Success Stories

Ohio Department of Children and Youth

Establish the governance, architecture, and enterprise standards needed to support growing Salesforce modernization program

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Meet The Client

About Ohio Department of Children and Youth

The Ohio Department of Children and Youth (DCY) is the state agency responsible for improving the health, safety, education, and overall well-being of Ohio's children, youth, and families. Established in 2023, the department brings together programs and services that were previously spread across multiple state agencies to provide more coordinated support from pregnancy through early adulthood. DCY oversees areas such as early childhood education, child care licensing and quality, home visiting programs, child welfare support, children's behavioral health initiatives, and services for youth and families.

DCY

The Challenge

DCY's strategic priorities require a scalable, enterprise-grade technology platform capable of supporting long-term digital transformation. With more than $20 million invested annually in its Salesforce program and a roadmap of over 12 Salesforce applications, the department needs a unified platform that can support rapid application development, cross-program collaboration, and consistent constituent experiences.

As multiple global systems integrators, internal teams, and staff augmentation resources deliver projects in parallel, DCY also requires strong governance, standardized architecture, and effective integration practices to ensure consistency across implementations. The department's enterprise MuleSoft aspirations further highlight the need for seamless connectivity between Salesforce and existing systems, enabling secure data sharing and interoperability.

Looking ahead, DCY's goal of replacing its SACWIS solution with Salesforce underscores the need for a modern, flexible case management platform capable of supporting complex child welfare operations while positioning the agency for future innovation and growth.

The Solution

Summit provided strategic advisory, governance, architecture, and operational support to help the Ohio Department of Children and Youth strengthen its enterprise Salesforce ecosystem. Summit implemented the following:

  • Established Salesforce program governance to improve oversight, standardization, and long-term platform scalability

  • Provided guidance on Salesforce security and Security Operations (SecOps) integration to strengthen compliance and protect sensitive data

  • Defined DevOps processes and implementation best practices to improve release management, quality, and deployment efficiency

  • Designed and supported the Custom Care Center application help desk to streamline support operations and improve the user experience

  • Delivered architecture and guidance for an enterprise Grants Management solution to support grant administration and payment processes

  • Oversaw Marketing Cloud and Data Cloud strategy, establishing the data foundation needed to enable future Agentforce capabilities

  • Developed the KidPass architecture to support child care facility licensing and future program modernization

  • Performed a MuleSoft health assessment and developed an integration roadmap to guide enterprise API strategy and future system interoperability

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Results for Our Client

The engagement resulted in a stronger, more mature Salesforce program with the governance, architecture, and delivery processes needed to support enterprise-scale growth.

By establishing enterprise standards, creating an Architecture Review Board, implementing a standardized DevOps process, designing an Enterprise Sharing Framework, and defining development and configuration best practices, the team enabled more consistent, secure, and scalable solution delivery.

These efforts also improved overall program orchestration, providing DCY with the governance and technical foundation to efficiently manage multiple concurrent Salesforce initiatives while supporting future modernization efforts.

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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.

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