AI Buyer Insights:

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Consolidated Planning
Location
6115 Park South Drive Suite 200,
Charlotte, 28210, NC,
United States
Website
https://www.cplanning.com/
Phone
1 704-552-8507
Artw industry
Banking and Financial Services
Employee
Revenue

Consolidated Planning Technographics

Consolidated Planning Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Consolidated Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Consolidated Planning employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Consolidated Planning has purchased the following applications: Oracle Moat for Marketing Analytics in 2020, Zoho Site24x7 for Application Performance Management in 2020, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Consolidated Planning is running and its propensity to invest more and deepen its relationship with Oracle , Seismic , Zoho Corp. 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 Consolidated Planning 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 Consolidated Planning 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.

Consolidated Planning Tech Stack and Enterprise Applications

Consolidated Planning CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2020 2020
In 2020, Consolidated Planning deployed Oracle Moat on its corporate website to capture advertising measurement and verification data. Oracle Moat is used as a Marketing Analytics solution to instrument web pages, capture viewability and attention signals, and feed campaign-level measurement for the marketing function. The implementation is centered on site-level tagging and client-side measurement, with Oracle Moat collecting impression and viewability telemetry from the company website and consolidating it in the vendor platform for analysis. Operational ownership rests with Consolidated Planning marketing and digital advertising teams, who use Oracle Moat for reporting, campaign verification, and marketing analytics workflows across the company website.
Sales Engagement CRM 2018 2018
Consolidated Planning ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2020 2020
In 2020, Consolidated Planning implemented Zoho Site24x7 for Application Performance Management on their website. The Zoho Site24x7 deployment is focused on public site monitoring at cplanning.com, configured to run synthetic transactions, uptime checks, and HTTP response time monitoring to track web availability and frontend performance. This configuration aligns Zoho Site24x7 with web operations and IT monitoring responsibilities within the company. Monitoring and alerting from Zoho Site24x7 are routed into internal workflows used by the web team and IT operations, supporting incident notification and triage processes. The implementation emphasizes standard Application Performance Management functional terminology such as availability monitoring, synthetic checks, and performance metrics collection. Consolidated Planning Zoho Site24x7 Application Performance Management supports the business function of website operations and IT monitoring for the United States based organization.
Consolidated Planning IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2014 2014
In 2014 Consolidated Planning deployed Microsoft Azure Cloud Services to host its public website, adopting Application Hosting and Computing Services for web and application hosting. The deployment uses Microsoft Azure Cloud Services to provide the infrastructure and managed platform capabilities required for public-facing web workloads, aligning the vendor product with the company website and online customer access points. The implementation centers on cloud-hosted application tiers and platform-managed services typical of Microsoft Azure Cloud Services, including scalable compute instances, object and block storage, and platform service endpoints to run and scale web application components. Operational responsibility rests with the firm s IT operations staff for provisioning, access control and lifecycle management through the cloud management plane, and governance was structured to codify resource provisioning, identity and access policies and change management for hosted web assets.
Application Hosting and Computing Services IaaS 2016 2016
Content Delivery Network IaaS 2021 2021
Consolidated Planning CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DDoS Protection CyberSecurity 2016 2016

IT Decision Makers and Key Stakeholders at Consolidated Planning

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Consolidated Planning Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Consolidated Planning IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Consolidated Planning digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Consolidated Planning Technographics
Consolidated Planning is a Banking and Financial Services organization based in United States, with around 180 employees and annual revenues of $20.0 million.
Consolidated Planning operates a diverse technology stack with applications such as Oracle Moat, Zoho Site24x7 and Microsoft Azure Cloud Services, covering areas like Marketing Analytics, Application Performance Management and Application Hosting and Computing Services.
Consolidated Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Zoho Corp. and Microsoft.
Consolidated Planning recently adopted applications including Cloudflare CDN in 2021, Oracle Moat in 2020 and Zoho Site24x7 in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Consolidated Planning’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Consolidated Planning’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 Consolidated Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.