A connected process design
Shared definitions and handoffs across opportunities, projects, resources, and finance.
Connected Operations
Sales. Delivery. Finance.
Working as one.
Connect the customer and project lifecycle across Salesforce and Certinia, from opportunity through delivery, billing, and financial visibility.
When it’s time
Better handoffs.
A clearer picture.
Disconnected processes create extra work and make it harder to understand what is happening across your business. We help align the workflow, data, and platform design around the teams who need to work together.
- Sales commitments do not flow cleanly into delivery.
- Resource planning and project forecasts depend on spreadsheets.
- Billing and finance need manual reconciliation with project data.
What you receive
A concrete starting point.
An implementation roadmap
A practical sequence for configuration, integration, data migration, and adoption.
Useful operational visibility
Reporting and workflows aligned with the decisions your teams need to make.
How we work
From understanding
to action.
01
Map the lifecycle
Understand where work and information pass between sales, delivery, and finance.
02
Design for the business
Define the operating process and choose standard platform capabilities where they fit.
03
Connect and validate
Implement, test with users, and confirm that information supports the downstream workflow.
Good questions
Before we begin.
Can this be a new implementation?
Yes. Our New Implementations service covers Salesforce and Certinia delivery from planning through go-live. Connected Operations also supports improvements to an existing environment.
Can you connect other systems?
Integration is part of the assessment and design. We define the source of each data element, the required handoffs, and the right integration approach for the systems involved.
Where should we start?
Start where the business feels the friction: a sales-to-project handoff, resource planning, project reporting, or billing. A focused review helps establish the first useful change.
Let’s move forward
A clearer path starts
with a conversation.
Tell us what’s getting in the way. We’ll help you identify the right place to start.