Meet Veda
Agentic capabilities across the services lifecycle
Veda is Certinia's suite of agents, intelligent actions, and agentic workflows. Running on Certinia's System of Action, it helps services organizations run their business and accelerate sales and delivery. Purpose built for your professional services, customer success, and financial management.
The foundation that powers Veda
Veda doesn't operate in isolation. It's the connected suite of agentic capabilities that brings Certinia's System of Action to life—three layers that turn scattered data and manual busywork into real-time, actionable outcomes.
A unified source of truth
Every Veda agent and intelligent action draws on one secure, governed data foundation spanning your sales, delivery, customers, and financials—plus the real-time context of daily work: conversations, email, Slack, projects.
Services expertise, sharpened with every decision
That foundation is fused with 17+ years of services domain expertise and industry-proven best practices. Context is never lost between handoffs—delivery risk informs account health, and account health informs revenue forecasts.
Agentic action, your way
Veda determines the exact next step and executes it—always within the permissions, approval thresholds, and auditability your organization requires.
Accelerate sales and delivery
Higher margin, higher profitability projects that move faster
Veda's agents, intelligent actions, and agentic workflows run on the full context of every engagement—sales, delivery, and account history—so proposals draft themselves, risk surfaces before it hurts margin, and your experts spend time on judgment calls, not paperwork.
Seamless sales, handoff & alignment
Accelerates the handoff from opportunity to execution by automatically crafting tailored proposal responses and generating polished Statements of Work directly from sales context. Delivery teams start with perfect alignment and actionable deal strategy.
Precision scoping & planning
Converts complex customer requirements into actionable blueprints—translating high-level business needs into practical solution architectures and structured, phased implementation roadmaps.
Frictionless operations & delivery
An on-demand assistant that manages daily tasks, instantly transforms meeting conversations into clear summaries, and keeps project teams unblocked and on track.
Margin protection & risk management
Executes automated scope scans and generates real-time sentiment scoring, so PMO leaders can steer projects before risks become realities.
Value capture & knowledge transfer
Automatically drafts retrospectives, shapes project outcomes into customer success stories, and organizes lessons learned into a searchable, firm-wide knowledge base.
Operational gains you can measure
Sell and plan with precision instead of guesswork.
0
%
+
faster staffing decisions
0
%
faster time to invoice
0
days
faster from delivery to payment
Run the business behind every engagement
Veda's agents, intelligent actions, and agentic workflows underpin every engagement—before, during, and after delivery—making each new estimate, staffing decision, forecast, invoice, and renewal signal more accurate than the last.
Protect margin before it's lost
Estimates and pricing are grounded in the actuals of every prior engagement—not templates or gut instinct—catching cost and risk exposure even at enterprise scale.
Staff with confidence, not guesswork
Matches skills, availability, and cost to the work, and automatically re-matches the moment resources shift—protecting capacity and reducing bench time in real time.
See the business as it actually is
Replaces manual status-chasing with instant, conversational visibility into financials, risk, and task status, so slippage and overdue milestones surface before they escalate.
Make time capture a non-issue
Conversational timekeeping removes the friction from a chronically low-adoption workflow—driving higher compliance and less unbilled time.
Give every account a strategist
Success plans, account summaries, and business reviews are generated automatically, so CSMs shift from data-gathering to the engagement that protects renewals.
Protect margin before it's lost
Estimates and pricing are grounded in the actuals of every prior engagement—not templates or gut instinct—catching cost and risk exposure even at enterprise scale.
Staff with confidence, not guesswork
Matches skills, availability, and cost to the work, and automatically re-matches the moment resources shift—protecting capacity and reducing bench time in real time.
See the business as it actually is
Replaces manual status-chasing with instant, conversational visibility into financials, risk, and task status, so slippage and overdue milestones surface before they escalate.
Make time capture a non-issue
Conversational timekeeping removes the friction from a chronically low-adoption workflow—driving higher compliance and less unbilled time.
Give every account a strategist
Success plans, account summaries, and business reviews are generated automatically, so CSMs shift from data-gathering to the engagement that protects renewals.
