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Why engineering companies thrive with FinancialForce PSA

With disparate systems and, oftentimes, a global workforce, many large engineering companies experience inefficient, manual processes with lack of cross departmental communication, resulting in inconsistent service delivery. This is where Professional Services Automation (PSA) built on the Salesforce platform comes in. Engineering services companies benefit from Certinia PSA by being able to get a comprehensive view of the customer from sales, to finance to service delivery. Take AECOM, a Certinia PSA customer, for example.

Enterprise engineering firms thrive with PSA


AECOM, a Fortune 500 infrastructure and services firm with 100,000 employees worldwide and clients in over 150 countries around the globe, has selected Certinia PSA to help the company construct a fully integrated project management and delivery system.

Before implementing Certinia PSA, AECOM employees were using a handful of legacy systems to manage projects, resulting in processes that were not fully integrated into a single platform. They selected Certinia PSA in response to an executive initiative to integrate, streamline and further advance its already strong delivery capabilities.

AECOM is now able to offer clients an unprecedented view of all projects, opportunities and metrics never before offered in the industry, as well as integrating all their systems to fully automate workflow and increase overall efficiency for project managers across the company.

Choosing Certinia provides us with the unique opportunity to leverage the Salesforce platform, expanding our capabilities and offerings to our clients that expect premium project management.” Chris Amirault, VP Strategic Initiatives & Business Apps

AECOM is a fantastic example of how an enterprise-size engineering company can leverage PSA to streamline their business. Conversely, small to medium sized businesses (SMB) can do the same with great success. Take Engineering Express®, for example.

How SMB engineering companies excel with PSA

EE_PSAEngineering Express® is a one-of-a-kind rapid response engineering firm. When the need for rapid deployment of engineering services arises, they need to deploy teams at a moment’s notice. Having all their information in Certinia’s cloud applications allows them to respond to the needs of the industry with the confidence of having all the tools and information at their fingertips to complete any task, large or small.

Before implementing Certinia PSA, their systems were not integrated – teams were experiencing inefficiencies on project tracking and wasting time on unnecessary duplicate manual entry. A lack of visibility across their projects meant they were not able to identify issues before they happened, leaving projects behind schedule.

With Certinia PSA, Engineering Express® is able to blend the line between sales and services – the services team can now access sales data at the early stages. This allows them to predict and better manage their resources and deliver projects to their clients at a much more efficient level.

With a PSA solution that is fully integrated with their Salesforce CRM, there is a seamless, entirely automated process for projects in the field. Knowing which projects are their top priority gives them a new understanding and visibility to better focus on projects with the highest return, not to mention filling the urgent need for their clients.

“Certinia allows our employees to reinvent how they operate their day, how they deliver their work. It gives us clear metrics on utilization. It gives us more resolution and more availability of our staff of what resources are available. It gives us instant results to the needs of our clients. Certinia has become the nucleus of our company to which all other applications are attached.” Frank L. Bennardo, P.E., President & Founder

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