Case Study: GrayMatter streamlines Certinia integration and financial reporting with CLD Partners

GrayMatter streamlines Certinia integration with CLD Partners in 2 weeks

GrayMatter, a company that had recently acquired another business, faced the challenge of integrating the acquired company's project and financial data into their existing Certinia (FinancialForce) PSA and FFA systems. They contacted CLD Partners and utilized its health check service to begin addressing this complex data migration and integration need.

CLD Partners implemented a comprehensive solution that involved mapping and migrating data from multiple source systems into Certinia. The vendor also configured financial reports and identified process improvements to automate data flow. This work led to additional enhancements, including a custom revenue recognition solution and a credit card integration. The results were a smoother integration process and the ability to work smarter, with GrayMatter's COO praising the team's innovative ideas and quick turnaround.