AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Cherwell Software Tech Stack and Enterprise Applications

Cherwell Software ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2014 2014
In 2014, Cherwell Software implemented Intuit Quickbooks Enterprise to provide ERP Financial capabilities for its corporate finance function. The deployment focused on supporting the United States based professional services finance organization, aligning accounting processes with the company size and revenue profile. The implementation of Intuit Quickbooks Enterprise included configuration of core general ledger, accounts payable, accounts receivable and consolidated financial reporting modules consistent with ERP Financial objectives. Workstreams emphasized chart of accounts standardization, period close workflows and access controls to support auditability and operational finance procedures. Configuration choices reflected a mid market footprint appropriate for Cherwell Software's approximately 500 employees and 55 million USD in revenue. Integrations were implemented as generic transaction and reporting interfaces, including bank reconciliation feeds and export paths to HR and timekeeping systems that support billing and payroll reconciliation for professional services delivery. Operational coverage targeted finance, billing and project accounting activities across the companys US operations, ensuring transactional and reporting continuity between revenue recognition and cash management functions. Governance established centralized finance ownership for month end close procedures, role based permissions for system users and audit logging for financial controls. Rollout prioritized finance and billing teams with phased configuration to support consolidated reporting requirements and standard operating procedures for billing and collections.
ERP Financial ERP 2016 2016
Cherwell Software HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Greenhouse Legacy Greenhouse ATS Applicant Tracking System HCM n/a 2018 2018
In 2018, Cherwell Software implemented Greenhouse ATS as its Applicant Tracking System. The Greenhouse ATS was embedded on Cherwell's public careers pages to centralize candidate intake and manage recruiting workflows. Configuration emphasized core Applicant Tracking System modules such as job posting and requisition management, candidate capture and parsing, interview orchestration with scorecards, and offer management. The deployment used Greenhouse ATS standard workflows to support requisition approvals, candidate stages, and recruitment reporting. Operational coverage focused on talent acquisition and HR teams, with hiring managers consuming interview kits and scorecards through Greenhouse ATS. Integration points included the company careers website for application capture, automated email notifications to candidates, and calendar coordination for interviewer scheduling with corporate calendar systems. Governance included role based access, structured interview workflows, and administrator controls for job templates and hiring permissions, aligning recruiting process ownership with HR. The implementation positioned Greenhouse ATS as Cherwell Software Applicant Tracking System for enterprise recruiting on its website.
Cherwell Software AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
In 2019 Cherwell Software implemented Drift AI Chatbot on its corporate website to introduce conversational engagement as part of its customer-facing digital layer. The deployment is categorized under Chatbots and Conversational AI and focused on web-based visitor interaction for lead capture and real-time engagement. The implementation of Drift AI Chatbot was delivered as an embedded site widget, leveraging conversational flows, natural language understanding, intent detection, and playbook-driven routing to streamline initial inquiries. The Drift AI Chatbot configuration emphasized automated qualification, contextual response templates, and escalation paths to human agents, reflecting standard Chatbots and Conversational AI functional modules for intent handling and handoff. Operational coverage centered on web channel customer engagement, supporting sales, marketing, and customer support workflows while consolidating conversational content governance. Governance included managed response templates, iteration of training phrases, defined escalation rules, and editorial control over chat scripts to ensure consistent messaging across web interactions.
Cherwell Software Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2017 2017
Event Management Collaboration 2017 2017
Cherwell Software Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2015 2015
Cherwell Software CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2019 2019
Account Based Marketing CRM 2020 2020
Call Center CRM 2018 2018
CRM CRM 2011 2011
Customer Experience CRM 2018 2018
Data Management Platform CRM 2020 2020
Digital Advertising Platform CRM 2013 2013
Digital Advertising Platform CRM 2015 2015
Marketing Analytics CRM 2012 2012
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2011 2011
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2020 2020
Cherwell Software ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
IT Service Management ITSM 2018 2018
Cherwell Software PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2021 2021
Cherwell Software TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
Cherwell Software IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2012 2012
Content Delivery Network IaaS 2021 2021
Cherwell Software CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Cherwell Software

First Name Last Name Title Function Department Email Phone
Vice President of Finance and Operations VP Finance
Chief Financial Officer CXO Finance
Controller Director Finance
Director Corporate Finance Director Finance
Controller Director Finance
Accounts Receivable Manager Manager Finance

Apps Being Evaluated by Cherwell Software Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cherwell Software IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cherwell Software digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Cherwell Software Technographics
Cherwell Software is a Professional Services organization based in United States, with around 500 employees and annual revenues of $55.0 million.
Cherwell Software operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Greenhouse ATS and Drift AI Chatbot, covering areas like ERP Financial, Applicant Tracking System and Chatbots and Conversational AI.
Cherwell Software has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Greenhouse and Drift.
Cherwell Software recently adopted applications including DocuSign eSignature in 2021, Salesforce Marketing Cloud in 2021 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cherwell Software’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Cherwell Software’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Cherwell Software technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.