Certinia 带来 AI进入专业服务工作流程
Certinia Inc.正在将AI带入软件公司，这些软件公司用来销售项目、指派工作人员、交付工作和账单客户。
大赦国际能够瞬间从深厚的信息井中汲取经验，并在实际上的任何专业领域提供指导，这改变了专业服务的模式。 Certinia Inc.公司的业务每月促进71亿专业服务业务，对此，AI为其客户提供了重要的机会。
Certinia的首席运营官Robert Cesafsky告诉了CUBE。 “无论你是一个软件公司、一个硬件公司、一个税务和会计师事务所[或]管理咨询公司。.....所有这些行业都直接受到大赦国际的打击或影响。 无论你的策略是什么你需要有合适的工具你需要能够控制服务业务，而这正是Certinia所提供的。
这个特征是SiliconANGLE Media对建筑转向动力连续，生产级AI的探索的一部分。 请检查cUBE在Dreamforce事件中对Certinia的报道。 (* 下文披露。 )
专业服务平台。
2009年Certinia 发布作为财经FinancialForce.com公司，一个基于云的会计和企业资源规划供应商在Salesforce公司平台上土建。 它于2023年重新命名，因为它从会计和企业资源规划系统扩大到管理服务业务。
Certinia的Salesforce-内在平台连接了涵盖销售、项目交付、财务管理和客户成功的各种流程。 该公司的做法通过提高客户活动的能见度、优化资源配置和维持客户整个生命周期的连通性，帮助客户将成本中心转变为利润中心。
称 Mimi Spier在接受CUBE采访时，“我们可以确定扩大的机会，[ 风险客户，在那里我们需要优化更新。 我们所做的一切最终都会影响底线。
Certinia与Salesforce的长期关系是公司整体战略中的一个关键要素。 Certinia在AI agents和用于Salesforce代理交换的工具类别下展示，并为Salesforce的咨询伙伴网络提供AI动力销售和交付。
“我们与Salesforce有着深厚的伙伴关系”，称 Raju Malhotra，塞尔蒂尼亚首席产品和技术官员。 “我个人花了很多时间与Salesforce主管商企和工程，我们把客户用例，他们告诉我们从能力角度出发，他们由一位创始人(首席执行官)领导
Veda agents 驱动智能动作
Certinia通过引入Veda这个企业级智能操作引擎，该解决方案提供有规则约束，可信和注重ROI的自主工作流程，将Certinia多年的机构记忆与高级AI推理相结合。 Certinia与Veda的目标是为客户提供足够的灵活性，以便agents融入现有的业务工作流程中可以驱动即时和可计量的价值。
“我们向吠陀灌输了丰富的经验，“我们有agents包裹，即Veda agents。 我们发布吠陀有10个包裹。 现在，我们有24个，我们将用40多个包裹agents完成这一年。 这些agents非常基于人，它们帮助我们的客户。”
吠陀不仅仅是一层通用自动化；它代表着企业使用AI方式的关键转变。 Certinia专注于为专业服务市场服务，这促使公司将AI的报价建立在实际操作中，根据CUBE研究主要AI分析师Scott Hebner的说法，在操作中，环境、协调和控制与速度同样重要。
称指出，“Veda之所以值得注意，不仅仅是因为它是一套基于AI agents和智能工作流程的新的套件，而是因为它提供了对企业AI未来可能是什么样子的一瞥：AI在相应的工作流程中与人合作，帮助人们做出更好的决定，并通过基于商业环境、治理和实际业务结果赢得信任。”
Moonnox 集成新增语境
自4月吠陀的发布以来，Certinia采取了多项行动来增强它的AI能力。 7月，收购 Moonnox公司为专业服务部门专门建造的AI-native服务交付平台。
这次收购通过知识图，持久的项目内存和针对服务的agents，为吠陀增加了一个背景层。 合并平台现在可以将新的客户请求与核定范围、所需人员编制和财务影响联系起来，然后根据Hebner，建议管理下的行动进行专业审查。
他解释说，“Certinia为专业服务、客户成功和财务管理提供了深层、结构化的基础；Moonnox 带来，即缺失的一半：捕捉到非结构化的现实——电子邮件、聊天和电话——实际交付的地方”。 “他们将服务行业所了解的一切与团队所做的事情结合起来
上下文图还可以借鉴有条理的记录，如计时卡条目和利用率数字。 根据Cesafsky的说法，Moonnox帮助将这些信息输入管理项目的客户团队的图表。
他的称表示，" 正是这些能力帮助客户服务[和]提供小组管理和运作其项目。 [Moonnox]实际上是一个接收器，可以接收许多结构化数据，从而将这些数据也带入上下文图。”
塞尔蒂尼亚扩展吠陀在提供服务方面的作用
9月，Certinia 发布服务企业行动系统。 献礼大大扩充了Veda AI套房，新增了agents，并将Veda Intelligent Actions图书馆从64个翻了一番多，达到135个。
Certinia的"行动系统"使用三级架构，将AI agents带入服务工作流程。 第一层带来组合结构化记录和无结构化项目数据。 第二个方案利用Certinia17年多的服务经验为决策提供信息。 第三让agents在现有工作流程内行动。
“我们希望加快交付我们的客户，”Malhotra 称。 “我们的客户正在解决专业服务界的一些具体问题。 我们不想只给你一个计划。 如果你选择用一些agents来执行项目计划，如果你真的想考虑代理能力来帮助你赚钱，扩大你的时间[和]提供，我们将帮助你做到这一点。”
对专业服务公司来说，采用AI agents意味着决定项目交付的哪些部分交给它们。
“我们认为，专业服务是企业AI的主要指标，因为它将知识密集型工作、动态环境、合作决定、可衡量的经济学和人的责任结合起来。” “如果塞尔蒂尼亚成功执行，吠陀可以成为将数字劳动转化为经济成果的重要蓝图。”
(* 披露：CUBE是Certinia信号访谈系列的付费媒体合作伙伴。 CUBE活动报道的发起人Certinia和其他赞助者对CUBE或SiliconANGLE上的内容都没有编辑控制。 ).
图片：Certinia
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Certinia brings AI into professional services workflows
