Certinia Standard Implementation
An implementation shaped around your finance requirements
When your requirements extend beyond a packaged implementation, Xenogenix helps you plan Certinia around your business processes, reporting and existing systems.
We start with a business process and requirements workshop. Your finance team brings its accounting requirements and operational knowledge; our consultants help translate those into an agreed configuration and delivery plan.
Together, we establish:
– The finance processes and Certinia functionality in scope
– Your company structure and reporting requirements
– The data that needs preparing and migrating
– Connections with Salesforce and other business applications
– Project responsibilities, budget and delivery priorities
– How users will test the solution and prepare for launch
The workshop provides the basis for a scoped proposal, with deliverables, assumptions and responsibilities made clear before implementation begins.
A Certinia Implementation Project
Following discovery, we configure Certinia against the agreed requirements and review the setup with your team.
Data preparation, integration work and testing are planned alongside configuration. Your users help check representative transactions and reports, so the project can address questions before the system goes live.
We also agree the training, launch arrangements and initial support needed to help your team make the transition.
Certinia
Training based on your implementation
Your finance team needs to understand how to carry out its work in the system you’ve configured.
We provide practical training tailored to your Certinia implementation, supported by materials based on your setup. Sessions focus on the tasks and responsibilities relevant to the users involved.
We agree the training audience, delivery format and timing as part of the project scope, giving your team time to practise and raise questions before launch.
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Support after go-live
Once Certinia is live, your team may need help investigating queries, understanding unfamiliar processes or identifying further improvements.
We agree the initial support arrangements during project planning, including how issues should be raised and who will coordinate the response.
For longer-term support, we can discuss a Certinia Managed Service to help maintain and improve your setup as business requirements change.
Tell us about your current finance system, the processes you want to improve and any company, reporting or integration requirements.
10 Reasons Finance Works Better on Salesforce
Explore the potential benefits of connecting finance with the customer and operational information held in Salesforce.
Our guide looks at where a shared platform could help your teams work together and improve visibility.
Find Out More
Planning to replace your finance system or introduce Certinia into an existing Salesforce environment? Share your requirements, preferred timescales and the challenges you want to address. We’ll help you explore the implementation approach. Complete the form or call us on 08456 525 625.