CUSTOMER SUCCESS STORY
Top Employers Institute builds a future-proof financial foundation with Certinia
Facing global growth and outdated manual processes, Top Employers Institute implemented Certinia Financial Management and Analytics to streamline revenue management, automate financial reporting, and improve billing accuracy. The Salesforce-native solution enabled a 25% increase in invoicing, embedded internal controls, and laid the foundation for scalable financial transformation.
Background
Navigating the challenges of rapid expansion
As the global authority on certifying excellence in people practices, Top Employers Institute operates in 125 countries and supports over 2,300 organizations worldwide. With such reach, scalability and financial visibility became business-critical. But as their operations expanded, their legacy systems couldn't keep up.
Finance teams were overwhelmed by manual tasks, fragmented systems, and slow, error-prone processes. The existing tools offered limited support for managing multiple legal entities, handling diverse currencies, and meeting the growing demands of private equity reporting. Without modern infrastructure, the finance function struggled to keep pace with the organization’s global ambitions.
Leadership knew they needed to shift from tactical workarounds to strategic readiness. That meant reducing manual processes, embedding stronger internal controls, and streamlining high-volume financial workflows. The team needed a future-ready solution that could evolve with the business—and they found that path with Certinia.
"While we may not identify as a traditional multinational, our international reach is extensive. We required a platform that not only aligned with our current scale but also provided the confidence to support our future ambitions."
Francesca Mather
CFO, Top Employers Institute
Challenge
Outdated financial processes unable to support global growth
As Top Employers Institute expanded its global footprint, it became clear that their legacy finance systems could no longer support the scale, complexity, or speed required. Disconnected processes, manual workflows, and rising reporting demands all exposed the need for a more modern, scalable foundation.
- Manual processing bottlenecks
Finance teams were weighed down by manual processes in billing, reconciliation, and reporting. These repetitive tasks slowed operations, increased the risk of errors, and made it difficult to meet the demands of international growth. - Time-consuming bulk processing
Handling high volumes of transactions like invoicing and revenue recognition required time-consuming workarounds, often leading to processing delays and missed deadlines. - Limited scalability and restricted global expansion
The finance platform lacked the flexibility to support Top Employers Institute’s growing international presence and multi-entity structure. As they expanded globally, the system couldn't adapt to new entities, currencies, and reporting requirements—limiting their ability to scale effectively. - Lack of robust internal controls
Financial checks and balances are critical to compliance and data integrity. Without embedded financial controls, Top Employers Institute was vulnerable to human error. They also faced audit risks, compliance gaps, and inconsistent processes across countries and legal entities. - Disconnected systems and data silos
Critical customer and contract data resided in Salesforce, while financial operations ran separately. This disconnect prevented data synchronization with Salesforce, creating reconciliation bottlenecks and visibility gaps.
Solution: Implementing a future-proof financial foundation with Certinia
To address mounting complexity and inefficiencies, Top Employers Institute partnered with Certinia and CBEE Remarkable to implement Certinia Financial Management and Analytics. The solution delivered seamless finance automation, unified systems, and advanced financial reporting solutions—laying a scalable foundation for accurate, efficient, and future-ready operations.
End-to-end finance automation
Certinia automated critical financial processes including billing, invoicing, and revenue management. This finance automation significantly reduced manual intervention, minimized errors, and increased operational efficiency across the organization’s expanding global footprint.
Embedded internal controls
Robust internal controls were embedded directly within the Certinia platform. This improved compliance, data integrity, and governance across global operations. Accuracy was enhanced and financial risk and errors were reduced.
Streamlined financial analysis and reporting
With Certinia, the team gained access to automated financial reporting capabilities through real-time dashboards and insights. The team shifted from spending hours on manual report generation to focusing on strategic financial analysis that supports better business decision-making.
Scalable revenue management for global transactions
With Certinia's multi-currency capabilities, Top Employers Institute now manages revenue smoothly across all their global markets. The system provides the flexible foundation they need for both current operations and future growth.
Seamless Salesforce connectivity
By connecting directly to Salesforce, the team eliminated silos and supported unified revenue management and customer records. It allowed contract and customer data to flow smoothly into finance for more connected operations and streamlined reporting.
End-to-end finance automation
Certinia automated critical financial processes including billing, invoicing, and revenue management. This finance automation significantly reduced manual intervention, minimized errors, and increased operational efficiency across the organization’s expanding global footprint.
Embedded internal controls
Robust internal controls were embedded directly within the Certinia platform. This improved compliance, data integrity, and governance across global operations. Accuracy was enhanced and financial risk and errors were reduced.
Streamlined financial analysis and reporting
With Certinia, the team gained access to automated financial reporting capabilities through real-time dashboards and insights. The team shifted from spending hours on manual report generation to focusing on strategic financial analysis that supports better business decision-making.
Scalable revenue management for global transactions
With Certinia's multi-currency capabilities, Top Employers Institute now manages revenue smoothly across all their global markets. The system provides the flexible foundation they need for both current operations and future growth.
Seamless Salesforce connectivity
By connecting directly to Salesforce, the team eliminated silos and supported unified revenue management and customer records. It allowed contract and customer data to flow smoothly into finance for more connected operations and streamlined reporting.
Driving measurable financial impact with scalable financial intelligence
Results
Working with CBEE Remarkable, Top Employers Institute transformed its finance operations using Certinia Financial Management and Analytics. Within three months, they completed year-end close entirely in the new system, while invoicing volume jumped 25% year-over-year.
The finance team now enjoys cleaner data, better billing accuracy, and tighter internal controls. With finance automation and automated financial reporting in place, they've evolved from manual processing to strategic enablement. Certinia's Salesforce-native platform has significantly improved their revenue management and enabled faster, more insightful financial analysis.
This more agile, data-driven operation has Top Employers Institute confidently pursuing a four-day month-end close. With their future-ready platform, they're well-positioned to scale their mission globally while maintaining operational control and financial discipline.
25% increase in invoicing
Reduced reconciliation efforts and control issues
Improved billing accuracy and data quality
Faster month-end close with a 4-day goal
Streamlined revenue managenment
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
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