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VFP ADVISORY Services

Clear, action-oriented strategies that deliver measurable impact.

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STRATEGIC GUIDANCE TO MAXIMIZE YOUR CERTINIA AND SALESFORCE INVESTMENTS

ADVISORY SERVICES PILLARS

Advisory Services is designed to address each customer’s unique strategic and tactical requirements. VFP offers extensive Certinia expertise in quote-to-cash, Salesforce platform best practices, business process optimization, and roadmap development.
 
With VFP Advisory Services, you can swiftly mobilize your resources, minimize frequent SOW revisions, and efficiently leverage our team of Certinia and business process experts.

Strategic Advice for Senior Leaders

Targeted at senior leaders in charge of the Salesforce / Certinia instance, who might know the pressures of justifying their budgets each year and having to do more with less constantly. Tap into our expertise when putting together your roadmap and making strategic decisions.

Industry Best Practices with SOPs

Get to the heart of every issue and apply industry best practices with our SOPs (Standard Operating Principals), built over years of experience in many organizations and environments with proven results.

Consistent & Long-Term Partnership

Predictable costs aid cash flow management, maximize ROI, and save on in-house hiring and training. 

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Maximize Your Certinia and Salesforce Investments to Realize Greater Value and Efficiency

Your organization may be investing considerable amounts in enterprise systems, software, and IT teams. But are you fully capitalizing on the value of that Certinia and Salesforce investment to get the most out of them?

We’ve worked with businesses managing significant software budgets, and the same questions always arise:

  • Are we fully leveraging our tools and processes?
  • Is my team focused on value-generating work—or just keeping things running?
  • Could we be unlocking more value and efficiency from our current investments?

 

The Problem:

You’re leaving value on the table

Consider this: One of our clients spent $6 million a year on IT operations—software, infrastructure, and support teams—but wasn’t achieving the expected returns.

 
That’s where we stepped in.
 
   

The Solution:

Three ways to unlock more value:

Advisory Services

Partnered with the Exec team to put together a multi-year roadmap that included technology and process improvements, as well as organizational changes.

Implementation Services

Completed a full-scale discovery of the existing business processes and tools. Designed and delivered a full suite of solutions, including Certinia and an array of integrations, which helped retire multiple custom-built aging point solutions. 

Managed Services

Supported the internal technology team during the high-stakes go-live and proceeding months. Enabled the organization to assess the required internal team size and make more targeted hiring decisions. 

LEARN MORE ABOUT VFP’S MANAGED SERVICES

Advisory Services:
The vision for platform success

Our Advisory Services connect you with Principal Consultants with deep industry expertise and strategic insights. This service is designed for leaders in charge of Certinia or Salesforce instances who are looking to get more out of their investments.

What you get:

Direct engagement with Principal Consultants

Strategic planning and technology roadmaps
Process optimization and best practice recommendations
Architectural guidance and system audits
Ongoing support through a retainer model

Who it’s for:

CIOs, CTOs, and IT leaders seeking expert insights
Companies undergoing digital transformation or expansion
Process optimization and best practice recommendations

With our Advisory Services, you gain a clear roadmap to success, ensuring your technology aligns with your business objectives and delivers maximum ROI.

Emre Yenier, Principal Consultant, talks about VFP Advisory Services with CEO Stephanie Taylor

Advisory Services FAQ

How can VFP Advisory Services leverage its Salesforce and Certinia expertise to help my company grow smoothly and address future business needs more easily?

VFP Advisory Services provides expert guidance to help your business grow seamlessly and stay ahead of evolving needs. With deep expertise in Certinia, Salesforce, and quote-to-cash best practices, we ensure your technology and processes support long-term success. With our library of SOPs (Standard Operating Procedures) built with decades of experience, you get to the answers faster and make better decisions about your processes, tools, and organization.

Why should I consider Advisory Services to support my business, and why is this engagement unique?

 

  • VFP's Advisory Services provide access to our most experienced consultants with deep product knowledge and process expertise to help you maximize your investment. 
  • They are armed with a library of SOPs (Standard Operating Procedures) that include real-life examples of best practices being implemented (or ignored) in various organizations and the results they experienced. This approach gives you unique access to near real-time information about how the industry is handling the very same challenges you are facing. You get to learn from the collective experiences and make better decisions.

What’s included in Advisory Services, and what types of skills will I have access to?

  • Advisory Services is for CIOs, CTOs, and IT leaders seeking expert insights. 
  • One of our most experienced consultants will be your main point of contact. Any VFP consultant can join them based on your needs for expert advice.

What kind of deliverables can I expect from VFP’s Advisory Services?

  • You can expect deliverables in three key areas with VFP's Advisory Services.

 

Deliverables for Strategic Planning and Roadmap Readiness include initial environment evaluation, annual VFP delivery plans, and updated advisory services framework and platform roadmaps.

 

Continuous improvement and hands-on guidance deliverables include subject matter expertise, coordination of new feature demos, leading practice guidance, business logic design, admin resource knowledge transfer, platform improvement and configuration, and sprint/build participation.

 

Platform governance deliverables will involve design and planning foundational processes like governance and change management, as well as license and security guidance.

ready to elevate your business?

Do you have Salesforce?

We are registered Salesforce® & Certinia partners
and honored to be 2X Partner of the Year for Certinia and 3X Inc.5000 winner

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Raul Acosta

Sales Director

As an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.

 

With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.

 

As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.

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Michael Kelly

Engagement Director & Head of Project Management

Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.

 

Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.

 

Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.

 

He has also contributed to the development and training of new agile project methodologies in multiple companies.

 

Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.

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Greg Plaisance

Managing Consultant

Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.

 

With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.

 

Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.

 

Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.

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Kristin Hubbard

Managing Consultant

Kristin, a seasoned Salesforce and Certinia professional since 2011 specializes in Financial Management, specifically focusing on areas such as Billing, Revenue, and Accounting.

 

With a degree in Accounting, Kristin began her career as a Billing Specialist, where she actively contributed to the implementation of Salesforce and Certinia, showcasing her problem-solving skills and passion for process improvement.

 

Recognizing her abilities, she transitioned to the role of Certinia Administrator, playing a crucial role in the system’s global rollout. Later, as a Business Systems Manager, she assumed responsibility for the entire Salesforce platform. Motivated by her love for the job and a desire to help multiple organizations, Kristin pursued consulting, specializing in Certinia ERP and leading consultant teams for approximately eight years.

 

Since 2018, she has played a vital role in planning and executing the Florida Dreamin event. Recognized as a Salesforce MVP in 2023, she holds 7 Salesforce and 1 Certinia certification, demonstrating her expertise and dedication to growth.

 

Kristin understands the value of embracing technology and streamlining processes to reduce costs and enhance profitability. With expertise in Salesforce and Certinia, she guides organizations to implement efficient systems, optimize operations, and achieve financial success.

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Ty alibhai

Managing Consultant

Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.

 

Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.

 

As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.

 

Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.

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Nick Anderson

Managing Consultant

A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.

 

With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.

 

With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.

 

Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.

 

Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.

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Doug Johnston

Chief Operating Officer

Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.  


As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.

Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.


With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey. 


Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP. 

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Stephanie Taylor

Chief Executive Officer

A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.

 

Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time. 

 

Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.

  • Industry:
    Call Center Technology
  • Company Size:
    • 2,000+ employees around the world
    • 2,500+ enterprise, mid-market, and SMB customers in 104 countries
  • Solutions:
    Certinia Professional Services Cloud