Every project.
Every margin.
Visible in real time.
AI Services Org Intelligence connects directly to Certinia PSA to monitor project financials, resource utilization, and delivery timelines in real time. The Agentforce intelligence layer your Certinia data has been waiting for.
Margin improvement on Certinia PSA-managed service projects recovered through real-time monitoring.
Margins Erode Silently. By the Time You See It, the Damage Is Done.
Professional services margins don’t blow up overnight. They erode over weeks and months; one absorbed scope change, one underutilized senior consultant billed at cost, one timeline extension that eats the contingency buffer. By the time the monthly project review lands on the PM’s desk, the opportunity to act has passed.
Certinia PSA holds all this data. Utilization rates, budget-vs-actual, time entries, change order status, revenue milestones, it’s all there. But it’s passive. It reports what happened. It doesn’t tell you what’s about to happen.
AI Services Org Intelligence is the active intelligence layer built natively on Certinia. It monitors your project portfolio in real time, identifies margin risks before they materialize, and flags scope creep for change orders while there’s still a conversation to have.
Average margin erosion absorbed silently per project without AI monitoring.
Of resource mismatches identified post-project rather than during delivery
Of scope creep goes unbilled due to delayed identification, caught too late for change orders.
Average value of unbilled scope per $5M professional services engagement.
Live Certinia data. Real-time intelligence.
- Project financials (budget vs. actual)
- Resource utilization rates
- Time entry data
- Change order history
- Revenue milestone status
- Staffing plan vs. actuals
- Margin risk scoring
- Scope creep detection
- Utilization optimization model
- Revenue recognition alignment
- Timeline delay prediction
- Staffing gap analysis
- Margin risk alert raised
- Change order prompt triggered
- Staffing recommendation sent
- Revenue milestone flagged
- Executive dashboard updated
- PM notification delivered
What the Agent Does
Real-Time Project Margin Monitoring
Connects directly to Certinia PSA data. Surfaces margin-vs-plan deviation in real time, not at month-end review when it's too late.
Scope Creep Detection
Identifies out-of-scope work patterns from time entries and project notes. Prompts change order creation while the client conversation is still open.
Revenue Recognition Alignment
Monitors milestone completion against ASC 606 revenue recognition schedules. Flags timing risks for finance teams in advance.
Resource Utilization Tracking
Monitors utilization by resource, role, and project. Flags over- and under-utilization before it becomes a billing problem.
Staffing Recommendations
Suggests staffing adjustments based on current skill demand, availability, and project stage before gaps affect delivery timelines.
Executive Portfolio Dashboard
Portfolio-level margin view across all active projects. Drill down to project, resource, and milestone level in a single Salesforce dashboard.
+3.2% margin recovered on a $50M revenue base
AblyPro implemented the Certinia Project Assistant Agent, an Agentforce-powered Employee Agent within Certinia PS Cloud, designed specifically for Project Managers. The solution automatically monitors milestones, timecards, deadlines, and project risks, shifting project management from reactive tracking to proactive oversight.
Agents that pair well with Services Org Intelligence
AI Customer Self-Service
Handle customer facing inquiries autonomously before they become support cases. The front door to support operations.
AI Revenue Intelligence
Services org monitors project delivery health. Revenue intelligence monitors client health. Together they protect both margin and retention.
Ready to see every project margin in real time?
If you’re running Certinia PSA, the data is already there. We just make it intelligent and actionable before the damage is done.
