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    Data analysts using professional services automation with AI to identify customer payment trends and improve DSO
    CERTINIA AI

    Your path to autonomous services delivery

    The traditional professional services model has always been challenged by staffing limitations and the ticking billable hour. But today, AI is completely reshaping how work gets done. Future-proof your business with Certinia AI and build your path to more autonomous services delivery.
    Read White Paper Request a Demo

    Certinia is leading the AI evolution for services businesses in three phases

    Help your teams get stronger today while moving confidently toward an AI-powered future.

    Phase 1: Automated PSA

    Non-Agentic AI

    Phase 2: Assistive PSA

    Partially Agentic AI

    Phase 3: Autonomous PSA

    Fully Agentic & Orchestrated AI

    Phase 1: Get AI-ready with the right foundation

    To master AI, you must first master your core services delivery processes. Certinia provides the essential foundation for meaningful and reliable AI implementation.

    Establish data integrity

    AI needs clean, unified data to work effectively. Get to a single source of truth with Certinia to simplify estimation, resource management, project management, and services financials.

    Reduce staffing bottlenecks

    Stop forfeiting revenue (up to 70%) because you can’t mobilize qualified consultants fast enough. Certinia solves the issues by unifying sales, delivery, and finance.

    Grow your profits

    When you invest in foundational PSA strengths, you'll increase utilization, improve project margin, and unlock greater efficiencies for more profit.

    Phase 2: Optimize performance and profits with Assistive AI

    Certinia is leading the Assistive Era now, deploying targeted AI solutions to optimize your PSO Operations and Customer Success teams.

    Assistive AI for Professional Services*

    • Certinia Staffing Agent: Find a qualified replacement in minutes, not hours, saving up to 98% of restaffing time.

    • Resource Summaries: Quickly assess resource experience and get clear snapshots of project health.

    • Project Summaries: Get an immediate snapshot of project health. Empower project managers to focus on strategic action.

    • Security & Governance: Built on Agentforce and the Einstein Trust Layer, AI honors all user permissions, ensuring security and control.

    Request a Demo

    Assistive AI for Customer Success*

    • Customer Success Agent: Free teams from repetitive tasks for proactive customer engagement.

    • Account and Activity Summaries: Get instant, actionable insights into customer health and interactions to reduce cost-to-serve and accelerate time to value.

    • Customer Success Plans: Instantly generate tailored success plans from sales data for clear, mutual value tracking.

    • Security & Governance: Honors all user permissions, ensuring your AI is fully controlled and secure.

    Request a Demo

    *Certinia’s AI capabilities are available via our Early Adopter program

    Phase 3: Shift to more autonomous PSA

    Prepare your business for the next services economic model where capacity becomes elastic and focus shifts to achieving client outcomes.

    Legacy services models are built on scarcity, limiting your growth potential and market reach. The biggest constraints today are:

    • Pipeline Capture: Only 10-20% of qualified opportunities are addressable with human capacity.

    • Staffing Model: Revenue and delivery is trapped within the traditional, pyramid structure.

    Resource manager gains real-time visibility into utilization and bench rates using Certinia PS Cloud

    The Autonomous Future

    Take part in preparing to unlock the trillion-dollar prize with Autonomous PSA.

    • Unprecedented Capacity: AI can increase pipeline capture to 70-90% by blending human expertise with elastic digital labor.

    • The Hybrid Workforce: Staffing structure evolves to the AI-augmented Diamond, where human leaders orchestrate a massive base of digital agents.

    WHITE PAPER

    Unlocking a Trillion Dollar Opportunity for Professional Services with Autonomous PSA

    Read the White Paper

    Why choose a Salesforce-Native PSA for AI adoption

    Our vision for achieving Autonomous PSA calls for a unified architecture based on the four essential pillars of autonomy:

    Unified data fabric

    The single source of truth for unified demand, resource, and skills data.

    Agent-based automation

    The intelligent engine manages dynamic assignment and governance for your hybrid teams.

    Interoperability

    Seamless context sharing between diverse agents and your human resources.

    Trust and governance hub

    The framework for robust security, compliance, and ethical AI use, always keeping the human in the loop.

    What our customers are saying

    Siemens logo in bold turquoise uppercase letters - Certinia customer
    “Certinia AI is set to transform how we operate and compete. The platform is designed to revolutionize professional services by drastically reducing the time spent on staffing tasks—from hours closer to minutes.”
    Read the Full Story
    "By instantly generating Resource and Project Summaries, we’ll give our team back hours every week. This means less time hunting for data and more time driving important operational outcomes."
    Diabsolut logo, Certinia customer
    "The staffing agent will cut the amount of time resource managers spend on requests by at least 50%."
    Read the Full Story
    Siemens logo in bold turquoise uppercase letters - Certinia customer
    Diabsolut logo, Certinia customer

    Ready to start putting AI into action?

    See how Certinia AI instantly transforms your services organization. Book your free demo and discover the AI that's already reshaping workflows for industry leaders.
    Request a Demo
    Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests