The Ultimate Certinia (FinancialForce) Implementation Guide with Big Bang

Big Bang can help you implement, reimplement, or rescue Certinia (FinancialForce) ERP system for companies of any size, industry, and market.

As an early North American partner and the first Certinia (FinancialForce) partner in Canada and France, Big Bang has a longstanding relationship with Certinia (FinancialForce) and a deep understanding of Certinia (FinancialForce) and the ecosystem.

Our expertly trained consultants have been there since the start, gaining a thorough understanding and deep familiarity with the product suite through all its iterations and usages. With years of experience handling successful implementation projects – and many rescue missions to pick up where others could not succeed. With this experience comes in-depth knowledge of all checkpoints and possible issues that could come up during an ERP implementation – simple or more complex.

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It’s our job to guide you to get the best of the solution immediately and in the long run.

Did you know that approximately half of our Certinia (FinancialForce) customers come from a failed implementation? They come to us because they know we have a thorough and global understanding of the Certinia (FinancialForce) implementation process and how to best integrate it and it’s® Platform™ into the global IT infrastructure.

Big Bang’s expert consultants’ team offers unique end-to-end implementation services that are agile to your business needs. From our proprietary GAB’s Pyramid™ framework to our rescue services, Big Bang makes it a point to understand your business processes and the project’s reality altogether.

The Ultimate FinancialForce Implementation Guide with Big Bang
FinancialForce Implementation, Reimplementation, and Rescue

How to do a Certinia (FinancialForce) Implementation

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First things first, plan

Our team of consultants will conduct a Business Process Review (BPR), including interviews with key players in your company to determine business needs for each department.

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Oversee the implementation team

Big Bang consultants will do the complete implementation for you or work alongside your in-house experts.

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Certinia (FinancialForce) implementation process, through to completion

After presenting and agreeing on the implementation plan, our team will get to work! Expect to receive regular communication and updates throughout the implementation process so that the final system meets all business requirements. Your team’s stakeholders will participate, minimally, in weekly syncs to ensure proper knowledge transfer and that things progress as they should.

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Our proficiency for the win, again

The Big Bang team has a comprehensive knowledge of® – the Salesforce platform that Certinia (FinancialForce) is built on. When properly combined with Salesforce, Certinia (FinancialForce) closes the gap between CRM and ERP/PSA, helping your business gain a complete, customer-centric view of your business finances.

Leveraging our proprietary 7-step methodology, The Big Bang Experience®, Big Bang collaborates with our clients to achieve success with Certinia (FinancialForce) helping you sustain your growth inside or outside the ecosystem.

Improved accuracy to inform better business decisions with the right platform

7-step success for Hawthorn Creative

Big Bang successfully guided the digital marketing agency, Hawthorn Creative system migration using the 7-step proprietary method, The Big Bang Experience®

Big Bang successfully guided the digital marketing agency Hawthorn Creative’s Certinia (FinancialForce) implementation using the 7-step proprietary method, The Big Bang Experience®.

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    Achieve REAL Digital Transformation by aligning your business plan and growth strategy with your systems with Big Bang’s functional and technical experts.

    Certinia (FinancialForce) Implementation Steps:

    As a system with Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) capabilities, Certinia (FinancialForce) will likely interact with all company departments – directly or indirectly. As is the case, a thorough review of the business process is required because bringing your systems online will affect everyone.

    At Big Bang, we treat your business like your own, which is why we give advice based on best practices, leading solutions, and valuable experience. We are versed in implementing and integrating software while remaining grounded to the reality of what happens after the software selection—what is the reality, what works, what does not work, what should work based on what you read, but does not.

    Big Bang has enabled the digital transformation of over 500 organizations. Our experts know which pitfalls to look out for and proactively avoid – across various industries and geographies while leveraging the best-practices. We know how to ensure a smooth transition through times of change, and it starts with our proprietary implementation methodology, The Big Bang Experience®.

    The Big Bang Experience® is the standard delivery methodology for any Cloud Solution, and the steps outline the main activities involved in the delivery of each phase. Even though our 7-steps are structured, we’re flexible to remain within your budget and timeline; let us know so we can show you how we adapt our process when required.

    Learn more about The Big Bang Experience® and Our Approach

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    The implementation process is not complete without proper testing of the system.

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    We train your team both during the project and support them after go-live. Customized training courses are available at any point in the partnership. Big Bang has a longstanding relationship with Certinia (FinancialForce) and expertly trained consultants who have been there since the start, gaining a thorough understanding and deep familiarity with the product suite through all its iterations and usages.

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    Big Bang consultants know the right mix of customizations.

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    We organize a demonstration working session in which the delivered work is shown.

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    Big Bang implementation consultants make sure the interface is as user-friendly as possible, with features that help new and existing users like custom reports and documentation tailored to your needs.

    FinancialForce Implementation
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    Lean on the certified experts of Big Bang’s talented consulting team to implement and train your team to fully tap into the highly efficient, error-free, and cost-effective solution that goes far beyond basic bookkeeping.


