eBook

Certinia (FinancialForce) PSA
Implementation

Master Certinia PSA Implementation

Certinia (formerly FinancialForce) is arguably one of the leading Professional Services Automation (PSA) tool native to Salesforce. A stand-alone services solution that can be used at every stage of service delivery to enable organizations

Achieve optimized resource utilization
Make service delivery productive
Encourage business growth

A lot, however, depends on how successful your Certinia PSA implementation is. From data migration challenges to privacy concerns, benefits analysis, potential risk assessment, and tackling future updates and releases, there are several considerations while you chalk out your implementation plan. So, where do you start? The answer lies in our Top 8 Questions to Ask Before Starting a Certinia PSA Implementation eBook.

The idea is to provide you with tangible value by recommending considerations around Certinia PSA implementation process so that you can mitigate chaos while putting the pieces of the puzzle together.

This eBook Will Cover:

The right approach to Certinia PSA implementation
The importance of having elegant solutions rather than over-customizing
How to handle data security, and best practices to manage user data in Certinia
Key steps for a successful Certinia PSA implementation

Here’s how to get the most out of this eBook

Go over all the top 8 Certinia PSA implementation questions.
Identify the considerations relevant to your business use case.
Evaluate if your solutions to existing challenges are in line with the solutions mentioned in the eBook.
Assess if your IT team is capable of handling the entire implementation process beforehand
Print this eBook and keep it handy when planning your Certinia PSA implementation project.
Contact us if you need help with a certain aspect of your project management or have a specific use case in mind.

This eBook will enable you to streamline the entire PSA implementation process while ensuring that you make the most out of your investment, irrespective of whether you have your own IT team working on it or a third-party consultant. Let’s help you implement Certinia PSA the right way.

Certinia (FinancialForce) PSA Implementation

Master Certinia PSA Implementation

Certinia (FinancialForce) PSA
Implementation