Certinia’s Summer 2024 Release brings efficiency enhancements at scale to technology & services organisations

Our partner Certinia, has recently announced their highly anticipated Summer 2024 Release. For those already familiar and making use of their Cloud ERP and PSA solution, this update promises to deliver a series of efficiency enhancements specifically tailored for technology services organizations. The latest advancements focus on driving scalability, improving operational performance and delivering actionable insights, all while keeping customer satisfaction at the forefront.

Five Key Features of the Summer 2024 Release

1. Shortlisting for Improved Staffing Decisions

Introducing a new shortlisting feature for improved staffing decisions, offering better visibility and governance in resource coordination. It enables collaborative selection of resources and tracks decisions to enhance future selections. The estimate builder in Services CPQ now includes usability improvements like corner dragging, multi-cell operations, and keyboard shortcuts. These enhancements make estimators more productive, saving time as organizations transition from spreadsheet-based methods.

2. Connecting Delivery to Project Financials

With project budget allocations, you can assign fixed-price milestones, timecards, expenses, and adjustments to specific customer orders, internal costs, and both billable and non-billable budgets. Project managers can view and analyze all budgets collectively and in detail, gaining insights into cost and revenue. This enables timely change requests and detailed financial reporting, as each budget consumption is tracked separately.

3. Scalability for Growing Organizations

Whether your company is experiencing steady growth or an unexpected surge, Certinia’s updates ensure that scaling up operations won’t come at the cost of efficiency. Enhanced scalability features make it simpler for businesses to handle larger workloads, without the need for additional resources or a significant change in infrastructure.

4. Demand Side Resourcing

Demand-side resourcing?takes a significant leap forward by allowing definition of work schedules at the point of resource request creation. This summer enhancement will help organizations match projects with the best available resources who fit the required timelines. With these improvements, resource managers can ensure a better fit for assignments requiring specific availability, which in turn will enhance the accuracy of forecasts for demand, capacity, skills, and revenue.

5. Leveraging Einstein Copilot to unlock new business value for services organizations

Certinia is leading the AI evolution in the services sector, moving from basic analytics to advanced AI technologies. With Einstein CoPilot, they unify services estimation, staffing, skills, and project delivery data into one AI model. This tool automates tasks like creating estimates, SOWs, project status reports, and assessing risks. An example is Certinia Copilot Actions for Services CPQ, available to Early Adopter customers. Certinia is committed to expanding these AI capabilities in future releases.

How Certinia’s Update Benefits Cloudteam’s Clients

At Cloudteam, we strive to provide our clients with cutting-edge solutions that enhance their operational efficiency. As a strategic partner of Certinia, we are uniquely positioned to help you implement these new features seamlessly within your existing framework. Whether you’re looking to improve your workflow automation, enhance customer satisfaction, or scale your business operations, the Summer 2024 Release from Certinia is designed to meet your needs.

Why This Matters for Your Business

In today’s fast-paced business environment, staying ahead of technological advancements is essential. By adopting Certinia’s enhanced solutions, your organization can streamline its processes, make data-driven decisions, and optimize resource allocation, all while keeping customers satisfied. The ability to scale efficiently without sacrificing quality ensures that your business is prepared for both current and future demands.

Ready to Take the Next Step?

At Cloudteam, our team of experts is ready to guide you through the implementation of Certinia’s latest updates, ensuring that you maximize the value of these innovations. Contact us today to learn how the Certinia Summer 2024 Release can transform your operations and propel your business forward.