Top Employers Institute

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.

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Outdated financial processes unable to support global growth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.