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Baillie Gifford Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Baillie Gifford and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1839 Baillie Gifford employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Baillie Gifford has purchased the following applications: Infor SunSystems for ERP Financial in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Baillie Gifford is running and its propensity to invest more and deepen its relationship with Infor , Cisco Systems , Zoom Video Communications 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 Baillie Gifford revenues, which have grown to $1.32 billion 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 Baillie Gifford 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 |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Baillie Gifford implemented Infor SunSystems as its ERP Financial platform. The initial deployment targeted core financial controls and transaction processing across all eight of Baillie Gifford’s entities, consolidating accounts payable intake, bank reconciliation support, and company expenses coordination into a single application footprint.
Accounts Payable processing was configured to flow through Proactis for invoice capture and validation, then into Infor SunSystems for supplier records and payment processing, aligning invoice lifecycle, approval routing, and supplier management. The Reconciliations Team used Infor SunSystems to assist with CASS bank statements and month end activities, embedding bank statement matching and reconciliation workflows into the ERP Financial ledger processes. The deployment also included support and integration work to onboard a new company wide expenses portal so expense submissions could post into SunSystems for policy enforcement and accounting treatment.
Operational governance emphasized centralized finance ownership of month end close and reconciliation procedures, with the Reconciliations Team and AP team coordinating workflow rules and exception handling inside Infor SunSystems. Rollout and support focused on standardizing AP, reconciliations, and expense posting across the eight entities to create a single source of financial transaction truth within the ERP Financial landscape.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, Baillie Gifford deployed Cisco Webex Meetings on its public website. Cisco Webex Meetings serves as the firmisco Webex Meetings Audio Video and Web Conferencing solution for browser based client engagement and external meeting access.
The implementation centers on embedded, browser based join flows and public meeting launch points on the corporate site, indicating a web facing conferencing topology rather than an intranet only setup. Functional capabilities inferred from the Audio Video and Web Conferencing category present in the deployment include video and audio conferencing, screen sharing, meeting scheduling and participant controls, and meeting recording and playback for external attendees.
Operational coverage includes external client engagement and firm collaboration workflows used by investor relations and business teams. Governance is likely managed through meeting policies, access controls and scheduling workflows administered by IT and corporate communications, aligned to the website hosted meeting endpoints rather than an internal only conferencing layer.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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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, Baillie Gifford implemented DocuSign eSignature for Digital Signing on its website. The deployment embeds DocuSign eSignature into public-facing web flows to capture legally binding electronic signatures for client documents and online form submissions. The implementation concentrates on web-hosted signing sessions and server-side orchestration of envelope creation, recipient routing, and status tracking.
Configuration used core DocuSign eSignature capabilities including template-driven documents, embedded signing sessions, recipient authentication, and audit trail generation to support compliance and recordkeeping. The integration architecture centers on API-based connectivity between the corporate website and DocuSign eSignature, enabling automated envelope provisioning and status callbacks into the web application logic. Governance emphasis is on centralized template management and signature auditability to maintain document lifecycle control and traceability.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2021 | 2022 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2019 |
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Portfolio and Investment Management | Investment Management |
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2013 | 2013 |
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Portfolio and Investment Management | Investment Management |
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2022 | 2022 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2024 | 2025 |
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Risk Management | TRM |
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2015 | 2015 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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