FinancialForce B2B Case Studies & Customer Successes

1Spatial Group Ltd achieves unified project visibility and improved resource utilization with FinancialForce PSA

1Spatial Group Ltd

Alan Paine

Senior Project Manager

ABC Selfstore - Customer Case Study

ABC Selfstore

David Milton

Managing Director

Ahead LLC achieves real-time project visibility and streamlined delivery with FinancialForce PSA

Ahead LLC

Jocelyn Garrison

Financial Analyst

Akamai achieves a single source of truth and halves integration effort with FinancialForce PSA

Akamai

Jason Stonehouse

Manager Systems Management and Improvement

All Traffic Solutions achieves unified cloud financials, automated billing and a 1-hour month-end close with FinancialForce Accounting

All Traffic Solutions

Scott Johnson

Vice President, All Traffic Solutions

Apex Fund Services achieves real-time global financial visibility and faster billing with FinancialForce Accounting

Apex Fund Services

Melissa Griffin

Global Head of IT, Apex Fund Services

Ashoka achieves a connected, engaged global workforce and 246% ROI with FinancialForce HCM

Ashoka

Jason Barnhardt-Lanier

Managing Director Global Talent

Avid Technology achieves real-time project visibility and increased profitability with FinancialForce PSA

Avid Technology

Tony Callini

SVP Finance

Bernstein & Andriulli achieves one-click invoicing and improved cash flow with FinancialForce

Bernstein & Andriulli

John Petrillo

CFO, Bernstein & Andriulli

Blackbaud achieves accurate utilization tracking and capacity planning with FinancialForce PSA

Blackbaud

Kendrick Gibson

Business Application Programmer, Blackbaud

BlackStone Networks achieves a 2-day month-end close and seamless Salesforce integration with FinancialForce

BlackStone Networks

Michael Marshall

Accountant

Blue Clover Devices achieves faster month-end closes and real-time global financial visibility with FinancialForce Accounting

Blue Clover Devices

Eddie Chen

CFO

Blue Shield of California Foundation achieves automated accounting and faster pay cycles with FinancialForce Accounting

Blue Shield of California Foundation

Scott Travasos

CFO

BRG gains real-time visibility and protects profit margins with FinancialForce

BRG

Marshall King

Vice President

Bryce Company Holdings achieves real-time financial visibility and up to 3x faster reporting with FinancialForce Accounting

Bryce Company Holdings

Irina Egorova

Associate Consultant

Build It International achieves 48% revenue increase without adding headcount with FinancialForce Accounting

Build It International

John Hindson

Head of Finance

Camfed (international non-profit) achieves real-time program and financial visibility with FinancialForce Accounting

Camfed

Daniel Probert

Head of IT Innovation

CDI Spaces achieves unified operations, higher customer satisfaction and faster cash flow with FinancialForce ERP

CDI Spaces

Andrew Holmes

Finance and Systems Manager

CDI Spaces achieves faster growth and better customer service with FinancialForce

CDI Spaces

Andrew Holmes

Finance and Systems Manager

Centrastage doubles efficiency and streamlines processes with FinancialForce Accounting

Centrastage

Lucy Thompson

Finance Manager, Centrastage

Chambers Gasket & Manufacturing Company achieves a 70% productivity gain and 200% increase in quoting throughput with FinancialForce

Chambers Gasket & Manufacturing Company

Chris Kenny

Owner, Chambers Gasket & Manufacturing Company

Chem-Dry Australia achieves 64% fewer invoicing errors and faster billing with FinancialForce Accounting

Chem-Dry

Raj Meda

Operations Manager

Christian Children’s Fund of Canada achieves centralized, automated HR and real-time workforce insights with FinancialForce HCM

Christian Children’s Fund of Canada

Catherine Yepson-Lee

Human Resources Manager

City Box Holding B.V. achieves centralized accounting and streamlined billing with FinancialForce Accounting

City Box Holding B.V.

