Salesforce CRM & Certinia ERP Cloud that fits your business
If your business is considering cloud ERP implementation services, let VFP Consulting business process experts guide you every step of the way, from initial consultation to launch. While we are expert ERP consultants, the real value of working with VFP is our business process expertise.
A successful ERP implementation depends on a rock-solid foundation of thoroughly tested workflows.
We don’t copy the way you operate your back-office business and replicate existing steps as-is into a new system. We bring best practices consulting to guide you toward industry-leading approaches.
Certinia ERP Cloud gives your business financial management, PSA (or both) in one application. inside and out. We’re experts on how to best leverage its functionality to help you manage your business today, and evolve with you as you scale and grow.
Recognize revenue from any source within Salesforce, ASC 606/IFRS 15 compliant, track revenue streams, and manage forecasts.
VFP implements:
Revenue Recognition & Forecasting
Revenue Contracts
Performance Obligations
Data Migration
Manage resources, projects, and project financials. Connect sales and service teams. Empower project managers and consultants.
VFP implements:
Resource Management
Sales Engagement
PSA Communities
Project Management
Project Financials
Time & Expenses
Services Billing & Revenue
Dashboards & Reporting
Automate accounting and finance, manage vendors and payables, streamline billing and subscriptions and provide insight into collections processes.
VFP implements:
Accounting & Finance
Subscription & Usage Billing
Supply Chain Management
Order & Inventory Management
Procurement
Learn more about Salesforce CPQ Solutions.
Learn more about our Salesforce and Certinia
Details matter. Especially when it comes to creating the right processes for your team. Every field and every button has a purpose and needs to be considered. We value focusing on the details to make sure we get it right every time. We work with you to make sure that your system meets your organization’s business and technology needs.
Details matter. Especially when it comes to creating the right processes for your team. Every field and every button has a purpose and needs to be considered. We value focusing on the details to make sure we get it right every time. We work with you to make sure that your system meets your organization’s business and technology needs.
Certinia ERP Cloud is the #1 cloud-based enterprise resource planning application on the market today. Certinia ERP Cloud is built to run on the Salesforce platform, giving you a 360° view of both front and back office. With ERP Cloud, you can have accounting and finance and professional services automation within one application.
In today’s competitive, fast-paced business world, organizations need to be agile and efficient to succeed. A cloud ERP can get both front and back office online. Departments can share data and collaborate and employees can take ownership of tasks. On-premise ERPs don’t provide the same flexibility, tend to be single-department silos, and often require customizations that increase implementation time and cost.
We’re talking months, not years. Depending on the complexity and needs of your business, the length of implementation varies. Speak with on of our VFP Consulting experts today.!
During the user-acceptance phase of ERP implementation, we train key staff. Trainees will become familiar with workflows and most-used ERP features and tools.
ERP implementation costs vary greatly because each implementation is unique. A consultation allows us to determine the implementation scope, so we can estimate costs. To receive an ERP implementation estimate, request a consultation with a VFP Consulting expert.
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.
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.
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.
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.
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.
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.
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.
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.