United Services Group

The challenge for United Services Group

Overcoming disconnected legacy systems

Prior to Certinia, United Services Group had a lack of integration between key systems, creating operational visibility gaps. Without a way to connect financial and operational data, teams struggled to manage everyday workflows efficiently.

Their primary pain points were:

• Disconnected core systems: A critical lack of integration between legacy environments isolated financial information from daily operations.
• Obscured inventory visibility: Employees continuously struggled to clearly view and track real-time inventory levels across locations.
• Fragmented management: Managing field services and heavy equipment proved difficult without a single, unified coordination layer.
• Delayed financial workflows: Inefficient data processes hindered the team's ability to ensure timely reporting and invoicing.
• Software constraints: Relying on an isolated SAP financial system blocked the flow of information across the company.

Facing these operational barriers, United Services Group decided it needed to replace its existing SAP financial system with Certinia PS solutions for enterprise-wide clarity across project operations.

How Certinia helps United Services Group 

Deploying an integrated environment to connect financial data and equipment management

 By adopting Certinia PS Cloud, SCM, and Accounting, United Services Group established a native system that completely unified their operations. This deployment successfully eliminated internal information silos, granting employees across every division immediate access to crucial data. Ultimately, providing leadership with the visibility required to drive business expansion.

Automated status tracking

United Services Group transformed its asset management by enabling instant communication channels across the service lifecycle. The business can now easily notify customers and partners about the real-time status of equipment repairs. 

Contractor and employee support

Providing a centralized information hub has completely changed how internal teams work and collaborate. With easy access to the data they need, employees can better support the contractors working for United Services Group. 

Self-service information access

Employees no longer need to rely on finance for invoice copies or charge explanations. This self-service model drastically reduces the administrative "manual tax" on the financial division. Finance can now focus on strategic growth rather than basic data retrieval.

Field service scalability 

The company successfully combined its core financial processes with existing field tools to ensure operational flexibility. Plugging Certinia into Salesforce Field Service Lightning (FSL) makes it easier for the company to expand its business processes and accommodate demands.

Certinia's impact on United Services Group

• United Services Group established a single source of truth across the enterprise, providing teams with a 360-degree view of customers.
• Achieved an exceptional 98% data accuracy rate.
• Centralized operational data, allowing employees to find critical information instantly.
• Streamlined financial tracking and clear, automated invoicing to ensure that partners get paid more quickly.