Certinia Professional Services (PS) Cloud Bridges Time and Resource Gaps for Spaulding Ridge
Background
Overcoming project shifts and changing customer demands
As the trusted partner for CFOs driving transformation, Spaulding Ridge blends business technology solutions and strategy to deliver real results. With 15 offices worldwide, they help over 1,700 customers boost operational efficiency, lead digital transformation, and stay competitive. They see themselves as an extension of their customers’ teams, committed to delivering long-term value with each project.
Before Certinia, Spaulding Ridge struggled to respond quickly to changing project timelines and customer needs. Their main goal was to find a system that could centralize critical business metrics and provide real-time analytics so they would adapt quickly.
They explored different vendors, working closely with IT, operations, and other key stakeholders to make sure the chosen system met both functional and technical requirements.
After an extensive evaluation, Certinia was the clear choice. And since implementing Certinia PS Cloud, they’ve seen significant improvements in resource optimization and faster internal processes.
"We looked at a number of vendors in the marketplace such as NetSuite OpenAir and Kantata. For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses. Since launching PS Cloud, we drove our utilization up significantly. We are looking to adopt Certinia’s Services Estimator and Customer Success Cloud next.”
Challenge
Navigating a complex and evolving business landscape with resource optimization
Changing project timelines, resource problems, and delays between sales and services delivery affected Spaulding Ridge’s operational efficiency and customer satisfaction.
- Difficulties with an ever-changing environment
Spaulding Ridge faced constant changes every day. Tracking resource use and adapting quickly were persistent challenges. Seeing metrics as they changed was crucial. Without agile forecasting, “what ifs” became a reality, impacting profitability. - Challenges in resource utilization and talent growth
Optimizing resource utilization and growing talent were real struggles for the company. Managing global team productivity only added to the challenge, making it harder to track and develop talent from junior to senior levels. - Lack of sync: sales to services delivery
Even the smallest delay between closing a deal and staffing a project can disrupt timelines and hurt customer experience. Spaulding Ridge faced a two to three-day lag that resulted in frustrated customers who had to wait too long for their projects to kick off.
Transforming operations using a unified professional services software with real-time analytics
Spaulding Ridge gains operational efficiency, boosts project delivery, and elevates customer success
Results
Hit realization targets faster
Kept projects on track with real-time analytics
Optimized resource utilization
Trimmed 3 days from sales-to-delivery handoff time
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