Dreamforce 2026 · Session
Are your projects really making money?
Project performance and financial performance, finally in one picture.
Built on Certinia PSA and Financial Management — with CRM Analytics giving leadership the view, and Veda AI turning it into something you can act on.
Wed 16 September
2:00 – 2:20 PM
Sextant Coffee Roasters, 201 Third Street · 2 minutes from Moscone
Save My Seat
What it's about
Revenue is up and the work looks healthy. Whether each project made money is a harder question.
The answer is spread across five places, and it usually arrives once the project is already over.
ResourcesWho's on what
ProjectsHow it's tracking
ScopeWhat changed
BillingWhat got invoiced
FinanceWhat it actually earned
Margin leaks at every handover — and shows up in the last box
- The chain joined up Certinia PSA and Financial Management connecting project performance to financial performance.
- One management view CRM Analytics showing project and financial health together, not in two reports.
- Veda AI on the data Certinia's AI agents turning it into something you can act on while the project is still running.
- What it actually takes Scope, sequence, and the parts that usually go wrong.
Details
- Session Certinia PSA + Financials: Are Your Projects Really Making Money?
- Technology Certinia PSA · Certinia Financial Management · CRM Analytics · Veda AI
- Date Wednesday 16 September 2026
- Time 2:00 – 2:20 PM
- Where Sextant Coffee Roasters, 201 3rd Street, San Francisco — a two-minute walk from Moscone Center
- Included A perfect cup of coffee
- Format 20 minutes, mostly live demonstration and discussion
- Host Neeraj Garg, Global COO, AblyPro
