Case Study: Summa Technologies achieves real-time business visibility and faster reporting with FinancialForce Accounting

Summa Technologies - Customer Case Study

Summa Technologies, a Pittsburgh-based digital solutions consultancy, faced rapid growth and fragmented systems that forced staff to consolidate data in Excel and left them without visibility into project profitability, employee time, or overall business health. To solve this, Summa implemented FinancialForce Accounting (FinancialForce) to create a single source of truth across back-office systems.

Using FinancialForce—with Action Views and cloud ERP capabilities—Summa consolidated data into real-time dashboards and automated prompts so teams can drill into projects, time spent, and customer accounts instantly. The outcome was faster answers and reporting, simpler audits, clearer links between business objects, improved customer service and additional revenue, time savings on reporting and better cash flow.

Summa Technologies

Lynne Stroyne

Financial Accountant