What Certinia Products Does Icon Cloud Consulting Implement?
At Icon, we're fully experienced with the entire suite of Certinia products.
Professional Services Automation makes projects visible across sales, services delivery, and finance to improve resource utilization, delivery execution, and profitability.
Enterprise Resource Planning encourages end-to-end collaboration across teams, automates financial processes, and shares valuable intelligence all in one place.
Financial management and accounting become easy with automated AP, AR and GL tasks, real-time analysis, and comprehensive reporting.
Simplify and optimize every step of the order, procurement and fulfillment process for goods and services and keep accurate records of your inventory data.
ASC 606-compliant revenue recognition centralizes all revenue channels into one system and brings powerful visibility to your revenue forecast.
Centralize all billing types, consolidate invoices and automate billing operations to bring clarity and confidence to even the most complex customer relationships.
Configure, Price, Quote - for Services! Prepare comprehensive & competitive estimates with efficiency via sales to services workflow integration.
Certinia's Financial Planning and Analysis provides state-of-the-art forecasting to empower stronger strategic decision-making and growth.
Fully enable your CS teams to leverage your 360 degree view of the customer by Integrating Sales and Services with Customer Success.
Support
Need Ongoing Support? Experiencing Implementation Issues?
We can jump in where you left off to remediate an issue or bring the project to completion.
Contact UsOur Ongoing Support Process:
We assess your existing systems to identify potential pitfalls, risks, and opportunities for improvement and further automation.
Icon services enact ongoing positive change—you'll always know that your systems are up-to-date with the most current Certinia upgrades.
We'll initiate Proactive Services to anticipate and remediate future issues and onboard new business ops users so they're fully capable.
How Does Icon Cloud Consulting Structure a Certinia Engagement?
300+
Certinia and Salesforce deployments completed since 2012. Source: Icon Cloud Consulting internal project records.
60+
Active clients across the US, Canada, and UK as of 2025.
6000+
Managed support and advisory hours delivered annually across the client base.
Why Work With Us?
At Icon Cloud Consulting, we offer more than just simple Certinia implementations—explore the many benefits of a comprehensive partnership.
Award-Winning Expertise
With over a decade of experience, status as an Tier-1 Certinia Partner, staff members who’ve worked in critical roles at Certinia, and the 2022 Certinia Innovation Partner of the Year award, we have the depth and breadth of expertise to get the job done right.
Long-Lasting Success
We go beyond basic implementation to carry our clients further—Icon’s ongoing support and “Right Practices” customized to your business ensure you continue to get the most value out of your Certinia investment through every growth phase.
Client-First Protection
We want our clients to feel completely confident about their systems and services. Along with our track record of longstanding, successful partnerships, our 60-Day Warranty acts as a guarantee of your satisfaction.
What Should You Know Before Choosing a Certinia Implementation Partner?
What does Certinia PSA actually do for a professional services business?
Certinia PSA (Professional Services Automation) is a platform built natively on Salesforce that connects sales, project delivery, and finance into a single real-time system. When a deal closes in Salesforce CRM, Certinia PSA immediately surfaces the project to resource managers, enables time and expense tracking against deliverables, and feeds actuals directly into Certinia's financial management layer for revenue recognition and billing. For professional services organizations, the core business outcome is improved resource utilization — the difference between a consultant sitting idle and generating billable hours. Certinia PSA deployments regularly improve on-time project delivery rates and reduce revenue recognition lag by eliminating manual handoffs between the services and finance teams.
What does a Certinia Health Check involve, and when should an organization request one?
A Certinia Health Check is a structured assessment of an existing Certinia deployment against platform best practices and the organization's current business processes. Icon Cloud Consulting conducts health checks in three phases: first, a review of existing configurations, customizations, and data integrity to identify risks and technical debt; second, an evaluation of how well the current setup supports the business's actual workflows versus what the system was originally designed to handle; and third, a prioritized list of remediation and optimization recommendations. Organizations benefit most from a health check after a version upgrade, after significant business growth or acquisition, when they are experiencing unexplained performance issues, or when they inherited a Certinia deployment from a prior implementation partner.
How does Certinia ERP handle ASC 606 revenue recognition?
Certinia's Revenue Management module provides ASC 606-compliant revenue recognition natively within the Salesforce platform. ASC 606 requires that revenue be recognized when performance obligations are satisfied, not simply when invoices are issued or cash is received. Certinia's implementation supports multi-element arrangements, variable consideration, contract modifications, and the five-step revenue recognition model required by the standard. Because Certinia's accounting layer is built on the same Salesforce data model as PSA and CRM, the system can recognize revenue automatically as project milestones are marked complete — eliminating the spreadsheet-based reconciliation that finance teams previously performed at period close. Icon has implemented Certinia Revenue Management for organizations with complex multi-currency, multi-entity, and subscription billing scenarios.
Envision the Road to Implementation
An Icon Cloud Consulting partnership makes Certinia implementation seamless. That's because we roll out solutions with a thorough and collaborative 3-step process:
Inception and Prototyping
We start by gathering information about your business's unique needs and drawing up a detailed design document. Once your team signs off on the design, we get to work building a sandbox prototype, testing it thoroughly within a sprint-based cadence and demoing it to you for approval.
User Testing and Transition
Next, your stakeholders get the chance to get hands-on and test our configured solutions with your end-to-end scenarios. Using the feedback from those tests, we enhance the solution and provide a detailed Deployment and Data Migration Plan to make the systems cut-over smooth and seamless.
Go-Live and Ongoing Support
We leverage an “enabled customer” support model to empower your team through Go-Live and beyond, optimizing operations and encouraging growth. After you go live, we focus on maintaining your investment—we carry out upgrades, perform health checks, and resolve any issues you may experience.
Calculate Your Project ROI
Use our ROI calculator to see how streamlined solutions can impact your business.
Calculate My ROI
Icon Cloud Consulting Frequently Asked Questions
Streamline, Simplify, and Succeed With Icon
Icon Cloud Consulting's certified Certinia services have the power to transform your operations for the better. Get in touch with our team today.
Let's Connect