formerly FinancialForce
formerly FinancialForce
As Kinetic Vision scaled, disconnected systems and manual processes slowed down financial reporting and project delivery. Certinia’s financial forecasting software enabled better revenue tracking, while resource management optimized workload distribution. With Certinia’s Salesforce-native platform, they gained real-time insights, automated key processes, and streamlined operations.
Industry
High Tech
Company Size
Medium
Headquarters
Cincinnati, Ohio
Challenge
Manual processes and disjointed systems that made it difficult to close projects in less than 15 days
Solution
Advanced Resource Management with Certinia Professional Services Cloud, built on the Salesforce Platform, Financial Management
What Certinia Replaced
Manual processes and outdated tools
Background
For over 35 years, Kinetic Vision has been a leader in innovation, helping clients across industries bring complex product ideas to life. Known for excellence in engineering and design, the company thrived as its client base and project portfolio grew. But with growth came operational challenges that threatened their progress.
Juggling disconnected systems and manual processes, Kinetic Vision faced major roadblocks. Financial forecasting became unreliable due to outdated tools, and their resource management system struggled to keep pace with the growing team. Month-end financial closes stretched beyond 15 days, invoicing delays disrupted cash flow, and a lack of real-time data left leadership unable to track project profitability effectively.
For Kinetic Vision, these inefficiencies weren’t just operational headaches—they were barriers to continued growth. Kinetic Vision needed more than a quick fix—they required a scalable solution that could unify their financial forecasting software, capacity planning tools, and resource management systems into one seamless platform. Only then could they regain control and continue driving innovation.
I love how configurable this platform is for our organization. Everyone from sales, human resources and our project managers to accounting and our executive team are benefiting from our real-time data. As a result, we are on track for continuing our double-digit growth.”
Jim Topich
Senior Vice President, Kinetic Vision
Challenge
As Kinetic Vision grew, their systems couldn’t keep up. Disconnected tools and manual processes slowed everything down. Financial reporting took weeks. Projects lacked real-time visibility. Teams faced inefficiencies and burnout. Scaling was becoming a struggle, not a success.
Solution
Kinetic Vision partnered with Certinia to replace disconnected systems with a Salesforce-native unified platform. By integrating financial management, project tracking, and resource allocation, they gained real-time visibility, reduced manual work, and positioned themselves for smoother scaling.
Real-time financial insights for smarter decisions
Certinia’s financial management software provided accurate project profitability, revenue tracking, and cash flow insights. Automated processes accelerated month-end close time by 33%, while the automated billing system sped up invoicing by 90%. With real-time data, leadership made faster, more informed decisions.
Unified platform for seamless operations
With Certinia PS Cloud, Kinetic Vision replaced fragmented tools with a single, unified system. This integration eliminated manual data transfers, reduced errors, and improved team collaboration. By leveraging Certinia’s resource management software, teams allocated workloads efficiently, minimizing operational bottlenecks and keeping projects on track.
Automated resource planning for enhanced efficiency
Certinia’s resource management system and capacity planning tool enabled Kinetic Vision to balance workloads and prevent employee burnout. With real-time resource tracking, projects were staffed appropriately, ensuring on-time delivery and improved team utilization.
Results
Built on Salesforce, Certinia’s single platform helped Kinetic Vision eliminate manual processes and gain real-time visibility into financials, projects, and resources.
Using Certinia’s financial forecasting and revenue tracking software, leadership could now track project profitability, monitor cash flow, and accelerate decision-making with confidence. These improvements positioned the company to scale efficiently while maintaining control over their operations.
Automating financial operations and key processes enabled teams to focus on delivering high-quality results to their customers.
With Certinia’s resource management software, Kinetic Vision optimized workloads, reducing employee burnout risks, and improving project delivery timelines. The real-time capacity planning tool ensured that projects were staffed efficiently and stayed on schedule.
With these operational improvements in place, Kinetic Vision is now better equipped to support its continued growth trajectory.
Reduced month-end close time by 33%
Gained real-time project visibility for improved decision-making
Optimized resource planning, reducing project delays
Accelerated invoicing process by 90%
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