Case Study: Summa Technologies achieves real-time HR visibility and streamlined people operations with FinancialForce HCM

Summa Technologies - Customer Case Study

Summa Technologies, a Pittsburgh-based digital solutions consultancy, was outgrowing its HR infrastructure—using disconnected systems, spreadsheets and paper-based enrollment with no single source of employee truth or analytics. To address these challenges, Summa turned to FinancialForce and implemented FinancialForce HCM to consolidate workforce, benefits, recruiting, talent management and employee records into one unified system.

FinancialForce delivered a unified HCM on the Salesforce platform, giving Summa real-time dashboards, smooth candidate-to-employee transition, self-service tools for managers and employees, and a single source of truth that eliminated manual enrollment and repetitive data entry. The FinancialForce solution improved hiring decisions, sped processing, empowered managers with people data, and contributed to a 5‑star AppExchange rating—transforming how Summa manages its people.

Summa Technologies

Mark Coy

Chief Human Resources Officer