Professional Services Image by Gerd Altmann from PixabayCertinia announced that Haveli Investments will acquire a majority share in the company from Advent International and Technology Crossover Ventures. General Atlantic will become a new minority shareholder, and Salesforce will retain its stake in the firm.

In a tip published last week, Tyler Flora of Avalara, using the experience he gained from deploying Certinia, reveals a tip about how to cost the selection of a PSA solution.


Kantata published a blog that revealed how Finastra had achieved a 36% reduction in cost leakage since adopting the Kantata Cloud for Professional Services. Finastra, one of the world’s largest fintech companies, chose Kantata SX because it was looking for PSA that worked with Salesforce. Finastra called out three key benefits since it implemented the solution:

  • Achieve ROI in less than nine months, with Kantata quickly enabling services to drive significantly higher profits for the business
  • Increase decision-making confidence with more and better data, reducing the guesswork that goes into business planning and staffing
  • Improve services planning with visibility into project performance

Andrea Stephens, Global Services Operations, Finastra, commented, “Kantata enforces people to plan projects properly, so we can see what we’re dealing with more accurately, and the guesswork around how the pipeline is managed is removed. That enables people to see potential problems sooner and get the right people involved. We can see what we will need from a staffing perspective. We can see pictures of the business that we couldn’t see before, and that enables us to anticipate, to track patterns, and to find solutions.”

Mission Control

Mission Control has published a case study based on Canadian base consultants Watson Advisors. IN 2021 the firm looked to transform its business. Wanting to consolidate the functionality of a CRM, a Professional Services Automation (PSA) tool, and an Applicant Tracking Solution (ATS).

It selected a combination of applications using Salesforce as the CRM. They also selected a Salesforce native ATS solution and Mission Control for its PSA. Mission Control beat Canadian native PSA vendor Klient on the shortlist. It won due to its advertised flexibility to pick and choose what Watson Advisors needed and wanted to use within the app. It also scored highly on its ease of implementation. The subsequent implementation project confirmed the straightforward implementation process. announced that it has rolled out mondayDB 1.0 to its customers. mondayDB is the new data infrastructure behind Work Operating System. mondayDB 1.0, the released foundational version, allows loading boards with thousands of items up to 5X faster. This enables customers to work with data-intensive and complex workflows.

The new platform offers accelerated performance. Existing beta customers have seen considerable performance improvements. This is also the first of several planned iterations of the data infrastructure. As looks to build for the future, enabling ever larger workloads for ever larger customers.

Daniel Lereya, Chief Product and Technology Officer at, explained the technology, “Our unique Work OS platform was built to be flexible and let our customers handle an ever-growing number of use cases and boards across our suite of products. As our customers continued to scale their workflows, we knew we needed a specialized solution that could handle the intricacies that come with being a multi-product company.

“Built from the ground up, mondayDB’s schema-less architecture will support a larger scale of boards and dashboards at speed, countless new use cases and custom workflows, as well as extended API and data manipulation capabilities. Shifting our infrastructure to mondayDB was a herculean effort and our team successfully mitigated any and all risks from the process, all while delivering mondayDB 1.0 ahead of schedule. This is just the beginning for mondayDB and we’re confident it will enable many more opportunities in the years ahead.”


Planview announced Digital Product Insights. The new offering combines portfolio management and agile planning. With delivery insights from value stream management (VSM) and objectives & key results (OKRs).

Details of what is in the new offering are light, with little information on the Planview website about it. It will, however, contain dashboards whose proactive and predictive value stream management insights will help organisations pivot plans and drive on-time delivery. A key component is the AI-powered sentiment analysis. This surfaces on the dashboard enables users to determine the real state of product delivery.

Razat Gaurav, CEO of Planview, commented, “For far too long, a black box has existed between business strategies and how software is delivered against them. To thrive in today’s fast-paced environment, the entire C-Suite, from CEO to CFO to CTO, need shared, real-time, actionable data regarding the health of their entire organization’s business and digital transformation initiatives.

“Planview delivers an innovative way to leverage predictive delivery insights and sentiment details and put them back into portfolio, value stream, and team plans, helping organizations create faster feedback loops that yield better decisions and deliver better outcomes — ultimately shining a light on that black box.”

In addition, Planview announced Planview Universal Connector. This IPaas tool will connect Planview and non-Planview applications and Roadmaps for Teams. An interactive visual tool to view and build roadmaps.

Mik Kersten, CTO of Planview, commented, “The combination of strategy, planning and delivery insights in a single view is instrumental to driving digital transformation success and customer value. With this offering we are providing a better way to connect portfolio management and agile planning to the delivery engine, giving organizations a powerful, data-rich consolidated view into how their delivery teams are impacting business outcomes.

“The typical reporting within a software organization is retroactive, reactive and disjointed. To truly pivot and make capacity planning and funding decisions, organizations need to be able to continuously feed delivery and process insights into the portfolios, value streams and teams as work is happening.

 “This new capability gives us a way to do that, using delivery feedback to pivot plans, processes, and capacity to yield more value and efficiency, while also ensuring organizational alignment with shared objectives and key results. These are things you just can’t do when your systems, teams and tools are disconnected and out of alignment.”


Sciforma announced that Günther Spelsberg GmbH + Co.KG, a pioneer in the electrical installation industry, has chosen the Sciforma PPM platform for project, resource, and budgetary planning. Günther Spelsberg transitioned from Jira to the Sciforma PPM solution.

Spelsberg Project Manager, Jan Hendrik Kwitniewski, said, “We chose Sciforma for better project and resource planning, and to be able to identify problems and bottlenecks earlier in the project lifecycle. Sciforma is the full package for unifying company-wide processes for product development.”


Smartsheet revealed new capabilities by adding Generative AI to its platform. The new functionality delivers insights and data visualizations. And helps build project and portfolio management solutions in response to simple natural language questions.

Mark Mader, Smartsheet CEO, commented, “We believe GenAI will dramatically – and positively – impact how work gets done, from planning to execution to scaling. Our platform is inherently flexible so it can adapt to how our customers want to work. As we apply powerful GenAI capabilities across the Smartsheet platform, we’re focused on maintaining customer trust through accurate and actionable insights and recommendations.”

Smartsheet unveiled three new features that leverage GenAI:

  • Actionable Insights: A new insights feature, leverages the private business data held by Smartsheet and Generative AI, to deliver sheet-level insights and data visualizations in seconds. The visualizations will be created taking account of user access level and based on questions such as “Which programs were over budget last month by department?”
  • An AI-powered assistant will deliver help in context for every user. It will provide natural language responses based on any question about any feature, decreasing time to value and increasing efficiency for organisations using Smartsheet.
  • An AI solution builder will assist users with finding and creating personalised templates and formulas to assist in the generation of reusable solutions. Additionally, users can effortlessly generate video captions and image descriptions while easily manipulating images for quick editing in Brandfolder by Smartsheet. Streamlining their content management process and saving hours of work.

Wayne Kurtzman, Research VP for social and collaboration at IDC, commented, “There has been tremendous investment in generative AI, but especially in the collaborative work management space. Smartsheet’s generative AI capabilities align with the market need to use generative AI with a wide array of business data to create new forms of efficiencies, productivity, and alignment across an enterprise that were previously not possible.”

PSA PPM and Work Management news from the week beginning 17th July 2023



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