a single, reliable structure that allows international teams to operate in lockstep.
Enhanced resource clarity
Certinia provides visibility into resource utilization and headcount management. This insight empowers project managers to navigate dynamic services demands and respond to customer needs precisely.
Responsible scaling
Since transitioning to a publicly traded entity, UiPath faces heightened responsibilities to balance rapid expansion with accountability. Certinia helps the organization achieve this objective by demonstrating that projects are responsibly managed and consistently delivered on time.
At UiPath, we're not continually reevaluating the value of Certinia because it's been already demonstrated. People have questions around integration with other tools. We don't have to worry about the integration. I think the inherent value of Certinia has become self-evident at UiPath.
Certinia's impact on UiPath
- UiPath successfully standardized global professional services workflows, replacing disconnected spreadsheets with Certinia.
- Achieved 24/7 visibility into resource utilization, enabling project managers to make strategic adjustments to meet customer demands.
- Eliminated the need for tool integrations while meeting the strict reporting demands of a publicly traded company.
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.
