Case Study: Emergo achieves unified customer visibility and scalable growth with FinancialForce PSA

Emergo - Customer Case Study

Emergo, a medium-sized medical device regulatory consulting firm based in Austin that serves manufacturers in over 20 international markets, faced growth constraints when OpenAir became a bottleneck and client data lived in multiple systems (OpenAir and QuickBooks), creating inaccuracies and reconciliation overhead. To address this, Emergo selected FinancialForce and implemented FinancialForce PSA on the Salesforce platform to gain a unified, configurable system that fits their processes.

FinancialForce deployed its PSA (alongside FinancialForce Accounting and Revenue Recognition) on the one-cloud Salesforce platform, eliminating duplicate data and third‑party integration points, consolidating customer records, and enabling single comprehensive reports across sales, budgets, bookings and revenue. The FinancialForce solution gave Emergo global visibility into resource capacity and project forecasts, improved internal communication and process consistency (supporting ISO 9001 and 13485), and scaled to support continued growth.

Emergo

John Brundage

Global Sales Analyst