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Resource Library

Insights and solutions for your services business
Connected Business

Bridging the AI Expectation Gap

IDC Group VP Mickey North Rizza and Certinia CBO Prasad Sulur explore how enterprise platforms are reshaping the economics of services.
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Solution Brief

A Single Source of Certainty with Certinia

When you consolidate both your business applications and the customer data generated by those applications, you ensure that all facets of your business are unified and running at peak efficiency. Read this short brief to learn how Certinia can help your business stand strong.
Solution Brief

Certinia Solutions at a Glance

Certinia is the only software platform that connects and manages the entire service journey—from the initial sale through project execution to renewal—all on Salesforce. Read this short brief to learn about our offerings and how we can help you plan, staff, and delivery projects with confidence.
Solution Brief

Unify Finance and Delivery. Make AI Work.

Disconnected finance and delivery systems create conflicting forecasts, late surprises, and margin erosion. Read this short brief to learn how Certinia Financial Management (FM) Cloud and Professional Services (PS) Cloud ensures your finances remain in step with your delivery, allowing you to scale your business.
Ebook

Your Path to Intelligent Services Operations

High-tech services organizations require an operating model where teams, data, and decisions are connected from opportunity to renewal. Read this playbook to unlock the path to successful intelligent services operations.
Ebook

The 12 Most Costly Pitfalls of Managing a Services Business

Services organizations can lack a comprehensive view of the customer journey and consequently underperform. Read this short eBook to understand the 12 operational fractures that paralyze efficiency and AI readiness.
Research Study

Public Market Pulse: Tracking the Impact of NRR & CS

In turbulent economic conditions, firms need predictable and repeatable metrics to sustain growth and investor confidence. In this report, we examine how Customer Success (CS) and Net Revenue Retention (NRR) are trending across professional services organizations, and how they correlate with business performance.
Solution Brief

Integration Risk Assessment for Customer Success

Many Customer Success Platforms rely on fragile integrations that expose critical customer data and introduce security, operational, and scalability risk. This checklist helps you determine whether your Customer Success architecture is managing risk—or eliminating it by uncovering hidden vulnerabilities across security, operations, and scale in just 10 questions.
Value Brief

The AI Maturity Path for PS Leaders: SPI Research Highlights

Professional services are moving past AI experimentation and into operational reality. Read this short report to learn the top seven insights from the 2025 SPI Research Study.
Value Brief

Dos and Don'ts of AI for the Growing Services Business

Integrating AI into delivery and financial workflows is a fundamental operational change, not a simple tool rollout. Download this short reading to learn the ten essential tips for leveraging AI to grow your services business.
Value Brief

Is Your Customer Journey Built to Protect Net Revenue Retention (NRR)?

This assessment evaluates whether your customer journey is structurally designed to protect and grow NRR — or whether fragmentation is quietly creating churn. Take this short test to see how your organization scores from 1-15.
Value Brief

AI Readiness: Is Your Infrastructure Built for the Hybrid Workforce?

The services economy is shifting from human controlled SaaS to Autonomous AI. Use this assessment to evaluate whether your foundation is structurally designed for the new hybrid workforce or if fragmentation is quietly creating an automation limit.
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