Our business-process first approach results in Certinia implementations that fit like a glove.
VFP Consulting is a Certinia Implementation Partner that translates your business processes and needs into a reliable, sensible, and usable PSA/ERP solution.
Our consultants are business process savants with vast experience implementing Certinia for companies across diverse industries. We succeed at delivering usable, efficient and scalable implementations to our clients because we understand and refine processes, instead of taking a “one size fits all” approach. We are guided by best practices, methods proven by data, and an obsession with workflow perfection. If you are considering a Certinia implementation, talk to us first. You’ll be glad you did.
Manage accounting and finance, billing and reporting. VFP can implement any or all of Certinia cloud-based financial management tools.
Accounting & Finance
Subscription & Usage Billing
Revenue Recognition & Forecasting
Order & Inventory
Certinia PSA provides businesses the ultimate in visibility. Track service and product sales, service delivery and financials:
Project Financials Time & Expenses
Billing & Revenue
Dashboards & Reporting
Manage every aspect of your business’s human capital online. VFP can implement a powerful HR app that reduces costs and provides data that drives sound decision making:
Human Resource Management
Workforce Management Benefits
Workforce Reporting & Analytics
A successful Certinia implementation depends on thorough consultation. Not just one consultation, but consultation throughout the implementation process. At VFP Consulting, our experts use our company motto “Vision. Focus. Passion” as a North Star to guide the project safely to its final destination: a cloud PSA / ERP that benefits our clients, their customers, employees and stakeholders. The journey to an integrated cloud-based business management system starts here.
During the planning phase, we clarify our customers’ vision, identify Certinia solution implementations that will achieve their goals and formalize a project and communication plan. We’ll also identify key knowledge-holders in your business that can provide details about processes, operations and the current form of process and data management.
We identify the strengths and weaknesses of current business processes, data recording methods, and gaps in processes. At this stage, interviews and meetings will be held between VFP staff and your key staff. We’ll get to know, in detail, what information is recorded, where it is stored and who accesses it. We create a new business process map and identify which Certinia PSA/ERP solutions should be implemented to achieve the company’s goals.
We export and/or convert data from current records and ready it for import into Certinia and Salesforce.
With our expert knowledge of both Certinia and Salesforce, in-depth experience with both platforms’ offerings, and knowledge of business processes, we create user-centric implementations that follow industry best practices, but more importantly, fit your business. We ensure your implementation works for you now and will grow or change as your business grows and changes.
Throughout the implementation process, we test and retest, ensuring everything works as it should. VFP uses RADTest, a programmatic method of testing each piece of the business processes puzzle. RADTest helps ensure watertight, bug-free, gap-free implementation that works…every time!
Deployment may occur in stages or when all data and all Certinia solutions have been implemented. After deployment, we do post-deployment checks to ensure your Certinia PSA/ERP implementation is functioning as it did in testing. After go-live, we don’t leave you hanging, either. When you need help, we’re here for you.
Think of the Salesforce platform as a smartphone that can run multiple apps. It allows you to add other applications to support other parts of your organization, such as products from Certinia. Certinia products are 100% native to the Salesforce platform, which means you have a single source of truth for your organizational data like customers and products. With your financials, PSA and CRM on the same platform, there’s no need to integrate separate systems.
No, you can use Certinia without implementing Salesforce applications. Certinia licenses will include the Salesforce platform, but without access to the Salesforce applications such as Sales Cloud, Marketing Cloud, and Service Cloud.
The length of time it takes to implement Certinia depends on many factors, including the complexity of processes, how much data is being migrated (if any), and the number of Certinia solutions being implemented. Implementation can take anywhere from a couple of months to several months.
Certinia offers ERP (Enterprise Resource Planning) solutions that can be implemented separately or simultaneously. The Certinia applications include Financials, Billing, Revenue Management, and Professional Services Automation (PSA). View Certinia applications.
Yes. During the user-acceptance phase (close to the end of implementation), we train key staff members to use Certinia. Trainees will become familiar with processes, features, and tools.
It’s impossible to provide an “average” price that is meaningful, because each company and its needs are unique. Suffice it to say, that the more complex your business’s processes and the more Certinia solutions that need to be implemented to meet your implementation goals, the higher the cost. A consultation is the only way we are able to estimate the cost of implementation to your company. Book a free consultation today!
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.