formerly FinancialForce
formerly FinancialForce
Spaulding Ridge helps companies drive digital transformation with advanced business technology solutions. However, they faced challenges with changing project timelines and customer demands, as well as resource utilization. With Certinia Professional Services Cloud and Services Estimator, they gained real-time visibility and analytics, reduced sales-to-service delays, and optimized resource utilization. The ultimate result? On-time project delivery and happier customers.
Industry
Company Size
Medium
Headquarters
Chicago, IL
Challenge
Agility — quick response and service delivery; Resource utilization
Solution
Products Used
Background
As the trusted partner for CFOs driving transformation, Spaulding Ridge blends business technology solutions and strategy to deliver real results. With 15 offices worldwide, they help over 1,700 customers boost operational efficiency, lead digital transformation, and stay competitive. They see themselves as an extension of their customers’ teams, committed to delivering long-term value with each project.
Before Certinia, Spaulding Ridge struggled to respond quickly to changing project timelines and customer needs. Their main goal was to find a system that could centralize critical business metrics and provide real-time analytics so they would adapt quickly.
They explored different vendors, working closely with IT, operations, and other key stakeholders to make sure the chosen system met both functional and technical requirements.
After an extensive evaluation, Certinia was the clear choice. And since implementing Certinia PS Cloud, they’ve seen significant improvements in resource optimization and faster internal processes.
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 Estimator and Customer Success Cloud next.”
Jordan Steward
Senior Director, Salesforce Practice, Spaulding Ridge
Challenge
Changing project timelines, resource problems, and delays between sales and services delivery affected Spaulding Ridge’s operational efficiency and customer satisfaction.
Solution
With Certinia’s PSA solution, Spaulding Ridge elevated resource utilization, reacted to change faster, and delivered projects on time—resulting in more efficient operations and stronger customer relationships.
Real-time analytics
Real-time analytics brought the whole team onto the same page, no matter where they were. From forecasting service revenue to tracking project financials, Spaulding Ridge could monitor critical metrics live. This let them quickly adapt as timelines shifted or customer needs changed.
Increased resource utilization
With everything in one system, Spaulding Ridge gained real-time insight into how their people were performing. Tying their learning management system (LMS) to project data let them see how junior talent and senior experts were growing—optimizing resource utilization across the board.
Faster project delivery
Getting the right people on the right projects at the right time is critical. With Certinia’s unified platform, Spaulding Ridge scaled its delivery capabilities within the Salesforce ecosystem. They restructured their operations and improved resource allocation. The results? Fewer delays. On-track projects. And happier customers.
Results
Certinia PS Cloud brought measurable improvements across Spaulding Ridge’s operations.
Resource optimization and utilization saw immediate improvements. And Spaulding Ridge met their realization targets and delivered better results for their customers.
With real-time analytics, Spaulding Ridge was able to make quick adjustments, keeping projects on track even when changes occurred.
The integration with Certinia PS Cloud also cut the sales-to-service handoff time by three days, speeding up project delivery and improving customer satisfaction.
By optimizing resource use, Spaulding Ridge now benefits from enhanced operational efficiency, leading to on-time project delivery and happier customers.
Hit realization targets faster
Kept projects on track with real-time analytics
Optimized resource utilization
Trimmed 3 days from sales-to-delivery handoff time
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