Certinia PSA Implementation Services by Solvit

Solvit is more than a systems integrator – we’re a trusted partner with over 24 years of experience helping professional services businesses streamline operations and drive growth, and over 10 years of hands-on PSA expertise. From implementation to ongoing optimization, our team brings unmatched insight and a deep understanding of what PS leaders need to succeed.

What Sets Solvit Apart?

• Expert-Led, Results-Driven: Our team is made up of senior consultants, architects, and solution experts who’ve spent their careers working in and for professional services organizations. We know the PSA landscape, and how to make Certinia work for your business.
• Built for Your Industry: Whether you’re in IT services, consulting, or digital transformation, we configure Certinia PSA around your unique delivery model, helping you improve margins, resource utilization, and client satisfaction.
• Long-Term Partnership: Beyond go-live, we provide structured support, enhancements, and strategic guidance ensuring your platform evolves alongside your business needs.
• Proven Impact: We focus on outcomes that matter: faster project ramp-up, smarter resourcing, tighter financial controls, and the reporting visibility PS leaders need to stay ahead.

Certinia PSA offers the flexibility and depth needed to support a wide range of professional services organizations. Whether you’re managing complex project portfolios, optimizing billable utilization, or improving financial forecasting, Certinia adapts to the way your business operates without compromising on control or insight.

1. IT Services

• Streamline project delivery from opportunity to invoice
• Improve resource utilization across global teams
• Gain real-time visibility into project margins and delivery risk

2. Management & Business Consulting

• Automate project setup and time tracking
• Align delivery teams with strategic client outcomes
• Centralize reporting for utilization, revenue, and backlog forecasting

3. Financial Services & Advisory

• Enforce governance and audit controls on service engagements
• Automate billing and time capture for complex retainer or hourly models
• Gain insights into engagement profitability and resource planning

4. Creative & Marketing Agencies

• Manage dynamic project scopes with agile planning tools
• Reduce admin time with automated approvals and invoicing
• Improve client satisfaction with accurate delivery tracking and status reporting

1. What makes Solvit a trusted Certinia PSA implementation partner?

Solvit brings over 24 years of Salesforce expertise and nearly 10 years of deep PSA implementation experience to every engagement. Our team is fully trained and certified on Certinia and understands the intricacies of professional services operations. We don’t just configure the tool—we collaborate with your team to understand your business model and deliver solutions that streamline delivery, increase visibility, and reduce operational friction. Clients trust us because we focus on outcomes, not just systems.

2. Do you offer customized PSA solutions based on our industry needs?

Absolutely. Solvit specializes in tailoring PSA solutions to meet the specific needs of each client. Whether you’re in consulting, tech services, or another project-based business, we work closely with your team to align Certinia’s capabilities with your operational requirements and compliance standards. Our flexible approach ensures the solution fits your workflows—not the other way around.

3. What’s included in your Certinia PSA managed services package?

Solvit’s Amplify for Certinia (managed services ) package is designed to keep your Certinia PSA environment running smoothly and aligned with your evolving needs. It typically includes system administration, user support, configuration changes, new feature enablement, reporting enhancements, and ongoing advisory services. We become an extension of your team—handling the day-to-day so you can stay focused on delivery and growth.

4. How does Solvit ensure a smooth transition from our current PSA system?

We start with a comprehensive discovery to understand your current state, including integrations, data structures, and reporting needs. From there, we map out a phased migration plan that includes data migration, user training, and process reengineering as needed. Our team is experienced in transitioning clients from systems like Open Air, Kantata and other legacy tools, ensuring continuity with minimal disruption.

5. Can you help optimize an existing Certinia PSA setup?

Yes. Whether your implementation was recent or years ago, Solvit can assess your current environment and identify areas to improve usability, automation, reporting, and resource planning. Many of our clients come to us after an initial rollout, looking to fine-tune the platform or scale it across new teams or geographies.

6. What kind of post-implementation support and training does Solvit provide?

Post-implementation, we offer hands-on training tailored to each user group—whether project managers, finance, or resource planners. We also provide documentation, admin enablement, and a responsive support model that adapts as your usage matures. Our goal is to ensure your team not only adopts Certinia PSA but uses it confidently and effectively.