Certinia
Key Improvements
Transition needed from homegrown professional services solution to something more scalable.
Certinia PSA (Professional Services Automation) chosen as replacement.
Client’s tech-savvy resources partnered with Diabsolut for Certinia PSA implementation guidance.
Project go-live was smooth, on time, and 17% under budget.
Diabsolut’s support methods helped enable Healthcare IT Leaders’ team to be fully self-sufficient with new solution.
Colin Batherson
Senior Vice President, Strategy and Consulting
Healthcare IT Leaders
Diabsolut did a great job of supporting our team architect design the system in a way that achieved our business and technology goals.
The Challenge
Healthcare IT Leaders is an organization that specializes in providing healthcare clients with cutting-edge consulting and workforce management solutions —and is known for their technical knowledge and skills.They had outgrown their professional services solution and were seeking a more scalable replacement that would assist with adherence to leading best practices.
They knew transitioning to an automated professional services solution on the Salesforce platform would further enhance the outstanding customer experience they were known to provide, but needed an implementation partner who could supply industry and professional services automation (PSA) solution expertise for guidance and support.
Pain Points
- Disparate systems and data.
- Reliance on manual processes (input and spreadsheets) to help track professional services rendered.
- Existing solution wasunable to meet growing needs.
- Lack of complete data meant incomplete reporting and metrics.
- Short timeline for implementation.
Requirements
- Create Salesforce powered single platform solution using Salesforce native PSA application and integration of necessary existing systems/applications.
- Improved visibility and automation of reporting, invoicing, and scheduling processes.
- Collaborative project effort, with advisory and support, for solution implementation and deployment.
- Solution self-sufficiency and general ease of use for Healthcare IT Leaders’ resources.
The Solution
Healthcare IT Leaders hadalready begun to slowly update their professional services solution, but utilizedDiabsolut’sCertiniaPSA expertise to help them determine that CertiniaPSA with process flows from Salesforce Sales Cloud and one of their existing financial management applications, Accounting Seed, would provide a sustainable, single platform solution to meet their business needs.
Diabsolut Custom Solution
Process Flow Connection
The Results
Diabsolut’s Certinia expertise, combined with Healthcare IT Leaders’ in-house Salesforce knowledge, delivered a project that was on time, under budget, and well-received by the client. All objectives were met, and follow-ups confirmed long-term solution ownership and self-sufficiency. Months after go-live, Healthcare IT Leaders continue to see improved efficiency, optimized resource utilization, and measurable financial benefits.
Key Results
- Scalable and sustainable solution fully on-platform
- Complete elimination of tracking outside Salesforce
- More accurate, complete data with fewer errors
- Automated reporting and analytics for stronger insights
- Reduced manual processes in time entry and expense flows
- Improved resource utilization and project financials
- Reduced costs and faster delivery through in-house resources
- Project completed 17% under budget
- ROI on track to be realized within 9 months of deployment