Ronny Schuyt

CFO

Clicktools achieves faster global billing and dramatic time savings with FinancialForce Accounting

ClickTools

Mary Flynn

Accounting Technician

CloudSense achieves real-time financial visibility and unified Salesforce operations with FinancialForce

CloudSense

David Fordham

Operations Director

Column Five Media achieves centralized project visibility and billable time tracking with FinancialForce PSA

Column Five Media

Kaede Holland

Director of CRM

Concept Services achieves real-time people forecasting and 90% reduction in manual resource communication with FinancialForce Peoplecasting

Concept Services

Traci Whetzel

Director of CRM

Crunch achieves scalable processing of 90,000+ transactions and real-time financial reporting with FinancialForce Accounting

Crunch

Stephen Paynter

Head of Finance

CyberSafe achieves automated order-to-cash and faster collections with FinancialForce

CyberSafe

Tim Alsop

Technical Director, CyberSafe

Dialogue Communications cuts month-end close from 6 weeks to 10 days and gains global financial visibility with FinancialForce Accounting

Dialogue Communications

Perry Offer

Global CFO

Dirxion achieves streamlined billing and shorter cash cycles with FinancialForce

Dirxion

Rusty Mitchener

CFO, Dirxion

DNV GL achieves rapid case resolution and improved SLAs with FinancialForce

DNV GL

David Nicolson

Head of Application Services

Eagle Productivity Solutions boosts project capacity and cuts month-end close by nearly 40% with FinancialForce

Eagle Productivity Solutions

Alex Orlando

CFO

Emergo achieves unified customer visibility and scalable growth with FinancialForce PSA

Emergo

John Brundage

Global Sales Analyst

Engineering Express achieves 15% business growth and faster project delivery with FinancialForce PSA

Engineering Express

Gabriel Saslafsky

Systems Efficiency Manager

Esker achieves improved project visibility and increased utilization with FinancialForce PSA

Esker

Ben Braun

Director US professional Services

Freedom Property Group achieves scalable automation and faster billing with FinancialForce

Freedom Property Group

Randall Curry

Founder and CEO

Fusion Risk Management achieves sub-10-minute monthly revenue recognition and 75% faster close with FinancialForce Accounting

Fusion Risk Management

David Nolan

President & CEO

GCOMM Pty Ltd achieves unified financials and real-time insights with FinancialForce Accounting

GCOMM Pty Ltd

Glenn Reilly

CFO

Greenway Health achieves unified project visibility and faster, compliant service delivery with FinancialForce

Greenway Health

Debbie Mattingly

Senior Director Professional Services

GroupBy achieves 92% faster month‑end invoicing and improved DSO with FinancialForce

GroupBy

Mark Stibbe

Managing Partner, Global Operations

Harmoney achieves real-time 360° business insights and scalable cloud accounting with FinancialForce

Harmoney

Simon Ward

CFO, Harmoney

Hewlett Packard Enterprise achieves scalable, consistent end-to-end service delivery with FinancialForce PSA

Hewlett Packard Enterprise

Adam Jones

Manager Support Process Architecture

Himagine Solutions achieves 50% faster billing and 33% lower DSO with FinancialForce Revenue Management

Himagine Solutions

Tara Triola

Director of Finance Operations

Himagine Solutions achieves 80% faster revenue recognition and real-time visibility with FinancialForce

Himagine Solutions

Tara Triola

Director of Finance Operations

ICEF GmbH achieves 100% revenue growth and real-time financial visibility with FinancialForce

ICEF GmbH

James Love

VP Sales and Marketing, ICEF

IGX Global achieves accurate financials and end-to-end supply chain visibility with FinancialForce

IGX Global

Erin Tomaino

Director of Business Process

Imprivata achieves streamlined, scalable healthcare IT services and real-time visibility with FinancialForce PSA

Imprivata

Tammy Godin

Manager, Project Management Office

Information Risk Management (IRM Plc) achieves end-to-end process standardization, greater visibility and one-click invoicing with FinancialForce PSA & Accounting

Information Risk Management

Richard Jarvis

CFO

Interlochen Center for the Arts achieves streamlined hire-to-retire HR and increased employee engagement with FinancialForce HCM

