Case Study: Proximity boosts invoicing efficiency and project visibility with Certinia

Proximity gains proactive resource management for its booming consulting business

Proximity, a provider of consulting, legal, and commercial services in Australia, faced significant operational inefficiencies as it grew. Using disconnected systems like SharePoint for projects and MYOB for finances led to manual data transfers, frequent errors, and a lack of real-time visibility into project performance and resource allocation. These challenges slowed invoicing and hindered strategic decision-making, prompting the company to seek a unified platform from vendor Certinia.

By implementing Certinia's Professional Services Cloud and Financial Management Cloud solutions, Proximity integrated its project and financial data on a single platform. This eliminated manual processes, automated invoicing, and provided real-time insights. The results were substantial, including a 75% reduction in invoicing time and improved resource management, which enhanced on-time delivery and provided the data-driven foundation Certinia enabled for continued growth.

Proximity

Daniel Cox

Group Manager - Technology