Certinia Professional Services Cloud (PSA).
UK implementation, integration and optimisation for services businesses.
Certinia Professional Services Cloud is professional services automation (PSA) software built on Salesforce. dForce is a UK Certinia Business Partner helping consultancies, technology businesses and professional services teams implement, integrate and optimise project management, resource planning, time and expenses, billing and project profitability reporting.
Connect project delivery, resource planning and project profitability.
Certinia brings services operations onto Salesforce, connecting opportunities, resource demand, project delivery and financial performance. Teams can work from shared records rather than reconcile separate sales, staffing and project spreadsheets. Explore the Certinia Professional Services Cloud platform.
dForce starts with the outcomes you need to improve: clearer capacity planning, more consistent time recording, better billing visibility or earlier warning of margin pressure. We translate those priorities into solution design, configuration, data migration, integration, user training and support beyond go-live.
Connect delivery with Financial Management Cloud and Customer Success Cloud, or plan integration with your existing finance system. We agree the ownership of project, customer, billing and financial data before building the connections.
Certinia publishes the 20+ hours and up to 30% figures as product benefit claims. They are not measured dForce customer results or guaranteed savings. Source: Certinia Professional Services Cloud, checked 15 October 2026.
Veda AI capabilities depend on your Certinia release, subscriptions, enabled features, data and permissions. Some capabilities may require additional products or early adopter access. dForce helps assess the use case and agree appropriate human oversight.
What does your business need to achieve?
Tell us what you know — whether that’s a specific requirement, a business challenge or simply a question. We’ll help you work out what comes next.
Turn Professional Services insight into measurable impact
The 20+ hours and up to 30% figures above are claims published by Certinia, checked 15 October 2026. Your results depend on your starting point, implementation scope and adoption.
Who we work with
When does a services business need Certinia PSA?
A PSA review is useful when sales cannot see delivery capacity, resource managers plan in spreadsheets, project managers struggle to explain profitability, or finance has to chase delivery data before billing. These gaps often become more visible as a services team grows or adds new entities and delivery models.
dForce works with UK finance, operations and professional services teams to connect the commercial promise with the people, processes and systems needed to deliver it. We assess how Salesforce, Certinia and your wider application landscape should work together.
Common questions
Certinia PSA implementation: your questions answered.
What is Certinia Professional Services Cloud?
Certinia Professional Services Cloud is professional services automation (PSA) software built on Salesforce. It connects project planning, resource management, time and expenses, services billing and project financial reporting, helping services businesses manage delivery alongside their customer and sales data.
Who is Certinia PSA suitable for?
It is worth considering for consultancies, technology businesses and other professional services organisations that need shared visibility of project demand, staffing, delivery and profitability. dForce assesses your operating model, Salesforce strategy, reporting needs and existing systems before recommending an approach.
What does a Certinia PSA implementation involve?
- Define outcomes and scope. Agree the processes to improve, the measures of success and the responsibilities of both teams.
- Design and configure. Map project structures, resource requests, rates, approvals, time and expenses, reporting and billing hand-offs.
- Prepare data and integrations. Agree what to migrate, who cleanses and validates it, which systems connect, and how records reconcile.
- Test and train. Run realistic scenarios with project managers, resource managers, consultants and finance before accepting the solution.
- Go live and improve. Support cut-over and adoption, then review performance and prioritise the next improvements.
Our Ignition Quick Start approach targets eight weeks for suitable, agreed scopes. Complexity, migration readiness, integrations and customer availability determine whether that route is appropriate. We confirm the delivery plan during discovery.
How long does a Certinia PSA implementation take?
The timetable depends on your scope, data readiness, integrations and the time your team can commit. Our Ignition Quick Start approach targets an eight-week implementation where the agreed product scope is suitable. Discovery confirms whether that approach fits or a phased programme is needed.
What does a Certinia PSA implementation cost?
Implementation cost depends on the processes in scope, configuration, migration, integrations, reporting and training required. Software subscriptions and delivery services are separate considerations. dForce prepares an estimate with assumptions, responsibilities and exclusions after reviewing your requirements.
Can Certinia PSA integrate with an existing finance system?
Yes. Certinia PSA can form part of an architecture that retains an existing finance system. The integration design needs to define the ownership and movement of customer, project, time, expense, billing and financial data. dForce assesses the available connectors or APIs and the reconciliation and control requirements for your systems.
Does every implementation include all Veda AI capabilities?
No. Availability depends on the Certinia release, subscriptions, enabled features, permissions and any early adopter requirements. dForce helps identify suitable use cases and the configuration, data and human oversight they require.
Can dForce improve an existing Certinia implementation?
Yes. dForce supports existing Certinia environments through process review, configuration improvements, integration, reporting, training and ongoing optimisation. We agree the priority business outcomes and scope before making changes.
No obligation. No sales pitch.
Just practical advice from people who’ve helped organisations modernise finance, professional services and customer operations.
