AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● 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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● 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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

Eastern Planning
Location
33 Route 304,
Nanuet, 10954, NY,
United States
Website
https://www.easternplanning.com/
Phone
1 845-627-8300
Artw industry
Banking and Financial Services
Employee
Revenue

Eastern Planning Technographics

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

Discover the latest software purchases and digital transformation initiatives being undertaken by Eastern Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Eastern 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 Eastern Planning has purchased the following applications: Calendly for Online Meeting Scheduling in 2019, SamCart Platform for eCommerce in 2022, Orion Redtail 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 Eastern Planning is running and its propensity to invest more and deepen its relationship with Calendly , SamCart , Orion Advisor 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 Eastern Planning revenues, which have grown to $1.0 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 Eastern 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.

Eastern Planning Tech Stack and Enterprise Applications

Eastern Planning Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Calendly Legacy Calendly Online Meeting Scheduling Collaboration n/a 2019 2019
Eastern Planning eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SamCart Legacy SamCart Platform eCommerce eCommerce n/a 2022 2022
In 2022 Eastern Planning implemented the SamCart Platform on its public website to deliver online purchase experiences. The SamCart Platform functions as an eCommerce checkout and cart layer, providing hosted checkout pages, cart management, and funneling capabilities for product and subscription sales. Deployment follows a SaaS embedded model with site-side integration to centralize purchase flows. Functional modules implemented include configurable checkout templates, order bumps, one click upsell flows, and subscription and one time payment handling, consistent with eCommerce checkout platforms. The implementation serves sales and finance business functions and standardizes checkout workflows across the website. Governance emphasis centered on standardizing checkout templates and defining operational ownership for transaction processing and customer billing workflows.
Eastern Planning CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2021 2021
Marketing Automation CRM 2017 2017
Tag Management CRM 2023 2023
Eastern Planning ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
Application Performance Management ITSM 2023 2023
Eastern Planning Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2012 2012
Eastern Planning PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Eastern Planning IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Cloud Storage IaaS 2017 2017
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2023 2023

IT Decision Makers and Key Stakeholders at Eastern Planning

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Eastern Planning Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Eastern Planning IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Eastern Planning digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Eastern Planning Technographics
Eastern Planning is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Eastern Planning operates a diverse technology stack with applications such as Calendly, SamCart Platform and Orion Redtail CRM, covering areas like Online Meeting Scheduling, eCommerce and CRM.
Eastern Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Calendly, SamCart and Orion Advisor Solutions.
Eastern Planning recently adopted applications including Google Tag Manager in 2023, Zoho Site24x7 in 2023 and Stackify Retrace in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Eastern Planning’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Eastern 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 Eastern Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.