Customer Success Stories | Celonis

Celonis revolutionizes global resource operations for strategic growth

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.

Software Development

Large

Munich, Germany

Manual processes with no resource management system, leading to inefficiencies in managing 200 global consultants

Advanced Resource Management and Certinia Professional Services Cloud, built on the Salesforce platform, Analytics

Manual processes

Background

Turning resource blindness into clear, actionable insights

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.

Challenge

Navigating growth without a clear resource roadmap

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.

  • Insufficient resource management capabilities
    Without a reliable system to track resource availability and utilization, Celonis couldn’t manage their 200 billable consultants effectively. This led to poor resource allocation, missed projects, and difficulties in making well-informed decisions.

  • Obstacles in strategic planning for future growth
    Limited visibility into resource capacity made it difficult for Celonis to plan for future growth. They needed a solution that would enable them to adapt quickly to changing project demands, improve resource utilization, and ensure they had the right people at the right time to drive their business forward.
  • Operational bottlenecks from manual processes
    Outdated manual processes and basic tools made it nearly impossible to access real-time, accurate data. This resulted in inaccurate financial forecasting, time-consuming compensation planning, and delayed decisions, all of which hindered the company’s growth.
  • Limited data-driven decision-making
    Access to timely reporting and key performance indicators (KPIs) is essential for strategic growth. Without these, Celonis leadership was forced to make critical business decisions based on incomplete data. Their old system failed to provide the cohesive and actionable business insights needed for informed decision-making.

Solution

Employing real-time insights for better resource management

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

Critical data—just clicks away

Real-time analytics for strategic growth

icon that shows a circle with 4 dots at the top, sides, and bottom of the circle

Transforming processes for agility and growth

Results

Transforming resource insights into business 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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