Certinia PSA Reality Check
The Problem
When PSA data is questionable, decisions become reactive.
Project data exists, but isn’t trusted
Resource information is hard to act on proactively
Reports explain what already happened — too late
Leaders stop using PSA to drive decisions
Our Approach & Deliverables
PSA Reality Check is not about changing your system. It’s about understanding how it’s actually behaving — and why. Our team will take intentional and proven steps to:
- Analyze how PSA is being used across all major processes:
- Sales and Sales to Service Handoffs
- Project Management
- Time & Expense Management
- Resource Management
- Services Billing
- Services Revenue Forecasting
- Identify the data conditions undermining trust and accuracy
- Surface where configuration, process, and usage diverge
- Deliver a clear, prioritized roadmap your team can own
The PSA Data Reality Monitor
A data integrity dashboard built in your org. The dashboard provides real-time visibility into the project and resource data conditions that quietly undermine trust. By exposing the issues that lead teams to operate reactively we help enable organizations to regain confidence and move towards proactive ownership of their PSA platform.
Roadmap to Ownership
A clear and easy to understand outline of the key steps needed to get from "where you are" to "where you want to be."
Why is PSA Reality Check different?
Unlike traditional "Health Check" engagements in the market PSA Reality Check does not assume ongoing consulting dependency. Beyond simply identifying and understanding the reality of what you are working in our team provides targeted tools that enable internal ownership of your data and are valued at more than the price of the engagement.