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Certinia services · UAE

Certinia Services in the UAE

Plan, implement, and improve Certinia solutions for your services business. IT Offshore helps organizations across Dubai, Abu Dhabi, Sharjah, and the wider UAE discuss Certinia consulting, implementation, configuration, and ongoing support.

ConsultingImplementationConfigurationIntegration planningOngoing support

Business team discussing services operations and project requirements around laptops

Introduction

How Certinia Supports Services-Based Businesses

Services businesses depend on connected processes — from selling and staffing projects to delivering work, billing clients, and managing customer relationships. When these processes run in separate tools, teams can lose visibility across the customer and project lifecycle.

Certinia, formerly known as FinancialForce, provides applications designed for services-centric organizations. Because they are built on the Salesforce platform, these applications can work alongside your CRM data, helping teams manage projects, resources, customer success, and financial processes in a more connected way.

IT Offshore helps UAE businesses explore how Certinia could fit their operations, and plan the consulting, implementation, and support activities needed. Already using Salesforce? See our Salesforce services in the UAE.

Certinia at a glance

Professional Services Cloud

Tools for services delivery, such as project and resource management.

Customer Success Cloud

Applications focused on managing and growing customer relationships after the sale.

ERP Cloud

Financial management capabilities for services-based organizations.

Product names and capabilities are defined by Certinia and may change. Relevant products depend on your requirements.

Our Certinia services

Certinia Services for UAE Businesses

Services are discussed and scoped around your requirements. The areas below describe what you can explore with IT Offshore.

Certinia Consulting

Assess your services processes and requirements to identify which Certinia capabilities may be relevant and how to approach them.

About Certinia consulting

Certinia Implementation

Plan and carry out a Certinia implementation — from requirements discovery through configuration, testing, and deployment.

About Certinia implementation

Configuration and Customization

Discuss configuration of Certinia functionality and, where needed, Salesforce platform customization to support your processes.

Discuss configuration needs

Integration Planning

Review how Certinia should connect with Salesforce data and other business systems, subject to technical feasibility.

Discuss integration requirements

Support and Optimization

Explore ongoing support and improvements for an existing Certinia environment under an agreed service scope.

Discuss ongoing support

The exact services, scope, and responsibilities are confirmed for each enquiry.

Certinia implementation services

A Planned Path to Implementing Certinia

A successful Certinia implementation starts with a clear understanding of how your business delivers services. IT Offshore can work with your team to plan the implementation, align it with your Salesforce environment, and move through each stage in a structured way.

Team mapping requirements with sticky notes during an implementation planning session
  1. Requirements discoveryUnderstand your services processes, teams, data, and goals for Certinia.
  2. Solution planningDefine the scope, priorities, Certinia products involved, and dependencies.
  3. ConfigurationSet up Certinia functionality and related Salesforce configuration within the agreed scope.
  4. Data and integrationPlan data migration and connections with Salesforce and other systems where required.
  5. TestingValidate processes, configuration, and integrations with your team before go-live.
  6. DeploymentRelease the solution and agree how users will be supported after go-live.

Stages and timelines depend on the products involved, your data, and the agreed scope.

Certinia consulting services

Find the Right Certinia Approach for Your Business

Before committing to an implementation, consulting helps you understand your requirements and how Certinia may address them. For broader CRM guidance, see our Salesforce consulting services.

01

Assess current processes

Review how your teams currently manage projects, resources, customers, and billing.

02

Map requirements

Match business requirements with relevant Certinia capabilities and your Salesforce setup.

03

Evaluate options

Discuss possible approaches, priorities, dependencies, and constraints.

04

Define next steps

Agree on a suitable scope for implementation, enhancement, or support.

Business benefits

Potential Benefits of a Well-Planned Certinia Solution

Greater visibility

Bring project, resource, and customer information closer together for clearer insight.

Connected processes

Link services delivery with Salesforce CRM data and related business processes.

Better resource planning

Support more informed decisions about staffing and capacity.

Financial alignment

Connect services delivery with billing and financial processes where relevant.

Customer focus

Support customer success activities with shared information across teams.

Room to grow

Adapt processes and configuration as your services business evolves.

Actual outcomes depend on your processes, data, adoption, and the scope of the solution.

Our approach

How We Work on Certinia Projects

01

Discovery

Understand your business, processes, and Certinia goals.

02

Planning

Define scope, priorities, and responsibilities.

03

Implementation

Configure and build within the agreed scope.

04

Testing

Validate the solution with your team.

05

Ongoing improvement

Review and refine as needs change.