More gains across the lifecycle
8 hrs → 1 hr
time to create a proposal or SOW
~50%
of project time historically lost to admin, recovered
11–23%
less margin lost to rework and quality issues
60%
faster client onboarding
8 hrs → 1 hr
time to create a proposal or SOW
~50%
of project time historically lost to admin, recovered
11–23%
less margin lost to rework and quality issues
60%
faster client onboarding
Meet the Veda agent team
Whether they're operating the business or accelerating sales and delivery, every Veda agent runs on the same unified source of truth—so they act with precision at every stage, from proposal to renewal.
Sell
- Estimate Creation Agent: Builds complex estimates and manages creation workflows.
- Estimation Agent: Tracks complex estimates alongside tied expenses and risks.
- Deal Coach Agent: Guides sales strategy and recommends next steps to close deals.
- RFP Responder Agent: Drafts tailored, clear responses for RFPs and proposals.
- Call Summary Agent: Converts call conversations into concise meeting summaries.
- Call Coach Agent: Analyzes call recordings to sharpen communication and performance.
Plan
- PMO Quality Agent: Scans project scope regularly to score health sentiment.
- SOW Drafter Agent: Generates polished Statements of Work from project context.
- Resourcing Agent: Accelerates staffing by surfacing consultant background and history.
- Work Reallocation Agent: Identifies and proposes replacements for work in flight.
- Shortlisting Agent: Automates candidate shortlists to speed up staffing decisions.
Deliver
- Ask Veda Agent: Answers day-to-day delivery questions on demand.
- Solution Architect Agent: Translates customer needs into practical solution designs.
- Implementation Plan Agent: Builds structured execution plans for successful builds.
- Sales-to-Delivery Handoff Agent: Connects closed deals directly to delivery kickoff.
- Project Manager Agent: Keeps teams organized, on schedule, and driving forward.
Manage
- Project Assistant: Delivers instant digests on financials, risks, and timeline variances.
- Business Analyst Agent: Converts business requirements into clear, actionable specifications.
- Knowledge Base Agent: Organizes documentation into a searchable team resource.
- Retrospective Drafter Agent: Captures key learnings and outcomes from completed projects.
- Hubbl Scan Agent: Converts Hubbl scan results into actionable next steps.
- PMO Leadership Agent: Provides portfolio oversight, strategic priorities, and executive visibility.
Expand
- Customer Success Assistant: Analyzes account playbooks, health scores, and client activities.
- Customer Stories Agent: Shapes customer outcomes into compelling success stories.
Deploy Veda on your terms
You don't have to rebuild your AI stack. Choose the path that fits how your team already works. The framework is your choice. The foundational, trusted context is always Certinia's.
Natively within Certinia
Purpose-built agents, ready to go, with the same agentic outcomes out of the box.
On Salesforce Agentforce
Already using it? Veda agents and actions run natively inside that framework—no rip-and-replace, no parallel AI stack to maintain.
In the tools you already use
Veda Intelligent Actions (VIAs) are bite-sized, reusable capabilities grounded in live Certinia context—callable from Slack, Claude, or Microsoft Copilot.
Certinia is a Leader in the IDC MarketScape for AI-Enabled PSA
Veda Accelerate combines deep services domain expertise with real operational context, delivering AI that works in production, not just in pilots.
Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025
Veda has changed how our teams operate across the entire services lifecycle. What used to require manual coordination across sales, delivery, finance, and customer success now happens with far less friction and far greater speed. The ability to have AI that understands our business context and acts on it, rather than simply reporting on it, is what makes Veda a meaningful step forward for us.
— Uriah Hakala, SVP Professional Services, Diabsolut
Our workforce spans 4,500 professionals globally supporting six major commercial software platforms, managing thousands of Certinia projects. The imperative is clear: identify deliverable discrepancies early to minimize risk. Certinia's Project Agent, built on Salesforce, is making that a reality.
— Kurt Kuelz, SVP Global Customer Success, Siemens Digital Industries
The Staffing Agent is a great example of what Veda brings to the table. All the heavy lifting of finding the best candidate for an assignment, factoring in schedule conflicts, and analyzing availability happens automatically, so resource managers can focus on making the right call rather than hunting for the information to make it. That time goes back to faster, better decisions across the board. Rather than replacing the expertise of your team, Veda enhances it, and that is what makes it a genuinely useful tool for any services organization.
— Raffi Garagabedian, Solution Architect, Icon Cloud Consulting
Move beyond pilots. Put AI into the workflows that drive your services business.
Veda's capabilities unite the hard numbers that run the business with the real-time nuance of daily communication, all on one connected, trusted data foundation.
