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Worldline

Customer Success Story

Worldline automates financial reporting and saves £2.4M annually using Certinia

 

 

Worldline deployed Certinia on Salesforce to streamline transaction tracking for clients like Rail Delivery Group, eliminating data gaps to drive immediate operational velocity.

 

 

worldwide

Summary

Before implementing Certinia Financial Management (FM) Cloud, Worldline's legacy platform failed to deliver integrated IT solutions for some of the UK's most complex financial operations. After successfully migrating RDG, its client, to Certinia Accounting & Financial Reporting, and seeing success, it adopted Certinia for its own accounting needs. The result is a single source of truth and a 360-degree view of customers built natively on Salesforce.

Bio

Worldline operates as a global leader in payment processing and digital transactions, engineering specialized technology for industrial markets. Through its focused technical strategy, Worldline equips clients with the agility required to manage high-volume financial workflows safely.

Industry

Company Size

Large (10,000+ employees)

Results

Migrating critical transaction tracking to Certinia allowed Worldline and its clients to eliminate data gaps and drive immediate operational velocity. 

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source of truth
£ 0 . 0 M
annual operational cost savings
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complete view of customers

The challenge for Worldline

Overcoming rigid on-premise system limits

Prior to Certinia, Worldline used a legacy on-premise system, which served clients well until it could not keep pace with transactional services globally. The organization required an agile accounting environment to manage distributed data smoothly and safely from anywhere.

Their primary pain points were:

Isolated financial management: Personnel lacked the ability to manage accounting processes quickly, easily, and efficiently from remote locations.

Obscured leadership: The financial director faced constant bottlenecks when attempting to view and authorize weekly balance transfers.

Transaction exposure: Tracking the high-volume workflows of £12 billion flowing annually through the UK rail network demanded absolute platform reliability.

Audit dependencies: External auditors faced efficiency blocks because they could not perform evaluations without being present on-site.

Disconnected journal entries: Worldline encountered challenges determining which application could handle localized journal entry approvals.

Fragmented network visibility: Monitoring and covering transactional workflows across the entire UK rail infrastructure was impossible under the old setup.

Recognizing that their legacy on-premise software could not support them or their partners like RDG, Worldline evaluated alternatives to capture an integrated database view, turning to Certinia.

We knew the best solution for migrating RDG to the cloud with seamless integration to Salesforce was Certinia. That's why we recently chose Certinia for our own accounting needs as well.

Adrian Hepworth
Global Head of Technical Strategy, Worldline UK&I

How Certinia helps Worldline

Building a foundation for seamless transactional services

Worldline successfully transitioned its services to Certinia FM Cloud, for Accounting & Financial Reporting, to centralize transactional management. This deployment unifies network-wide tracking onto a single source of truth without causing operational friction. Now, Worldline can enjoy easy accuracy, allowing this company to scale with efficiency and confidence.

Consistent financial reporting

Worldline transitioned RDG to Certinia Accounting & Financial Reporting while maintaining the same look and feel in reports to end customers. This strategic alignment allows users to leverage documentation designs while completely eliminating the data gaps caused by older system separations.

Uninterrupted accounting workflows

The greatest proof of the success of the Certinia implementation is that RDG's accounting team experienced no obstructions to their regular workflow. All processes remained completely intact and improved after the cloud migration, enabling the internal accounting team to work entirely uninterrupted from day one.

Long-term cost avoidance

Worldline saves valuable time, avoids operational costs, and realizes the long-term strategic benefits of cloud software. Moving activities to this modern setup delivers an exceptional return, generating organizational efficiencies that free teams to focus on core execution.

Continuous platform optimization

Continual updates to Certinia provide Worldline with a steady stream of structural improvements it can use to better serve its customers. This scalable architecture ensures that as the business expands, the system stays agile and up to date without requiring expensive technology overhauls

Certinia's impact on Worldline

  • Worldline successfully transitioned RDG away from a legacy on-premise setup with zero disruption to daily workflows.
  • Unlocked approximately £2.4M per annum in operational cost savings through cloud-based processing efficiencies.
  • Improved day-to-day accounting activities and reporting speed by centralizing transactions onto a single record.
  • Established a complete 360-degree view of customers to provide total data transparency and long-term peace of mind.

Unify resources, projects, and financials on a Salesforce-native PSA platform

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