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Professional Services Automation

expert psa process development & implementation

Professional services expertise is what matter

We have worked with Professional Services businesses for more than 20 years, and have become passionate and skilled process experts. By leveraging the power of the Salesforce cloud platform with Certinia PSA we can help streamline your delivery processes and configure the right technology components for your business.

 

Certinia PSA is the leader in the cloud professional services space due to its depth of functionality and flexibility. With the experience and skill offered by the VFP Consulting team, we work hand in hand with you to gain maximum efficiency for your business based on best practices. As your business and processes grow and evolve, Certinia PSA can flex and grow with you.

Certinia PSA ON THE SALESFORCE PLATFORM

Manage people, staff, resources, projects, financials and customers from an all-in-one cloud PSA.

RESOURCE
MANAGEMENT

Track resource allocation, edit schedules and see who’s working where and when. View and forecast capacity for easier project planning.

SALES AND SERVICE COLLABORATION

Because Certinia PSA is built on Salesforce, service departments and sales departments can work as a team to configure quotes and proposals.

PROJECT
MANAGEMENT

Get an at-a-glance view of all project KPIs from a PSA dashboard. Visualize project plans, dependencies and timelines with an interactive Gantt chart.

PROJECT FINANCIALS

More accurately analyze, forecast, and budget project financials. Gain more control over project costs.

TIME, BILLING AND EXPENSES

Let service workers record and track time and expenses from anywhere. Increase efficiency and accountability.

FORECASTING AND REPORTING

Generate project reports for increased accountability and transparency. Plan for a bright future using real-time project data.

Learn more about Salesforce CPQ Solutions.​

Learn more about our Salesforce and Certinia

REQUEST CONSULTATION ►

talk
about the
future

When you’re investing in technology and process – we work with you to create a vision for the future. We understand what risks and opportunities are in your future and help you plan for and mitigate them.

CORE VALUES ►

PSA Implementation FAQ

Certinia is the leading PSA application built to run natively in Salesforce. When people talk about Salesforce PSA, they mean Certinia PSA running on top of Salesforce. If you’re searching for a PSA solution on your Salesforce platform – Certinia PSA is your answer.

How long does it take to implement professional services automation?

A simple implementation can take as little as 3 months, especially if you are focused on a single product. A complex multi-Any one product implementations can take longer. Depending on the size and complexity it may vary, a typical PSA is 12-20 weeks for a mid market company.

Does PSA include accounting?

PSA includes powerful project-accounting features. You can capture and report on project cost and revenues within PSA, to report on project financials. If you’re looking for a full blown accounting application with General Ledger, you can also Certinia Financial Management software.

Does VFP provide PSA training?

During the user-acceptance phase, we train key staff members. Trainees will become familiar with workflows, PSA features and tools.

How much does PSA implementation cost?

We’re happy to provide an estimate of PSA implementation costs after a consultation. Because every company is different, every implementation is different, so costs are wildly variable. A consultation reveals your business need, complexity and project scope so we can provide a more accurate and meaningful estimate.

Does Certinia PSA integrate with Salesforce?

Yes! Certinia is a close partner to Salesforce, and integrates seamlessly on the Salesforce platform to deliver you with robust, streamlined accouting and financials on the backend. With Salesforce on your front end and the right configuration of Certinia products you’ll be on track for an effective long-term solution for your business needs.

Speak with an implementation expert

Do you currently use Salesforce as your platform?

We are registered Salesforce® & FinancialForce partners
and honored to be 2X Partner of the Year for FinancialForce 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.

Kristin Hubbard
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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