Deerfield, 60015, IL,
United States
Alera Group, Inc. Technographics
Alera Group, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Alera Group, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Alera Group, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Alera Group, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Vertafore AMS360 for Agency Management in 2020, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alera Group, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Vertafore , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Alera Group, Inc. revenues, which have grown to $400.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Alera Group, Inc. intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Alera Group, Inc. Tech Stack and Enterprise Applications
Alera Group, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Alera Group, Inc. deployed Oracle NetSuite ERP as its ERP Financial platform to centralize core financial workflows and support post-acquisition subsidiary onboarding. The engagement included hands on monitoring of the Concur payment connector deployment, with explicit attention to connector testing and configuration to ensure transaction flows into Oracle NetSuite ERP were validated end to end.
Configuration work focused on financial modules and transaction orchestration typical of ERP Financial systems, including accounts payable and expense processing. The project team analyzed data architecture and workflow artifacts across Oracle NetSuite ERP, Concur, and Paylocity, aligning vendor master and transaction mappings and documenting expected system behaviors for expense, payment, and payroll interfaces.
Integrations were explicitly coordinated between Oracle NetSuite ERP and Concur for expense and payment connector functionality, and with Paylocity for payroll related data flow. Operational scope targeted post-acquisition new subsidiary onboarding processes, where the team developed detailed flowcharts and an information request package to standardize data intake and reduce ambiguity during system provisioning.
Governance practices emphasized structured intake and workflow documentation, the information request package served as a repeatable control to collect chart of accounts, vendor data, and transaction histories from acquired entities. The work improved post-acquisition new subsidiary onboarding processes by clarifying data requirements and formalizing interface testing and configuration steps for Oracle NetSuite ERP, Concur, and Paylocity integrations.
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Alera Group, Inc. ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore AMS360 | Agency Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Alera Group, Inc. implemented Vertafore AMS360. Alera Group, Inc. uses Vertafore AMS360 as an Agency Management application on their website.
The deployment centers on core Agency Management capabilities common to the category, including policy administration, account and contact management, document management, workflow orchestration, and agency reporting. Vertafore AMS360 was configured to consolidate client records and standardize policy lifecycle workflows across agency teams.
Operationally the implementation supports agency operations, client service, and sales functions across the United States, and the Vertafore AMS360 instance is surfaced on Alera Group's website to provide client-facing access and agent portal functionality. Governance activities focused on standardized account record structures, workflow governance for service requests, and role-based access controls aligned to agency and sales process ownership.
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Alera Group, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Alera Group, Inc. implemented Microsoft 365 to centralize enterprise collaboration and email services in a cloud-hosted deployment, aligning with the Collaboration apps category. The deployment is observable on the company website through Office 365 Mail usage, indicating tenant-hosted email routing and web-facing mail configuration provisioned via Microsoft 365.
The implementation leverages Microsoft 365 collaboration capabilities such as Exchange Online for corporate mail, SharePoint Online for document collaboration, OneDrive for Business for user file sync, and Microsoft Teams for real-time communication and collaboration workflows. Configuration signals in the site source align with standard Microsoft 365 tenant administration, mailbox provisioning, DNS mail records, and centralized mail routing.
Operational scope covers Alera Group, Inc. United States operations and core business functions including IT managed email, firm wide document collaboration, and internal communications. Governance is organized around Microsoft 365 tenant administration, user provisioning and access control workflows, and centralized mail security controls consistent with Collaboration deployments.
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Alera Group, Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2023 | 2023 |
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Alera Group, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Alera Group, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Alera Group, Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Alera Group, Inc. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Alera Group, Inc. Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Retirement Recordkeeping | Professional Services |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at Alera Group, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Alera Group, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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