The digital era has moved past basic automation. Businesses today need systems that don’t just respond but think, adapt, and act, just like a team member. That’s what agentic AI does! Unlike traditional AI, agentic AI takes proactive initiative, anticipating needs, evaluating options, and taking proper action.
With the Certinia Summer ’25 Release, intelligent automation and agentic capabilities are now embedded across the platform. These new features and functions help services, finance, and customer success teams work smarter, faster, and with greater impact. The outcome is enhanced visibility, streamlined operations and improved productivity for teams.
Let’s dive into what’s new in PS Cloud, FM Cloud, and CS Cloud, and how each enhancement addresses long-standing business challenges.
The Challenge:
Project-driven businesses often struggle with staffing delays, poor visibility into risks, and inefficient project quoting. These bottlenecks slow delivery, reduce utilization, and frustrate both employees and clients.
What’s New & How It Helps:
1. Certinia Staffing Agent (AI-Powered Resource Matching)
Instead of manually searching through hundreds of profiles, managers can now use natural language prompts to add new/swap resources for a particular project. The Staffing Agent automatically matches resource skills, availability, and capacity to recommend the best fit, within minutes.
Benefits
- Cuts staffing time from hours to minutes
- Eliminates project delays
- Reduces last-minute stress for managers
- Ensures fairer workload distribution for employees
Certinia Staffing Agent- Resolve Staffing Headaches in Minutes
2. Automated Resource Request Handling
The system now automatically holds, prioritizes, and assigns resource requests. This removes the need for managers to chase approvals or manually track requests, making the entire process faster and more reliable.
Benefits
- Eliminates back-and-forth emails and manual follow-ups.
- Speeds up approvals with automatic prioritization.
- Ensures the right resources are assigned without delays.
- Gives managers more time to focus on project delivery instead of repetitive tasks.
3. AI-Powered RAID Tracker & Project Summaries
AI automatically tracks risks, assumptions, issues, and dependencies in real time. It also generates clear project health summaries, giving managers instant visibility into deliverables, financials, and staffing.
Benefits
- Project managers get instant visibility into risks and dependencies.
- Potential issues are flagged early, reducing the chance of delays.
- Teams can make informed decisions faster, keeping delivery on track.
Project Summary on Project Record Page
4. Estimate Control Enhancements
Benefits
Users can now update entire project estimates in bulk, whether it’s applying discounts, adjusting billing schedules, or switching between pricing models like Time & Materials or Fixed Cost. This makes quoting faster, more accurate, and tailored to client needs.
- Speeds up the quoting process, saving time.
- Increases flexibility to adjust to client-specific requirements.
- Improves win rates by offering competitive proposals.
Financial Management (FM) Cloud
The Challenge
Finance teams often spend too much time on manual reconciliations, tax compliance, and reporting. This slows down financial close and reduces time for strategic decision-making.
What’s New & How It Helps
1. Automated Tax Compliance
The release integrates advanced tax engines that automatically calculate and apply local and international tax rules, including VAT and country-specific regulations. Finance teams no longer need to manually track changing rules—compliance is built into every transaction.
Benefits
- Eliminates manual tax calculations and reduces human error.
- Ensures compliance with both local and global tax regulations.
- Minimizes audit risks by maintaining accurate, rule-based tax records.
- Frees finance teams to focus on strategy instead of compliance checks.
2. Creating Budgets and Plans Faster
Align business strategies with financial modeling and planning using trusted data in one system. Teams collaborate seamlessly across the AOP process with a simplified experience, while “what-if” scenarios and tracked changes build confidence in every plan.
Benefits
- Align business strategies directly with financial models.
- Streamline the AOP process with built-in collaboration.
- Quickly generate “what-if” scenarios to test different outcomes.
- Track changes with audit trails for greater accuracy and trust.
3. Checking Services Credit Funding before Project Kickoff
Certinia PS Cloud and FM Cloud users can now see the payment status of Services Credits upfront. This ensures projects are only created and services delivered once the credits are fully funded, eliminating financial risks and avoiding unpaid work.
Benefits
- Gain full visibility into Services Credit payment status.
- Prevent project kick-off without confirmed funding.
- Protect cash flow by avoiding unpaid service delivery.
- Strengthen financial control and accountability.
Services Credits Window
Customer Success (CS) Cloud
The Challenge
Customer Success teams are often focused on handling issues instead of building long-term relationships. The lack of real-time insights and automation makes it hard to identify at-risk customers or personalize engagement.
What’s New & How It Helps
1. Certinia Customer Success Agent
The Certinia Customer Success Agent automates key administrative tasks by generating account summaries, creating action items, and drafting customer communications. It equips customer success teams with the insights and tools they need to serve accounts faster and focus on building stronger relationships.
Benefits
- Cuts down manual admin work
- Frees up time for meaningful client interactions
- Helps CSMs strengthen relationships
- Improves efficiency and response speed
Certinia Customer Success Agent
2. AI-Generated Success Plans
Generative AI now automatically creates success plans by pulling data from sales opportunities and translating it into actionable strategies. This ensures that Sales, Services, and Customer Success teams stay aligned, while customers experience a consistent and value-driven journey from the very first interaction.
Benefits
- Auto-generates success plans directly from sales opportunities
- Aligns Sales, Services, and CS teams on shared goals
- Provides consistency across every stage of the customer journey
- Uses AI-driven insights to anticipate customer needs and recommend actions
- Delivers more value by turning sales data into personalized success strategies
Enhanced KPI & Value Dashboards
CS Cloud now empowers Customer Success Managers with enhanced Objective KPI Tracking Dashboards that deliver quick visual insights into account progress. Objectives feed directly into the Account Health Score, triggering automated actions when needed. With the Value Tracker now available in customer community portals, customers gain real-time visibility into their progress, driving stronger collaboration and accountability.
Benefits- Track objectives visually with enhanced KPI dashboards.
- Give customers real-time visibility with Value Tracker in community portals.
- Promote collaboration between customers and Customer Success managers.
- Strengthen accountability by making progress transparent.
Certinia Customer Success Agent
The Bottom Line
The Certinia Summer ’25 Release is a big step forward in how organizations use automation, intelligence, and collaboration to work smarter. With Agentic AI built into PS Cloud and CS Clouds, Certinia goes beyond basic automation with AI driving processes, not just supporting them.
This means success plans, financial models, and customer insights are created automatically, giving every team, sales, services, finance, and Customer Success, the clarity and speed they need to act confidently.
The real value comes from how Agentic AI improves operations, keeping projects on track, personalizing customer interactions, and ensuring compliance everywhere.
With Cetinia Summer ‘25 updates, businesses can cut inefficiencies, deliver consistent customer experiences, and connect strategy with execution, all while freeing teams from heavy admin work.
Ready to unlock the full potential of Certinia AI? Let our experts help you implement and optimize the Summer ’25 release to maximize business outcomes.
Author
AVP, AblyPro
Murali is the AVP – Certinia at AblyPro with 12+ years of experience in handling complex Certinia and Salesforce applications, implementations, configurations, and customizations. At AblyPro, he has been the pillar of all the Certinia PSA and ERP project deliverables, ranging from design to implementation, project management, and resource management. With years of practical knowledge and expertise in this industry, Murali supports the sales team in strategizing customer solutions to meet the actual business needs of the clients. Murali is a dynamic and experienced professional with multiple Certinia and Salesforce certifications, helping businesses to technically strive in this ever-changing landscape.
