Certinia (FinancialForce) software for Professional Services Automation (PSA)

The #1 Enterprise PSA

Certinia (FinancialForce) is the leading Salesforce native cloud PSA application. It uses the data in the CRM and ERP you already have, eliminating the need to maintain several systems of record, resulting in a highly efficient, error-free, and cost-effective solution that goes far beyond basic bookkeeping. Certinia (FinancialForce) offers two cloud solutions: a customer-centric ERP and a professional services automation solution.

As a PSA solution, Certinia (FinancialForce) is a stand-alone services app for all project stakeholders, at every stage of service delivery, so that your organization can optimize utilization, make service delivery predictive, and accelerate your business value.

Certinia (FinancialForce) professional services software will scale to meet your business requirements for small-to-medium sized growing business as well as the most complex multinational organizations. Read on to discover how the Certinia (FinancialForce) PSA app can help you gain unprecedented visibility into your business across sales, services, and finance.

FINANCE

PROMOTIONS

RELATIONS

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Overview of Certinia business platform and its services

Certinia offers a suite of cloud-based applications designed to streamline business processes across the entire organization, from accounting and finance to customer success management and professional services teams. By integrating diverse applications into a single source of truth, Certinia provides businesses with actionable insights and visibility into their operations, enabling informed decision-making and driving business performance.

The cloud advantage: leveraging Certinia (FinancialForce) for scalable growth

In today’s dynamic business, scalability is a crucial factor for companies aiming to expand their operations while maintaining efficiency and agility. Leveraging cloud-based solutions has emerged as a strategic approach for achieving scalable growth, offering flexibility, cost-effectiveness, and enhanced security. Among these solutions, Certinia by FinancialForce stands out as a powerful platform designed to empower organizations with the cloud advantage.

Certinia provides a comprehensive suite of cloud-based applications tailored to meet the diverse needs of modern enterprises. By harnessing Certinia’s capabilities, businesses can unlock several benefits that contribute to scalable growth:

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Scalability

One of the primary advantages of Certinia is its ability to scale seamlessly alongside business expansion. Whether a company experiences rapid growth or seasonal fluctuations in demand, Certinia offers the flexibility to adapt resources and infrastructure accordingly. This scalability ensures that organizations can efficiently handle increased workloads without compromising performance or incurring substantial upfront costs.

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Agility

Agility is essential for businesses operating in competitive markets where responsiveness to changing conditions can dictate success. Certinia enables organizations to embrace agility by providing on-demand access to resources, rapid deployment of new features or applications, and the ability to adjust capacity based on evolving business requirements. This agility empowers companies to innovate, experiment, and pivot quickly in response to market dynamics, driving sustainable growth.

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Cost-effectiveness

Traditional IT infrastructure often involves significant capital investments in hardware, software licenses, and maintenance expenses. In contrast, Certinia operates on a pay-as-you-go model, allowing businesses to align their IT spending with actual usage and scale. By eliminating the need for upfront investments and reducing overhead costs associated with managing on-premises infrastructure, Certinia offers a cost-effective solution for achieving scalable growth.

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Security

Data security is a paramount concern for organizations, especially as cyber threats continue to evolve in complexity and sophistication. Certinia prioritizes security by employing robust encryption protocols, multi-layered authentication mechanisms, and continuous monitoring to safeguard sensitive information stored in the cloud. With Certinia’s stringent security measures and compliance standards, businesses can mitigate risks and maintain the integrity of their data assets, thereby fostering trust among customers and stakeholders.

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Integration and Collaboration

As businesses grow, they often need to integrate disparate systems and streamline workflows to enhance efficiency and productivity. Certinia facilitates seamless integration with existing enterprise applications, third-party platforms, and external data sources, enabling cohesive data sharing and collaboration across departments and stakeholders. This integration capability ensures that businesses can leverage their existing investments while harnessing the full potential of cloud-based technologies to drive scalable growth.

Importance of financial planning in professional services companies

Exploring the significance of financial planning for professional services firms

Financial planning is essential for professional services firms, providing a strategic framework for long-term success. With Certinia (FinancialForce), firms can optimize their financial health, make informed decisions, and drive growth. By analyzing revenue projections, managing expenses, and optimizing cost structures, Certinia enables firms to enhance operational efficiency and profitability. Additionally, Certinia facilitates transparent financial reporting, fostering trust and credibility with clients and stakeholders. In today’s competitive landscape, effective financial planning with Certinia is crucial for professional services firms to navigate challenges, seize opportunities, and achieve sustainable growth.

How FinancialForce helps streamline financial planning processes

FinancialForce (Certinia) ERP vs other ERP solutions

Within the ERP landscape, FinancialForce stands out for its specialized focus on professional services and dedication to optimizing industry-specific business processes. Unlike generic ERP solutions, FinancialForce offers features tailored to resource management, project-based billing, and revenue planning, addressing the unique needs of professional services firms. This sector-specific focus empowers businesses to enhance operational efficiency, profitability, and customer satisfaction by adopting processes tailored to their specific activities.

