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    Customer Success Story

    Vlocity scales to 400 consultants and 100 projects with one full-time resource

    “With Certinia, we've been able to scale up to 400 consultants, supported by one full-time resource. We'd never be able to do that with spreadsheets and email.”

    Mike Moore, CIO and VP of Customer Operations, Vlocity
    Resource manager uses PSA to enhance visibility into utilization and cut down on bench time

    Powering rapid growth

    Vlocity helps the world's largest companies drive digital transformation using industry-specific cloud and mobile software. To enable that transformation, Vlocity delivers high-quality professional services, running about 100 implementation projects at a time.

    As Vlocity more than doubled headcount and expanded to over 20 countries, however, it became more difficult to smoothly run dozens of complex projects. The company needed a way to make resource planning and business processes more efficient as it scaled its rapidly growing global team.

    Natively built on the Salesforce platform and connected to Vlocity's in-house contract lifecycle management tool, Certinia Professional Services (PS) Cloud gives Vlocity's customer success team and project leads a single place to set up and assign project resources.

    Key Benefits

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    Global consultants
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    Projects managed simultaneously
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    Full-time resource managing all projects

    What our clients say

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    Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests