Workday and Summit Health

Summit Health is a physician-led, patient-centric network committed to simplifying the complexities of healthcare and bringing a more connected kind of care. Formed by the 2019 merger of Summit Medical Group and CityMD, Summit Health delivers a more intuitive, comprehensive, and responsive care experience for every stage of life and health condition through high-quality primary, specialty, and urgent care. Summit Health has more than 1,600 providers and 8,000 employees, with over 200 locations in New Jersey and New York, as well as more than 130 providers and 6 locations in central Oregon.

Workday enabled us to transform the finance organization. We were able to invest in our people to transition to more of a financial planning and analysis mindset.



  • Outdated back-office systems
  • Difficulty meeting business demands due to explosive growth
  • Lack of insight into site profitability
  • Could not easily onboard, transfer, and track all employees
  • Ability to generate site-level P&Ls quickly, even after M&A activity, and adjust mid-month thanks to real-time data
  • Faster onboarding of recruiters and clinicians
  • Finance team transitioned from data entry to strategic analysis
  • More nimble decision-making, helping to drive the business forward