Another advantage of FinancialForce ERP lies in its ability to provide comprehensive visibility into finances and operations, facilitated by its native integration between accounting and other ERP modules. Unlike traditional ERP solutions that require complex third-party integrations, FinancialForce offers a seamless, unified user experience, enabling businesses to make informed decisions and track performance in real-time. This transparent integration ensures better collaboration between teams and a deeper understanding of financial data, facilitating strategic decision-making and proactive management.

Furthermore, FinancialForce distinguishes itself with its flexibility and scalability, offering businesses the freedom to adapt their ERP system to changing needs. With its cloud-based platform, FinancialForce allows businesses to start quickly, scale their solution as they grow, and benefit from regular updates without disrupting operations. This agility enables businesses to innovate rapidly, respond to new market requirements, and maintain long-term competitiveness in an ever-evolving business environment. By leveraging FinancialForce ERP’s specialized features, professional services firms can optimize their operations, drive growth, and achieve sustainable success in today’s competitive landscape.

Case studies

7-step success for Hawthorn Creative

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 did a great job of understanding the platform that we had been on and the platform that we were moving to. And I felt like our consultant really had a good grasp on that to be able to answer our questions with a yes or no. There wasn’t a lot of “I’ll get an answer and come back to you” It was “Yes. I can do this” or “No. I can’t do that” which to me, demonstrated great knowledge."

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    Gain a complete, customer-centric view of your business with #1 ERP and PSA on the #1 CRM platform with Certinia (FinancialForce).

    Why choose Big Bang as your Certinia PSA Consultants ?

    Big Bang’s team of trusted business advisors can help you get the most out of Certinia (FinancialForce) from BSA (Business System Analysis). By choosing Big Bang to implement and optimize Certinia (FinancialForce) as your PSA solution, you get the most out of the entire solution, customized specifically to your business by trained experts with an expert track record who understand PSA completely. Implement faster with experts who know how to properly configure and optimize Certinia (FinancialForce) for your industry. Big Bang consultants can advise you when to customize and when to leverage connectors to best integrate Certinia (FinancialForce) with other platforms. The number one goal is to help your business evolve and grow, taking in consideration your organization’s best interest in every decision made and advice provided.

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    Ahead of the curve, an established partner

    As an early North American partner, the first Certinia (FinancialForce) partner in Canada and France, Big Bang has been there since the start, gaining thorough understanding and deep familiarity with the product suite through all its iterations and usages.

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    Enhancing decision-making with Certinia

    Certinia revolutionizes decision-making, providing organizations with streamlined access to critical insights for strategic planning. By consolidating data across operations, Certinia offers decision-makers a clear, comprehensive view of their business’s performance. With advanced analytics tools, Certinia enables organizations to make data-driven decisions quickly and effectively, driving innovation and growth. With Certinia, organizations can confidently navigate challenges and capitalize on opportunities, ensuring their success in today’s dynamic business landscape.

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    Delivering elegant solutions, rather than over customizing

    Certinia (FinancialForce) comes ready to integrate with your business, with an approachable interface and next-generation UX. With our sharp eye for detail and accurate experience, we’ll help you access the right level of customization required for your business.

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    Our Salesforce Platform proficiency for the win, again

    The Big Bang team has a comprehensive knowledge of Salesforce Platform – the platform that Certinia (FinancialForce) is built on. Salesforce is the most popular CRM software and integrates directly with Certinia (FinancialForce). We’ve developed best practices and streamlined our methods so that you can fully tap into the platform’s power and avoid common pitfalls.

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    Strong professional services automation expertise

    We fully capitalize on our team’s extensive business knowledge to enhance technical expertise. Our team will share our insights and best practices with you to get the most out of Certinia (FinancialForce) and any PSA with real-life experience managing our own professional services.

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    Empowering your team to excel with Certinia (FinancialForce) through Big Bang's expertise

    Certinia acts as a catalyst for efficiency and productivity, offering a comprehensive suite of cloud-based applications designed to streamline business operations. Through seamless integration and intuitive workflows, Certinia empowers teams to collaborate seamlessly across departments, fostering synergy and maximizing productivity.

    Big Bang ERP’s expertise complements Certinia’s capabilities, providing organizations with tailored solutions and strategic guidance to optimize their use of the platform. From implementation and customization to training and support, Big Bang ERP equips teams with the knowledge and skills needed to leverage Certinia effectively and achieve their goals.

    Together, Certinia and Big Bang ERP form a dynamic partnership that empowers organizations to excel in today’s competitive landscape. By harnessing the power of Certinia’s advanced features and Big Bang ERP’s expertise, teams can unlock new levels of efficiency, innovation, and performance, driving sustainable growth and success for the organization as a whole.