Certinia Inc. is bringing AI into the software firms use to sell projects, assign staff, deliver work and bill clients.
AI’s ability to instantaneously draw from a deep well of information and provide guidance in practically any field of expertise has changed the paradigm for professional services. For Certinia Inc., whose business facilitates 7.1 billion professional services operations per month, AI represents a significant opportunity for its clients.
“I think the only industry that’s probably been more disrupted by AI than the technology industry has probably been the services industry,” Robert Cesafsky, chief operating officer of Certinia, told theCUBE. “Whether you are a software company, a hardware company, a tax and accounting firm [or] management consulting … all of these industries are being directly targeted or impacted by AI. Whatever your strategy is, you need to be able to have the right tools. You need to be able to have control of that services business, and that’s what Certinia provides.”
This feature is part of SiliconANGLE Media’s exploration of the architectural shifts powering continuous, production-grade AI. Be sure to check out theCUBE’s coverage of the Certinia at Dreamforce event. (* Disclosure below.)
Platform for professional services
Certinia launched in 2009 as FinancialForce.com Inc., a cloud-based accounting and enterprise resource planning provider built natively on the Salesforce Inc. platform. It rebranded in 2023 as it broadened from accounting and ERP to managing services businesses.
Certinia’s Salesforce-native platform connects a wide range of processes spanning sales, project delivery, financial management and customer success. The company’s approach helps clients transform cost centers into profit centers by improving visibility into customer activities, optimizing resource deployment and maintaining connectivity throughout the customer lifecycle.
“We can take away all the administrative tasks and outsource that to AI in order to help them deliver faster time outcomes, but it also helps them deliver a lower cost to serve that project,” said Mimi Spier, chief marketing officer of Certinia, in an interview with theCUBE. “We can identify expansion opportunities, [and] at-risk customers where we need to optimize renewals. Everything we’re doing is ultimately affecting the bottom line.”
Certinia’s long-time relationship with Salesforce is a key element in the company’s overall strategy. Certinia is featured under the AI agents and tools category for Salesforce’s AgentExchange and has provided AI-powered sales and delivery for Salesforce’s consulting partner network.
