Emerald Clinical Trials boosts organizational efficiencies by switching from Microsoft Dynamics to Certinia

Outgrowing Microsoft Dynamics

As a clinical research organization (CRO), Emerald Clinical Trials works with clients in the healthcare industry to improve processes and protocols for drug testing, therapeutics, medical device testing, and more. With project managers operating across 13 entities around the world, the CRO struggled with inconsistent sets of client data. Plus, as Emerald Clinical Trials transitioned from a nonprofit to a commercial entity, its reporting requirements changed in a way that Microsoft Dynamics couldn't support. The CRO was forced to add steps to key processes and manually transfer data between systems.

Natively built on the Salesforce platform and customized to Emerald Clinical Trials' specifications, Certinia enables a seamless flow of expenses through a more efficient process. Emerald Clinical Trials estimates it has saved more than 38 hours each week.

Emerald Clinical Trials now feeds projects expenses directly into Certinia on the Salesforce platform, replacing multiple, manual steps with globally automated revenue recognition. With easy access to detailed reporting, the CRO has significantly reduced the workload of its accountants and project managers.

Added visibility and consolidation in Certinia has enabled Emerald Clinical Trials to better collaborate with clients across multiple countries. Project managers can work in their local currency while headquarters reports in Australian dollars. With a seamless process for reporting in any currency, the CRO sees higher team productivity and customer satisfaction.

As Emerald Clinical Trials experiences exponential growth, the time savings it sees with Certinia has been critical. Now all employees across the globe enjoy streamlined processes, easy access to accurate information, and peace of mind that comes with data integrity. Most importantly, Emerald Clinical Trials can supply its customers with supporting evidence on all project spend.