Process maps grounded in usage
A view of the paths work actually takes, including approval delays, repeated steps, exceptions, and workarounds, validated with the people doing the work.
Certinia Fresh Start
A simpler org.
A fresh start.
Modernize Certinia around how your business actually works. Fresh Start turns years of customization into a clear plan for simpler operations, smoother upgrades, and future AI use cases.
When it’s time
For an
overcustomized system.
Fresh Start brings together a view of your current org and how your team actually uses it. We uncover where work waits, where exceptions create rework, and where workarounds add friction, then translate those findings into practical priorities for modernization.
- Customizations make upgrades difficult or uncertain.
- Standard features are underused while workarounds keep growing.
- Updates, new products, or AI initiatives are blocked by the existing org.
Operational clarity
See where work stalls.
Know what to change.
We show how work actually moves through your org, bringing slow handoffs, skipped steps, repeated approvals, and exceptions into view. Conversations with your team explain the workarounds behind the friction.
Actual usage analysis highlights the customizations that support daily work, those that are rarely used, and those that sit unused. The findings give your team a clear basis for deciding where improvement matters most.
A blueprint your team can rally behind creates room for incremental quick wins and a practical sequence of improvements. We can deliver for you, work alongside you, or advise your team, with a shared goal: upgrade-ready, then AI-ready.
What you receive
A concrete starting point.
Decisions for each customization
A keep, retire, replace, or rebuild recommendation for each customization, with the reasoning.
A blueprint for phased change
Map the required processes to current Certinia functionality, identify the remaining gaps, and prioritize changes by business impact, risk, and dependencies. The blueprint scopes the build.
How we work
From understanding
to action.
01
Scan what’s built
A read-only review of what’s been built.
02
Understand how work runs
We reconstruct how work actually moves through your org and validate it with your team.
03
Turn evidence into decisions
Keep what works. Rebuild only what’s necessary.
04
Modernize and measure
Deliver in phases, measured against the baseline.
Good questions
Before we begin.
Is this just a health check?
The initial review is a starting point. Fresh Start connects the findings to business usage, a future-state design, and a phased plan for modernization.
What data does the initial scan access?
The initial scan is read-only and examines configuration and metadata only. It does not access personal data.
Will everything be rebuilt out of the box?
No. Standard functionality is the starting point, but your actual requirements determine the design. The roadmap makes clear what can be simplified and where a tailored solution still has a business reason.
How long does it take, and what does it cost?
The engagement is scoped per org after an initial conversation.
Can we choose how to work with you?
Yes. We can deliver the agreed changes for you, work alongside your team, or provide advisory support. The scope and responsibilities are agreed before work begins.
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.