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Winter 2021 Release: Bringing more predictability and ease-of-use to your services business

In this year of uncertainty, nearly every organization has been forced to make swift decisions and dramatic business adjustments. Certinia’s Winter 2021 release includes highly anticipated functionality for today’s environment. 

More granularity, more accuracy

Revenue forecasting has become more crucial, and more challenging than ever. The just-launched Winter 2021 release of Certinia Professional Services Automation (PSA) was built specifically to help–with its newly optimized revenue forecasting features for services-centric organizations. Service leaders will be empowered to deliver predictable revenue results, operationalize the forecast process, and make faster and more informed decisions about resource capacity and scheduling.

The Winter release introduces an added layer of flexibility and granularity to the already robust revenue forecasting capabilities in Certinia PSA. Services leaders use analytics dashboards to track revenue, billing, and margin health in real-time and achieve visibility into every dollar planned and every dollar recognized. With this release, you can now apply scenario-based adjustments down to the project, milestone, and opportunity record which drives precision and trust in forward-looking forecasts. Adjustments can be time-bound and date-based to visualize where revenue has moved from/to–essential for service delivery work that is delayed or postponed.

Embedded analytics are also now available so you can easily perform forecast comparisons. Additionally, services forecasting includes support for multi-currency environments allowing you to toggle between corporate currency and local currency.

The added flexibility and granularity of the services forecasting makes for more accurate and trustworthy predictions, ultimately bringing more actionable insights.

Bank statement integration with Plaid

With global reach coming soon, the Winter 2021 release also advances our integration with Plaid, allowing customers to connect their bank accounts to Certinia ERP in a seamless and quick fashion. Plaid partners with over 15,000 Financial Institutions across North America and Europe, including JP Morgan Chase, Bank of America, Wells Fargo, and more. 

The integration is especially useful for organizations that have several bank accounts or entities where manually reconciling or mapping CSV files for each bank can be a time-consuming task. With the integration to Plaid, this is now all automated which makes it even faster and easier for Certinia users to accurately reconcile accounts.

#1 on G2 Winter 2021 PSA reports

Winter 2021 also marked Certinia PSA being named the #1 vendor in G2’s Winter 2021 main PSA Grid Report, Enterprise PSA Grid Report, and Mid-Market PSA Grid Report, as well as a leader in the G2 Accounting Grid report. Certinia also emerged as a leader in the PSA Momentum Grid Report. Certinia PSA continues to top other PSA providers in head-to-head comparisons. These rankings are based on hundreds of customer ratings across products and services, and draw from reviews by verified users on G2, the world’s leading business solutions review website.

Highlights from recent Certinia PSA customer reviews on G2 include:

Constant improvements – “One of the best things about Certinia PSA is the constant improvements which are released quarterly. They do a great job reaching out for customer input too, with roundtable discussions on large topics, individual input on new features in development, and lots of demos!”

Seamless Salesforce integration – “(Certinia PSA) is an excellent management tool and is easily integrated with all your other business on the Salesforce platform.”

Highly customizable – “I like the flexibility to customize screens and fields that Project Managers, Consultants, PMOs, Finance, and Professional Services Operations groups see. I also like that Certinia Product Managers listen to their users and move enhancements into releases in a fairly short timeframe compared to other companies.”

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