Summit Companies, a leading provider of complete fire and life safety services protecting buildings, assets, and people, faced significant challenges as the business experienced substantial growth. Leadership recognized that the existing finance infrastructure was inhibiting organizational efficiency and creating operational bottlenecks.

The company needed to consolidate disparate EPM systems and align global design initiatives across the enterprise into one unified platform. Summit sought a new strategic partner to assess and transform its Finance organization through an advisory process assessment and EPM modernization initiative.

Summit needed a strategic partner who could ask tough questions, develop trust, and navigate the complexities of enterprise finance transformation. They engaged Thought Logic, a consulting firm reimagining business and technology enablement through a human-centered, outcome-driven approach.

Thought Logic approached this transformation through collaborative momentum, uniquely partnering with Summit’s team to foster alignment and drive progress. With over 22 years of financial expertise, Thought Logic began not with technology, but with people—understanding workflows, pain points, and aspirations to build trust that proved essential when navigating difficult technical decisions.

This human-centered foundation enabled Thought Logic to deliver across multiple dimensions:

1. Expedited Assessment: Conducted a rapid yet thorough evaluation of current state processes, operating model, and finance data strategy to identify enhancement opportunities.
2. Strategic Roadmap: Developed comprehensive findings and recommendations prioritized by impact, level of effort, and organizational benefits, creating a detailed roadmap for implementation.
3. Unified Platform Design: Designed a modern, integrated Oracle EPM solution encompassing P&L Planning, Workforce Planning, Balance Sheet, Cash Flow, Detailed Revenue Modeling, Narrative Reporting, and Account Reconciliations.
4. Change Enablement: Ensured organizational readiness and adoption through a focus on people, processes, technology, and data alignment.

Summit now operates with streamlined processes and a modern, unified platform that enables continued growth while reducing operational risk. Automated workflows have dramatically reduced manual labor and hours needed to complete daily tasks, allowing the finance team to focus on strategic initiatives rather than routine operations. Having sub-ledger data integrated into Account Reconciliations and lights-out general ledger data flows to Planning has been a huge supercharger. The Narrative Reporting direct connection enables seamless canned reporting across the platform.

Best-in-class EPM capabilities have aligned People, Processes, Technology, and Data across the organization, reducing technical debt while increasing user adoption. The unified platform has significantly improved the accuracy and reliability of financial reporting, providing leadership with confidence in their data-driven decision making.

The transformation has enhanced collaboration and communication among the Finance team and with other business functions and partners. Cross-functional workflows now operate seamlessly, breaking down silos and fostering a more integrated approach to financial management across the enterprise.

By selecting Oracle’s industry-leading end-to-end platform, Summit has been able to centralize and unify processes while decommissioning legacy point solutions. The new platform delivers the scalability and flexibility needed to support Summit’s near- and long-term goals as the business continues to evolve and grow

What distinguished this implementation was Thought Logic’s reimagined consulting approach—asking tough questions early and building genuine trust with Summit’s leadership. “Thought Logic really up-leveled our latest budgeting and reporting cycle,” noted a Summit executive. “They far exceeded our past system performance and modernization expectations.”

This transformation positioned Summit for continued growth and success while establishing a modern finance foundation. By leveraging Oracle’s best-in-class platform and Thought Logic’s human-centered approach, Summit successfully converted complex legacy systems into a strategic advantage that supports their business evolution.