ON-DEMAND WEBINAR
Switching PSAs Without the Guesswork: from bid to invoice with Certinia AI
Published on November 5, 2026
A practical look at what it takes to move off a legacy PSA. Uriah Hakala, who leads professional services at Diabsolut, and Kim Malone, Senior Customer Success Manager at Certinia, explain why AI makes better decisions when PSA, sales, and finance data share one platform, clear up common myths about switching, and share what customers gained after moving to Certinia PS Cloud.
What you’ll learn
- Why one platform matters for AI. AI makes better decisions when your PSA, sales, and finance data sit together on Salesforce.
- Three myths about switching. That a move takes a year, that more AI agents mean more silos, and that native versus connected stops mattering once the integration is built.
- How one company made the move. A global professional information and services company replaced its legacy PSA with Certinia PS Cloud.
- What changed after go-live. Results from other customers, from added scale to end users who rated Certinia higher than their old tool within 90 days.
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Moving off a legacy PSA, from bid to invoice
Changing PSAs feels risky when projects, resources, and billing all run through the tool you have today. Keeping sales, delivery, and finance data in separate systems also limits what AI can do for you. This session tackles both, along with the assumptions that keep services teams on a tool they’ve outgrown:
- “It takes a year.” Uriah and Kim explain why a well-scoped migration can move much faster.
- “More AI agents mean more silos.” Why that depends on where your agents and data live.
- “Native or connected doesn’t matter once it’s integrated.” Why the difference keeps showing up long after go-live.
A six-week path with VedaShift
The session closes with VedaShift, Diabsolut’s six-week offer for mapping your processes, migrating your data, and optimizing once you’re live. It’s designed for services organizations that know they’ve outgrown their PSA and want a defined scope before they commit.
With VedaShift, the move to Certinia is scoped at six weeks.
SPEAKERS
Meet the expert panelists
Speaker name
SVP, Professional Services, Diabsolut
Uriah leads professional services at Diabsolut, where his team implements and optimizes Salesforce and Certinia for services organizations.
Kim Malone
Senior Enterprise Customer Success Manager, Certinia
Kim works with Certinia customers to ensure success after go-live, helping professional services organizations get full value from Certinia PS Cloud.
Frequently asked questions
It’s a recorded 23-minute fireside chat between Diabsolut and Certinia, available to watch any time.
Professional services, operations, and finance leaders running a legacy PSA who are weighing whether it’s time to switch.
You’ll get immediate access to the full recording.
VedaShift is Diabsolut’s six-week offer for moving to Certinia from a legacy PSA: we map your processes, migrate your data, and help you optimize once you’re live.