EVOS
CUSTOMER STORY
L-Founders drives instant inventory visibility and rapid deal closure with Certinia and Salesforce
By replacing manual, disconnected processes with a unified platform, the retail marketing leader connects human teams and autonomous agents to manage complex, multi-year project lifecycles with absolute agility.
Summary
Before implementing Certinia and Salesforce, L-Founders faced siloed operational data, manual catalog checks, and communication delays that threatened to stall their rapid growth. Today, the company operates within "L-Force"—a single platform that unifies end-to-end tracking, integrates AI agents via Slack, and accelerates deal velocity from days to minutes.
Bio
L-Founders specializes in high-visibility technical loyalty programs and food retail marketing solutions for global supermarkets. Headquartered in the Netherlands, the enterprise manages complex, long-term consumer campaigns that require extensive cross-discipline collaboration.
Industry
Company Size
Medium
Results
L-Founders established sustainable operational improvements across the entire project lifecycle.
Challenges
Overcoming project disconnects to deliver exceptional services.
Prior to Certinia, operational complexities from using two disparate systems prevented teams from achieving a more customer-centric operation. Their fragmented infrastructure created severe visibility and workflow bottlenecks.
- Limited project visibility and control: Using a decentralized system created data silos, keeping teams from getting a comprehensive view into projects and project profitability.
- Data challenges due to manual data entry: Logging information from one system to another manually increased the risk of teams encountering data inconsistencies across the business.
- Time-intensive data retrieval: Teams spent hours manually retrieving and compiling information across disconnected systems, hampering speed and efficiency.
- Limited real-time collaboration: Operating on a decentralized system prevented automatic data synchronization, leading to redundant processes and delayed responses during project creation, turnover, and management.
- Overburdened services operations: Operations was overwhelmed from acting as the sole point of contact for all project queries, leading to workflow bottlenecks.
After running other professional services automation (PSA) solutions side-by-side with Certinia, leadership realized their current model was unsustainable and chose to streamline operations with Salesforce-native PSA.
"Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them."
The Solution for LFounders
Deploying a unified business automation software for professional services with end-to-end, real-time visibility.
Certinia and LFounders teams met to determine best-fit solutions for their strategic goals, establishing a single source of truth in Salesforce.
Project Creation and Management Automation
By using a single platform, Services Operations automated previously manual tasks, including entering hours, managing budgets, and allocating resources. The team saw mouse clicks for deal bookings drop by 72% and daily project creation soar to double the previous numbers.
They also experienced a bonus benefit: the operations team was free to focus more on building custom solutions, such as project management portals, and launches for external clients.
Data Centralization
Moving operations to a unified business automation software provided departments one source of truth. With a centralized database, the company experienced data consistency and addressed their presenting problems: limited visibility, data errors, time-consuming data extraction, fragmented divisions, and delays from having Services Operations act as the sole point of contact for all project queries.
Certinia's Resource Planner, a tool for finding, viewing, and managing resources, saved users several hours per week originally dedicated to data entry. By giving project managers visibility into hours entered versus hours assigned, the resource planner helped them track billable hours, manage resource forecasting, and adjust swiftly when budgets fell off track. Plus, the planner generated monthly utilization calculations in real-time—a 100% decrease in time compared to the previous record of two weeks.
Competitive and Accurate Estimates with the Services Estimator
The Services Estimator empowered teams to prepare compelling estimates that seamlessly transformed into resource requests and projects. With the estimator, the enterprise projected a reduction in scoping steps by 84% and a reduction in review and approval steps by 72%.
They saw a marked decrease in manual work, acceleration in deal closure and revenue recognition, and improvements in revenue forecasting accuracy by using PSA software and the estimator combined.
Impact
Consulting teams operate with complete boardroom predictability due to real-time insights anchored directly in Salesforce.
Centralized operations eliminate revenue leakage by replacing time-intensive, error-prone manual data entry with automated resource tracking.
Leadership can confidently scale international delivery and manage utilization targets using a single platform built for the professional services lifecycle.
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