Business Challenges

Fragmented workflows and disconnected systems created administrative bottlenecks across global operations.

Before deploying Certinia, Vizrt relied on isolated manual tools that obscured operational visibility and delayed critical reporting.

• Inflexible Operational Landscape: The organization relied heavily on a combination of Excel and Smartsheet integrated loosely with Salesforce.
• Delayed Timecard Submissions: Mobile field engineering teams lacked an intuitive entry method, leading to consistent data delays.
• Heavy Administrative Burden: Project managers were forced to manually export, compile, and re-import data between isolated systems.
• Compromised Data Quality: Continual manual compilation eroded data integrity and slowed down strategic business evaluations.
• Obscured Utilization Metrics: Operational leadership lacked a unified view to accurately evaluate productive and billable resource tracking.
• Restricted Margin Visibility: Fragmented processes completely prevented real-time project margin tracking across ongoing deployments.

Vizrt required a more robust, integrated solution to streamline these mission-critical workflows and scale their services-as-a-business.

The Solution for Vizrt

Establishing a single source of truth on a Salesforce-native PSA platform.

Vizrt consolidated its project management ecosystem onto Certinia professional services automation software to connect every stage of the project lifecycle.

Unlocking Real-Time Resource Visibility

By combining Certinia Professional Services (PS) Cloud and Services Estimator natively on Salesforce, Vizrt provided its field engineering teams with an intuitive, unified platform. This native architecture ensures timely timecard submissions and accurate resource management software tracking.

Leadership replaced fragmented, slow processes with immediate visibility into project margins and global utilization metrics. The automation allows operational managers to focus on strategic service optimization rather than manual administrative upkeep.

Integrating Customer Success Operations

Vizrt extended its Salesforce-native PSA capabilities by deploying Certinia's customer success management platform. This layer creates a single operational record that directly aligns customer success managers with technical support and field delivery engineers.

The unified ecosystem provides all teams with a shared account health framework. This collaborative environment helps eliminate internal operational silos and ensures project delivery aligns with long-term customer success goals.

Activating Predictive AI Assistance

To further refine the client experience, Vizrt activated Certinia’s enterprise generative ai professional services suite, Veda. Veda delivers instantaneous project summaries that help teams monitor health and trajectory on demand.

The addition of AI in professional services automation enables the team to maintain deep operational clarity. This ensures project management and delivery teams stay one step ahead of potential project risks.

Business Impact

Operational teams shifted focus from manual data compilation to strategic delivery and service optimization.

Customer success managers, technical support, and field delivery engineers now operate around a shared account health framework.

Leadership secured granular margin visibility across ongoing projects while reducing overall time-to-delivery metrics.

The activation of Veda AI delivers instantaneous project summaries to continually refine the customer experience.