Interlochen

Kim Zubrickas

Executive Director, HIR

Interra Global reduces supply-chain costs and gains real-time visibility with FinancialForce SCM

Interra Global

Sara Curry

Director of Operations and Finance

INTO University Partnerships achieves real-time global financial visibility and streamlined accounting with FinancialForce Accounting

INTO University Partnerships

Shaun de Lacy

Assistant Director, Enterprise System

iSoftStone achieves real-time consolidated financials and streamlined resource management with FinancialForce

iSoftStone

Carl Swart

Senior Director

Jacobus Consulting achieves real-time visibility and faster billing with FinancialForce ERP

Jacobus Consulting

Alan Hall

Senior VP, Information Technology

Lexmark achieves real-time visibility, better forecasting and a 50% increase in value-added sales with FinancialForce PSA

Lexmark

Patrick Kearney

VP Professional Services

Louet North America achieves automated, mobile accounting and reduced labor costs with FinancialForce

Louet North America

David Van Stralen

President

Manufacturers Edge achieves 5-point margin increase and faster month-end close with FinancialForce

Manufacturers Edge

Mike Caringi

President

Milrose Consultants achieves streamlined financial operations and major time savings with FinancialForce Accounting

Milrose Consultants

David Hannaford

Chief Financial Officer

MobileCare 2U achieves real-time cash flow visibility and streamlined billing with FinancialForce Accounting

MobileCare 2U

John Rosenbaum

CFO

Motus achieves rapid month‑end close and unified, scalable operations with FinancialForce

Motus

Tim Brown

CFO

Netsmart achieves 20% higher consulting gross margin and low-80s utilization with FinancialForce PSA

Netsmart

Doug Able

EVP of Counsulting & Professional Services

Newmarket International achieves a 10% project-management capacity gain and unified, faster project visibility with FinancialForce

Newmarket International

Daniel O'Keefe

VP Services, Newmarket International

Nexidia achieves real-time project visibility, improved utilization and 16 hours/week savings with FinancialForce PSA

Nexidia

Kathi Hohl

Director of Operations

NTT Centerstance achieves streamlined, automated finance and real-time business insight with FinancialForce Accounting

NTT Centerstance

John Marshall

Managing Director Delivery

OAC Services achieves one-cloud 360° customer view and 66% faster invoicing with FinancialForce

OAC Services

Mark Anderson

CEO

Olympia Benefits achieves faster reporting and automated commissions with FinancialForce Accounting

Olympia Benefits

Melissa Connors

Operations Accountant

Otis Institute achieves a single system for accounting, services and sales and cuts duplicate data entry by up to 70% with FinancialForce

Otis Institute

Troy Christensen

CEO

Planful triples project completions and cuts backlog by 70% with FinancialForce PSA

Planful

Doug Tilley

Director of Services Operations

Purple Vision Ltd achieves real-time project visibility and efficiency with FinancialForce PSA

Purple Vision Ltd

Dan Lockeretz

Operations Director

Relocation Services International reduces DSO from 160 to 45 days and accelerates billing with FinancialForce Accounting

Relocation Services International

Lynn Taylor

CAO

Restless Development achieves real-time global financial visibility and faster month-end closes with FinancialForce Accounting

Restless Development

Jawed Neshat

Head of Finance

Revolution Group achieves unified operations and 35% annual growth with FinancialForce PSA

Revolution Group

Polly Clavijo

COO

Sabio - Customer Case Study

Sabio, Ltd

Martin Eggleton

Consultant

Safe Orthopaedics achieves accurate surgery tracking, error-free billing and scalable cloud operations with FinancialForce

Safe Orthopaedics

Brian Sill

Senior Director Sales Operations

Salesforce achieves increased utilization and profitability with FinancialForce PSA

Salesforce

Mark Conklin

Director Services Systems and Tools

SAVO achieves a rapid 23-day PSA go-live and unified project management with FinancialForce PSA

SAVO

Jessica Brandenburg

Program Manager

SAVO achieves 23-day PSA go-live and unified project/customer visibility with FinancialForce

