Methods
CUSTOMER STORY
By leveraging Certinia, Methods successfully eliminated 70% of project administrative tasks
See how Methods established unification with Certinia. Empowered by Certinia Solutions, the company boosted data accuracy and cut executive reporting timelines down. Now, Methods can scale globally with confidence and accuracy.
Summary
Prior to implementing Certinia, Methods faced challenges with revenue management, billing accuracy and efficient project planning. To manage its rapid growth and complex reporting needs, the company implemented Certinia Professional Services (PS) and Financial Management (FM) Cloud. These solutions unifies their end-to-end workflows on Salesforce, enabling seamless automation from opportunity to revenue recognition.
Bio
Methods is a leading IT and business consulting firm specializing in digital transformation for the UK public sector, designing user-centric technology solutions to improve public services and safeguard citizen-facing operations.
Products
Industry
Company Size
Medium
Results
Unifying scattered operations onto Certinia enabled Methods to eliminate the manual tax of disconnected systems and achieved dramatic efficiency gains, finally achieving the control needed to hit strict corporate performance standards.
The Challenge for Methods
Struggling to keep pace with modern business demands
Before Certinia, Methods was hindered by an on-premise system that failed to evolve alongside changing operational needs. This created strict reporting limits and data gaps that delayed critical business planning.
Their primary pain points are:
- Burden of Business Growth: As the organization expanded, the finance team faced a growing volume of increasingly complex financial reporting requirements.
- Siloed Spreadsheet Dependency: Teams relied heavily on multiple manual spreadsheets to piece together critical business reports.
- Disparate Software Systems: Financial data was scattered across completely disconnected systems used for CRM, financials, reporting, and forecasting.
- High Administrative Stress: Operating without centralized technology created a tremendous burden and operational strain for finance personnel.
- Limited Information Sharing: The lack of an integrated platform prevented leadership from easily sharing rich, reliable financial insights across the business.
Recognizing the urgent need for operational transformation, the company decided to unify its processes by adopting Certinia's native cloud solutions to achieve scalable growth.
We've automated 95% of our finance functions-from the moment a timesheet is approved all the way through to recognizing revenue.
How Certinia Helps Methods
Implementing Certinia PSA to connect daily project management with absolute financial precision
To support its continued growth, Methods knew it needed to standardize on a system that integrated with its Salesforce core, where all orders and projects originate. By leveraging both Certinia PS Cloud and FM Cloud, Methods gained the tools it needed to manage its complex professional services business while having constant financial transparency across the board.
Automated Accounting and Contractor Management
Automating a series of accounting transactions has enabled Methods to gain greater control over contractor management and its associated costs. By replacing manual processes with automated workflows, the team now ensures financial accuracy across every contract lifecycle.
Accelerated Billing Cycles and Profitability Insights
With these cloud solutions in place, Methods has accelerated its billings by a full two weeks. Simultaneously, the organization has gained deeper, clearer insights into project profitability and baseline costs, allowing for smarter financial decisions.
Unified Data Integration and Resource Planning
Certinia FM Cloud empowers Methods to seamlessly link vital information that was previously trapped across a large number of dispersed spreadsheets. This centralized visibility allows leadership to rapidly access the real-time data needed to strategically manage and deploy resources for its professional services.
With Certinia in place, we've been empowered to fully integrate our processes, enabling us to realize significant benefits across our business. It has enabled us to focus further on business growth as well as cope with shifts in our business model so we can adapt quickly in the new services economy.
Certinia's Impact on Methods
Certinia automated 95% of core finance functions from initial timesheet approvals through to final revenue recognition for Methods.
Secured a 40% reduction in finance back office costs by eliminating manual spreadsheet management.
Accelerated the entire corporate billing cycle by two full weeks while achieving a 70% reduction in project administrative tasks.
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.
