Vlocity scales to 400 consultants and 100 projects with one full-time resource

With Certinia, we've been able to scale up to 400 consultants, supported by one full-time resource. We'd never be able to do that with spreadsheets and email.

Mike Moore, CIO and VP of Customer Operations, Vlocity

Powering rapid growth

Vlocity helps the world's largest companies drive digital transformation using industry-specific cloud and mobile software. To enable that transformation, Vlocity delivers high-quality professional services, running about 100 implementation projects at a time.

As Vlocity more than doubled headcount and expanded to over 20 countries, however, it became more difficult to smoothly run dozens of complex projects. The company needed a way to make resource planning and business processes more efficient as it scaled its rapidly growing global team.

Key benefits:

  • 400 Global consultants
  • 100 Projects managed simultaneously
  • 1 Full-time resource managing all projects and consultants


Natively built on the Salesforce platform and connected to Vlocity's in-house contract lifecycle management tool, Certinia Professional Services (PS) Cloud gives Vlocity's customer success team and project leads a single place to set up and assign project resources.

psa analytics overview

With a powerful, easy-to-use interface for assigning resources globally, billing, and tracking KPIs, Certinia empowers Vlocity to track dozens of new and existing projects in the global pipeline.

Scaling business growth is no longer a challenge for Vlocity. With Certinia, the company is now able to efficiently manage approximately 100 simultaneous global projects with just one full-time resource.