formerly FinancialForce
formerly FinancialForce
Growing businesses face many challenges, and Dayforce was no exception, dealing with manual processes and fragmented workflows. Recognizing the need for change, they turned to Certinia’s resource management software purpose-built on the Salesforce Platform. The unified platform provided full visibility across operations, and streamlined resource management—setting them up for better days ahead.
Industry
Software | Global people platform with a focus on Human Capital Management (HCM)
Company Size
Large
Headquarters
Minneapolis, Minnesota
Challenge
Fragmented operations with no unified resource management system, leading to inefficiencies and lack of visibility
Solution
Platform consolidation using Certinia Professional Services Cloud, Analytics, PS Communities, Revenue Recognition
What Certinia Replaced
NetSuite and Excel
Background
Dayforce, a global provider of Human Capital Management (HCM) cloud solutions, faced roadblocks in scaling its operations. With fragmented systems and limited visibility into resource availability, the company knew it was time to rethink how it managed resources.
After reviewing their current processes, Dayforce identified what wasn’t working for them anymore. It became clear that consolidating all data on a unified platform was vital. And since they were already using Salesforce, they wanted a system that could integrate seamlessly, without so much as a hiccup.
Using Certinia’s Salesforce-compatible Professional Services (PS) Cloud, Dayforce aimed to standardize reporting for project management, time tracking, and resource utilization across regions. As Beth Carroll, SVP of Professional Services reflected, “A whole continuum allows us to have visibility to what’s going on in our business, helps us plan capacity, … and make better use of blended teams.”
My advice to a new customer is to use Certinia PS Cloud’s out-of-the box functionality as much as possible. Take the time for change management.”
Lillian Lung
Senior Director, Services Programs
Challenge
Dayforce was set to expand its global operations but faced major roadblocks such as fragmented systems and silos, which restricted full transparency.
Solution
Certinia PS Cloud streamlined Dayforce’s resource-related functions into one system, facilitating better resource management across the organization.
Platform consolidation
When Dayforce embraced Certinia, it integrated seamlessly with their existing Salesforce platform, creating a unified platform for staff and resource management. This smooth consolidation facilitated a consistent stream of information—from project management and time tracking to resource data, availability, and utilization. This integration covered everything from opportunities to billing, providing a 360o view of operations.
Real-time visibility
Although visibility was expected, Dayforce was surprised by how much more efficient they became. The unified platform’s robust resource allocation features provided valuable insights into workforce efficiency. Real-time data on resource availability and project progress sped up decision-making.
Enhanced collaboration
With silos broken down, employees across different teams worked together more fluidly. Their ambassador programs promoted knowledge and skill-sharing, greatly enhancing collaboration across borders and functions.
Skill set tracking
Dayforce was empowered to optimize resource management with comprehensive visibility into resource skills and availability. This allowed for precise project staffing, ensuring the right resources are assigned to the right tasks at the right time. Identifying skill gaps and opportunities for targeted training and development has enhanced overall project delivery and resource utilization
Results
By integrating Certinia’s unified platform, Dayforce is now shining with improved resource management. They eliminated reliance on disconnected systems, gaining real-time visibility into resources and schedules for faster, more precise project allocations.
Enhanced collaboration across teams and faster decision-making have allowed Dayforce to optimize resource utilization, fueling greater efficiency and scalability.
Dayforce also runs instructor scheduling through the system, ramping up efficiency. Plus, their customer success team can access the system and self-serve, cutting down on wait times and enhancing overall collaboration.
Indeed, Certinia helped power brighter resource management, driving stronger project outcomes across Dayforce.
Ignited seamless global collaboration
Boosted user adoption and satisfaction
Connected 2,500 users across the globe
Created cross-functional visibility
With 2,500 active users since 2022, the system has become a cornerstone of our project management, education team scheduling, and resourcing processes. We appreciate Certinia’s commitment to innovation and their responsiveness to our needs.”
Beth Carroll, SVP of Professional Services, Dayforce
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