Professional Services Image by Gerd Altmann from PixabayLast week, following its rebranding from FinancialForce to Certinia, the company appointed a new CMO, Rick Caccia.

Other news came from, Planview, Procore and Scoro.

Work operating system vendor published its second annual ESG report. The report looks at the company’s environmental, social, and governance efforts in 2022. It has four areas of focus: customers, people, planet, and community.

Roy Mann, Co-Founder and Co-CEO of, commented, “2022 was the year we expanded on our quantifiable progress of our ESG efforts and set the foundation for continued impact. Since founding, we have been committed to giving back and helping others. This commitment has only been strengthened after going public, and we are proud to share our progress in our second annual ESG report.”

Highlights from the report include:

  • Employee Wellness: As physical and mental well-being remains a top priority, offers medical check-ups, in-office therapy sessions, professional growth plans, volunteer career coaching, and equitable talent management. This year, also formalized seven Employee Resource Groups (ERGs) to ensure it provides the best environment for its employees and their personal development.
  • Digital Lift: Through its philanthropic initiative, provided 690+ volunteer hours and $820,000 worth of total grants, worked with 20,000 nonprofits, and opened 1,710 new software accounts for nonprofits.
  • Emergency Response Team: The team was deployed in 11 disaster areas and helped over 800,000 people globally by comprehensively digitizing emergencies in real time.
  • Reforestation Initiative: planted over 47,000 trees across 206 acres of land in four locations across Southeast Asia.
  • Reducing CO2 Emissions: The company appointed a sustainability specialist and paired up with South Pole, a leading climate consultancy and project developer, to calculate the greenhouse gas (GHG) emissions for’s operations.


Planview has published a roundup of recent case studies about its customers. They include Blue Cross Blue Shield of North Carolina, Cognizant, Ingram Micro, and SITA.

Blue Cross NC leverages the Planview Project and portfolio management solution, to create hybrid practices, to improve speed, to value and help the company, to scale sustainably and be more agile in its market response.

Lilith Anderson, Blue Cross NC Director of Enterprise Portfolio Management & Governance, commented, “In a short period of time, we have already increased our release velocity by 10% compared to other projects in the portfolio, delivering 60 features in only a quarter, and have measurable cost avoidance.”

Cognizant is leveraging Planview PPM to build and implement the enterprise PMO roadmap. Planview’s cloud-based interface allowed Cognizant to centralize and automate its project and portfolio management and governance, creating a more cohesive, connected, and secure system.

Ingram Micro has standardized performance around value streams, value delivery, and outcomes with cross-team alignment. Planview modules defined a standard language across all teams and regions to put everyone on the same page.

An internal assessment using Planview Project Management Portfolios identified silos that were causing inefficiencies. Those teams then shifted from traditional dashboards to Agile project portfolios. The result is an agile PMO that adds value and provides visibility into the company’s best practices.

SITA has used Planview’s AdaptiveWork solution for seven years. The cloud-based, end-to-end enables workers to access accurate, real-time data that they can adjust and update. Already, 1,500 projects have gone through the system, speeding up progress and reducing costs and redundancies.


Procore has announced two changes in its finance leadership. Howard Fu has been promoted to CFO and treasurer and will oversee Procore’s global finance organization. Paul Lyandres, CFO for the last four years, is stepping into the newly-created President of Fintech role to lead the Fintech organization at Procore.

Tooey Courtemanche, Founder, President and Chief Executive Officer of Procore, commented, “I’m proud to welcome Paul Lyandres into his new role as President of Fintech and Howard Fu as CFO. The depth and caliber of our leadership team will propel Procore into our next phase of durable, efficient growth.”

Paul Lyandres, President of Fintech at Procore, commented, “Howard is a true technology finance leader and SaaS industry veteran, who I have had the privilege of working closely with for the past couple years. He has garnered tremendous respect with our Board of Directors, our leadership team and across the organization and is primed to lead Procore. I look forward to taking on my new role as President of Fintech to help solve some of construction’s biggest challenges.”

Howard Fu, CFO of Procore, said, “I’m energized by the chance to continue helping Procore reach new levels of success. The value Procore brings to customers and our people-first culture are undeniable differentiators.”


Scoro has revealed the May updates to its solution. It has extended its roles functionality to Quotes as well. Users can create quotes based on the selling price of a role. This speeds up the creation process and ensures a healthy level of profitability for each quotation.

It has also introduced advanced Triggers and Actions. It has added a new user interface and enhancements to the set-up logic, including more flexible logic.

The example used by Scoro is, “When this happens, and these conditions apply, then do that”. For example: “When a task deadline is modified, and I am the assignee, then notify me in Scoro.” Scoro has added several standard templates to increase the speed and ease of adoption.

The May update also includes several other enhancements. For example, integration with Google Calendar or MS Exchange now has an error log so users can track sync errors.

Future updates will include:

  • Shareable Gantt chart links. Share the Gantt chart view with your clients to set clear expectations and keep them updated on the project’s progress.
  • Reports library. Take advantage of shortcuts to reports that help you analyze your business from various aspects – from utilization and productivity to pipeline and profitability.
  • Streamlined retainer projects. Easily plan, manage and track your retainers period by period and across the entire project duration.

PSA PPM and Work Management news from the week beginning 1st May 2023



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