Certinia Health Check
Key Improvements
Enhanced visibility and efficiency in Salesforce Certinia.
Reduced over-customization and improved scalability.
Boosted user engagement and adoption.
The Challenge
Over time, the company’s Certinia environment had become overly customized, leading to inefficiencies and inconsistent processes. Project management and resource planning were reactive, with limited visibility across concurrent initiatives. Additionally, user engagement lagged, preventing full utilization of the platform’s capabilities.
Pain Points
- Excessive customization impacting scalability
- Reactive project and resource planning
- Low user engagement and adoption
Requirements
- Improve visibility into project and resource data
- Streamline operations and reduce manual processes
- Prepare the system for a Certinia upgrade
The Solution
Diabsolut conducted a Strategic Certinia Health Check focused on Resource and Project Management. Collaborating with key stakeholders, the team identified inefficiencies, delivered targeted recommendations, and introduced modern Certinia features to enhance usability. The result was a cost-effective roadmap that reduced over-customization, streamlined workflows, and set the foundation for sustainable scalability.
The Results
The engagement empowered the GRC company to operate more efficiently, engage users effectively, and achieve measurable ROI—all while staying under budget.
Key Results
- Streamlined operations and improved user experience
- Eliminated manual tracking and spreadsheet reliance
- Tailored recommendations implemented for future upgrades
- Increased adoption across teams and business units
- Delivered measurable value under budget