Background

From disconnected workflows to a unified resource management platform

Dayforce, a global provider of Human Capital Management (HCM) cloud solutions, faced roadblocks in scaling its operations. With fragmented systems and limited visibility into resource availability, the company knew it was time to rethink how it managed resources. 

After reviewing their current processes, Dayforce identified what wasn’t working for them anymore. It became clear that consolidating all data on a unified platform was vital. And since they were already using Salesforce, they wanted a system that could integrate seamlessly, without so much as a hiccup. 

Using Certinia’s Salesforce-compatible Professional Services (PS) Cloud, Dayforce aimed to standardize reporting for project management, time tracking, and resource utilization across regions. As Beth Carroll, SVP of Professional Services reflected, “A whole continuum allows us to have visibility to what’s going on in our business, helps us plan capacity, … and make better use of blended teams.”

Challenge

Addressing disconnected systems and scaling issues to streamline resource management

Dayforce was set to expand its global operations but faced major roadblocks such as fragmented systems and silos, which restricted 
full transparency.

• Data silos and lack of visibility
  Data was scattered across various systems. When combined with transparency issues, this created barriers for the organization to access critical information. This stalled both decision-making processes and collaborative efforts.
• Adoption resistance
  Employees held on to what they knew and were used to, which created major obstacles in change management, as teams resisted adopting new solutions.
• Problems with scalability
  Working with various disconnected systems threatened Dayforce's growth and expansion plans. It was difficult for them to implement resource and talent management processes.
• Disjointed systems
  Pocket practices and the use of various systems like NetSuite and spreadsheets resulted in inefficiencies and errors that delayed decision-making and reduced productivity.

Solution

Breaking silos and optimizing resource management brightened Dayforce’s future

Certinia PS Cloud streamlined Dayforce’s resource-related functions into one system, facilitating better resource management across 
the organization.

• Platform consolidation
  When Dayforce embraced Certinia, it integrated seamlessly with their existing Salesforce platform, creating a unified platform for staff and resource management. This smooth consolidation facilitated a consistent stream of information—from project management and time tracking to resource data, availability, and utilization. This integration covered everything from opportunities to billing, providing a 360° view of operations.
• Real-time visibility
  Although visibility was expected, Dayforce was surprised by how much more efficient they became. The unified platform’s robust resource allocation features provided valuable insights into workforce efficiency. Real-time data on resource availability and project progress sped up decision-making.
• Enhanced collaboration
  With silos broken down, employees across different teams worked together more fluidly. Their ambassador programs promoted knowledge and skill-sharing, greatly enhancing collaboration across borders and functions.
• Skill set tracking
  Dayforce was empowered to optimize resource management with comprehensive visibility into resource skills and availability. This allowed for precise project staffing, ensuring the right resources are assigned to the right tasks at the right time. Identifying skill gaps and opportunities for targeted training and development has enhanced overall project delivery and resource utilization