Data Governance and Compliance Services

Summit’s data governance consulting services can help build accountable, secure, and compliant data ecosystems, with deep expertise across Salesforce, MuleSoft, Tableau, Informatica, Heroku, and other enterprise technologies.

Data Governance Consulting for Trusted, Compliant Data

Build trust in your data with Summit’s governance, privacy, and compliance frameworks. Our data governance consultants help organizations establish the policies, processes, and oversight needed to improve data accuracy, security, and responsible management, creating confidence in every decision and laying the groundwork for advanced AI adoption. For organizations managing complex data environments, these practices also provide a stronger foundation for enterprise data governance as data, analytics, and AI use expands.

Summit brings deep expertise across Salesforce Data 360 (formerly Data Cloud), MuleSoft, Informatica, Tableau, and Heroku, applying the right mix of tools to fit your environment.

With Heroku’s enterprise features, such as Shield Private Spaces for highly regulated data, Private Spaces for secure isolation, and Heroku Connect for Salesforce data synchronization, we extend governance beyond data management into the runtime and application layer, helping support compliance across your data + AI ecosystem.

What our Data Governance and Compliance Services Include

Our data governance services help organizations establish the policies, standards, stewardship, controls, and practices needed to manage data consistently and responsibly across the enterprise.

  • Enterprise Data Governance Frameworks

    Build a stronger enterprise data governance foundation with clear policies, standards, processes, ownership, and accountability for how data is managed across the organization.

  • Data Privacy & Regulatory Compliance

    Summit’s data governance consulting can help strengthen privacy and compliance practices and support alignment with requirements such as GDPR, HIPAA, CCPA, FERPA, and other applicable regulations.

    Optional technologies may include the Einstein Trust Layer, Informatica Data Governance and Catalog, and Heroku Shield Private Spaces, depending on your environment and requirements.

  • Data Cataloging, Lineage & Stewardship

    Create greater visibility, accountability, and traceability across critical data assets with data governance solutions that help teams understand where data comes from, how it moves, and who is responsible for managing it.

    Optional technologies may include Informatica Data Governance and Catalog, MuleSoft capabilities, Tableau Catalog, and Heroku Connect, depending on your environment.

  • Data Literacy & Training Programs

    Give teams the knowledge, shared practices, and practical guidance they need to govern and use data responsibly as requirements and use cases evolve.

  • Data Audits & Compliance Checks

    Ongoing reviews can help monitor adherence, uncover data governance gaps, and strengthen data governance maturity over time. Optional: integrate Heroku audit trails and Salesforce Shield event monitoring.

About Summit

Why Data Governance and Compliance Matter as Data and AI Scale

As data becomes more central to operations, analytics, automation, and AI, strong data governance helps organizations maintain clearer ownership, stronger controls, and greater confidence in how data is managed and used.

  • Create clearer ownership and accountability. Strong enterprise data governance helps define who owns critical data, how it should be managed, and where responsibility sits across teams and systems.
  • Improve confidence in data used for decisions. Consistent standards, stewardship, and data quality practices help organizations rely more confidently on the information used for reporting, analytics, and business operations.
  • Strengthen privacy, security, and compliance. Governance provides structure around access, use, retention, and oversight, helping organizations support regulatory and internal compliance requirements.
  • Build a stronger foundation for AI. Data governance for AI helps organizations establish the ownership, controls, and accountability needed as AI systems use data to generate outputs, support decisions, and automate workflows.

Related Insights

Who Benefits from Data Governance and Compliance Services?

  • Organizations in regulated industries such as healthcare, financial services, education, and the public sector that need stronger governance and compliance practices around sensitive or regulated data.
  • Enterprises preparing to expand analytics or AI initiatives that need a stronger data governance foundation for ownership, quality, responsible use, and compliance.
  • Teams dealing with unclear data ownership or inconsistent governance practices across systems, departments, or business processes.
  • Data, IT, compliance, and business leaders looking to reduce governance and compliance risk while increasing confidence in the data used to run the organization.

Outcomes of Improved Data Governance and Compliance

  • Reduced Compliance Risk

    Strengthen privacy, security, and regulatory controls across your data environment with data governance services that support more consistent compliance practices and clearer oversight.

  • Clear Data Ownership & Accountability

    Establish stronger enterprise data governance with defined ownership, stewardship, standards, and accountability for how critical data is managed and used across the organization.

  • Greater Trust in Data

    Improve confidence in the data used for operations, reporting, and analytics by strengthening data quality, traceability, and governance practices across systems and teams.

  • Stronger Data Governance Maturity

    Put more consistent data governance solutions and practices in place so governance can evolve as your data environment, regulatory requirements, and business needs change.

  • AI Readiness

    Create a stronger governance foundation for analytics and AI with clearer controls, ownership, accountability, and responsible data-use practices.

Why Choose Summit for Data Governance Consulting?

Summit’s data governance consulting services combine governance strategy, technical expertise, and flexible delivery to help organizations strengthen how data is managed, governed, and used across complex environments.

  • Cross-Industry Expertise

    Our data governance consultants bring experience across healthcare, finance, public sector, logistics, education, and retail, helping organizations apply governance and compliance practices within the context of their industry and data environment.

  • Platform Depth

    Summit combines deep Salesforce expertise with experience across MuleSoft, Tableau, Informatica, Heroku enterprise services, and other technologies that may be part of your data ecosystem. Learn about our Certified Salesforce experts.

  • Proven Frameworks

    Our approach balances data governance strategy with practical execution, helping organizations turn policies, standards, controls, and accountability into practices that can be applied across the business.

  • Flexible Engagements

    Choose from project-based data governance services, advisory retainers, and managed data governance services based on the scope, maturity, and ongoing needs of your organization.

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Data Governance and Compliance in Action

Weldaloy Specialty Forging

Weldaloy needed a Salesforce environment that could support its security and compliance requirements while connecting critical business data across systems. Summit implemented Salesforce Government Cloud and Salesforce Shield and supported the integration of Weldaloy’s PLEX ERP environment with Salesforce.

The engagement demonstrates how governance, security, compliance, and integration can work together to create a more controlled and connected data environment.

A Trusted Salesforce Summit Partner Delivering 1,300+ Successful Projects

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Areas of Certification

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Successful Implementations

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Rating on the Salesforce AppExchange

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

Frequently Asked Questions About Data Governance and Compliance

What is data governance?

Data governance is the framework of policies, standards, roles, processes, and controls used to manage data responsibly across an organization. Strong governance helps establish clearer ownership and accountability, improve data quality and consistency, control appropriate access and use, and support security, compliance, analytics, and AI initiatives.

What do data governance services include?

What is data governance consulting?

What does a data governance consultant do?

What is enterprise data governance?

How do data governance and compliance work together?

Why is data governance important for AI?

How does Summit approach data governance across Salesforce and other enterprise technologies?

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