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What is Polaris PSA?

Polaris self-driving professional services automation (PSA) utilizes advanced technology to analyze real-time data, offering insights that help maintain project schedules, manage resource distribution, and ensure financial stability. The integration of MissionControl within Polaris PSA allows users to instantly access all vital metrics necessary for effective task oversight. This integration centralizes project specifics, financial data, and resource insights into one easily navigable platform. By leveraging an updated, real-time view of operations, you can maintain control and make timely adjustments when needed. The ability to utilize both historical and current data enables swift responsiveness to changes and facilitates informed decision-making on the fly. Establishing a transparent framework and methodology is essential for effectively managing projects, resources, and finances, while also implementing standardized processes and workflows across your organization. Achieving cohesion among team members is vital for consistent execution and promoting growth, made possible by the adaptable PSA software. Furthermore, this forward-thinking approach not only boosts operational efficiency but also equips organizations to adeptly handle the intricacies of project management in a constantly shifting environment. Ultimately, the strategic use of this technology empowers teams to collaborate more effectively, leading to better outcomes and success.

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is an AI-powered professional services automation platform designed to help services businesses run on intelligence instead of intuition. Built natively on Salesforce, the platform connects how organizations sell, staff, deliver, bill, renew, and manage financials from one continuous system of record. Certinia PS Cloud helps teams move from pipeline to profit without the gaps that often appear between sales, delivery, resourcing, and finance. The platform supports services estimation, resource management, project management, services billing, and services financials. Veda AI adds intelligence across the services lifecycle by helping teams estimate work, staff projects, automate delivery tasks, capture time, generate reports, and act on real operational data. Estimation capabilities help teams scope work, generate estimates using historical data, and build quotes faster. Resource management helps match the right skills to the right work, reduce staffing delays, improve utilization, and avoid bottlenecks. Project management capabilities support delivery execution, status updates, reporting, and visibility into project health. Services billing and financials help organizations simplify complex billing cycles, protect margins, reduce revenue leakage, and understand financial health in real time. Certinia PS Cloud is built for consulting, advisory, IT services, software, IT hardware, tax, audit, and other services-driven organizations that need connected delivery and financial operations. By combining Salesforce-native PSA, Veda AI, estimation, staffing, project delivery, billing, financials, forecasting, and lifecycle visibility, Certinia PS Cloud helps services businesses improve efficiency, profitability, and customer outcomes.

Media

Media

Integrations Supported

Salesforce
Atlassian Clover
BambooHR
FreshBooks
JD Edwards EnterpriseOne
MYOB AccountRight
Namely
Oracle Cloud Infrastructure
Paychex Flex
QuickBooks Online
SAP SuccessFactors Learning
Sage 100 Contractor
Sage Intacct
Slack
Workday Extend
Wrike
Xero

Integrations Supported

Salesforce
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Workato

API Availability

API Availability

Pricing Information

$29 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Polaris

Date Founded

1996

Company Location

United States

Company Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/professional-services-cloud/

Categories and Features

AI PSA

Not specified

Categories and Features

AI PSA

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Revenue Recognition

Not specified

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