Vlocity
Customer Success Story
Vlocity scales to 400 consultants and 100 projects using 1 full-time resource with Certinia
By automating resource management and project workflows on Salesforce using Certinia PS cloud, Vlocity expanded global delivery capacity while maintaining minimal administrative overhead.
Summary
To support its rapid global growth across more than 20 countries, Vlocity partnered with Certinia to modernize its professional services operations. By replacing fragmented, manual tools with Certinia Professional Services (PS) Cloud, the enterprise established unity for its customer success and leadership teams. As a result, Vlocity gained the visibility required to manage client projects at scale.
Bio
Vlocity helps the world's largest companies drive digital transformation using industry-specific cloud and mobile software. To enable that transformation, Vlocity delivers high-quality professional services, running about 100 implementation projects at a time.
Industry
Company Size
Large (1,000+ employees)
Results
Total project clarity and scaled delivery capacity are benefits Vlocity enjoyed from implementing Certinia’s professional services automation software.
The challenge for Vlocity
Breaking down barriers to support an accelerating global footprint
Prior to Certinia, as Vlocity more than doubled headcount and expanded to over 20 countries, it became difficult to run dozens of complex projects with disparate systems. The company needed a way to make business processes for its global teams.
Their primary pain points were:
- Data silos: Critical project delivery data and resource updates were trapped inside disconnected spreadsheets and email threads.
- Inflexible resource allocation: Project leads lacked visibility into global consultant availability, making it difficult to match the right skills to open client accounts efficiently.
- Heavy manual tax: Managing assignment changes and tracking rates required excessive manual data entry, slowing down project velocity.
- Limited delivery visibility: Global leadership lacked a consolidated workspace to view the status, milestones, and delivery health of active implementations.
- Slowed operational scalability: As consultant headcount expanded across international borders, the growing administrative burden threatened to impact customer delivery quality.
To eliminate operational tax and sustain high-quality delivery, Vlocity recognized it needed to transition away from fragmented spreadsheets to a natively integrated solution leading them to Certinia.
With Certinia, we've been able to scale up to 400 consultants, supported by one full-time resource. We'd never be able to do that with spreadsheets and email.
How Certinia helps Vlocity
Implementing an application to centralize global project delivery
Vlocity deployed Certinia PS Cloud to consolidate project management tasks into a single workspace. This transition replaced manual overhead, successfully eliminating issues across the organization. As a result, Vlocity secured the ability to efficiently operate teams to support and scale a large international workforce.
Native Salesforce platform
Connected to Vlocity's in-house contract lifecycle management tool, Certinia PS Cloud gives Vlocity's customer success team and project leads a single place to set up and assign project resources. This native system ensures complete data consistency across the organization without the risk or delay of external integrations.
Automated resource management
The solution replaced Vlocity's complex manual spreadsheets with resource tracking and scheduling tools. Project managers can now view consultant availability, skills records, and project allocations globally across more than 20 countries.
Lean operational orchestration
The built-in automation of Certinia PS Cloud streamlines routine workflows, removing the heavy manual tax from customer operations. By automating project creation and tracking updates, Vlocity eliminated hours of work with manual data. This efficiency enables just one full-time resource to effectively manage the operational needs of 400 global consultants.
Certinia's impact on Kinetic Vision
- Certinia unified all global project and consultant data within a native environment.
- Entirely eliminated isolated spreadsheets and email-based tracking.
- Reclaimed valuable hours, drastically reducing the organization's manual tax.
- Empowered Vlocity to seamlessly manage operations for 400 global consultants and 100 simultaneous projects.
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.
