How a customer-centric ERP helps Kin+Carta change the game


Chicago – yes, even in the dead of winter. With her bike locked up and a LaraBar already unwrapped in one hand, Rachel would log onto her computer at work. At 8:30 AM on a Monday, Rachel already has the buzzing energy of a business professional on a Friday. 

It’s a stark juxtaposition to the image that usually comes to mind when one thinks of a busy Resource Manager at a fast-growing company. But Rachel had a secret weapon. At Kin + Carta, Rachel oversaw the day-to-day company billable utilization goals on FinancialForce across the Americas team. From 9 AM – 5 PM, Monday to Friday, Rachel lived and breathed the enterprise resource planning tool, adding finesse to a position that can often pull you in multiple directions at once.

Can you believe 280 people were managed by sticky notes on a whiteboard? Now, I’m able to make reports and dashboards that simplify our resourcing and present the information we need in order to make key decisions every day.

Rachel Manigault, PSA Product Owner at Kin + Carta  

New York, Denver, and Buenos Aires, Kin + Carta has been named a Leader in digital experience by Forrester Research and previously recognized as one of the best places to work by Great Places to Work. 

Just six months ago, Rachel transitioned out of Resource Management and became the global PSA Product Owner after the leadership team saw the positive impact professional services automation had on the team at Kin + Carta.  With this first implementation guiding the way, four companies have since rolled out professional services automation under the Kin + Carta umbrella with more already scheduled on Rachel’s product roadmap.  “FinancialForce’s PSA software allows me to take a step back and see everything that’s running – assignments, projects- and look at the bigger picture,” says Rachel. “It allows me to look at what could happen. My COO and talent acquisition teams love that.” 

With full visibility across the entire business, Rachel can make accurate reports and dashboards that simplify things for presenting critical information when the company has turnover or several new pipeline opportunities. “I love having access to so much data and that we’ve had such wide adoption. It’s so cool to get asked a question and be able to go back to the data, analyze it, and get the information I need to answer the question. Sometimes it’s about the future. Sometimes it’s about the past – but it’s all there.” 

Go back two and a half years, however, and Rachel will paint you a much different picture. “Can you believe 280 people were once managed by sticky notes on a whiteboard?” 

VFP consulting came up with the process options and tool – and I came up with how that would work for Kin + Carta. I ran it by Nick and if we both agreed, we would implement it

Rachel Manigault, PSA Product Owner at Kin + Carta  

The whiteboard wall where available resources and demand were being tracked would get updated daily by multiple people without notice as new information came in. Rachel acknowledged that it left a lot of room for confusion. “The way we were doing things was not scalable.”

Working closely with Nick and co-workers-Elena Buckley from Client Finance and Peggy Dowell Director of Delivery Operations- Rachel was part of the core team that helped craft a viable solution for the company to move to SaaS Professional Services Automation. 

Nick and the VFP team were able to sit down and hear how Rachel and the team currently worked, how they wanted to do things and shared the various ERP solutions available to them – sticky notes non grata. 

“VFP Consulting came up with the process options and tools – and I came up with how that would work for resourcing [resourcing at] Kin + Carta. I ran it by Nick and if we both agreed, we would implement it. “The “it” being FinancialForce. The cloud-based resourcing system was a big transition for the company. 

By having the implementation experts at VFP Consulting usher in FinancialForce company-wide, Rachel has seen the company transform into a data-driven business with insights they couldn’t have dreamt of having only a few years earlier. She’s witnessed the transformation from making decisions based on a “gut feeling” to data-driven methodology and appreciates how it’s provided answers to questions that were once indecipherable.

“I got asked about a month ago, ‘What should our healthy benchmark be?’ I knew that on all the targets, I was able to determine what a healthy number should actually be and share that with the team. It was really nice to have such a straightforward way to get to that answer whereas before, it would have been very difficult to do.”

“We still use our gut! But we use our gut to make decisions based on the data” 

Nick Anderson , Managing Consultant at VFP, and the team have been working with Rachel and Kin + Carta team since the start of their switch from manual to automated two years ago and have seen the transformation firsthand. “Now Kin + Carta has separate businesses in their organization running on one platform and communicating with each other and sharing the same data,” says Nick. “That’s what‘s been the most rewarding for me, to see it all come together into a single platform.”

It’s also made everyone else better equipped to handle their responsibilities and technology. “We still use our gut!” Rachel says. “But we use our gut to make decisions based on the data.” 

VFP Consulting helps businesses streamline their Quote to Cash operations, processes, and systems on the Salesforce platform. As an industry-leading implementation partner, and Inc/ 5000 company, VFP Consulting’s aim is to provide clients a 360 view of their business in a single cloud platform. They work closely with FinancialForce to deliver reliable PSA and full-stack cloud ERP solutions for businesses internationally. 

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.

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.

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.

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.

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.

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.

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. 

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.