Enabling an agile delivery model with PSA

See how Hyland streamlines resource allocation, centralizes global project data, and supports a nimble services delivery model with FinancialForce PSA.

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  • Industry: Software
  • Company Size: Large
  • Headquarters: West Lake, OH
  • Products: Services Automation

700+


GLOBAL CONSULTANTS

2,000


ANNUAL PROJECTS

360°


PROJECT VIEWS

CHALLENGE

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 Neal Dugan, Services Architect for Hyland.

SOLUTION

CENTRALIZING GLOBAL PROJECTS

Driving predictive insights

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.

Enabling customer-centricity

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

Turning data into action

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.

RESULTS

BUILDING AN AGILE DELIVERY MODEL

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,” Dugan concludes.

“FinancialForce offers us one source of truth for our global services data.”

Neal Dugan
Services Architect at Hyland

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