Plano, 75024, TX,
United States
AmeriPlan Corporation Technographics
AmeriPlan Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AmeriPlan Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 AmeriPlan Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AmeriPlan Corporation has purchased the following applications: Sage 100 (formerly MAS 90 & MAS 200) for ERP Financial in 2012, Zendesk Chat for Chatbots and Conversational AI in 2012, 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 AmeriPlan Corporation is running and its propensity to invest more and deepen its relationship with Sage , Zendesk , 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 AmeriPlan Corporation revenues, which have grown to $10.0 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 AmeriPlan Corporation 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.
AmeriPlan Corporation Tech Stack and Enterprise Applications
AmeriPlan Corporation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 100 (formerly MAS 90 & MAS 200) | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012, AmeriPlan Corporation implemented Sage 100 (formerly MAS 90 & MAS 200) for ERP Financial. The deployment was scoped to centralize core accounting functions and to provide a single financial system to support the companys accounting and finance operation.
Sage 100 was configured to manage accounts payable, accounts receivable, cash management, bank reconciliations, account reconciliations and financial statement preparation, reflecting standard ERP Financial modules such as general ledger and subledger control. Configuration focused on ledger structures, AP and AR workflows, bank reconciliation processes and report-driven financial statement preparation to support routine month end and cash management activities.
Operational ownership and governance remained with the internal accounting team, who handled A/P, A/R, cash management, bank and account reconciliations and preparation of financial statements. Prior accounting software in use included Mas2000 and QuickBooks 2008, and those systems informed chart of accounts design and reconciliation practices used alongside Sage 100.
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AmeriPlan Corporation AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012, AmeriPlan Corporation deployed Zendesk Chat. The deployment uses Zendesk Chat in the Chatbots and Conversational AI category and is implemented on their public website as the primary web-based member and prospect engagement touchpoint.
The implementation centers on a browser-embedded chat widget providing real-time messaging and session initiation for site visitors. The Zendesk Chat configuration includes standard Chatbots and Conversational AI capabilities such as automated availability states, canned responses for common inquiries, agent handoff workflows, and transcript capture to support follow-up and record keeping.
Operationally the Zendesk Chat instance is oriented to customer support and member services on the company website, enabling live agent interaction, session tracking, and chat transcript usage within existing support workflows. Governance focuses on web channel handling and continuity between chat sessions and downstream case management processes, consistent with enterprise chat deployment practices.
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AmeriPlan Corporation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, AmeriPlan Corporation implemented Microsoft 365 as its Collaboration platform. The company uses Microsoft 365 on its website and provisioned the suite to support core collaboration and productivity across its approximately 100 employees in the United States. Microsoft 365 serves as the primary Collaboration application for internal communications, email, and document sharing.
The deployment follows a cloud first SaaS model and leverages standard Microsoft 365 capabilities such as Exchange Online email, SharePoint Online document management and intranet pages, OneDrive file sync, and Microsoft Teams for synchronous collaboration, aligning with Collaboration category functionality. Configuration and operational focus included centralized tenant administration, role based access controls, and browser based access patterns, with governance designed to support business functions including HR, sales, and customer service.
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AmeriPlan Corporation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2020 | 2020 |
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AmeriPlan Corporation 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at AmeriPlan Corporation
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Apps Being Evaluated by AmeriPlan Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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