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Equiniti Technographics
Equiniti Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Equiniti and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 Equiniti employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Equiniti has purchased the following applications: Workday Financial Management for ERP Financial in 2020, Workday HCM for Core HR in 2020, Adobe Connect for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Equiniti is running and its propensity to invest more and deepen its relationship with Workday , Calabrio , Adobe Systems 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 Equiniti revenues, which have grown to $620.0 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 Equiniti 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.
Equiniti Tech Stack and Enterprise Applications
Equiniti ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Unit4 Business World | Workday Financial Management | ERP Financial | ERP | Method Grid | 2020 | 2020 |
In 2020, Equiniti implemented Workday Financial Management as part of a global Workday project in the ERP Financial category. The program delivered during the Coronavirus lockdown replaced Unit4 Business World and a heavily customised, fragmented estate of microsystems that had been supporting HR, Finance and Payroll functions.
Workday Financial Management was deployed as the finance component of the broader Workday footprint, with configuration centered on cross functional financial workflows and employee self service activities. The implementation effort documented some 120 distinct user functions that employees would need to perform, and configuration work emphasized role based task flows and just in time guidance to support everyday finance and operational activities typical of ERP Financial systems.
Equiniti targeted adoption across 5,000 employees in five countries, recognizing that behavioral resistance and attachments to legacy ways of working were primary risks to go live effectiveness. To address this, the project team used Method Grid to host simple, searchable and accessible how to guides, replacing nested PowerPoint slide decks in SharePoint and providing a centralized knowledge layer aligned to the Workday Financial Management rollout.
Governance for the rollout combined an engagement led adoption journey with structured content curation for the 120 functions, enabling business process owners to maintain bite sized operational guidance. The initiative focused on embedding procedural knowledge and searchable assistance within operational flows to drive consistent use of Workday Financial Management across finance and adjacent business functions.
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Equiniti HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | Method Grid | 2020 | 2020 |
In 2020, Equiniti implemented Workday HCM as a global Core HR platform to consolidate a heavily customised and fragmented estate of microsystems used for HR, Finance and Payroll. The global Workday HCM rollout was executed during the Coronavirus lockdown and covered about 5,000 people across five countries, requiring remote-first delivery and adoption planning.
Workday HCM was configured to support everyday employee tasks including recording leave, searching peoples’ contact details and booking time to projects, reflecting Core HR functional workflows such as absence management, employee directory and time tracking. The program identified approximately 120 discrete user functions that needed task-level guidance, and configuration prioritized simplifying those routines within the Workday HCM user experience.
To drive adoption the implementation engaged Method Grid to provide an enablement and knowledge layer, hosting simple how-to guides that were digestible, searchable and accessible as just-in-time support for end users. The change program moved away from PowerPoint slide decks stored in nested SharePoint folders to Method Grid-hosted guidance, aligning the enablement content with operational HR processes and day-to-day workflows in Workday HCM.
Governance emphasized an engagement journey with targeted communications and user assistance to overcome entrenched local practices and encourage consistent use of Workday HCM across functions and geographies. The project was successfully delivered globally in 2020 and the integration of Method Grid into the rollout provided an authorable, searchable operational knowledge base for the Core HR application.
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Payroll | HCM |
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2020 | 2020 |
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Workforce Management | HCM |
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2017 | 2017 |
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Equiniti Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Equiniti deployed Adobe Connect to provide Audio Video and Web Conferencing capabilities on its public website. Equiniti used Adobe Connect on their website to deliver web-based meetings and external webinars aimed at client engagement and remote event access, embedding session entry and registration into site flows.
The Adobe Connect implementation emphasized standard conferencing modules, including persistent virtual meeting rooms, webinar staging, content and screen sharing, attendee registration workflows, and session recording. Configurations focused on branded landing pages and presenter controls to align with corporate communications requirements.
Operational ownership was centralized across corporate IT and communications, with role-based host and administrator permissions used to govern meeting creation, recording retention, and access control. The deployment supported both external client-facing events and internal training scenarios, with web-embedded access designed to streamline attendee experience and event management.
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Collaboration | Collaboration |
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2015 | 2015 |
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Equiniti Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2019 | 2019 |
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Equiniti CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Analytics | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Automation, Sales Engagement | CRM |
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2017 | 2017 |
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Equiniti EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2020 | 2020 |
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Financial Consolidation and Close | EPM |
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2020 | 2020 |
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Equiniti ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Equiniti Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procure to Pay | Procurement |
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2020 | 2020 |
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Equiniti SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2019 | 2019 |
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Equiniti IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Equiniti
Apps Being Evaluated by Equiniti Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||