FinancialForce Professional Services Automation Augments Hyland’s Evolving Business-Model to Strengthen its Operations

SAN FRANCISCO – MARCH 19, 2019: Certinia, the #1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP (CCERP) cloud solution, announced that Hyland, a leader in providing software solutions for managing content, processes and cases for organizations across the globe, has streamlined its processes and added new service offerings utilizing Certinia PSA.

In the past decade, Hyland acquired twelve companies which enabled the company to align with the business needs of its customers, strengthening its competitive position.  The acquisitions added new layers of complexity to Hyland’s global services organization and dramatically increased the number of services consulting resources and customer engagements.  

“The professional services division struggled to determine what resources were engaged, and whether the right resource was available for a project,” said Neal Dugan, Technical Architect at Hyland, “The combination of Certinia and Salesforce reporting adds a unique level of visibility for Hyland; providing greater insight into service delivery which allows us to proactively improve our global services business.”

Certinia can process an infinite number of business processes, while centralizing Hyland’s project and customer data.  The seamless integration between Certinia and Salesforce makes it easy for Hyland to evolve its business model, specifically while utilizing PSA dashboards and reporting.  Hyland’s goal is to become more predictive in managing its global services business.

“Hyland helps more than 19,000 organizations worldwide handle their most critical content and processes with a broad suite of flexible, configurable software solutions,” said Lori Ellsworth, vice president Product Management at Certinia. “Certinia PSA leverages the full capabilities of the Salesforce platform to deliver the scale and performance that a large Enterprise like Hyland demands, combined with a single view of Services engagement across the lifecycle, from Opportunity to Delivery.”

About Certinia

Certinia delivers the #1 professional services automation (PSA) and the only customer-centric ERP. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures and Technology Crossover Ventures. For more information, visit


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