Case Study: Santa Cruz County Department of Public Health streamlines agreement management and budget tracking with Summit Technologies

Santa Cruz County Department of Public Health streamlines hundreds of agreements with Summit Technologies

The Santa Cruz County Department of Public Health faced significant challenges in managing hundreds of complex revenue and expenditure agreements. Their accounting system lacked the ability to track expenses against grant budgets, leading to delayed spending reports and an inability to forecast burn rates. Administrative overhead was high, with critical data siloed across tens of thousands of spreadsheets, documents, and emails. To solve this, they partnered with Summit Technologies for a custom Agreement Lifecycle Management and Budget Tracking solution built on Salesforce.

Summit implemented a solution that integrated the department's siloed data from various systems, including personnel, time tracking, and accounting. The platform automated expense allocation, streamlined approval processes with DocuSign, and provided comprehensive analytics through custom dashboards. As a result, grant managers gained full control over their agreements, support staff made fewer errors due to process automation, and agency leadership was empowered to make timely, informed decisions. The implementation by Summit led to quicker vendor claim approvals and provided accountants with an accurate system for budget collaboration.

Santa Cruz County Department of Public Health