Spaulding Ridge Picks Certinia for Resource Optimization

We looked at a number of vendors in the marketplace such as NetSuite OpenAir and Kantata. For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses. Since launching PS Cloud we drove our utilization up significantly. We are looking to adopt Certinia’s Services CPQ and CS Cloud next.

Jordan Steward, Senior Director, Salesforce Practice, Spaulding Ridge

Key Benefits:

3 days trimmed off sales to service timeline   

Increased resource utilization 

Real-time analytics

Spaulding Ridge designs, implements, and supports business technology solutions for companies in a wide range of industries, enabling organizations to accelerate operational efficiency, drive digital transformation, and increase competitive advantage. When working on a project, they’re an extension of their team. They help the organizations they serve get maximum value from the work they deliver, now and through the life of the system. 

When implementing a PSA solution, the primary objective for their services delivery team was to have a solution that gave them the ability to react and adapt as needed quickly. Getting their crucial business metrics on one platform gives them the agility they require as projects and timelines shift. They chose Certinia based upon informed IT, Operations and other key personas within the organization to ensure it met their functional and technical requirements. 

Spaulding evaluated Oracle NetSuite and Kantata but found Certinia to be the clear leader. After launching Certinia, the biggest improvement was ensuring their realization targets were met.

As a Senior Director at Spaulding Ridge, Jordan Steward oversees daily operations, ensuring the project delivery team's efficiency and client success on the platform. A proactive leader, he’s played a pivotal role in scaling Spaulding Ridge’s delivery capabilities in the Salesforce ecosystem, redesigning delivery operations SOPs, and supporting the company's growth into new markets.

As a practice leader for commercial services, Jordan led the expansion of Spaulding Ridge’s multi-cloud and cross-technology offerings across Sales Cloud, Service Cloud, Experience Cloud, Health Cloud, Field Service Lightning, and Pardot, with a focus on go-to-market strategy & delivery enablement. He cultivates relationships with key channel partners and third-party vendors, fostering seamless partnerships and industry leadership.

  • Industry: Professional Services
  • Company Size: Medium
  • Headquarters: Chicago, IL
  • Products Used: PS Cloud