A general working approach — activities vary by engagement and are not a guarantee of specific results.

Why choose IT Offshore

Focused on Salesforce and Certinia

IT Offshore focuses exclusively on Salesforce and Certinia services, so your Certinia project can be planned with your wider Salesforce environment in mind.

Salesforce and Certinia focus

Our services centre on the Salesforce platform and the Certinia applications built on it.

Requirements first

Work starts by understanding your services processes and business priorities.

Clear, agreed scope

Responsibilities, priorities, and activities are defined before work begins.

Connected services

Where needed, combine Certinia work with Salesforce implementation and managed services.

Industries and use cases

Where Certinia Can Be Relevant

Certinia is designed for services-centric organizations. Its relevance depends on how your business delivers and bills its services.

Professional services firms

Consulting, advisory, and other firms that deliver client work as projects.

Example use case: Managing projects, resourcing, and time across client engagements.

IT and technology services

Organizations delivering implementation, managed, or technical services.

Example use case: Connecting project delivery with Salesforce opportunities and accounts.

Software and SaaS companies

Businesses with onboarding, professional services, or customer success teams.

Example use case: Supporting customer onboarding and post-sale customer success activities.

Growing services businesses

Teams moving from spreadsheets or separate tools to a connected platform.

Example use case: Bringing services, customer, and financial processes onto one platform.

Developer Engagement Pricing

Flexible Pricing Plans

Choose an engagement model that fits your business requirements, project scope, and development needs.

  • Hourly

    $21/hour

    No fixed monthly plan

    Best for small tasks, urgent requirements, and flexible development support.

    • Pay only for hours worked
    • No minimum monthly commitment
    • Flexible engagement
    • Suitable for specific tasks and short-term requirements
    • Access to the relevant developer skill set
    Get Started
  • Most Popular

    Full-Time

    $2,500/month

    Equivalent to $15/hour

    Best for long-term development projects and dedicated full-time engagement.

    • Full-time developer engagement
    • Suitable for ongoing development requirements
    • Structured project collaboration
    • Regular communication and progress updates
    • Scope aligned with business requirements
    Start Your Free Trial
  • Part-Time

    $1,500/month

    Equivalent to $18/hour

    Best for ongoing development and support with part-time engagement.

    • Part-time developer engagement
    • Suitable for ongoing tasks and improvements
    • Flexible workload based on agreed requirements
    • Regular progress communication
    • A practical option for businesses that do not require full-time resources
    Get Started

Pricing shown is for developer engagement models. Final pricing for implementation, consulting, integrations, and larger projects may depend on scope and requirements. Contact our team to confirm the suitable engagement model.

Final engagement scope is confirmed with the IT Offshore team. Free trial availability is discussed during your enquiry and is not a pricing discount. Contact our team to discuss the right model.

FAQ

Certinia Services FAQs

Have a question about your Certinia project that is not covered here? Ask our team.

What Certinia services do you offer to UAE businesses?

Certinia consulting, implementation, configuration, data migration, integrations and ongoing support for Certinia PSA and Financial Management running on Salesforce.

Is Certinia a good fit for professional services firms in the UAE?

Certinia is built mainly for services businesses, such as consultancies, IT services firms and agencies, that sell people's time and expertise. It may not fit businesses whose main needs are inventory and manufacturing. Read what Certinia is.

Do we need Salesforce to use Certinia?

Yes. Certinia, formerly FinancialForce, runs natively on the Salesforce platform. That means CRM, project and finance data share one platform.

Can Certinia handle several UAE entities, including free-zone companies?

Certinia supports multiple companies, multiple currencies and consolidation. Each entity's tax and reporting requirements should be designed with your finance team and advisers.

How does UAE e-invoicing affect Certinia users?

The Ministry of Finance is introducing e-invoicing in phases from 1 January 2027, through Accredited Service Providers. Certinia users should plan how invoices will reach their provider and make sure the required data is captured. See our Certinia UAE guide.

Can you support Certinia after it goes live?

Yes. We provide ongoing administration, fixes and enhancements for Certinia PSA and Financial Management, alone or alongside Salesforce support.

How are Certinia services priced?

Projects are scoped and quoted after we understand your modules, entities and integrations. Dedicated resources are available on hourly, part-time or full-time terms, shown in the pricing section on this page.

Discuss Your Certinia Requirements

Tell us about your services business, your current systems, and what you want to achieve with Certinia. IT Offshore can review your enquiry and discuss the consulting, implementation, or support options relevant to your needs.