We are excited to announce Certinia’s Spring 2024 release, bringing enhanced capabilities designed to help services businesses generate more accurate forecasts, make informed decisions and boost team productivity. In this article, we provide more indepth analysis on the latest improvements with Certinia ERP and PSA and highlight new efficiences that customers can tap into.
If you would like to know about how this new release will affect you, please contact us here. Your customer success manager will also be in contact with you soon to give you an even deeper dive into what the release means for your company.
Unlocking Real-world Benefits with Certinia AI
Certinia continues to lead in integrating AI into finance and professional services operations for global enterprises. Certinia AI provides insights that enable businesses to simulate the likelihood of closing opportunities and perform what-if analyses, helping users strategically adjust inputs to maximize their chances of success.
This capability allows for swift approval of statements of work and project initiation, giving businesses a competitive edge.
Accelerating Accurate and Timely Estimates
The Spring 2024 release introduces enhancements that allow users to accurately scope projects and easily analyse estimates. Services CPQ now includes a predefined set of questions specific to each service product, enabling seamless connectivity across teams.
Additionally, the new estimate overview feature helps teams analyse estimates, identify risks and make informed adjustments. This will provide more accurate estimates, a seamless review and approval process and quick quoting.
Optimizing Resource Utilization with Efficient Staffing Decisions
The latest work planner enhancements make it easier for resource managers to view and manage resourcing and scheduling for various types of work, including billable and non-billable tasks.
Enhancements include the ability to pivot between hours and percentages and new filters for matching resources based on skills and distance. Updated resource request features improve the management and visualization of scheduled hours, enabling better future assignment planning and leading to scalable and higher-quality staffing decisions.
Connecting Delivery to Project Financials
Project managers can now monitor project progress against the original plan, with insights into scheduling variance, budget utilisation and forecasted revenue. This will allow project managers to proactively address deviations from the plan, reducing the risk of schedule delays, budget overruns and inaccurate revenue forecasts.
Additionally, automated billing event splits eliminate the need for manual intervention, allowing continuous billing up to the cap and splitting the remaining amount. This reduces administrative oversight and minimizes payment interruptions.
Project costs can be split and attached to specific budgets, improving profit accuracy and ensuring precise reporting and reduced billing delays.
Time and Resource-saving Capabilities for Greater Efficiency
Spring 2024 empowers accounting teams to reduce routine tasks, saving time and resources for more strategic initiatives. Mass actions for cash entry and flexible cash matching reduce manual effort in accounts receivable workflows. UI enhancements simplify the process of replacing users in accounting playbook records, improving efficiency and reducing the risk of missed tasks during team member unavailability.
Transforming Finance and Operational Teams Into Business Storytellers
Certinia empowers finance teams to lead in data-driven decision-making. Spring 2024 introduces report-level commentary within Report Builder, enabling users to add contextual commentary and forward-looking statements directly to reports. This feature enhances efficiency, reduces time spent on report preparation and facilitates faster and more informed decision-making.
English 
German