Explore what we built
Choose a workflow to see how the pieces fit together.
Illustrative workflows based on the project scope, not screenshots of the client’s system.
01Pursue the right workExplore workflow
Different pipelines and tender stages reflect the work each team is pursuing.
- Opportunity
- Tender stage
- Tender team
02Plan deliveryExplore workflow
Certinia connects project management with the resources and people involved in delivery.
- Project
- Resources
- Delivery team
03Keep the contextExplore workflow
Salesforce brings the commercial opportunity and the work that follows into a shared platform.
- Sales
- Projects
- Resources
Bringing commercial work and delivery into view
For a consultancy, winning work and organising the team to deliver it are closely related. Adaptal implemented Certinia on Salesforce alongside sales and project management workflows for ConnellGriffin. The system brings the commercial opportunity and the work that follows into a shared platform.
Pipelines that reflect different kinds of work
The implementation supports different sales pipelines and tender stages rather than treating every opportunity as the same process. Tender teams can organise their work around the stages relevant to an opportunity. This gives the business a clearer structure for following a pursuit as it develops.
Connecting projects with the people who deliver them
Project management and resource management were included in the Certinia implementation. Together, these capabilities support planning around both the work and the people involved. Project and tender teams can be considered as part of the same operating picture rather than as unrelated activities.
A practical foundation for advisory operations
The project brings sales management, tender teams, project delivery and resources together in Salesforce. Its value is in making the handover between those activities more deliberate and easier to follow. Different pipelines and stages give the business room to reflect how its teams actually work.
Explore a related example
Our showcase illustrates how connected records can work. It uses fictional data and is not a recreation of Connell Griffin’s implementation.
Let’s talk about your infrastructure advisory workflows.
Tell us what your team needs to improve and which systems are involved.