Still running on an outdated version of Certinia? Here’s what you need to know

The risks of staying behind
Companies that continue running outdated software experience higher support pressure, more downtime, and greater security risks. Bart sees this daily: ‘For Certinia customers, the pain is even sharper. We meet organizations running 10–12 versions behind. That makes the upgrade bigger, more expensive, and it slows down Salesforce integrations. You feel it in daily operations: connections fail, processes drag, and people stop trusting the data. The longer you wait, the more exposed you become.’

And the gap is growing. With older versions, you also miss the improvements Certinia has rolled out in recent years. From real-time revenue forecasting to smarter automation in billing and financial management. Peers in your industry who upgrade now can already benefit, while you’re stuck with manual workarounds.

CBEE Remarkable keeps your Certinia upgrade under control
‘Many fear disruption,’ Bart explains. ‘They see upgrades as big-bang projects that freeze operations. So they keep postponing it because something else feels more urgent. But delay only complicates things. We break it down step by step. No leap into the unknown, but a structured route. Together we decide what needs to happen now and what can wait. Your business keeps running while we move you to a stable, current version.’

What you notice after upgrading

• Fewer manual workarounds

• A solid platform to build on

• More confidence in data and reporting

• Faster billing cycles through automation

• Quicker month-end close with less manual work

• Smoother intercompany transactions and multi-currency support

• A future-ready foundation for AI adoption

‘It brings peace of mind when you know your system is future-ready. Upgrading doesn’t mean shutting down for weeks. We keep it manageable.’

Beyond upgrading: optimizing your platform
With CBEE Remarkable, upgrading isn’t just about moving to the latest version. It’s about removing technical debt and preparing your system for growth. We help you:

• Modernize workflows by migrating outdated process builders to Flows

• Optimize the user interface by cleaning up fields, actions, and related lists for better performance

• Enhance PSA with smarter timecard reminders, automated intercompany billing, and external approvals via Experience Cloud

• Automate finance with Plaid for bank statements, Blue10 OCR for invoices, standardized month-end playbooks, currency revaluation, and masterdata governance (including IBAN approval flows with full audit trail)

• Streamline Billing Central with real-time revenue forecasting, optimized contract-to-billing flows, and OOTB mappings for stable integrations

• Strengthen your foundation with Workspace Adoption insights and API version management

These enhancements don’t just reduce complexity. They make future upgrades smoother and unlock functionality that older versions can’t support.

How the process works
‘We always start by sitting down with the key departments,’ says Bart. ‘Finance, Sales and IT usually depend most on Certinia. Together we map the current setup and identify critical processes. Next we roll out the upgrade in a controlled environment. That way we can test, train, and collect feedback without disrupting production.’

Timelines vary. The duration depends on how many versions you are behind, how much customization is in place, and the level of technical debt. That’s why it’s essential to lock in a rhythm after upgrading. Regular update cycles and health checks keep you current. Making the next upgrade predictable, cheaper, and far less stressful.

Take the first step today
Still on an old version and unsure about the next move? Now’s the time to explore your risks and options.

Schedule a conversation with Bart Blokzijl and discover how CBEE Remarkable helps you turn an outdated Certinia setup into a stable, AI-ready environment.