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consulting that operates in over 70 cities across 30 countries with a complex business model was relying on multiple outdated systems to manage different aspects of their operations.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 a solution to streamline their end-to-end processes on a single, integrated platform, from Opportunity Management to Revenue Recognition.
The Challenges
- Fragmented Systems: Multiple legacy platforms hindered collaboration and created silos among key business units.
- Complex Processes: Diverse user groups operated independently, leading to inefficiencies and misalignment.
- Lack of Integration: Processes like deal tracking, pricing, project management, and invoicing were disconnected, slowing down operations.
The Solution
We introduced Certinia, an integrated platform designed to bring all critical processes together under one roof. Key features and implementations included:
- Project Creation and Resourcing: Automated project setup and resource allocation directly tied to sales opportunities.
- Time and Expense Management: Tools for efficient timecard submissions and expense tracking.
- Billing and Revenue Recognition: End-to-end support for invoicing and accurate revenue recognition processes.
This solution allowed all user groups—Resource Management, Consultants, FP&A, and Accounting—to collaborate effectively within a unified system, ensuring seamless workflows across the organization.
The Impact
The transition to Certinia delivered significant operational and strategic benefits, including:
- 750,000 Timecards Processed: A testament to the platform’s capacity and reliability in the first year.
- Streamlined Workflows: Enhanced efficiency in billing and invoicing processes, reducing time spent on manual interventions.
- Improved Accuracy: Greater precision in revenue recognition, minimizing errors and ensuring compliance.
- One Source of Truth: A unified platform where all teams operate with consistent, real-time data, fostering collaboration and informed decision-making.
By consolidating their operations onto Certinia, the client not only resolved their immediate challenges but also positioned themselves for scalable growth. This transformation underscores the power of a unified platform to simplify complex processes and drive impactful results.
Would your organization benefit from a similar transformation?
