Minnetonka, 55305, MN,
United States
Channel Partners Technographics
Channel Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Channel Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Channel Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Channel Partners has purchased the following applications: Sage Intacct for ERP Financial in 2024, ADP Workforce Now Payroll for Payroll in 2020, LTi ASPIRE Platform for Lease Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Channel Partners is running and its propensity to invest more and deepen its relationship with Sage , ADP , LTi Technology Solutions 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 Channel Partners revenues, which have grown to $39.0 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 Channel Partners 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.
Channel Partners Tech Stack and Enterprise Applications
Channel Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024, Channel Partners implemented Sage Intacct as its core ERP Financial application to centralize accounting operations for its Banking and Financial Services activities. The deployment targeted the Accounting function within the 200-employee US firm, consolidating transaction recording and financial reporting workflows.
Sage Intacct was configured to support core general ledger processing and cash management workflows, with accounting staff recording and maintaining daily general ledger transactions in Sage Intacct to ensure accuracy and compliance with financial reporting standards. Configuration emphasized daily posting and reconciliation routines, structured ACH return reporting, and rule-based reconciliation to support cash controls and transaction integrity. The operational pattern documented includes Accounting Associate activities from November 2024 to June 2025, reflecting day-to-day bookkeeping, reconciliation, and exception handling.
The implementation integrates Sage Intacct with the Aspire loan management system to post and reconcile loan-related entries, enabling daily synchronization of loan transactions into the general ledger. Bank account integrations were used to manage cash across multiple funding and collection accounts and to streamline preparation and analysis of ACH return reports. Operational coverage is centered on the Accounting department, with accounting staff acting as liaison to cross-functional teams to surface and resolve transaction discrepancies.
Governance defined a daily reconciliation cadence and embedded troubleshooting workflows for identifying and resolving operational discrepancies, assigning responsibility to accounting operations for cash handling and ACH exception processes. Controls and process rules in Sage Intacct support transaction accuracy, GL integrity, and liquidity oversight, while routine reporting and inquiry escalation provide operational transparency across finance and adjacent teams.
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Channel Partners HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now Payroll | Payroll | HCM | n/a | 2020 | 2020 |
Channel Partners implemented ADP Workforce Now Payroll in 2020 to centralize Payroll operations across its US, Canada, and Puerto Rico payroll footprint. The deployment focused on ADP Workforce Now Payroll as the primary Payroll application for full cycle payroll processing, tax remittance orchestration, and payroll reporting for a mid-market financial services firm.
Configuration and functional scope emphasized core payroll processing, payroll tax processing and deposits, payroll tax remittances through quarterly and annual filings, and timecard investigation workflows used to sign off pay runs. ADP Workforce Now Payroll was used to manage HR-driven payroll changes such as new hires, terminations, and pay changes, and to support system upgrades and testing associated with payroll process improvement initiatives.
Operational integrations and collaborative workflows included structured interaction with corporate finance, ongoing liaison with Human Resources and Accounting, and management of internal and external audit interfaces for payroll tax audits. The team reconciled internally created payroll reports against vendor standard reports to surface variances and determine corrective and preventative actions, maintaining records and preparing reports for multiple departments.
Governance was structured around a central payroll leadership model, where a Director of Payroll supervised a Payroll Manager, Payroll Analyst, and third-party vendors, and held the external payroll vendor to SLAs and process improvement targets. Workflows required sign off on payrolls by investigating and resolving timecard and payroll issues, ensuring compliance with applicable laws and internal regulations, and supporting audit defense through research and application of tax law.
Operational outcomes included leading multiple payroll process improvement projects and the transition from bi-weekly to weekly payroll processing, an explicit change that was positioned as an employee retention and recruiting tool. ADP Workforce Now Payroll served as the platform for ongoing payroll governance, vendor accountability, and cross-functional payroll controls within Channel Partners Payroll operations.
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Channel Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LTi Technology Solutions | Legacy | LTi ASPIRE Platform | Lease Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Channel Partners implemented the LTi ASPIRE Platform as its core Lease Management solution to support a dual-line business model across working capital and equipment finance. Channel implemented LTi ASPIRE Platform to enable scalable portfolio management for originating, underwriting, syndicating, and holding short-term small business working capital loans while expanding into third party origination and lessor services for equipment finance.
The deployment centered on LTi ASPIRE Platform capabilities including an enhanced amortization engine configured for daily, weekly, and monthly interest calculations, loan-level accounting that operates as the subledger to Channel’s general ledger, and configurable product support for FMV leases, dollar-buyout structures, asset-backed loans, and hybrid financial products. LTi’s customer team worked with Channel to configure product catalogs, accounting rules, and operational workflows, and provided training to accelerate transition to new product types.
Architecturally the implementation integrated ASPIRE into Channel’s broader cloud-based infrastructure, leveraging APIs and open banking approaches to ingest transaction and account data and to manage investment and securitization workflows. ASPIRE’s loan-level accounting was used to support extensive external scrutiny, including financial audits, routine bank examinations, annual asset-backed securities surveillance, and due diligence by counterparties, providing traceable transaction-level accounting for securitization pools.
Operational coverage included origination, underwriting, servicing, syndication, portfolio management, and finance teams across Channel’s nationwide footprint of originations, with configuration and governance routines established to manage product lifecycle, accounting treatments, and audit controls. The rollout emphasized collaborative governance between Channel and LTi, standardized accounting rules in ASPIRE, and training to support ongoing product launches and third party originator relationships.
As stated by Channel, the ASPIRE deployment supported sustained growth and scale, contributing to a compound annual growth rate in originations of approximately 40% since rollout, and by 2024 Channel had funded over $2.3 billion across more than 37,000 transactions. Channel’s use of LTi ASPIRE Platform and its cloud, API, and open banking integrations supported securitization activity including a $125 million ABS issuance in 2024, and contributed to industry recognition such as the ELFA 2024 Operations and Technology Excellence Award.
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Channel Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Collaboration | Collaboration |
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2020 | 2020 |
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Channel Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
|
Contract Lifecycle Management | Content Management |
|
2018 | 2018 |
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Channel Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Support | CRM |
|
2017 | 2017 |
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Channel Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
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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Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Channel Partners
Apps Being Evaluated by Channel Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||