    Certinia (FinancialForce) Implementation Issues: Big Bang to the Rescue

    Customization is one of the most significant ways to get the most out of ERP systems. Workflows save time and reduce errors, but only if systems are connected and programmed correctly. Perhaps you had an internal team conduct a self implementation, and there was a turnover, leaving a gap in expertise or an unfinished implementation project. Big Bang consultants can jump in where the others left off to remediate an issue or rescue the project as a whole.

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    We quickly re-validate from the beginning where decisions were made: Is the problem the partner, the product, the approach, a combination of issues, or something else?

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    We have trained capacity ready to go like a 911 Emergency Service, skilled in expediting fixes to your implementation issues.

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    We believe that a crisis is not an excuse to skip best practices because you’ll be no better off.

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    Any good implementation needs great optimization, and that's why so many people come to us. Big Bang is proud that we have more support and rescue missions, meaning we have proven success fixing problems others couldn't.

    Important ways to ensure a great Certinia (FinancialForce) implementation:

    With Big Bang consulting services, you’re not just getting the technical knowledge to implement Certinia (FinancialForce) – we partner with your team every step of the way to drive results.

    As your implementation partner with a strong financial-first mindset, you can expect:

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    We stack our consultancy team with those who have industry expertise – so we give you the best cloud solution, backed with practical insight - notably financial experts . Our consultants are trained alongside the Certinia (FinancialForce) team. We’ll leverage best practices for Certinia (FinancialForce) and your industry’s challenges.

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    Customization of best-of-breed, customer-centric ERP and a PSA software that is personalized to your business needs.

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    Full collaboration between the implementation team and your team.

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    Close collaboration between partner and customer throughout the implementation process.

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    We advise, configure, and work alongside you as the customer to test and validate on an ongoing basis throughout the development.

    FinancialForce Implementation Guide with Big Bang
    Great Place to Work Certification Badge November 2021 to October 2022
    2023 Forbes Technology Council Official Member: Gabriel Tupula
    2022 Forbes Business Council
    2020 Growth List Accolade
    Canada’s Top Growing Companies
    Salesforce - Registered Consulting Partner
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    Solution architects create the right solution to drive results and growth for your company.

    Frequently Asked Questions

    How long does an implementation take?
    How much does an implementation cost?
    What are my implementation options?

    A Certinia (FinancialForce) implementation can take anywhere from 4 weeks to a couple of months to half a year, depending on the project’s scale. Accurate timelines are scoped out at the beginning of the project so that the business can accommodate, adapt, or expect accordingly. Our goal is to implement Certinia (FinancialForce) as quickly as possible while managing the potential risks while changing systems and business processes. When a consulting firm takes too long to implement, the benefits are hard to achieve since the ROI (including time invested by your team) needs to be recouped.

    There is the base cost that depends on the size of the project. And adding on extra modules and third-party apps and connectors above the base will come at an additional cost. But often, this doesn’t have to come all at once. We can work with you to determine the priority level for all features and build a customized plan, including pricing, based on your IT strategy and growth goals.

    Perhaps you have only a very basic accounting system that does only fundamental transactions like bills, invoices, and financial statements, and you require a new ERP solution implementation. Or perhaps through recent years of growth, your ERP system has amounted to so many customizations and has become too robust and cumbersome to function optimally, and you require a rescue mission. As your implementation partner, we assess the best option unique to your needs, an ERP system that links your organization’s transactions from start to end.


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    The Big Bang Experience®.

    Maximize the success of your cloud business transformation with The Big Bang Experience®, our 7-step proven methodology. It is designed to implement cutting edge solutions seamlessly.

    Enterprise Resources Planning


    The single-source of truth lives here with all cumulative data in one system enabling visibility on reporting, finances, true ROI, operations and the consolidation of all business centers.

    Manufacturing Resource Planning


    Track visibility and traceability on the shop floor and optimize machine productivity and staff allocation. Maximize production while staying on top of the operating costs and considering demand planning, seasonality and lead time.

    Professional Services Automation


    Gain visibility in real-time on your customers and projects, including accuracy on staffing (time tracked vs. payments), allocation of resources and skill sets, project profitability and the proper forecast to staff at the right time.

    Supply Chain Management


    Optimize the layout and productivity of your shop floor and delivery routes for raw and finished goods, taking into consideration the units of measure, bins, purchase patterns, seasonality and other small details. Managing these logistics will keep your production organized and clear.

    Human Capital Management


    Simplify the retention of your best talent with a 360-degree experience for your employees. Promote your Employee Value Proposition (EVP), track individual career paths and monitor performance reviews from one centralized system.

    Customer Relationship Management


    Enable your sales force to go from reactive to proactive customer relationship management and clear pipeline forecasting. Dashboards and tasks will drive the customer journey so your team can focus on closing the deal.

    Marketing Automation Software


    Actively promote your brand and upsell products and services to the right person at the right time with the right message.

    Certinia (FinancialForce) Implementation, Reimplementation, and Rescue

    Complete the form to download your workbook today.

    Become the master of your organization’s business systems – without a headache.

    Certinia (FinancialForce) Implementation, Reimplementation, and Rescue

    Complete the form to download your workbook today.

    Become the master of your organization’s business systems – without a headache.

    Why are you contacting us today?

    A Big Bang representative will contact you within 24-hours.