SAVO

Nick Camino

VP Consulting

Sciemetric Instruments Inc achieves 50% faster month-end closes and stronger cash flow with FinancialForce

Sciemetric Instruments Inc

Don Silverman

CFO

SCMEP achieves a 5‑day faster month‑end close and real‑time financial visibility with FinancialForce

SCMEP

Stacy Smith

CFO

Seagate Recovery Services achieves 30% cost savings and faster revenue recognition with FinancialForce Revenue Management

Seagate

Paul Steele

Sr Director

Silverline achieves real-time project visibility and increased profitability with FinancialForce PSA

Silverline

Scott Snider

COO

Snowden Group - Customer Case Study

Snowden Group

Jason Pearce

GM Technology

Square 9 Softworks achieves 360° customer visibility, faster billing and improved margins with FinancialForce

Square 9 Softworks

Stephen Young

President/CEO

Starleaf Limited achieves faster month-end close and unified global finance with FinancialForce Accounting

Starleaf Limited

Daren Bigmore

Finance Director, Starleaf Limited

Summa Technologies achieves real-time HR visibility and streamlined people operations with FinancialForce HCM

Summa Technologies

Mark Coy

Chief Human Resources Officer

Summa Technologies achieves sustained 30% growth and improved project profitability with FinancialForce PSA

Summa Technologies

Pedro Barelli

COO

Summa Technologies achieves real-time business visibility and faster reporting with FinancialForce Accounting

Summa Technologies

Lynne Stroyne

Financial Accountant

Sunergos, LLC achieves streamlined operations, faster invoicing and improved project margins with FinancialForce

Sunergos, LLC

Bill Latourette

Chief Financial Officer

Terrapinn Holdings consolidates global finance and speeds billing with FinancialForce Accounting

Terrapinn Holdings

Andrew Ewer

Cheif Financial Officer

The Compliance Team achieves 125% growth and cuts month-end to 1.5 days with FinancialForce Accounting

The Compliance Team

Steve Simmerman

Director of Operations, The Compliance Team

The Gap Partnership achieves global financial visibility and faster billing with FinancialForce Accounting

The Gap Partnership

Nigel Wolfin

Finance Director

The Spitfire Group doubles headcount and halves recruiting time with FinancialForce HCM

The Spitfire Group

Amanda Ericson

Director of Talent Acquisition, The Spitfire Group

Trissential LLC achieves 50% growth and streamlined finance with FinancialForce

Trissential LLC

Jim Simpson

CFO

University of Houston achieves streamlined, automated billing and tighter sales–finance alignment with FinancialForce Accounting

University of Houston

Carl Herman

Director of Operations and Executive Officer

US News achieves integrated ad billing and cuts billing time from 2–3 weeks to 2–3 days with FinancialForce Billing

US News

Yingjie Shu

Vice President Information Technology

VCE Company LLC achieves 20% revenue increase and streamlined, scalable project delivery with FinancialForce PSA

VCE

Erik Kuykendall

Business Operations Supervisor, Global Services

Venture Technologies achieves end-to-end visibility and predictable service delivery with FinancialForce PSA

Venture Technologies

Kim Ware

EVP Professional Services

Venture Technologies achieves 15% year-over-year growth and 30% reduction in finance overhead with FinancialForce

Venture Technologies

RJ Smith

VP Finance

Venture Technologies achieves 40% revenue growth and a single‑pane customer view with FinancialForce

Venture Technologies

Win Farnsworth

President

Venture Technologies achieves faster, smarter quoting and seamless customer service with FinancialForce Advanced Quoting

Venture Technologies

Win Farnsworth

President

Vizergy achieves automated invoicing and improved cash flow with FinancialForce

Vizergy

Mike Murray

COO

WhiteStar Corporation achieves 50–75% faster invoice turnaround and 25 hours/month time savings with FinancialForce Accounting

WhiteStar Corporation

Consuelo Chavez

Finance Manager, The WhiteStar Corporation

FinancialForce B2B Case Studies & Customer Successes

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