AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Applied Systems Tech Stack and Enterprise Applications

Applied Systems 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, Applied Systems implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment focused on ERP Financial capabilities to centralize the companys core finance operations within the professional services firm. Implementation work emphasized configuration of standard ERP Financial functional modules, including general ledger bookkeeping, accounts receivable workflows, accounts payable processing, billing orchestration, and financial reporting workflows. The project lifecycle included conversion analysis for source data, staged configuration of transaction processing rules, and setup of financial controls aligned to accounting and revenue recognition practices. Project execution used NetSuite as the system of record while leveraging Confluence and OneNote for project planning and documentation, and WebEx and Zoom for remote stakeholder engagement. The implementation team collaborated closely with data analysts and subject matter experts to validate data conversions and to provide conversion reports to client stakeholders during cutover preparations. Governance activities were managed by a Software Implementation Lead who maintained schedules, tracked milestones and requests for technical information, monitored implementation performance against the project baseline, and enforced client data security verification procedures. Lessons learned and implementation policies were recorded to standardize rollout procedures and improve subsequent NetSuite ERP implementations across Applied Systems.
Expense Management ERP 2015 2015
Applied Systems ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Netsuite OpenAir Professional Services Automation ERP Services and Operations n/a 2015 2015
In 2015, Applied Systems implemented Oracle Netsuite OpenAir to provide a centralized Professional Services Automation platform for project financials and resource planning. The deployment focused on consolidating time and expense processing, project accounting, and project-level reporting to align professional services delivery with finance and operations workflows. Oracle Netsuite OpenAir was positioned as the system of record for expense reporting, timesheet capture, and billable effort tracking. Configuration emphasized standard Professional Services Automation capabilities, including time and expense management, resource management, project financials and billing, and role based reporting. Implementation workstreams included timesheet approval workflows, expense submission and audit controls, project coding standards and project budgeting configuration. Oracle Netsuite OpenAir was configured to support automated approval routing and to generate project level financial reports for project managers and finance teams. Integrations were explicitly implemented between Oracle Netsuite OpenAir and Concur Travel Suite to coordinate expense reporting and travel itinerary data, maintaining a single expense workflow across both systems. Operational ownership spanned professional services delivery, finance and administrative support functions, with administrative users running expense reports and managing travel related entries in OpenAir as part of routine operations. Governance centered on standardized timesheet policies, expense approval matrices and project governance to enforce consistent project accounting and billing practices. Training and process documentation supported project managers and administrative staff in adopting Oracle Netsuite OpenAir, and audit trails were enabled to support compliance and financial reconciliation.
Travel Management ERP Services and Operations 2015 2015
Applied Systems AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
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Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
In 2021, Applied Systems deployed Drift AI Chatbot on its customer-facing website. Applied Systems implemented Drift AI Chatbot, a Chatbots and Conversational AI application, to provide conversational engagement, surface website leads, and perform initial visitor qualification before human follow up. The deployment focused on in-browser conversational workflows and AI-driven response models common to the Chatbots and Conversational AI category. Configuration centered on scripted playbooks and contextual response sets to capture contact information, triage inquiry intent, and trigger handoff conditions for sales or support agents. Architecturally the solution was delivered as an embedded web engagement layer on site pages, leveraging the Drift AI Chatbot runtime for live conversation and automated routing. Operational governance aligned content ownership and playbook edits with digital marketing, while routing rules and escalation procedures were coordinated with commercial teams to manage human handoffs and service-level expectations.
Applied Systems Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2021 2021
Applied Systems CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing, Sales Engagement CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2021 2021
Applied Systems ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2021 2021
Applied Systems IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Applied Systems

First Name Last Name Title Function Department Email Phone
Chief Executive Officer CXO Finance
Senior Vice President, Information Technology VP IT
Chief Financial Officer CXO Finance
SVP of International Operations VP Operations
Managing Director, Insurer Solutions Director Finance
Managing Director, Broker Solutions Director Finance
Head of Human Resources Director HR
Senior Vice President of Human Resources VP HR
Office Manager Manager Finance
Management Accountant Manager Finance
IT Analyst Manager IT
Chief Financial Officer CXO Finance
Billing Coordinator Manager Finance
Director - Financial Services Operations Director Finance

Apps Being Evaluated by Applied Systems Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Applied Systems IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Applied Systems digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Applied Systems Technographics
Applied Systems is a Professional Services organization based in United States, with around 2800 employees and annual revenues of $775.2 million.
Applied Systems operates a diverse technology stack with applications such as Oracle NetSuite ERP, Oracle Netsuite OpenAir and Drift AI Chatbot, covering areas like ERP Financial, Professional Services Automation and Chatbots and Conversational AI.
Applied Systems has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle and Drift.
Applied Systems recently adopted applications including Drift AI Chatbot in 2021, Ceros Studio in 2021 and Adobe Marketo Engage in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates Applied Systems’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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