Customer Success Story

Celonis revolutionizes global resource operations for strategic growth

Celonis faced challenges with resource management, delayed reporting, and limited visibility into resource availability. As the company grew, they needed a solution to enhance efficiency and support strategic growth. By adopting a Salesforce-native platform, Celonis gained real-time insights, optimized resource utilization, and improved forecasting. This enabled their global teams to operate faster and make informed decisions with greater agility.

Background

Turning resource blindness into clear, actionable insights

Headquartered in Munich and New York City, Celonis helps over 5,000 enterprise customers across 20 global offices streamline operations with its advanced mining technology.

As the company grew, managing its expanding team of 200 billable consultants became a major challenge. Manual processes and a rudimentary tool proved to be inadequate for the company’s needs.

This limited visibility into resource utilization, capacity, and consultant compensation left project managers and executives struggling to plan effectively for future projects.

The inability to accurately track and forecast resource allocation not only hindered decision-making, but created costly inefficiencies. Celonis needed an enterprise solution that would enable sustainable growth, work seamlessly with Salesforce, and provide improved resource management, time tracking and real-time insights.

Challenge

Navigating growth without a clear resource roadmap

Celonis struggled with basic tools that lacked the functionality needed to effectively manage resources, track utilization, and plan projects. This created data silos, slow reporting, and uninformed decision-making.

Insufficient resource management capabilities
Without a reliable system to track resource availability and utilization, Celonis couldn’t manage their 200 billable consultants effectively. This led to poor resource allocation, missed projects, and difficulties in making well-informed decisions.
Obstacles in strategic planning for future growth
Limited visibility into resource capacity made it difficult for Celonis to plan for future growth. They needed a solution that would enable them to adapt quickly to changing project demands, improve resource utilization, and ensure they had the right people at the right time to drive their business forward.

Operational bottlenecks from manual processes
Outdated manual processes and basic tools made it nearly impossible to access real-time, accurate data. This resulted in inaccurate financial forecasting, time-consuming compensation planning, and delayed decisions, all of which hindered the company’s growth.
Limited data-driven decision-making
Access to timely reporting and key performance indicators (KPIs) is essential for strategic growth. Without these, Celonis leadership was forced to make critical business decisions based on incomplete data. Their old system failed to provide the cohesive and actionable business insights needed for informed decision-making.

Solution: Employing real-time insights for better resource management

Celonis implemented Certinia PS Cloud, a powerful, Salesforce-native resource management software for professional services that provided real-time reporting, improved resource visibility, and enabled data-driven decision-making.

Enhanced resource management

With Certinia, Celonis gained full visibility into resource utilization and capacity, creating a single source of truth for their operations. They leveraged Certinia’s comprehensive resource management software for professional services to track the availability and allocation of their 200 billable consultants. This improved decision-making and resource distribution across the organization.

Critical data—just clicks away

Certinia’s automated resource management software saved Celonis countless hours by delivering essential data in just minutes instead of days. With manual processes eliminated, teams could focus on delivering results for customers. This ensured that accurate, real-time data was always available, empowering swift, data-driven decisions.

Real-time analytics for strategic growth

Certinia’s robust analytics and financial forecasting capabilities provided Celonis with real-time 360° visibility into resource capacity and upcoming project opportunities. These business insights enabled leadership to confidently plan for future needs.

Transforming processes for agility and growth

With the flexibility of Certinia PS Cloud, Celonis transitioned to a decentralized resource management model. This shift enabled distributed resource allocation based on the project pipeline, rather than relying on a single person. This business process optimization software enhanced agility while providing accurate financial forecasting and data-driven decision-making through real-time insights.

Enhanced resource management

Critical data—just clicks away

Real-time analytics for strategic growth

Transforming processes for agility and growth

Transforming resource insights into business results

With the implementation of Certinia PS Cloud, a Salesforce-native solution, Celonis saw significant improvements in resource management, forecasting, and decision-making.

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Optimized resource use for 200 consultants

The synergy provided real-time insights, enabling them to efficiently manage their 200 billable consultants immediately. Full visibility into their availability and allocation led to more strategic decision-making and streamlined resource distribution.

Enabled real-time analytics and forecasting

By leveraging financial forecasting and real-time analytics, Celonis was able to quickly adapt to project demands, ensuring the right resources were always in place.