Certinia Summer ’25 Release: Accelerate value & transform operations with AI

We’re excited to announce the Certinia Summer ’25 Release! This release reinforces our commitment to continuous innovation, delivering powerful new capabilities that will transform how you manage projects, optimize resources, and elevate customer experiences. 

With a focus on advanced AI, enhanced visibility, and streamlined operations across your Professional Services and Customer Success teams, Summer ’25 empowers you to unlock greater efficiency, deeper insights, and faster time to value.

Drive Efficiency and Insights with Intelligent Automation & AI

The Summer ’25 Release significantly enhances your ability to operate smarter and faster by leveraging the power of artificial intelligence and automation.

• Transform Resource Management with the Certinia Staffing Agent (PS Cloud – Early Adopter): The Certinia Staffing Agent is designed to drastically reduce the time to staff projects and virtually eliminate project delays caused by staffing issues. Instead of navigating complex workflows, you can simply ask the agent to find a resource, match a resource to work, or split/swap an assignment; the intelligent staffing engine evaluates multiple options in real-time, presenting suitable alternatives with the required capacity and skills. This means dealing with staffing changes can go from taking hours down to just minutes, freeing up valuable time for resource managers to focus on strategic initiatives, keeping your projects on track, and allowing businesses to scale their Resource Management function without adding additional headcount.
• Lead Customers to Value Faster with the Certinia Customer Success Agent (CS Cloud – Early Adopter): Certinia AI redefines how your customer-facing teams operate. Our new Customer Success Agent lets your pooled CS team rapidly serve accounts that they’re assigned to with comprehensive account summaries, recommended next steps, and auto-generated customer communications. This frees your team to focus on delivering customer value and high-value customer interactions. 
• Accelerate Strategic Planning with AI-Generated Success Plans (CS Cloud – Early Adopter): New Generative AI capabilities automatically create tailored success plans and objectives directly from sales opportunities and identified business challenges. This ensures seamless alignment and a unified approach from sales through services and success teams on one platform, accelerating the path to customer value.
• Gain Instant Project Clarity with AI-Powered Summaries (PS Cloud – Early Adopter): Leverage Generative AI for instant project overview summaries, plus individual summaries for deliverables, staffing, financials, and RAID. Each summary includes suggested actions (e.g., remedies for staffing gaps), helping you unlock hidden project data to quickly understand status and act with confidence.
• Rapidly Staff Projects with Intelligent Automation: This release introduces the ability to automatically hold or assign a resource request. This significant improvement over a currently limited feature is designed to drastically reduce the time to staff, empowering your teams to act faster and more confidently in resource allocation and elevating resource productivity.

Interested to learn more about our new Staffing Agent and Customer Success Agent? Read more on our blog: Certinia Introduces Its First AI Agents for Staffing and Customer Success.

Enhance Visibility and Control for Strategic Decision-Making

We’re providing you with clearer, more actionable insights to make informed decisions and maintain control over your projects and customer relationships.

• Make Customer Progress Actionable & Visible (CS Cloud): Empower your CSMs with enhanced Objective KPI Tracking Dashboards for quick visual highlights of account progress. Objectives now integrate directly into the Account Health Score, enabling automated actions. Plus, the Value Tracker can now be surfaced in your customer community portals, giving customers real-time visibility into their own progress and fostering greater collaboration.
• Accelerate Deal Closure with Comprehensive Estimate Control (PS Cloud): Modify entire estimates at once, applying discounts and setting billing schedules at the estimate level. This highly requested feature significantly reduces manual effort for complex estimates, helping you create more accurate quotes faster.

Optimize Operations for Scalable Growth

The Summer ’25 Release delivers capabilities designed to streamline your operations, ensuring your teams are optimized for efficiency and prepared for scalable growth.

• Optimize Team Impact with Intelligent Pooled Resource Management (CS Cloud): Strategically manage your Customer Success team with enhanced resource management and CS pooling. Leaders can now automatically allocate a CSM from a pool during playbook creation, based on factors like workload, role, and skills. Combined with expanded time tracking, you’ll gain clear visibility into cost-to-serve, improve ROI, and lay the groundwork for scalable digital CS programs.
• Build Budgets and Plans faster (FM Cloud FP&A v2): Develop business strategies that are more closely aligned with financial modeling and planning — with trusted data, all within one system. Seamlessly navigate the AOP process with built-in collaboration across your organization with a simplified user experience. Generate “what-if” scenarios and budgets with audit trails of the changes people are making — for added confidence.

• Ensure Services Credits are fully funded before use (PS Cloud and FM Cloud):  PSA and Accounting users will have clear visibility into the payment status of Services Credits, ensuring that, before project creation and delivery of services, the work has been funded.
• Tax Simplification (FM Cloud): Automatically calculate tax on document creation, reducing the number of processes necessary for document posting. Consolidate all essential information for Poland VAT Tax reporting to submit directly through Certinia, eliminating the need to take the information off the platform.
• Improve efficiency (FM Cloud): Gain more control over the backorder process with the ability to remove a warehouse from the backorder fulfillment process. Quote more effectively with support for picklist values within the quoting grid. 

The Certinia Summer ’25 Release is a significant step forward, designed to help you automate more, gain deeper insights, and deliver exceptional value to your customers.

Learn More About the Summer ’25 Release

We encourage you to explore all the new capabilities and detailed information available. Visit our comprehensive Summer ’25 Release Hub for release notes, documentation, and videos that will help you leverage these new features to their fullest potential. Visit our blog for a deeper dive into the capabilities and benefits of our new Staffing Agent and Customer Success Agent.