Why a PSA Health Check?
As your services organization evolves, your Certinia PSA environment must evolve with it. Over time, processes change, new features roll out, teams expand—and what once worked seamlessly may now introduce inefficiencies, blind spots, or manual workarounds.
A Certinia PSA Health Check gives you clarity on where your system stands today, what’s holding you back, and how to unlock more value from your investment.
Our experts evaluate your Certinia PSA and Salesforce environment across the areas most critical to Professional Services success:
If any sound familiar, your system is a prime candidate for a PSA Health Check.
We meet with your leadership and delivery teams to understand goals, challenges, and current workflows.
We review your configuration, metadata, automation, and feature usage to establish a clear baseline of your environment.
We conduct a structured assessment across PSA pillars, including project management, resource planning, forecasting, and reporting, benchmarking your environment against best practices.
For areas requiring deeper improvement, we provide a detailed root-cause analysis along with redesign options, optimization recommendations, and clear effort and implementation estimates.
(Optional Paid Follow-on)
“Through Diabsolut’s Health Check Services, this global GRC leader gained strategic direction, improved efficiency, and positioned their Certinia platform for long-term scalability.”
