Case Study: BeyondTrust streamlines professional services with Certinia PS Cloud

BeyondTrust improves Professional Services with Certinia

BeyondTrust, the worldwide leader in Privileged Access Management, faced a challenge with disjointed operations after a series of mergers and acquisitions left them with four separate professional services organizations using different systems. To streamline operations, satisfy customer expectations, and recognize revenue faster, they needed to unite their teams on a single application platform.

The company implemented the Certinia Professional Services Cloud (PS Cloud), a Salesforce-native solution. This provided the necessary visibility into projects and enabled the creation of customer-centric project templates. As a result, Certinia is enabling BeyondTrust to automate routine tasks, which is anticipated to reduce project management overhead by 5% and save project managers about 40 hours per week collectively.

BeyondTrust

Sean Cashin

Senior Vice President, Customer Success and Services