“We have a deep partnership with Salesforce,” said Raju Malhotra, chief product and technology officer of Certinia. “I spend personally a lot of time with the Salesforce executives on business and engineering, and we collaborate. We bring our customer use cases, they tell us about what’s coming up from a capability perspective and we work very well together. They’re led by a founder [chief executive officer] who’s very much in tune with the market, and they want to stay ahead.”
Veda agents drive intelligent action
Certinia has sought to stay ahead in its own right by introducing Veda, an enterprise-grade intelligent operations engine that functions as the company’s suite of AI specialist agents and intelligent actions. The solution delivers rules-bound, trusted and ROI-focused autonomous workflows, combining Certinia’s years of institutional memory with advanced AI reasoning. Certinia’s goal with Veda is to provide customers with enough flexibility so that agents integrated into existing business workflows can drive immediate and measurable value.
“We’ve infused Veda throughout the experience for users to be more productive,” Malhotra said. “We have package agents, which are Veda agents. We launched Veda with 10 packages. Now we have 24, and we will finish the year with more than 40 package agents. Those agents are very much persona based, and they help our customers.”
Veda is not simply a layer of generic automation; it represents a key shift in how AI is being used in the enterprise. Certinia’s focus on serving the professional services market motivated the company to ground its AI offering in operational reality, where context, coordination and control matter as much as speed, according to Scott Hebner, principal AI analyst at theCUBE Research.
“Certinia’s recent announcement of Veda is more profound than it may appear on the surface,” he said. “Veda is notable not simply because it introduces a new suite of AI agents and intelligent workflow-based actions, but because it offers a glimpse into what the future of enterprise AI is likely to look like: AI that works alongside humans in consequential workflows, helps people make better decisions and earns trust by being grounded in business context, governance and real operational outcomes.”
Moonnox integration adds context
Since the launch of Veda in April, Certinia has taken several actions to enhance its AI capabilities. In July, the firm acquired Moonnox, an AI-native services delivery platform purpose-built for the professional services sector.
This acquisition added a contextual layer to Veda through knowledge graphs, persistent project memory and services-specific agents. The combined platform can now connect a new client request with approved scope, staffing requirements and financial impact, then recommend governed actions for professional review, according to Hebner.
“Certinia provides the deep, structured foundation of professional services, customer success and financial management; Moonnox brings the missing half: capturing the unstructured reality — the emails, chats, and calls — where delivery actually happens,” he explained. “Together, they fuse everything a services business knows with everything their teams do, moving Veda beyond orchestration toward context-aware, AI-native services delivery.”
The context graph can also draw on structured records such as timecard entries and utilization figures. Moonnox helps bring that information into the graph for client-facing teams managing projects, according to Cesafsky.
“That’s been where Moonnox has really showed up for us over the last couple of months,” he said. “It’s those capabilities to help the client-facing services [and] delivery teams run and operate their projects. [Moonnox] is effectively an intake machine for a lot of that structured data to bring that into the context graph as well.”
Certinia expands Veda’s role in services delivery
In September, Certinia unveiled its System of Action for services businesses. The offering significantly expanded the Veda AI suite with new agents and more than doubled the Veda Intelligent Actions library from 64 to 135.
Certinia’s System of Action uses a three-tier architecture to bring AI agents into services workflows. The first tier brings together structured records and unstructured project data. The second draws on more than 17 years of Certinia’s experience in services to inform decisions. The third lets agents act within existing workflows.
“We want to accelerate the delivery for our customers,” Malhotra said. “Our customers are solving some specific problems in the professional services world. We don’t want to just give you a project plan. If you choose to execute that project plan with some agents, we’ll give you that. If you want to really think about agentic capabilities to help you in making money, in expanding your time [and] in terms of delivery, we will help you with that.”
For professional services firms, adopting AI agents means deciding which parts of project delivery to delegate to them.
“We view professional services as a leading indicator of where enterprise AI is heading because it combines knowledge-intensive work, dynamic context, collaborative decisions, measurable economics and human accountability,” Hebner said. “If Certinia executes well, Veda could become an important blueprint for translating digital labor into economic outcomes.”
(* Disclosure: TheCUBE is a paid media partner for the Certinia Signal interview series. Neither Certinia, the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
Image: Certinia
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