Success Stories

Riverside University Health System

Create a smarter contract management experience for healthcare through Salesforce innovation.

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Meet The Client

About Riverside University Health System

Riverside University Health System (RUHS) is a major public healthcare system serving Riverside County, California. RUHS delivers a wide range of services including public health programs, behavioral health services, and medical care to a large and diverse population.

Riverside University Health System

The Challenge

RUHS relied on manual, document-driven processes to manage contract creation, review, and execution across departments, resulting in fragmented workflows, inconsistent processes, and limited collaboration. The organization lacked visibility into contract status, approvals, and key deadlines, while manual document generation and execution slowed operations and made it difficult to track contract pipelines and upcoming expirations.

Without centralized oversight, RUHS also faced increased compliance risks, driving the need for a modern platform to standardize contract management, improve collaboration, and ensure compliance across the organization.

The Solution

Summit partnered with RUHS to implement a Salesforce-based contract lifecycle management solution, transforming manual processes into a streamlined, automated system. Summit provided the following:

  • Implemented Salesforce to manage contracts from creation through execution with standardized workflows

  • Automated approvals, notifications, and routing to speed contract processing

  • Enabled real-time collaboration and redlining using Salesforce Chatter

  • Automated document generation and eSignature with Conga Composer and Adobe Sign

  • Migrated and standardized contract data into a centralized system

  • Created dashboards and reports to track contract status, approvals, SLAs, and expirations

  • Delivered training and go-live support to drive user adoption across departments

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Results for Our Client

With Summit's implementation, RUHS established a centralized, compliant contract management platform that streamlined contract creation, review, and approvals while improving collaboration across departments.

Enhanced visibility into contract pipelines, SLAs, and expirations reduced manual effort, strengthened governance, and improved compliance.

The result is a modern, scalable contract lifecycle process that enables RUHS to operate more efficiently while supporting its mission to deliver high-quality healthcare services.

In our Client's Words...

“Summit helped us transform our contract management process into a streamlined, transparent, and compliant system. We now have the visibility and efficiency needed to support our operations at scale.”

- Riverside University Health Systems

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

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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!

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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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