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Tag: VFP Consulting

Driving Project Success with Intelligence and Efficiency: What’s New in Certinia PS & CS Cloud Summer 2025

    Staying ahead means constantly refining how we manage projects, resources, and financials in the ever-evolving professional services landscape. The Summer 2025 release of Certinia PS & CS Cloud introduces game-changing enhancements that empower teams to deliver smarter, faster, and more confidently. The recent preview webinar spotlighted three core innovations designed to elevate every… Continue reading Driving Project Success with Intelligence and Efficiency: What’s New in Certinia PS & CS Cloud Summer 2025

What is Einstein Analytics and How It’s Impacting the Industry

    What is Einstein Analytics? Salesforce Einstein Analytics, now part of Tableau CRM, is a powerful AI-powered analytics and business intelligence platform built into the Salesforce ecosystem. It helps organizations, including consulting companies, analyze CRM data, visualize results, and make real-time decisions through interactive dashboards, AI-driven predictions, and advanced data visualizations.   Beyond traditional… Continue reading What is Einstein Analytics and How It’s Impacting the Industry

How does the ever-changing world of AI impact the modern finance professional?

Author: Glen Greer, Principal Consultant, VFP Consulting Summary of the article: In a rapidly evolving AI landscape, finance professionals must adapt—or risk falling behind. To stay ahead, you need the right partners: Simplified Financial Management: Certinia’s cloud-based tools streamline accounting, billing, and reporting, freeing you up for a bigger-picture strategy. Smarter Decision-Making with AI: Certinia AI… Continue reading How does the ever-changing world of AI impact the modern finance professional?

Optimize Clinical Research Operations with VFP Consulting’s ERP and PSA Expertise

Summary of the article: At VFP Consulting we help Clinical Research Organizations (CROs) optimize their operations by using Certinia’s ERP and PSA solutions.Key benefits include improved resource management, enhanced project visibility, and streamlined financial processes.We provide expert implementation, training, and ongoing support to ensure successful adoption and maximize ROI. Clinical Research Organizations (CROs) operate in a… Continue reading Optimize Clinical Research Operations with VFP Consulting’s ERP and PSA Expertise

Transforming Operations with a Unified Platform 

A global leader in management consulting that operates in over 70 cities across 30 countries with a complex business model was relying on multiple outdated systems to manage different aspects of their operations. With disjointed user groups spanning Resource Management, Consultants, FP&A, and Accounting, their workflows were fragmented, inefficient, and prone to errors. They sought… Continue reading Transforming Operations with a Unified Platform 

Key Considerations in M&A for Streamlining Operations and Data in 2025 for Early Success

Summary of the article: M&A success in 2025 requires strategic foresight, robust planning, and seamless integration of operations and data. Companies must address economic challenges, prioritize early integration planning, and invest in scalable, adaptable tools like Certinia. Effective communication and cultural alignment are critical for fostering employee buy-in. Partnering with experts like VFP Consulting ensures operational… Continue reading Key Considerations in M&A for Streamlining Operations and Data in 2025 for Early Success

Navigating M&A in Life Sciences: The Role of Effective Partnerships and Platforms for Early Success

Summary of the article: Mergers and acquisitions (M&A) in life sciences drive growth and innovation by enabling access to new technologies and markets, but they face challenges like regulatory compliance and cultural integration. Strategic consultancy partners provide guidance on regulations, alignment, and risk, while robust technology platforms streamline processes and improve communication. Together, these elements enable… Continue reading Navigating M&A in Life Sciences: The Role of Effective Partnerships and Platforms for Early Success

Transform Your CRO with Certinia PSA on the Salesforce platform with VFP: Simplify Processes and Improve Efficiency.

Summary of the article: Certinia PSA streamlines project, billing, and resource management for CROs, automating core processes to improve efficiency, accuracy, and revenue recognition. Built on Salesforce, it centralizes data, enhances resource allocation, and ensures compliance, helping CROs stay competitive. Handling numerous complex projects and data can be exhausting for Clinical Research Organizations (CROs). Scanning vast… Continue reading Transform Your CRO with Certinia PSA on the Salesforce platform with VFP: Simplify Processes and Improve Efficiency.

Why Understanding ASC 606 Revenue Recognition is Important for Accurate Reporting and Smart Decisions.

This article is based on a session led by Krystal Smith, Director of Finance at VFP, held in our latest team meetup. Summary of the article:  The session covered key accounting concepts, including revenue recognition, ASC 606, and the differences between cash and accrual accounting methods. Revenue recognition involves recording revenue when it’s earned, while… Continue reading Why Understanding ASC 606 Revenue Recognition is Important for Accurate Reporting and Smart Decisions.

Effective Data Management: Prioritizing Tools, Rules, and Data Classifications for Optimal Hygiene

This article is written by Mariam Oyebanji, Consultant at VFP. Discover her insights on the importance of implementing guidelines and strategically utilizing tools to ensure that companies maintain high-quality data standards. By doing so, organizations can enhance their decision-making processes and foster business expansion. making and business expansion. Summary of the article:  Successful data management… Continue reading Effective Data Management: Prioritizing Tools, Rules, and Data Classifications for Optimal Hygiene

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