Your services business is growing fast. But there’s a problem you can’t see. It’s costing you millions. Sales teams make promises they can’t keep. Project managers waste hours on spreadsheets. Finance can’t predict what’s coming next. Sound familiar? A strategic Certinia PSA implementation can fix this mess and turn your chaos into profit.
Most business leaders think this is just an operational hiccup. It’s not. It’s killing your bottom line.
Why Disconnected Systems Are Your Biggest Enemy
The 2025 Certinia Global Service Dynamics Report dropped some eye-opening numbers. 83% of companies are using or planning to use AI in their PSA systems. Yet only 66% see their professional services as a real profit center.
That gap tells a story. Companies are buying the tech but missing the bigger picture.
Here’s what broken systems actually cost you:
Sales teams work blind. They promise delivery dates without knowing if you have the people or capacity. Clients get upset. Projects fail.
Project managers become data entry clerks. They spend days building reports instead of managing teams. Billable hours get wasted on admin work.
Finance always plays catch-up. They can only tell you what happened last month, not what’s coming next. Planning becomes guesswork.
SPI Research found something interesting in their 2024 study. Companies with integrated PSA systems make 25% higher project margins. They also bill clients 30% faster. The math is simple: connected systems equal more money.
How Top Services Companies Actually Operate
The best services firms don’t just have better people. They have better systems. A strategic Certinia PSA implementation ensures these systems communicate seamlessly, turning data into actionable insights.
Picture this scenario. A salesperson closes a deal in Salesforce. Instantly, it becomes a project with a resource plan. The delivery team sees exactly who’s available and what skills they need. Executives get real-time profit data.
→ Real Integration Means Real Results
Most companies try to fix this with band-aid solutions. They buy another tool. They hire more people to manage spreadsheets. They create more meetings to share updates.
Smart companies choose a different path. They build everything on one platform. When your PSA lives on Salesforce, magic happens:
- New deals automatically become structured projects
- Resource managers see live capacity data across all teams
- Leadership gets instant visibility into portfolio performance
- Everyone works from the same numbers
This isn’t a theory. It’s how winning services companies operate today.
The AI Game-Changer Most Companies Miss
Having connected data is step one. Adding AI creates unfair advantages.
→ Smarter Resource Planning
AI doesn’t just tell you who’s available next week. It tells you who’s the best fit for each project. The algorithms look at skills, past performance, and client preferences. Your best people work on the right projects.
→ Forecasting That Actually Works
Traditional forecasting is educated guessing. AI forecasting uses hundreds of variables. It spots problems months before they hit your P&L. Revenue predictions become reliable. Margin risks get flagged early.
→ Less Admin, More Value
Nobody became a consultant to fill out timesheets. AI automates time tracking and expense capture. Your billable people focus on client work, not paperwork.
A proper Certinia PSA implementation brings all these AI capabilities together. The result? Higher margins and happier teams.
Why Technology Alone Isn't Enough
Here’s the thing about transformation. It’s not really about the software. It’s about your people.
The Certinia report revealed a telling statistic. While AI adoption is exploding, only 36% of service teams actually collaborate well across sales, delivery, and customer success. The human element still separates winners from losers.
→ Building a Data-Driven Culture
Your team needs to trust the numbers. When everyone believes in the data, decisions get faster. Projects run smoother. Clients stay happier.
→ Turning Finance into Strategy Partners
Finance teams shouldn’t just count money. They should help make money. Connected systems give finance the tools to become strategic advisors, not just scorekeepers.
→ Creating Customer-Obsessed Teams
When systems handle the busy work, teams focus on what matters: delivering amazing client outcomes. This shift transforms your entire culture.
The Window for Change Is Closing Fast
The market isn’t waiting for you to figure this out. Elite services companies are pulling away from the pack. The Certinia data shows top performers are more than doubling their market share in 2025.
Meanwhile, companies stuck with disconnected systems keep falling behind. Their margins shrink. Their people get frustrated. Their clients find better alternatives.
Ready to Stop the Profit Bleeding?
Your services business has two choices. Keep fighting with disconnected systems and watch profits disappear. Or get a Certinia PSA implementation that turns delivery into your competitive advantage.
