Certinia Professional Services (PS) Cloud is the world’s only AI-first Services Engine native to Salesforce. By providing a single, high-fidelity system of record where sales, delivery, and finance share one context, Certinia provides the "Deterministic Scaffolding" for AI to act as an Autonomous Operator rather than just a scribe. Eliminate the "Context Gap": Unlike disconnected point solutions that create a "Franken-stack,"PS Cloud is native to Salesforce. This eliminates the Context Gap, giving our AI (Veda) full visibility into customer, project, and financial data to drive Hard-ROI without manual syncing. Shift from Scribe to Operator: Move beyond simple summarization to "Digital Worker Orchestration". Veda Specialist Agents handle the "administrative plumbing", extracting RAID items and reallocating resources, to move your team from "Data Janitors" to Outcome Orchestrators. • Optimize with Global Orchestration: Close utilization gaps and accelerate velocity by shrinking the "dead zone" between sales and delivery. Use intelligent resource matching to ensure the right talent is always on the right project, driving a 20% increase in global utilization. • Automate Auditable "Services Math": Replace probabilistic guessing with Deterministic Logic. Handle complex value- and outcome-based pricing with a hardened financial engine that ensures 100% auditable revenue recognition and minimizes forecast variance. • Escape the "Maintenance Spiral": Stop wasting 80% of your budget on brittle integrations. By unifying operations on one platform, you eliminate the " Manual Tax," allowing you to reallocate resources away from maintenance and toward AI-driven innovation. • Turn Intelligence into Action: Veda moves your organization from "AI curiosity" to strategic financial intelligence. Embedded analytics surface risks and predict performance with certainty, ensuring every project remains a profitable engine for the business.
TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.
Kantata makes people-powered businesses more successful and productive. Our purpose-built software is helping over ,500 professional services organizations in more than 100 countries focus and optimize their most important asset: their people. By leveraging Kantata's Professional Services Automation (PSA) soltuion, professionals gain access to the information and tools they need to win more business, ensure the right people are always available at the right time, and delight clients with exceptional project delivery and outcomes.
Asana is a leading work management platform for human + AI coordination. Over 170,000 customers like Accenture, Amazon, Anthropic, Morningstar, and Suzuki rely on Asana to align teams and accelerate organizational impact. Whether it's managing strategic initiatives, cross-functional programs, or company-wide goals, Asana helps organizations bring clarity to complexity—turning plans into action with AI working alongside teams every step of the way.
Microsoft Project & Portfolio Management (PPM) helps you get started quickly and execute projects with ease. Built-in templates, familiar scheduling tools, and access across devices increase productivity for project managers and teams.
Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.
Notion is a unified workspace for teams. Notion is a connected workspace where your team can create docs, take notes, manage tasks, and organize your work – all in one place. And now, with Notion AI, you can augment your capabilities in new and unexpected ways. Leverage the power of AI right inside Notion, across all your notes and docs, without the need to jump between your work and a separate AI-powered tool.
Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work.
Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform.