Customer Success Story

Kinetic Vision unified financials and operations for growth with Certinia solutions

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.

Background

Vision in motion: tackling growth barriers head-on

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 Financial forecasting became unreliable due to outdated tools, and their resource management system struggled to keep pace with the growing team.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.

Challenge

Turning operational obstacles into opportunities for growth

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.

Financial blind spots slowed decision-making
Without a centralized financial system, Kinetic Vision struggled to track project profitability, cash flow, and revenue. Month-end close took over 15 days. Invoicing delays disrupted cash flow, and leadership lacked real-time insights, making timely decisions difficult.
Manual resource planning led to delays
Kinetic Vision relied on manual processes to assign workloads, which led to delays in project delivery. Some employees were overloaded, while others were underutilized, increasing the risk of burnout and inefficiencies.

Disconnected systems created inefficiencies
Homegrown tools and fragmented processes slowed collaboration and project delivery. Teams encountered errors, delays, and operational bottlenecks. These only made it harder to scale efficiently.

Solution: Optimizing operations with a unified, scalable 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.

Achieving operational excellence through visibility and control

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.

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