From pragmatic AI bringing certainty to the business of services, while augmenting insight in ways that are anything but artificial, intelligence is more than machines learning, and more than just another hype cycle. Analytics evangelist Joe Thomas analyses it all with me, and more – so please watch, and read on!
Certinia, formerly known as FinancialForce, describes itself as delivering “a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.”
Working exclusively in the Salesforce ecosystem as “the first, best enterprise ERP for the Salesforce platform“, Certinia offers Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s impressive cloud platform.
The company started in 2009, embraced AI as it existed in 2016 (and has only grown since), and has over 100 customers in Australia, with 1300+ more in 30+ countries – and in December 2023, announced new advanced AI capabilities and a wide range of enhancements to its Services-as-a-Business platform.
The company introduced its new “Certinia AI” platform, billed as “the most advanced purpose-built AI for services businesses available today with state-of-the-art predictive modelling seamlessly integrated across the portfolio”, with a deeper dive into this new release available to explore here.
The company’s Global Analytics Evangelist, Joe Thomas, was in Australia in March, 2024, to attend the Forefront Data & AI Summit NSW 2024, which brought together senior data and AI leaders, who explored the transformative effects of current innovations, fostering cross-industry collaboration, and maximising the strategic potential of data.
Joe helmed a roundtable discussion titled “Collaborative strategies for embedding pragmatic AI into your service delivery process to deliver tangible value for the business”, underscoring Certinia’s #PragmaticAI approach.
My video interview with Joe is immediately below, so please watch, and read on!
The company explains its pragmatic approach “significantly reduces the risks commonly associated with AI adoption by embedding AI directly into existing business processes, providing users with the insights they need, precisely when and where they need them.
“Models are trained on customers’ own data to deliver actionable insights. Users can view the attributes of the model, its accuracy, and understand how it can be continually improved. Over time, the model assesses the accuracy of its predictions against actual outcomes, enhancing its reliability.
“As a result, professional services teams now are more empowered than ever to harness AI capabilities to tackle practical, scalable, real-world use cases in finance and professional services.”
You can read more on how “Pragmatic AI, Advanced Resource Management, and More” are three trends that are redefining professional services in 2024, here.
Please watch the video interview above to learn more!
