Heitman
110 N. Wacker Drive, Suite 4000,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-855-5700
Banking and Financial Services
Heitman Technographics
Heitman Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heitman and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Heitman employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Heitman has purchased the following applications: Yardi Voyager for Real Estate Property Management in 2009, Microsoft Power BI for Analytics and BI in 2015, Dropbox Business for Enterprise Content Management 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 Heitman is running and its propensity to invest more and deepen its relationship with Yardi , Microsoft , Dropbox 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 Heitman revenues, which have grown to $80.0 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 Heitman 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.
Heitman Tech Stack and Enterprise Applications
Heitman ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Voyager | Real Estate Property Management | ERP Services and Operations | n/a | 2009 | 2009 |
In 2009, Heitman implemented Yardi Voyager as its core Real Estate Property Management platform, establishing a centralized investment management and property accounting environment. The engagement included Yardi Voyager Investment Management as the primary application for fund accounting and investor reporting, with the full application name Yardi Voyager repeated in configuration and documentation to support traceability across portfolios.
The implementation configured investment management workflows, property accounting ledgers, lease administration, asset management records, and portfolio-level reporting and business intelligence capabilities. Configuration emphasized chart of accounts alignment, cash and bank reconciliation processes, and role-based access controls typical of Real Estate Property Management deployments.
The program encompassed an AGRE Apollo conversion and an upgrade to Yardi Voyager Investment Management, followed by post-live stabilization of AREA Apollo across multiple Yardi accounts, including Macquarie Group, Heitman, JBG, AEGON, Hudson, Ventas, and CBREI. Morgan Adams IM Implementations is identified in source notes as executing the investment management implementations and data conversion activities, with data migration and validation processes staged to preserve transactional integrity during cutover.
Governance and rollout combined staged upgrade windows, conversion reconciliation, and post-go live stabilization processes to normalize balances and reporting across accounts. Operational ownership landed with investment management and accounting teams, and the deployment structured change control and close coordination between portfolio operations and system administrators to stabilize Yardi Voyager as the enterprise Real Estate Property Management solution.
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Heitman Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2015 | 2018 |
In 2015, Heitman implemented Microsoft Power BI to centralize analytic reporting and visualization across its business intelligence practice. The Microsoft Power BI deployment was positioned as the firm’s Analytics and BI capability for analytic reporting workflows, with a focus on dashboarding, KPI tracking, and self-service visualization for reporting consumers.
The implementation included development of Power BI dashboards and reports for analytic reporting alongside a SQL Server Reporting Services 2016 footprint for paginated reports, mobile reports, and KPIs. The team architected a SQL Server 2014 server environment with hardware specifications for servers and storage, created and managed multiple data warehouses, both dimensional and relational, and maintained Analysis Services cubes to support multi-dimensional analytics.
Integrations and operational infrastructure included Windows Azure for business intelligence deployments and applications, and a library of Integration Services packages to perform ETL and data mappings. The program drove an Enterprise Information Management initiative with external consultants to define data mappings and technical development, while ongoing operations monitored over 40 SQL Server instances and 400 databases with routine DBA maintenance, backups, optimizations, integrity checks, and high availability configurations such as AlwaysOn and replication.
Governance and rollout responsibilities were led internally by the database subject matter expert who managed projects, provided technical design and training, and coordinated communications with other teams. Administration was automated using PowerShell and custom T-SQL, a custom DBA application was created to document and monitor relationships between servers, databases, and jobs, and troubleshooting relied on Performance Monitor, SQL Server Profiler, and dynamic management views, with third-party tools such as Idera and Red Gate used for additional management and diagnostics.
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Heitman Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dropbox | Legacy | Dropbox Business | Enterprise Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, Heitman implemented Dropbox Business for Enterprise Content Management. The deployment is visible in public web assets, with Dropbox Business used on their website to surface documents and controlled content to external audiences. Heitman Dropbox Business Enterprise Content Management supports document collaboration and secure file sharing for corporate teams, aligning with common ECM workflows such as centralized repositories, version control, and permissioned access.
Configuration signals point to standard Dropbox Business capabilities in use, including a centralized admin console, team folders, file synchronization across endpoints, document versioning, and search indexing to manage investment and operational content. The environment uses folder level permissions and role based access controls to enforce governance for records and sensitive documents, and administrative controls for link sharing and expiration policies.
Operational coverage includes internal corporate teams and web facing content delivery, where Dropbox Business is embedded to provide document access from the public site. Governance and workflow changes focus on centralizing content ownership and publishing processes, with Dropbox Business serving as the authoritative repository for firm documents surfaced externally and managed by centralized administrators.
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Heitman CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Heitman ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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Heitman Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Heitman 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Heitman CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Heitman
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Vice President, Global Investment Analytics | VP | Investment | |
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VP - IT Infrastructure | VP | IT | |
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Senior Vice President and the Director of Information Technology | Director | IT | |
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Chief Technology Operations Officer, Co-Head of Data & Technology | CXO | IT | |
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Senior Managing Director, Private Equity | CXO | Investment | |
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Head of Private Equity | Director | Investment | |
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Managing Director, Co-Head of Global Investment Research | CXO | Investment | |
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Apps Being Evaluated by Heitman Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heitman IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heitman digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Heitman Technographics
Heitman is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $80.0 million.
Heitman operates a diverse technology stack with applications such as
Yardi Voyager, Microsoft Power BI and Dropbox Business,
covering areas like Real Estate Property Management, Analytics and BI and Enterprise Content Management.
Heitman has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Yardi, Microsoft and Dropbox.
Heitman recently adopted applications including
Dropbox Business in 2021, Adobe Experience Cloud in 2021 and Salesforce Pardot in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heitman’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Heitman’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 Heitman technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.