Toronto, M6S 4W8, ON,
Canada
Arbor Memorial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Arbor Memorial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Arbor Memorial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Arbor Memorial has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2021, LiveChat for Chatbots and Conversational AI in 2020, Invoca Call Tracking for Call Tracking and Recording in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Arbor Memorial is running and its propensity to invest more and deepen its relationship with Microsoft , LiveChat, Inc. , Invoca 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 Arbor Memorial 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 Arbor Memorial 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | Onactuate Consulting US | 2021 | 2021 |
In 2021, Arbor Memorial implemented Microsoft Dynamics 365 for Finance and Operations as its enterprise ERP Financial platform. The deployment was executed as an enterprise rollout in partnership with Onactuate Consulting US and included a parallel custom CRM solution to support customer lifecycle and reporting requirements.
The implementation centered on Finance and Operations functionality typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, fixed assets and project accounting, with an emphasis on reporting and regulatory financial processes. Configuration work addressed report rationalization, with requirements management efforts streamlining over 800 reports that are integral to Microsoft Dynamics 365 for Finance and Operations.
Data integration and quality were core operational priorities, with cross team collaboration and data cleanup initiatives applied to a customer master dataset of over 4 million records. The project integrated the custom CRM solution to align customer and financial records, and business analysts used tools such as MS Visio, MS Project, JIRA and TestRail to document processes, manage requirements and validate testing.
Governance and delivery followed established SDLC and Agile SCRUM practices, supported by requirement workshops, stakeholder analysis, development of user stories and acceptance criteria, and RAID log management. Explicit outcomes recorded during the engagement include streamlining requirements management for more than 800 reports and increasing data accuracy of over 4 million key customer records by 70 percent.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Arbor Memorial implemented LiveChat on its public website. The LiveChat deployment is categorized as Chatbots and Conversational AI and serves as the primary web-based conversational interface for site visitors.
The deployment uses a web-embedded LiveChat widget installed across key site pages, configured with live messaging, canned responses, automated greeting rules, and basic visitor tracking to manage inbound conversations. Functional capabilities in use align with Chatbots and Conversational AI patterns, including session handoff to human agents and templated message workflows for repeatable inquiries.
Operational scope is focused on the corporate website in Canada, supporting customer service and client engagement workflows tied to Arbor Memorial’s professional services. The implementation supports front-line service teams who handle real-time inquiries through the LiveChat interface.
Governance is expressed through conversational templates and routing rules that standardize responses and escalate sessions to agents when required, embedding LiveChat into web engagement processes. LiveChat is instrumented as part of Arbor Memorial’s online engagement tooling, providing a persistent conversational channel for visitors.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Invoca | Legacy | Invoca Call Tracking | Call Tracking and Recording | CRM | n/a | 2016 | 2016 |
In 2016, Arbor Memorial implemented Invoca Call Tracking on its website, deploying Invoca Call Tracking to capture inbound phone interactions generated by digital channels. The deployment leveraged Call Tracking and Recording capabilities to associate inbound calls with web sessions and marketing touchpoints, instrumenting public website phone numbers to improve visibility into phone-driven lead sources. The implementation targeted marketing and contact center functions, providing a consistent feed of call events and recordings to operational teams responsible for lead follow-up and customer engagement.
Configuration elements included dynamic number insertion, session-level call attribution, and call recording and tracking modules that are typical for Call Tracking and Recording applications. The architecture was executed as a website-side instrumentation layer using Invoca Call Tracking, capturing session metadata and audio at the moment of the inbound call and persisting call records for operational review. Governance centered on centralizing phone-attribution reporting within marketing and formalizing workflows for handing recorded calls to contact center and operations teams for downstream processing.
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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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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