Case Study: Summa Technologies achieves sustained 30% growth and improved project profitability with FinancialForce PSA

Summa Technologies - Customer Case Study

Summa Technologies, a Pittsburgh-based digital solutions consultancy, was struggling to manage rapid growth using collaborative spreadsheets and manual processes—losing visibility into project profitability, overrunning contractual hours, and lacking reliable forecasting for hiring and sales. To solve this, Summa deployed FinancialForce Professional Services Automation (FinancialForce PSA) connected to Salesforce CRM to replace Excel and centralize project, time and billing data.

FinancialForce delivered real-time, cross-company visibility and automated reporting that kept projects on track, improved collaboration between Sales and Finance, and curtailed unbilled or non-analyzable work. The result: reduced late invoices and improved Days Sales Outstanding, finance managed growth without adding headcount, better deployment of consultants, and the ability to sustain roughly 30% annual growth thanks to FinancialForce PSA.

Summa Technologies

Pedro Barelli

COO