Customer Success Stories | Top Employers Institute

Top Employers Institute builds a future-proof financial foundation with Certinia

Facing global growth and outdated manual processes, Top Employers Institute implemented Certinia Financial Management and Analytics to streamline revenue management, automate financial reporting, and improve billing accuracy. The Salesforce-native solution enabled a 25% increase in invoicing, embedded internal controls, and laid the foundation for scalable financial transformation.

Professional Services

Small

Amsterdam, The Netherlands

Existing financial processes struggled to keep pace with the company’s ambitious growth plans

Improvements in key areas such as billing accuracy, streamlined revenue management, and a more efficient month-end close process with Certinia Financial Management Cloud and Analytics

Manual processes and spreadsheets

Background

Navigating the challenges of rapid expansion

As the global authority on certifying excellence in people practices, Top Employers Institute operates in 125 countries and supports over 2,300 organizations worldwide. With such reach, scalability and financial visibility became business-critical. But as their operations expanded, their legacy systems couldn't keep up.

Finance teams were overwhelmed by manual tasks, fragmented systems, and slow, error-prone processes. The existing tools offered limited support for managing multiple legal entities, handling diverse currencies, and meeting the growing demands of private equity reporting. Without modern infrastructure, the finance function struggled to keep pace with the organization’s global ambitions.

Leadership knew they needed to shift from tactical workarounds to strategic readiness. That meant reducing manual processes, embedding stronger internal controls, and streamlining high-volume financial workflows. The team needed a future-ready solution that could evolve with the business—and they found that path with Certinia.

Challenge

Outdated financial processes unable to support global growth

As Top Employers Institute expanded its global footprint, it became clear that their legacy finance systems could no longer support the scale, complexity, or speed required. Disconnected processes, manual workflows, and rising reporting demands all exposed the need for a more modern, scalable foundation.

  • Manual processing bottlenecks
    Finance teams were weighed down by manual processes in billing, reconciliation, and reporting. These repetitive tasks slowed operations, increased the risk of errors, and made it difficult to meet the demands of international growth.
  • Time-consuming bulk processing
    Handling high volumes of transactions like invoicing and revenue recognition required time-consuming workarounds, often leading to processing delays and missed deadlines.

  • Limited scalability and restricted global expansion
    The finance platform lacked the flexibility to support Top Employers Institute’s growing international presence and multi-entity structure. As they expanded globally, the system couldn't adapt to new entities, currencies, and reporting requirements—limiting their ability to scale effectively.
  • Lack of robust internal controls
    Financial checks and balances are critical to compliance and data integrity. Without embedded financial controls, Top Employers Institute was vulnerable to human error. They also faced audit risks, compliance gaps, and inconsistent processes across countries and legal entities.
  • Disconnected systems and data silos
    Critical customer and contract data resided in Salesforce, while financial operations ran separately. This disconnect prevented data synchronization with Salesforce, creating reconciliation bottlenecks and visibility gaps.

Solution

Implementing a future-proof financial foundation with Certinia

To address mounting complexity and inefficiencies, Top Employers Institute partnered with Certinia and CBEE Remarkable to implement Certinia Financial Management and Analytics. The solution delivered seamless finance automation, unified systems, and advanced financial reporting solutions—laying a scalable foundation for accurate, efficient, and future-ready operations.

End-to-end finance automation

Embedded internal controls

Streamlined financial analysis and reporting

icon that shows a circle with 4 dots at the top, sides, and bottom of the circle

Scalable revenue management for global transactions

cloud shaped icon with 3 points

Seamless Salesforce connectivity

Results

Driving measurable financial impact with scalable financial intelligence

Working with CBEE Remarkable, Top Employers Institute transformed its finance operations using Certinia Financial Management and Analytics. Within three months, they completed year-end close entirely in the new system, while invoicing volume jumped 25% year-over-year.

The finance team now enjoys cleaner data, better billing accuracy, and tighter internal controls. With finance automation and automated financial reporting in place, they've evolved from manual processing to strategic enablement. Certinia's Salesforce-native platform has significantly improved their revenue management and enabled faster, more insightful financial analysis.

This more agile, data-driven operation has Top Employers Institute confidently pursuing a four-day month-end close. With their future-ready platform, they're well-positioned to scale their mission globally while maintaining operational control and financial discipline.

25% increase in invoicing

Reduced reconciliation efforts and control issues

Improved billing accuracy and data quality

Faster month-end close with a 4-day goal

Streamlined revenue management

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