Allan Gray
1 Silo Square, Victoria & Alfred Waterfront,
Cape Town, 8001,
South Africa
Cape Town, 8001,
South Africa
27 860 000 654
Banking and Financial Services
Allan Gray Technographics
Allan Gray Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Allan Gray and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Allan Gray employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Allan Gray has purchased the following applications: Microsoft Dynamics 365 Business Central for ERP Financial in 2020, Appian BPM Suite for Process Mining in 2019, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Allan Gray is running and its propensity to invest more and deepen its relationship with Microsoft , Appian , DocuSign 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 Allan Gray revenues, which have grown to $500.0 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 Allan Gray 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.
Allan Gray Tech Stack and Enterprise Applications
Allan Gray ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Sage 300 ERP (formerly Accpac) | Microsoft Dynamics 365 Business Central | ERP Financial | ERP | n/a | 2020 | 2020 |
Allan Gray implemented Microsoft Dynamics 365 Business Central in 2020, replacing Sage 300 ERP formerly Accpac as the firmwide ERP Financial platform. The deployment targeted the finance organization at Allan Gray, aligning the new application with annual budget planning responsibilities and core financial operations for a 1,200 employee investment manager. Microsoft Dynamics 365 Business Central is the central application for ERP Financial functions in this implementation.
Configuration focused on financial modules common to ERP Financial deployments, including general ledger structure, accounts payable, accounts receivable, and explicit budgeting workflows. The implementation included transition management of the budget process to Microsoft Dynamics 365 Business Central, incorporating budget planning templates, approval routing, and budget control configurations to align planning cycles with the application ledger and chart of accounts.
Operational scope centered on the corporate finance and budgeting functions, with governance changes driven by the transition management role that owned the budget process migration into Microsoft Dynamics 365 Business Central. Rollout activities emphasized process realignment for budget submission and approval, definition of finance system ownership, and embedding the new budgeting workflow into regular annual planning cadence at Allan Gray.
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Allan Gray Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Appian | Legacy | Appian BPM Suite | Process Mining | Analytics and BI | n/a | 2019 | 2019 |
In 2019, Allan Gray implemented Appian BPM Suite to automate its intelligent client onboarding process, Apps Category . The deployment focused on front-end capture and process orchestration to address usability and KYC gaps in onboarding workflows.
The Appian BPM Suite implementation delivered workflow management, transaction processing, centralized business logic, and KYC capability as discrete functional modules. Appian BPM Suite replaced manual capture screens with a model-driven capture layer and instrumented process orchestration, enabling tighter validation rules and a user experience that supported faster application and feature development cycles.
Integrations preserved the firm’s existing CRM, with Appian BPM Suite introduced alongside the CRM to provide capture, indexing, and workflow orchestration that feed downstream client records. Operational coverage centered on client onboarding and transaction intake, touching client services, operations, and compliance teams, and supporting end-to-end case handling and transaction processing flows.
Governance moved toward centralized business rules and workflow orchestration within Appian BPM Suite, standardizing KYC checks and indexing procedures and enabling iterative releases. Reported outcomes included up to a 20% increase in transaction processing speed, 70% fewer indexing errors, and a reduction in feature delivery cycles from 6 to 12 months down to 2 to 3 months.
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Allan Gray Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Allan Gray implemented DocuSign eSignature as a Digital Signing capability embedded on its website. The deployment is focused on capturing legally binding signatures for client agreements and form workflows exposed through the Allan Gray public site.
The DocuSign eSignature implementation leverages embedded signing sessions, template driven document management, and built in authentication and audit trail features common to Digital Signing solutions. Configuration work concentrated on template management, envelope lifecycle settings, and signer authentication policies to support consistent signing experiences. Implementation details indicate use of web integration patterns that route documents from the site into DocuSign eSignature for immediate signature capture.
Operational coverage centers on client facing digital signature workflows, impacting client servicing and legal functions that require executed agreements. The integration surface is the public website front end, with administrative operations handled in the DocuSign eSignature console for envelope tracking and reporting. This arrangement aligns with standard Digital Signing governance where signature provenance and audit logs are retained by the signing platform.
Governance and controls were implemented within DocuSign eSignature to enforce signer authentication, retention of audit trails, and administrative access controls. Rollout is scoped to online customer interactions on the Allan Gray website, with administration concentrated in the platform rather than distributed across multiple internal systems.
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Web Content Management | Content Management |
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2016 | 2016 |
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Allan Gray CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2021 | 2021 |
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Customer Data Platform | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Allan Gray ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Allan Gray Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2006 | 2006 |
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Allan Gray PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2023 | 2023 |
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Allan Gray 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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2014 | 2014 |
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Allan Gray CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2018 | 2018 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Allan Gray
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Allan Gray Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Allan Gray IT executives and key decision makers. This section highlights Allan Gray's latest recorded technology evaluations, including Appian for Robotic Process Automation on 2025-06-30, ForgeRock identity Platform for Identity and Access Management (IAM) on 2025-05-15, and Oracle Siebel for CRM on 2025-04-03. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Allan Gray digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Allan Gray Technographics
Allan Gray is a Banking and Financial Services organization based in South Africa,
with around 1200 employees and annual revenues of $500.0 million.
Allan Gray operates a diverse technology stack with applications such as
Microsoft Dynamics 365 Business Central, Appian BPM Suite and DocuSign eSignature,
covering areas like ERP Financial, Process Mining and Digital Signing.
Allan Gray has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Appian and DocuSign.
Allan Gray recently adopted applications including
Bubble Platform in 2023, DocuSign eSignature in 2021 and Genesys Cloud CX in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Allan Gray’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Allan Gray’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Allan Gray technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.