Category: Implementation & Rollout
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Tracking Project Margin in Certinia PSA
Just fill in the default cost rate, and PSA will do the rest. That’s the advice you’ll get when you ask how to track project margin in Certinia PSA. And technically, it’s true. Fill in a bill rate on an assignment and fill in the cost rate on the Resource record, and the…
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What My Best ERP Customer Taught Me About Implementation Success
This project should have been harder than it was. An accounting leader at a major NYC museum came to us with an ERP migration that had every red flag in the book: If you’ve been around enterprise software implementations long enough, you’ve seen this setup. These projects typically drag on for 18+ months, blow…
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Why Fewer Configuration Decisions Lead to Better Results
Psychologist Barry Schwartz in The Paradox of Choice tells us that fewer choices are almost always better. One or two options will be superior to three or more. Why? Because of analysis paralysis. When given too many choices, it’s human nature to try to understand each, often leading to dissatisfaction and no decision being made. A…
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What 300 Certinia Implementations Taught Me
After working on over 300 Certinia implementations, I’ve seen patterns emerge—some that lead to smooth, successful rollouts, and others that derail even the most well-intentioned projects. Here are the three lessons I come back to again and again. 1. Real Data Changes Everything Abstraction is hard. Most end users can’t fully…