Customer Story | Engineering & Construction
Solving
AIA Billing & Data Conversion
Challenges for Summit
The shift brought a noticeable improvement in how they managed their project lifecycles and internal coordination.
Fast Migration
Data moved quickly
and accurately.
Seamless Billing
Retention gap
addressed.
Assured Compliance
Industry and audit
standards met.
Fast Migration
Enabled smooth integration
of new acquisitions.
Summit Companies partnered with Rite to simplify data migration & automate retention billing on Oracle Cloud. Using our purpose-built solutions – AIA Workbench & ConvertRite, Summit achieved greater accuracy, ensured compliance, and improved efficiency across projects.
About Client
Summit Companies is a leader in fire protection and life safety services with operations across the United States. The company manages complex projects and billing processes, supported by data from multiple acquisitions and systems.
Challenges
Legacy Sage data from multiple acquisitions, creating complexity.
Integration challenges with Salesforce for procurement, projects, and billing.
Large-scale data migration: 17K projects, 1M customer entities, and 200K open invoices.
Retention billing compliance required with G702/G703 standards.
Solutions
ConvertRite for large-scale data conversion from Sage and Salesforce into Oracle Cloud.
Data pull, validation, and transformation ensuring accuracy before migration.
Automated retention invoicing with AIA Workbench to calculate and report retention at contract-line level
Standardized billing formats (G702/G703) delivered within Oracle Cloud
Products / Tools Used
Why Rite
Rite combined deep Oracle expertise with purpose-built products to address Summit’s unique challenges. With a proven approach to data conversion and industry-specific billing automation, Rite ensured compliance, accuracy, and efficiency.
