MIGRATING FROM SPREADSHEETS
The Splunk Services team helps customers get the most out of their investment in the company’s software. However, the team had been relying on spreadsheets to manage professional service engagements and combine data from various systems.
Even after migrating to an earlier professional services automation (PSA) system, the team still faced numerous limitations. Because the system was not native to the Salesforce Platform, consultants and project managers had to constantly switch between the PSA system and Salesforce to manage service operations.
POWERFUL SERVICES DELIVERY
Since adopting FinancialForce PSA, Splunk can now equip its professional services management team, operations team, internal consultants, and partner consultants with a single source of truth for project management.
Gaining a consistent view
Splunk also uses FinancialForce PSA in tandem with its own software to surface project-related information and insights. As a result, it can analyze data across revenue, utilization, and resource demands by region—ensuring a consistent view across the company.
Splunk considers Salesforce a core platform for connecting essential back-office applications. Now, FinancialForce PSA seamlessly integrates with Salesforce to deliver end-to-end visibility across sales, services delivery, and finance.
FUELING FUTURE BUSINESS GROWTH
Splunk is now empowered to more effectively manage its global services business with FinancialForce.
“The platform enables an incredible degree of flexibility and agility for our business model that we didn’t have before,” explains Ryan Brown, Senior Director of Operations, Global Professional Services at Splunk.
In addition, Splunk now has a far more comprehensive view of projects and opportunities. Within a single platform, users get enhanced visibility into all project-related details, including customer contacts, executive sponsors, project resources, and more.
“The richness and transparency of data that FinancialForce PSA provides is critical for our ability to scale our growing global workforce.”
Senior Director of Operations, Global Professional Services
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