    CertiniaAutomation Services features that can help your business in:

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    Resource Management

    Certinia offers tools for managing resources, projects, and services efficiently. Users can track resource utilization, allocate resources to projects, and monitor project progress in real-time. This helps organizations optimize resource allocation and improve project delivery.

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    Project Management

    A unified view of all ongoing projects ensures they stay on track, within deadlines, budgets, and keeps all stakeholders informed. Effortlessly initiate projects directly from opportunities within the CRM.

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    Forecasting, Reporting & Analytics

    Robust forecasting lets you easily view and manage KPIs. See everything across project and services delivery from capacity planning to backlog visibility and billings forecasting.

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    Sales & Services Collaboration

    Unite your sales and services teams with a PSA and CRM that are seamlessly connected. Accurately scope deals, and share critical customer and opportunity details to set and deliver on client expectations.

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    Project Financials

    Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the services economy. From bid-to-bill, comprehensive financial views, revenue recognition, and project budgeting, your team will know exactly when to take action and where to make adjustments.

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    Time & Expense Management

    Effortlessly oversee time and expenses using Certinia’s user-friendly Time & Expense Management module. Customize time entry features to fit individual user preferences, reducing administrative workload. With a mobile-friendly interface, easily record time and expenses from anywhere. By streamlining task tracking and expense recording, Certinia empowers your team to prioritize productivity and achieve business goals.

    The Certinia Advantage

    Certinia (FinancialForce ERP) is a flexible yet robust professional services automation app that increases profitability and customer satisfaction.

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    Supply Chain & Project Management

    Certinia (FinancialForce) Inventory Management gives you the ability to analyze inventory levels, availability, and procurement as well as sales data in real-time. With accessible Supply Chain Management (SCM) data, you will always know the official status and be better able to make informed business decisions around replenishment and future sales.

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    Human Resource Management

    Certinia (FinancialForce ERP) and ADP® have partnered to offer an integrated project and talent management solution optimized for speed to profitability. This joint solution allows you to increase service delivery margins and fuel revenue growth through a unified view of your people, their skills, and projects.

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    FinancialForce ERP can be integrated with other systems

    Certinia, provided by FinancialForce, offers a comprehensive range of financial management, customer success management, and business process optimization applications. With its advanced cloud accounting features, detailed financial reporting, and business analytics, Certinia enables finance teams to make informed decisions to optimize the company’s financial performance. Furthermore, by centralizing customer data and providing increased visibility into customer interactions, Certinia promotes customer loyalty and satisfaction. By automating repetitive tasks and improving internal collaboration, Certinia is business cloud platform to optimize business processes, allowing companies to focus on their long-term growth and success.

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    Professional Service

    The perfect balance between sales and service. Give your team easy to use mobile and social solutions that keep everyone in the loop, projects on time, customers happy, and reports up to date. And do it all on one integrated platform. Professional services organizations use FinancialForce to make PSA run smoothly.

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    Built for Salesforce Platform and Salesforce today's dynamic business

    Built on the Salesforce Platform, Certinia (FinancialForce) automatically gives you and your team a complete, customer-centric view of your business. Best of all, the bi-directional syncing of important data is already taken care of for you. Designed to support customer-facing employees, the suite of solutions makes customer engagement easy, enjoyable, and useful.

    Certinia (FinancialForce) Benefits

    Certinia (FinancialForce) is a cloud-based, secure, and customer-oriented professional services automation solution that offers unparalleled benefits for service delivery.

    The lasting impact of Certinia with Big Bang

    The partnership between Certinia and Big Bang ERP creates a lasting impact on organizations, resulting in sustained improvements in financial management, customer relations, and operational efficiency. Together, Certinia and Big Bang ERP enable organizations to tackle challenges, seize opportunities, and achieve lasting success in today’s dynamic business landscape.

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    Integrates seamlessly all operations of your business to power a continuous accounting cycle.

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    Quickly identify upsell opportunities with current customers and stay in the loop with Chatter, a built-in collaboration tool.

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    One-click invoicing turns any revenue-generating activity into a bill with a simple point-and-click.

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    Global business support with multi-entities, multi-currency, taxes, VAT, and more.

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    Automates your finance functions - from timesheet approvals to the revenue recognition.

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    Simplify the order and fulfillment of both goods and services with dynamic workflow processes.

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    Get visibility and control over the entire procure-to-pay process for both indirect and direct expenses with real-time dashboard views.

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    #1 PSA as surveyed in the SPI 2020 Professional Services Maturity™ Benchmark

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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

    FINANCE

    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

    PRODUCTION

    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

    PRODUCTION

    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

    PRODUCTION

    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

    RELATIONS

    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

    RELATIONS

    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.

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

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    Certinia PSA

    Complete the form to download your workbook today.

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

    Certinia PSA

    Complete the form to download your workbook today.

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

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