PROFESSIONAL SERVICE AUTOMATION SOLUTIONS
Smarter Project Planning, Inside Salesforce
Professional Services teams run on plans – but most planning still happens in spreadsheets, disconnected from the data that matters. XLRS Planner brings your forecasting into your PSA system.
Four Common Planning Problems We Solve
Most professional services teams face a “planning gap.” While execution happens in the PSA, strategic forecasting drifts back into Excel, leading to fragile forecasts and manual reconciliation.
Fixed-Fee Fragility: Milestone forecasts depend too heavily on resource schedules.
Profitability Guesswork: P&L models live in disconnected spreadsheets.
Resource Drift: PMs lack time to constantly reschedule, leading to outdated utilization views.
Handoff Friction: Estimating requires too much setup before the work is even won.
Four Use Cases. One Planning Layer.
Use Case 1: Fixed-Fee Revenue Forecasting
Phase milestone progress monthly by percentage (e.g., 30%, 55%, 80%) to automatically calculate revenue. Stability is restored because staffing changes no longer distort your financial forecast.
Use Case 2: Resource Planning & Utilisation
Map resources to projects across a forward horizon (2–6 quarters) in an intuitive month-by-period format. Identify gaps before they affect delivery.
Use Case 3: Project P&L Forecasting
Build a month-by-month P&L for each project. Apply blended rates to hours and include direct/indirect labor costs to see the full financial picture.
Use Case 4: Estimating & Quoting
Move from a high-level Rough Order of Magnitude (ROM) to a detailed task-based quote without building a full project setup first.
Built for Certinia PSA Customers on Salesforce
XLRS Planner is a native Salesforce application. It complements your existing PSA (Certinia, Klient, Mission Control) without replacing what is already working.
- Natively built on the Salesforce platform.
- Connectors to Certinia, Rootstock, and Accounting Seed.
- Agentforce AI ready for intelligent automation.
Implementation Journey
Step 1: Discovery & Use Case Validation.
Step 2: Salesforce Package Installation.
Step 3: Object Mapping (Milestones, Resources).
Step 4: Configuration & Enablement.
FAQ - Frequently Asked Questions
Does this replace Certinia PSA forecasting?
No, it provides complementary planning capability that is not native to the core system.
Will auditors accept this?
Yes, a system-driven approach is more defensible than disconnected Excel files.
Can it drive revenue recognition?
Yes, it can pair with your existing engine or the XLRS Revenue Recognition solution.
