Enabling an agile delivery model with FinancialForce PSA

Hyland's use of PSA allowed our services department to re-engineer manual billing and invoicing processes in nine months. The project achieved a 695 percent ROI, verified by an independent research firm, and saw an 84 percent reduction in non-billable project time. Andrea Bucci, Director, Center of Excellence, Hyland

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Challenges with resource management

Over the past decade, Hyland has acquired 12 companies, adding complexity to its professional services delivery model. Additionally, Hyland has continually innovated new service offerings throughout the years, creating extra complexity. Resource management was especially affected.

Amidst this growth the professional services division struggled to streamline global resource allocation, according to Andrea Bucci, Director, Center of Excellence for Hyland.

Key benefits:

  • 700+ Global consultants
  • 2,000 Annual projects
  • 360° Project views

FinancialForce PSA Customer: Hyland

Leveraging FinancialForce PSA Analytics-powered by Salesforce Einstein-Hyland can now build custom capacity planning reports while seeing real-time insights into its project pipeline.


Native to the Salesforce platform, FinancialForce PSA empowers Hyland to centralize project and customer data, driving project visibility.

With a better view into service delivery, Hyland can proactively make improvements across the board, from lowering non-billable project time to identifying the dollar impact of delayed timecards.


As Hyland continues to evolve and innovate its service organization, FinancialForce has proved essential. With comprehensive support for a limitless variety of service offerings, the platform makes it easy for Hyland to quickly evolve its business. "FinancialForce PSA is a natural extension of our business, supporting both organic growth and growth through acquisition. With it, we can stay nimble and agile, even as we introduce new services and revenue streams, shift services around, and optimize our processes. FinancialForce equips us to continue on our journey to achieving centralized resource management at scale," Bucci concludes.