Nextview
CUSTOMER STORY
Nextview unifies operations, enabling 90-day resource planning and annual forecasting
Nextview struggled to Connect fragmented systems to achieve scalable growth. Certinia’s solutions empowered them to grow with confidence by unifying company-wide business practices.
Summary
Nextview, a leading Salesforce consultancy in the Netherlands, relied on disconnected systems that hampered their ability to scale. Without integration of their pipeline they faced bottlenecks leading to delayed decision-making. Recognizing their need to streamline operations, the company initiated a digital transformation by adopting Certinia Professional Services (PS), Financial Management (FM) and Services Estimator. This move produced end-to-end, unified operations that increased Nextview’s efficiency and future-proofed their growth plans.
Bio
Nextview Consulting helps enterprises design and build digital solutions to drive business value. Operating across Europe, the firm specializes in modernizing organizational workflows by substituting infrastructure with automated tools to handle business operations.
Products
Industry
Company Size
Medium
Results
Nextview converted its delivery workflows into a standardized, highly predictable revenue engine.
The Challenge for Nextview
Lack of unified view led to guesswork and time-consuming operations
Nextview needed precise control over their cash flow, profitability, and resources to support their steady expansion. But with their reliance on Excel and Exact Online, the company faced challenges.
Their primary pain points are:
- Disconnected views of operations: Information for pipeline management, utilization tracking, and financial forecasting were stored in separate systems. This prevented Nextview from gaining a unified, real-time view of their business.
- Limited forecasting and financial visibility: Disjointed systems also limited financial visibility, restricting revenue forecasting to just three months. This affected long-term planning, as executives had to rely on gut feelings or wait for end-of-month invoices for insights.
- Difficulty scaling operations: The company’s existing tools lacked the connectivity to support their increasing operational demands. This also hindered integration of Nextview’s growing team.
- Time-consuming meetings : Without a unified view, senior managers and executives spent excessive hours in meetings to strategize and allocate resources for projects, reducing productivity.
- Reactive decision-making : Without a centralized dashboard, Nextview struggled to collect, analyze, and track performance. This led to reactive rather than strategic resource management and business planning.
Realizing that their manual spreadsheet system could no longer sustain their growth, Nextview chose to digitize and connect their core operations with Certinia Solutions PSA.
Operating in a role-based, resource-agnostic estimation framework enables us to formulate optimal proposals while maintaining a focus on margin. Our revenue forecast horizon has extended from 3 months to 12 months ahead.
How Certinia Helps Nextview
A centralized hub for all business information
Nextview found a solution in Salesforce-native Certinia PS Cloud, FM Cloud, and Services Estimator, implementing all three in just three months, successfully creating a unified platform that gave them real-time, 360° views of their business. With a need to consolidate operations and integrate with Salesforce—a core part of their business, Certinia was the perfect partner.
End-to-end business visibility
PS Cloud, FM Cloud, and Services Estimator connected sales, project execution, and financial performance, creating one centralized hub for business intelligence. This made tracking key metrics easier, such as Days Sales Outstanding (DSO), scheduled utilization, and financial performance.
Reduced meeting hours
Operational efficiency improved significantly, seen in the 30% reduction in weekly meeting hours, allowing senior managers and executives to focus on higher-value work.
Improved estimation for financial control
Services Estimator bridged the gap between sales and delivery. This alignment promoted a data-driven approach to project estimation, which ensured deals were accurately scoped, properly resourced, and financially sound before moving to execution—a key driver for sustainable growth.
Revenue forecasting extended from 3 months to 12 months
Long-term forecasting gave Nextview the necessary data to pursue strategic growth. Empowered by a connected database, the company unlocked enhanced financial visibility, better revenue predictability, proactive profitability management, and smart resource allocation.
Having worked with Certinia PS Cloud for over 5 years, our goal was to enhance alignment between Sales and Delivery. By separating estimations from staffing in the initial stages of an opportunity, we gain valuable insights into demand, allowing us to staff with greater confidence as deals progress.
Certinia's Impact on Nextview
Certinia Enabled project managers to plan resource availability 90 days in advance, optimizing workload capacity.
Extended revenue forecasting horizon from 3 months to 12 months out.
Drove a 30% reduction in weekly staffing alignment meeting hours.
Nextview Established a single source of truth that unifies marketing, sales, resource utilization, and invoicing into one centralized hub.
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