Case Study: Idox improves customer collaboration and service delivery with Certinia Professional Services Cloud

Idox enables a game-changing experience for its professional services group and customers

Idox, a company providing software solutions, sought to standardize and modernize its professional services operations to improve efficiency and customer collaboration. With a large team servicing over 500 global customers, the challenge was to integrate this function with the rest of its business under a single, reliable system. To address this, Idox selected the Certinia Professional Services (PS) Cloud platform.

Certinia implemented its PS Cloud solution, which automated core tasks and seamlessly integrated with Idox's Salesforce instance to provide a single source of truth for projects and customers. This gave Idox a 360-degree view of operations, empowering project managers to focus on customer experience and growth. The solution from Certinia enabled enhanced customer collaboration, improved internal staff coordination, and freed up delivery staff to focus on value-added activities, aligning with the company's multi-year growth plans.

Idox

Matthew Salter

Professional Services Director