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Customer Case Study - Summa Technologies, Inc on Action Views

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The Summa Finance group shares how life is better with services, finance and HR on one cloud and why FinancialForce Action Views is "absolutely an invaluable tool" for info gathering. Lynne Stroyne, Financial Accountant at Summa tells the Summa story.

With FinancialForce PSA, FinancialForce HCM, FinancialForce Accounting, and Action Views:

  • Service projects, finance, time tracking, staffing, and more all linked together, in one system
  • Single source of information across the business
  • Real-time data now at the fingertips - health of business tracked easier, decisions made smarter
  • Auditing reports are now simple to produce and month end shorter
  • Previously difficult business questions are now easy, e.g. was this project profitable? was a consultant’s time entered?
  • When a client asks a question or raises a flag - anyone can answer or address an issue
  • Automated prompts from Action Views will alert if KPIs are being met or not
  • Drilling down into data allows managers to be more proactive - can look for additional revenue stream or ways to improve cash flow
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