Chicago, 60603, IL,
United States
Baird and Warner Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Baird and Warner and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2900 Baird and Warner employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Baird and Warner has purchased the following applications: Corcentric Accounts Payable Automation for AP Automation in 2015, Amazon CloudFront for Content Delivery Network in 2021, Cloze CRM for CRM 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 Baird and Warner is running and its propensity to invest more and deepen its relationship with Corcentric , Amazon Web Services (AWS) , Cloudflare 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 Baird and Warner revenues, which have grown to $400.0 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 Baird and Warner 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 |
Insight Source |
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| Corcentric | Legacy | Corcentric Accounts Payable Automation | AP Automation | ERP Financial Management | n/a | 2015 | 2015 | In 2015, Baird & Warner implemented Corcentric Accounts Payable Automation to standardize invoice approval and reduce manual routing across its finance organization. The deployment leveraged Cor360 approval workflow as the central approval engine, positioning Corcentric Accounts Payable Automation to handle invoice intake, routing, and audit trail management within the companys Accounts Payable function, consistent with AP Automation capabilities. The implementation emphasized configuration of approval rules and automated routing, with the Cor360 approval workflow enabling role based approvals, multi step routing, and electronic sign off. The deployment included invoice capture and processing workflows, exception handling and reconciliation workflows typical of AP Automation platforms, and configuration to surface approval tasks and audit history to AP staff and finance managers. Operational scope covered corporate accounts payable and central finance teams, aligning invoice to pay processes and enforcing single approval policy templates across the organization. Governance changes focused on standardized approval escalation, documented audit trails, and process handoffs from invoice receipt to payment authorization. The project showcased AP efficiency through streamlined approvals and improved visibility into invoice status, reflecting the stated outcome of enhanced AP efficiency with Cor360. | |
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AP Automation | ERP Financial Management |
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2018 | 2018 |
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ERP Financial | ERP Financial Management |
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2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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| Amazon Web Services (AWS) | Legacy | Amazon CloudFront | Content Delivery Network | IaaS | n/a | 2021 | 2021 | ||
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Cloze | Legacy | Cloze CRM | CRM | CRM | n/a | 2021 | 2021 | In 2021, Baird & Warner deployed Cloze CRM across its U.S. brokerage as part of the Cloze Platform to improve agent productivity, lead management, and mortgage capture. The rollout covered frontline residential brokerage operations and agent-facing sales workflows, positioning Cloze CRM as the firmwide CRM to consolidate contact and opportunity data. The implementation included Cloze CRM together with Cloze Marketing and Cloze Leads, configured to centralize contact management, automate lead capture and routing, and support marketing automation for agent campaigns. Configuration emphasized broker-to-agent lead distribution, lead lifecycle tracking, and integrated marketing touch sequencing consistent with CRM category functional patterns. Deployment governance unfolded after multiple years of offering agents a choice of CRMs, driving adoption that exceeded 60 percent across the brokerage. Reported outcomes tied to the Cloze Platform include an average 36 percent increase in agent production and mortgage attach rates rising to roughly 70 to 80 percent, reflecting adoption-driven changes in lead handling and mortgage capture workflows. |
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