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Certinia Financial Implementation, Support & Upgrade
How Iqra Technology streamlined financial operations and automated invoice management for one of the top 5 global event services companies — using Certinia, Salesforce, and integrated ERP-CRM processes.
Client Overview
One of the industry's top five exhibition and event organisers headquartered in the United Arab Emirates, with offices across the United Kingdom, Saudi Arabia, Canada, Singapore, South Africa, and Egypt. The company delivers world-class trade exhibitions and conferences across key global markets.
Operating at a global scale, the company manages hundreds of exhibitors, sponsors, and attendees across multiple annual events. Their finance and sales teams handle a high volume of contracts, invoices, and signed agreements on a continuous basis — making document accuracy, speed, and traceability critical to day-to-day operations.
With a growing international footprint and an increasing number of transactions to manage, the company recognized the need to move away from manual, paper-based processes and adopt a fully digital, automated Order-to-Pay workflow built natively within their existing Salesforce and Certinia environment.
Industry Details
Project Overview
A multi-regional enterprise sought to modernize its financial operations by implementing Certinia (formerly FinancialForce) natively on Salesforce CRM. The project covered the complete financial lifecycle — Order-to-Pay (O2P) and Procure-to-Pay (P2P) — delivering a single integrated system for all CRM and ERP processes.The scope included managing Accounts Receivable (AR), Accounts Payable (AP), General Ledger (GL), and Cash Entry flows. Iqra Technology also deployed a Cash Entry upgrade in collaboration with the client's finance team, provided daily ticket-based issue support, and built audit-ready financial dashboards for real-time visibility and reporting.
Client Requirements
- Integrate CRM and ERP on a single platform to eliminate system silos.
- Automate the end-to-end Order-to-Pay (O2P) process.
- Automate the end-to-end Procure-to-Pay (P2P) process.
- Automate invoice generation based on sales order terms and conditions.
- Manage AR, AP, GL, and Cash Entry flows within Certinia.
- Eliminate manual reconciliation between CRM and ERP systems.
- Deploy a Cash Entry upgrade with minimal business disruption.
- Provide daily ticket-based issue support for the finance team.
- Build real-time, audit-ready financial dashboards with drill-down capability.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Implemented seamless integration of Salesforce CRM and Certinia ERP on a single platform.
- Automated the end-to-end Order-to-Pay (O2P) and Procure-to-Pay (P2P) processes.
- Automated invoice generation based on sales order terms and conditions.
- Managed AR, AP, GL, and Cash Entry flows within Certinia.
- Deployed a Cash Entry upgrade in collaboration with the client's finance team.
- Provided daily ticket-based issue support for the finance team.
- Built real-time, audit-ready financial dashboards with drill-down capability.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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