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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

ERP Success Partners Tech Stack and Enterprise Applications

ERP Success Partners AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Social Intents Legacy Social Intents Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020, ERP Success Partners implemented Social Intents on their public website. ERP Success Partners uses Social Intents, a Chatbots and Conversational AI application, to extend customer engagement and lead capture for its professional services practice. The implementation centers on a web-embedded chat widget and conversational workflows that present qualifying questions and resource links to site visitors. The deployment follows a web-first architecture positioned on the company website as the primary digital engagement channel. Social Intents was configured to deliver scripted conversation flows, proactive messaging, and simple lead capture forms, reflecting typical Chatbots and Conversational AI capabilities. Operational ownership and governance are aligned to marketing and client services teams who monitor transcripts and adjust conversation content and escalation rules. The operational scope is the corporate website only, supporting marketing and sales business functions for a 40-person professional services firm based in Canada. Social Intents is restated as the application in use, emphasizing a lightweight, widget-based automation approach appropriate to the organization size.
ERP Success Partners Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
ERP Success Partners implemented Microsoft 365 in 2018, establishing the application as the primary Collaboration platform for the firm. The public site references Microsoft 365 usage, indicating the tenant is used for both internal collaboration and components exposed through their website. The Microsoft 365 implementation leverages standard Collaboration capabilities including hosted email, document storage and sharing with SharePoint and OneDrive, and real-time collaboration and meetings to support consulting delivery and client communications. Configuration and operational scope align with a 40-person professional services environment, focused on tenant provisioning, user account and license management, role based access controls, and content management workflows to govern how staff and client facing content is created and shared.
ERP Success Partners CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite CRM CRM CRM n/a 2021 2021
In 2021, ERP Success Partners implemented Oracle NetSuite CRM on their website. ERP Success Partners uses Oracle NetSuite CRM as the firm level CRM to centralize lead capture and client records for sales and professional services functions. The deployment is embedded in the corporate website to capture inbound leads and route prospects into opportunity and contact management workflows implemented in Oracle NetSuite CRM. Functional capabilities implemented include web-to-lead capture, contact and account management, opportunity pipeline tracking, and task and activity management, configured to align sales and service delivery workflows across the firm in Canada. Governance was set up to centralize client data, standardize handoffs between the sales team and delivery consultants, and enforce administrative controls and role based access appropriate for a 40 person professional services firm.
Marketing Automation CRM 2019 2019
ERP Success Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2018 2018

IT Decision Makers and Key Stakeholders at ERP Success Partners

First Name Last Name Title Function Department Email Phone
Partner & Founder CXO Finance
Director Lead Generation Director Marketing
Executive Vice President VP Finance

Apps Being Evaluated by ERP Success Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ERP Success Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ERP Success Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD ERP Success Partners Technographics
ERP Success Partners is a Professional Services organization based in Canada, with around 40 employees and annual revenues of $5.0 million.
ERP Success Partners operates a diverse technology stack with applications such as Social Intents, Microsoft 365 and Oracle NetSuite CRM, covering areas like Chatbots and Conversational AI, Collaboration and CRM.
ERP Success Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Social Intents, Microsoft and Oracle.
ERP Success Partners recently adopted applications including Oracle NetSuite CRM in 2021, Google Cloud Platform (GCP) in 2021 and Social Intents in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates ERP Success Partners’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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