CUSTOMER SUCCESS STORY
Dayforce simplifies global operations with Certinia’s unified resource management software
Growing businesses face many challenges, and Dayforce was no exception, dealing with manual processes and fragmented workflows. Recognizing the need for change, they turned to Certinia’s resource management software purpose-built on the Salesforce Platform. The unified platform provided full visibility across operations, and streamlined resource management—setting them up for better days ahead.
From disconnected workflows to a unified resource management platform
Dayforce, a global provider of Human Capital Management (HCM) cloud solutions, faced roadblocks in scaling its operations. With fragmented systems and limited visibility into resource availability, the company knew it was time to rethink how it managed resources.
After reviewing their current processes, Dayforce identified what wasn’t working for them anymore. It became clear that consolidating all data on a unified platform was vital. And since they were already using Salesforce, they wanted a system that could integrate seamlessly, without so much as a hiccup.
Using Certinia’s Salesforce-compatible Professional Services (PS) Cloud, Dayforce aimed to standardize reporting for project management, time tracking, and resource utilization across regions. As Beth Carroll, SVP of Professional Services reflected, “A whole continuum allows us to have visibility to what’s going on in our business, helps us plan capacity, … and make better use of blended teams.”
"My advice to a new customer is to use Certinia PS Cloud’s out-of-the box functionality as much as possible. Take the time for change management.”
Lillian Lung
Senior Director, Services Programs
Challenge
Addressing disconnected systems and scaling issues to streamline resource management
Dayforce was set to expand its global operations but faced major roadblocks such as fragmented systems and silos, which restricted full transparency.
- Data silos and lack of visibility
Data was scattered across various systems. When combined with transparency issues, this created barriers for the organization to access critical information. This stalled both decision-making processes and collaborative efforts. - Adoption resistance
Employees held on to what they knew and were used to, which created major obstacles in change management, as teams resisted adopting new solutions. - Problems with scalability
Working with various disconnected systems threatened Dayforce's growth and expansion plans. It was difficult for them to implement resource and talent management processes. - Disjointed systems
Pocket practices and the use of various systems like NetSuite and spreadsheets resulted in inefficiencies and errors that delayed decision-making and reduced productivity.
Solution: Breaking silos and optimizing resource management brightened Dayforce’s future
Certinia PS Cloud streamlined Dayforce’s resource-related functions into one system, facilitating better resource management across
the organization.
Platform consolidation
When Dayforce embraced Certinia, it integrated seamlessly with their existing Salesforce platform, creating a unified platform for staff and resource management. This smooth consolidation facilitated a consistent stream of information—from project management and time tracking to resource data, availability, and utilization. This integration covered everything from opportunities to billing, providing a 360o view of operations.
Real-time visibility
Although visibility was expected, Dayforce was surprised by how much more efficient they became. The unified platform’s robust resource allocation features provided valuable insights into workforce efficiency. Real-time data on resource availability and project progress sped up decision-making.
Enhanced collaboration
With silos broken down, employees across different teams worked together more fluidly. Their ambassador programs promoted knowledge and skill-sharing, greatly enhancing collaboration across borders and functions.
Skill set tracking
Dayforce was empowered to optimize resource management with comprehensive visibility into resource skills and availability. This allowed for precise project staffing, ensuring the right resources are assigned to the right tasks at the right time. Identifying skill gaps and opportunities for targeted training and development has enhanced overall project delivery and resource utilization
Platform consolidation
When Dayforce embraced Certinia, it integrated seamlessly with their existing Salesforce platform, creating a unified platform for staff and resource management. This smooth consolidation facilitated a consistent stream of information—from project management and time tracking to resource data, availability, and utilization. This integration covered everything from opportunities to billing, providing a 360o view of operations.
Real-time visibility
Although visibility was expected, Dayforce was surprised by how much more efficient they became. The unified platform’s robust resource allocation features provided valuable insights into workforce efficiency. Real-time data on resource availability and project progress sped up decision-making.
Enhanced collaboration
With silos broken down, employees across different teams worked together more fluidly. Their ambassador programs promoted knowledge and skill-sharing, greatly enhancing collaboration across borders and functions.
Skill set tracking
Dayforce was empowered to optimize resource management with comprehensive visibility into resource skills and availability. This allowed for precise project staffing, ensuring the right resources are assigned to the right tasks at the right time. Identifying skill gaps and opportunities for targeted training and development has enhanced overall project delivery and resource utilization
Boosted efficiency and collaboration with a unified platform for resource management
Results
By integrating Certinia’s unified platform, Dayforce is now shining with improved resource management. They eliminated reliance on disconnected systems, gaining real-time visibility into resources and schedules for faster, more precise project allocations. Enhanced collaboration across teams and faster decision-making have allowed Dayforce to optimize resource utilization, fueling greater efficiency and scalability.
Dayforce also runs instructor scheduling through the system, ramping up efficiency. Plus, their customer success team can access the system and self-serve, cutting down on wait times and enhancing overall collaboration.
Indeed, Certinia helped power brighter resource management, driving stronger project outcomes across Dayforce.
Ignited seamless global collaboration
Boosted user adoption and satisfaction
Connected 2,500 users across the globe
Created cross-functional visibility
What our clients say
“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”
- Tyler Flora
- Senior Director, Professional Services
Avalara
“Since deploying the Certinia platform, we've seen consistent increases in billable utilization and realized project margins enabling us to exceed our margin expansion targets while improving the quality of the services delivered to our clients.”
- Kurt Kuelz
- Vice President - Global Customer Outcomes
Siemens Digital Industries Software
“Certinia PS Cloud drives the highest levels of data quality across our professional services and higher levels of performance from our resources.”
- David Laffineuse
- Worldwide Director of Service Delivery
Thales
"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."
- Mark Conklin
- Senior Director of Operations
Salesforce
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
