Tech Talks Daily

3360: How Certinia Is Bringing AI Agents Into Professional Services at Scale


Listen Later

When we talk about the future of enterprise software, AI is front and center. But behind the buzzwords, real transformation is happening in how businesses plan, execute, and deliver professional services. In this episode, I sat down with Raju Malhotra, Chief Product and Technology Officer at Certinia, to explore how AI is shifting from theory to practice in high-scale environments.

Certinia, a native ISV on Salesforce, is helping global tech and service firms like Cisco, Siemens, and PwC automate their services operations. With over two million users and six million active projects, the platform isn't just adding AI for the sake of it. It's embedding it directly into workflows to solve tangible business challenges. Raju shares a clear framework for understanding how different types of AI are being implemented. Predictive AI is already deeply integrated into enterprise processes. Generative AI is gaining traction for simplifying content and communication. Agentic AI, the most recent frontier, enables digital agents to complete complex tasks independently within enterprise guardrails.

What stood out in our conversation was the emphasis on outcomes over features. Raju makes a compelling case for starting every technology decision by understanding the customer's goals. Certinia's approach avoids chasing trends for the sake of headlines. Instead, the focus is on delivering results like improved margins, higher resource utilization, and smarter project delivery.

We also discussed Certinia's early adoption of Salesforce's Agent Force and how their team works closely with Salesforce engineering to align on AI strategy. Rebranding their ERP Cloud to Financial Management Cloud was another move that reflects their sharper focus on services-centric financials, rather than trying to be everything to everyone.

There's a clear message in this conversation. Innovation in AI must be matched with investment in performance, latency, scale, and user experience. For any tech leader navigating the AI landscape, Raju's insights provide a grounded, real-world guide.

How are you aligning your AI investments with measurable business outcomes?

...more
View all episodesView all episodes
Download on the App Store

Tech Talks DailyBy Neil C. Hughes

  • 5
  • 5
  • 5
  • 5
  • 5

5

200 ratings


More shows like Tech Talks Daily

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,297 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

536 Listeners

WSJ Tech News Briefing by The Wall Street Journal

WSJ Tech News Briefing

1,653 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,100 Listeners

Software Engineering Daily by Software Engineering Daily

Software Engineering Daily

623 Listeners

CyberWire Daily by N2K Networks

CyberWire Daily

1,030 Listeners

Super Data Science: ML & AI Podcast with Jon Krohn by Jon Krohn

Super Data Science: ML & AI Podcast with Jon Krohn

300 Listeners

NVIDIA AI Podcast by NVIDIA

NVIDIA AI Podcast

347 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

226 Listeners

Practical AI by Practical AI LLC

Practical AI

210 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

513 Listeners

Cybersecurity Headlines by CISO Series

Cybersecurity Headlines

138 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

357 Listeners

Bloomberg Tech by Bloomberg

Bloomberg Tech

63 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

650 Listeners

Consulting the Future by Neil C. Hughes

Consulting the Future

0 Listeners

Startup Builders & Backers by Neil C. Hughes

Startup Builders & Backers

0 Listeners

IT Infrastructure as a Conversation by Neil C. Hughes

IT Infrastructure as a Conversation

0 Listeners

AI at Work by Neil C. Hughes

AI at Work

0 Listeners

The Business of Cybersecurity by Neil C. Hughes

The Business of Cybersecurity

0 Listeners

Business Technology Perspectives by Neil Hughes

Business Technology Perspectives

0 Listeners

Conversations from the Show Floor by Neil C. Hughes

Conversations from the Show Floor

0 Listeners