Prophecy is hard. Diagnosing Certinia is easier.
Prophecy is hard. Diagnosing Certinia is easier.
3x Delivery Excellence Partner of the Year

Get Your Free Assessment From Ladd Partners

We review your Certinia and Salesforce setup to identify gaps, inefficiencies, and missed opportunities — based on how your system actually runs.

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What modules are you currently working with?

Select all that apply

PSA (Project Management/Delivery)
Services Estimation
Supply Chain Management
Financial Management
Customer Success Cloud
Sales Cloud (CRM)
Service Cloud
Field Services
Analytics
Other
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What are you hoping to improve?

Select all that apply

Improve visibility across systems
Reduce manual work
Improve forecasting and planning
Get more value from current setup
Prepare for an upgrade
Not sure yet
LAST STEP
Tell us where to send your assessment details

A few final details so we can prepare for the conversation

Are you on the latest release?
Your Name
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No obligation Free Assesment

Get clarity in days, not weeks

A structured review of your system, built around how your team actually operates

Simple initiation

Answer a few questions about your setup and priorities to get started.

Tailored to your needs

Choose between a module review, pain point assessment, or upgrade evaluation.

Practical recommendations

Receive a summary of findings, next steps, and a high-level estimate if you want help implementing them.

Choose the assessment that fits your needs

Whether you want a deeper look at one module, help addressing pain points, or guidance on whether it’s time to upgrade, we’ll tailor the assessment to your situation.

Module Health Check

Take a closer look at one Certinia module, such as PSA, Revenue Management, or Financial Management, to identify inefficiencies, underused functionality, and practical opportunities for improvement.

A deeper review of one area in detail

Highlight underused functionality

Uncover inefficiencies and where to improve

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Top 5 Pain Points

Share your five biggest Certinia challenges, and we’ll focus the assessment on those specific issues with recommendations centered on the areas causing the most friction.

Dig into your most pressing issues

Receive targeted recommendations

Better understand costs, tradeoffs, and next steps

Start Free Assessment

Upgrade Assessment

Review what’s been added since your last upgrade and identify which newer features could improve efficiency, visibility, or overall system value for your organization.

See what’s changed since your last upgrade

Identify features worth evaluating

Understand the potential value before moving forward

Start Free Assessment

Frequently asked questions

Why work with Ladd instead of another partner?
Any partner can offer a free assessment. When Certinia recognized Ladd for Customer Delivery Excellence three years in a row, they summed it up simply: “Ladd keeps their promises.” This assessment is built on clear recommendations, practical next steps, and a team focused on delivering outcomes that hold up after implementation.
What are the differences between the three options you offer?
We offer three assessment options depending on what you need most:
‍
General Health Check: A focused review of one Certinia module, such as PSA, Revenue Management, or Financial Management, to identify gaps, inefficiencies, and opportunities for improvement.

Top 5 Pain Points: You share your five biggest challenges, and we dig into those specific areas with targeted recommendations.

Upgrade Assessment: We review the features added since your last upgrade and highlight which ones could deliver the most value to your team.
What will we receive from the assessment?
You’ll receive a written summary of our findings, recommended next steps, and a high-level estimate if you’d like help implementing the recommendations.
Is there any obligation to work with Ladd beyond the free assessment?
No. There is no obligation to continue into a paid engagement.
How much consulting time is included?
The assessment includes up to 5 hours of consulting time, depending on scope and availability.
Who is this assessment best suited for?
It’s a good fit for teams that want to improve a Certinia module, work through known challenges, evaluate an upgrade, or better understand where more value can be unlocked in their current setup.

Ready for a clearer path forward?

Request your free assessment and get practical recommendations tailored to your Certinia setup.

Start Free Assessment

No obligation free assesment

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