Celonis faced challenges with resource management, delayed reporting, and limited visibility into resource availability. As the company grew, they needed a solution to enhance efficiency and support strategic growth. By adopting a Salesforce-native platform, Celonis gained real-time insights, optimized resource utilization, and improved forecasting. This enabled their global teams to operate faster and make informed decisions with greater agility.
Industry
Software Development
Company Size
Large
Headquarters
Munich, Germany
Challenge
Manual processes with no resource management system, leading to inefficiencies in managing 200 global consultants
Solution
Advanced Resource Management and Certinia Professional Services Cloud, built on the Salesforce platform, Analytics
What Certinia Replaced
Manual processes
Background
Headquartered in Munich and New York City, Celonis helps over 5,000 enterprise customers across 20 global offices streamline operations with its advanced mining technology.
As the company grew, managing its expanding team of 200 billable consultants became a major challenge. Manual processes and a rudimentary tool proved to be inadequate for the company’s needs.
This limited visibility into resource utilization, capacity, and consultant compensation left project managers and executives struggling to plan effectively for future projects.
The inability to accurately track and forecast resource allocation not only hindered decision-making, but created costly inefficiencies. Celonis needed an enterprise solution that would enable sustainable growth, work seamlessly with Salesforce, and provide improved resource management, time tracking and real-time insights.
As a strategy and operations person, I need to keep my finger on the pulse of our capacity and utilization. But that was a nightmare to do with our old system—it could take a week to come up with the data we should have had at our fingertips. Now it's immediately available via Certinia PS Cloud.”
Jen Atkins
Business Strategy & Operations Manager, Celonis
Challenge
Celonis struggled with basic tools that lacked the functionality needed to effectively manage resources, track utilization, and plan projects. This created data silos, slow reporting, and uninformed decision-making.
Solution
Celonis implemented Certinia PS Cloud, a powerful, Salesforce-native resource management software for professional services that provided real-time reporting, improved resource visibility, and enabled data-driven decision-making.
Enhanced resource management
With Certinia, Celonis gained full visibility into resource utilization and capacity, creating a single source of truth for their operations. They leveraged Certinia’s comprehensive resource management software for professional services to track the availability and allocation of their 200 billable consultants. This improved decision-making and resource distribution across the organization.
Critical data—just clicks away
Certinia’s automated resource management software saved Celonis countless hours by delivering essential data in just minutes instead of days. With manual processes eliminated, teams could focus on delivering results for customers. This ensured that accurate, real-time data was always available, empowering swift, data-driven decisions.
Real-time analytics for strategic growth
Certinia’s robust analytics and financial forecasting capabilities provided Celonis with real-time 360° visibility into resource capacity and upcoming project opportunities. These business insights enabled leadership to confidently plan for future needs.
Transforming processes for agility and growth
With the flexibility of Certinia PS Cloud, Celonis transitioned to a decentralized resource management model. This shift enabled distributed resource allocation based on the project pipeline, rather than relying on a single person. This business process optimization software enhanced agility while providing accurate financial forecasting and data-driven decision-making through real-time insights.
Results
With the implementation of Certinia PS Cloud, a Salesforce-native solution, Celonis saw significant improvements in resource management, forecasting, and decision-making.
The synergy provided real-time insights, enabling them to efficiently manage their 200 billable consultants immediately. Full visibility into their availability and allocation led to more strategic decision-making and streamlined resource distribution.
By leveraging financial forecasting and real-time analytics, Celonis was able to quickly adapt to project demands, ensuring the right resources were always in place.
With manual work significantly reduced, teams were empowered to focus on delivering high-quality results faster.
Optimizing resource management with Certinia allowed Celonis to reduce delays, drive operational efficiency, and fast-track strategic growth.
Optimized resource use for 200 consultants
Enabled real-time analytics and forecasting
Streamlined project management, reducing manual work
Gained real-time insights for faster decisions
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