/ PSA + Services Estimation

Certinia Professional Services Automation & Services Estimation

We implement Certinia PSA and Services Estimation to help services organizations accurately quote projects, manage resources, track time, and improve visibility from project kickoff to invoicing.

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What Is certinia psa?

A Professional Services Platform That Connects Delivery to Finance

Certinia PSA helps service-based organizations quote opportunities, manage projects, resources, time, and financials in one system. With real-time visibility into project health, utilization, and revenue forecasting, it replaces manual spreadsheets with scalable, structured workflows.

At Ladd Partners, we help you implement Services Estimation and PSA without overengineering. Our approach emphasizes out-of-the-box features, streamlined setup, and configurations that align with how your team actually delivers work — so nothing falls through the cracks.

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Learn more at Certinia.com

How we deliver

Our Implementation Strategy Prioritizes:

Out-of-the-Box Where It Makes Sense

We start with Certinia’s standard functionality — reducing time to value and making long-term maintenance easier.

Project Structures That Reflect Your Real Work

Whether you deliver fixed-fee, T&M, or milestone-based work, we configure PSA to match your delivery model — not force you into a rigid template.

Smart Resource Planning

We help you track capacity, manage availability, and assign resources based on skill, role, and demand.

Time + Expense Without the Headaches

We simplify timecard and expense workflows for end users — and ensure proper approval paths, reminders, and compliance.

Forecasting You Can Trust

Gain visibility into Opportunity forecasting, backlog, revenue, and utilization — with dashboards designed for operations, delivery, and finance.

Integrated with Finance

As a Certinia + Salesforce partner, we ensure your PSA connects cleanly to Financial Management for smooth billing, recognition, and reporting.

TRUSTED DELIVERY

PSA That Drives Visibility, Control, and Growth

We help services teams move beyond spreadsheets and manual processes. Our PSA implementations prioritize simplicity, visibility, and clean integration with finance.

Certinia PSA FAQ

From project creation to time entry and utilization metrics, we get asked a lot about what PSA can solve and how fast we can get you live. Here are some of the most common questions we hear.

Can you align PSA with our current project billing model?

Yes. We configure PSA to match your existing project types — including fixed-fee, time & materials, milestone-based, or retainers. Our goal is to build a structure that mirrors how you actually deliver work, not force you into a rigid standard.

How will Certinia Services Estimation help me plan my resources?

As part of a bottoms-up estimate you can select the type of roles, start date and hours needed and at Closed Won of the Opportunity these roles will automatically become Resource Requests that your resource managers can assign.

Will PSA integrate with our existing finance tools?

Yes. PSA can integrate with Finance tools on the Salesforce platform easily and can also be integrated with off-platform systems via APIs or middleware. This creates a more seamless flow of data from opportunity to cash.

Can we track utilization and forecast capacity across teams?

Yes. PSA gives you detailed visibility into current utilization, backlog, and upcoming demand by role, location, or individual. We configure resource plans and dashboards that allow delivery leads and executives to make informed staffing decisions in real time.