CONSULTING & ADVISORY
Strategic differentiation and growth, simplified
Connect your entire consulting business on one platform. Get the visibility and control you need for flawless project delivery from pipeline to project closeout.
Empowering 1,400+ customers
The challenges we solve for Consulting & Advisory Firms
Protecting your margins
Get the data you need to take action, protect profitability, and prevent margin leakage.
- Real-time visibility into scope, time, and cost
- Early detection of issues impacting profitability
- Clear insights to prevent margin leakage
Optimizing resource planning
Move from guesswork to strategic action. Use unified data and rich forecasting to scope, plan, and staff the right resources
- Accurate forecasting of demand and capacity needs
- Proper resource, skillset, and project alignment
- Optimized resource utilization across the organization
Accelerating revenue
Streamline and automate billing to accelerate your cash flow and reduce administrative burdens.
- Seamless workflows for time, billing, and invoicing
- Faster revenue recognition across billing models
- Reduced admin workload for delivery teams
Gaining project insight
Proactively manage risks and outcomes with a complete view of project health from start to finish.
- Real-time KPI monitoring across teams and projects
- Early visibility into risks and delays
- Timely course-correction to protect delivery outcomes
Scaling with control
Support your firm’s growth with a platform built to scale seamlessly while you maintain full operational control.
- Connected financials, delivery, and resource planning
- Standardized processes to support consistent execution
- Operational scalability without sacrificing control or visibility
Protecting your margins
Get the data you need to take action, protect profitability, and prevent margin leakage.
- Real-time visibility into scope, time, and cost
- Early detection of issues impacting profitability
- Clear insights to prevent margin leakage
Optimizing resource planning
Move from guesswork to strategic action. Use unified data and rich forecasting to scope, plan, and staff the right resources
- Accurate forecasting of demand and capacity needs
- Proper resource, skillset, and project alignment
- Optimized resource utilization across the organization
Accelerating revenue
Streamline and automate billing to accelerate your cash flow and reduce administrative burdens.
- Seamless workflows for time, billing, and invoicing
- Faster revenue recognition across billing models
- Reduced admin workload for delivery teams
Gaining project insight
Proactively manage risks and outcomes with a complete view of project health from start to finish.
- Real-time KPI monitoring across teams and projects
- Early visibility into risks and delays
- Timely course-correction to protect delivery outcomes
Scaling with control
Support your firm’s growth with a platform built to scale seamlessly while you maintain full operational control.
- Connected financials, delivery, and resource planning
- Standardized processes to support consistent execution
- Operational scalability without sacrificing control or visibility
Tangible results. Unrivaled performance.
Transform your Consulting & Advisory practice
To stay competitive, firms need to solve new challenges and leverage emerging technologies. Our purpose-built platform is designed to help you navigate shifts and align your operations for greater efficiency and growth.
Evolving client expectations
Today’s clients demand measurable outcomes and faster, more agile delivery. Our platform provides the visibility you need to exceed expectations and deliver ongoing value.
Managing rising complexity
Economic pressures and tighter budgets require your firm to operate with greater speed and agility. Get the insights you need to recalibrate your pipeline and resources to make informed decisions.
AI across the lifecycle
Consulting & advisory firms are leveraging AI to automate tasks, generate insights, and scale delivery.
Smarter resource planning
Accurate forecasting and staffing are no longer optional. Our solution helps you manage project margins and meet client demands as scope and cost pressures increase.
Drive success with Certinia’s industry-leading cloud solutions, built natively on Salesforce
Professional Services Cloud
Connect your projects, resources, and financials on one unified platform.
- Deliver projects on time, every time.
- Maximize resource utilization.
- Grow your margins from start-to-finish
Financial Management Cloud
Gain real-time control over financials.
- Lighten administrative load
- Simplify project financials
- Support scalable growth
Customer Success Cloud
Deliver consistent, measurable value.
- Identify and activate the right talent
- Align teams around repeatable engagement practices
- Drive satisfaction, retention, and renewals
See what other companies like yours achieve with Certinia
"Certinia was a natural choice for Clearsulting because of the breadth of the product and the seamless integration with Salesforce Sales Cloud. At the same time, Clearsulting is the perfect customer for Certinia because they are rapidly growing and evolving, and focused on an agile, ‘cloud-first’ digital transformation strategy.”
- Marshall King
- Business Enablement Lead
Clearsulting
“We chose Certinia to give us the platforms we need to maintain our accelerated growth. With one source of truth, we can now optimize our resource management, realize a faster month-end process, and experience swift timesheet and invoice approvals. At the same time we are transforming the way we work to make things better for our colleagues, consultants and clients.”
- Richard Peers
- Chief Technology Officer
Kubrick
“The power of Certinia, purpose built for the Salesforce platform, enabled us to stay connected while growing rapidly and expanding internationally.”
- Peter Heit
- Director of Operational Finance
Efficio
“We've automated 95% of our finance functions-from the moment a timesheet is approved all the way through to recognizing revenue.”
- Stephen Horrocks
- CFO
Methods
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
