Edinburgh, EH7 4GB,
United Kingdom
Citizens Advice Scotland (CAS) Technographics
Citizens Advice Scotland (CAS) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Citizens Advice Scotland (CAS) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Citizens Advice Scotland (CAS) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Citizens Advice Scotland (CAS) has purchased the following applications: Infor SunSystems for ERP Financial in 2017, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Citizens Advice Scotland (CAS) is running and its propensity to invest more and deepen its relationship with Infor , LivePerson , Microsoft 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 Citizens Advice Scotland (CAS) revenues, which have grown to $20.0 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 Citizens Advice Scotland (CAS) 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.
Citizens Advice Scotland (CAS) Tech Stack and Enterprise Applications
Citizens Advice Scotland (CAS) ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, Citizens Advice Scotland implemented Infor SunSystems to upgrade its core financial platform. The implementation addressed capacity and reporting needs by upgrading an existing SunSystems v4 estate to Infor SunSystems, with Castle delivering the upgrade to preserve required functionality and support the organisation's ongoing strategic development.
The deployment focused on ERP Financial capabilities to centralise finance and reporting workflows, including configuration of core financial modules such as general ledger, accounts payable, accounts receivable and management reporting aligned with sector practices. Operational scope concentrated on the central finance function across the organisation, and governance adjustments included a consolidated system configuration and an organised rollout executed by Castle to maintain continuity of financial operations. Infor SunSystems is identified as the primary application providing the ERP Financial backbone for Citizens Advice Scotland.
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Citizens Advice Scotland (CAS) AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Citizens Advice Scotland deployed LivePerson Conversational Cloud on their website as a Chatbots and Conversational AI implementation to extend web-based access to advice and client intake. The LivePerson Conversational Cloud deployment serves as the primary conversational channel for front-door client engagement, positioning conversational automation alongside advisor-assisted sessions and supporting online triage for public-facing advice services.
The implementation centers on web chat widget delivery, natural language understanding for intent classification, scripted automated messaging and conversation orchestration, and controlled handoff to human advisors for complex cases. Governance emphasizes conversational content management, periodic intent model review, session escalation workflows for advisor intervention, and operational processes to oversee conversational quality and advisor routing for the Citizens Advice Scotland advice and client services functions.
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Citizens Advice Scotland (CAS) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Citizens Advice Scotland implemented Microsoft 365 as its Collaboration platform. The cloud hosted deployment centralized productivity, email and document management for approximately 150 employees, consolidating casework support and internal operations under a single Microsoft 365 tenant.
Microsoft 365 was configured to deliver core Collaboration capabilities including Exchange Online email, SharePoint Online document libraries, OneDrive file storage and Microsoft Teams for real time collaboration and meetings. The organisation uses Microsoft 365 on their website to surface hosted documents and provide collaborative content to users. Governance design emphasized centralized tenant administration, user provisioning, role based access controls and retention and compliance settings appropriate to a non profit environment. Operational scope focused on staff across Citizens Advice Scotland and on enabling cloud native workflows for document lifecycle, internal communications and team collaboration.
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Citizens Advice Scotland (CAS) Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Signing | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Citizens Advice Scotland (CAS) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Support | CRM |
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2020 | 2020 |
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Citizens Advice Scotland (CAS) PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Citizens Advice Scotland (CAS)
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Head of Finance | Director | Finance | ||||
| Head of IT | Director | IT |
Apps Being Evaluated by Citizens Advice Scotland (CAS) Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||