Operational Business Systems
Professional Services Automation (PSA)
Supports project planning, resource management and service delivery coordination.
Certinia ERP is a cloud-based enterprise system built on the Salesforce platform. It provides operational and financial capabilities designed particularly for organisations whose work is structured around projects, services and ongoing client relationships.
Because Certinia operates natively within Salesforce, operational and financial processes can be coordinated within a single platform environment. This allows organisations to manage commercial activity, project delivery and financial outcomes within a unified system rather than across disconnected applications.
Exceleris works with Certinia ERP in environments where organisations require stronger alignment between operational execution and financial performance, particularly in service-oriented and project-driven businesses.
Operational Business Systems
Certinia provides an operational and financial management environment within the Salesforce ecosystem.
Certinia ERP
Where Salesforce manages customer relationships and operational interactions, Certinia extends the platform to support financial management, project delivery and revenue recognition. This enables organisations to coordinate commercial commitments, operational activity and financial outcomes within a shared environment.
The platform includes several core functional areas:
Together, these components allow organisations to manage the lifecycle from commercial engagement through operational delivery and financial realisation.
Operational Business Systems
Supports project planning, resource management and service delivery coordination.
Operational Business Systems
Manages operational activities such as order management, purchasing processes and inventory control within the Salesforce platform.
Operational Business Systems
Manages financial transactions, ledgers and financial reporting within the Salesforce platform.
Operational Business Systems
Enables flexible billing models that support project-based, subscription and usage-driven commercial arrangements.
Operational Business Systems
Supports structured revenue recognition and financial reporting aligned with contractual and operational activity.
Operational Business Systems
Exceleris works with Certinia ERP as part of a broader architecture designed to strengthen coordination across revenue, delivery and financial processes. Our work typically focuses on:
Certinia ERP
Ensuring that sales activity, project execution and financial outcomes remain consistently connected.
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Designing systems that support resource planning, project management and service delivery coordination.
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Connecting delivery activity with billing, accounting and revenue recognition frameworks.
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Providing clearer insight into project costs, revenue and operational outcomes.
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Ensuring operational and financial data can feed planning and forecasting frameworks.
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Managing operational delivery and financial reporting within the same environment provides several advantages for project-driven organisations.
Operational Business Systems
Delivery activity, billing and financial outcomes remain connected within a shared data environment.
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Organisations gain clearer insight into resource utilisation, project progress and financial results.
Operational Business Systems
Operational and financial information can be aligned without complex integration between separate platforms.
Operational Business Systems
Organisations can extend platform functionality through custom development and integration.
Operational Business Systems
Exceleris views ERP systems as foundational environments for managing operational execution and financial performance. When these environments operate within extensible platforms such as Salesforce, organisations gain greater flexibility in adapting systems to their own processes.
Certinia ERP provides a structured platform for managing project delivery, operational processes and financial transactions within the Salesforce ecosystem. When combined with broader operational systems, planning frameworks and integration architectures, it allows organisations to strengthen visibility across commercial commitments, operational execution and financial outcomes.
