Case Study: Clearsulting achieves faster closes and billing with Certinia

Clearsulting aligns its business processes with fast-paced global growth

Clearsulting, a rapidly growing consulting firm, faced challenges with disconnected systems and manual processes that slowed project approvals and financial closes as they expanded globally. Their finance team struggled with fragmented data, making month-end close difficult, while consultants were hindered by administrative tasks. To address these barriers to business process optimization, Clearsulting turned to Certinia for a solution using their Professional Services Cloud, Financial Management Cloud, and Services Estimator.

Certinia implemented a Salesforce-native platform that streamlined operations, automated time and expense tracking, and provided real-time insights. The results were significant: Clearsulting cut its month-end close time by over 50%, shortened its billing cycle by six days, and saved hours on manual data gathering each week. This provided leadership with real-time dashboards for better decision-making, fueling their global expansion with a solid, data-driven foundation.

Clearsulting

Monica Engelhardt

Chief Financial Officer