Indianapolis, 46278, IN,
United States
The Heritage Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Heritage Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7000 The Heritage Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Heritage Group has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2007, Criteria Applicant Pool for Applicant Tracking System in 2014, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The Heritage Group is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Criteria 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 The Heritage Group revenues, which have grown to $1.00 billion 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 The Heritage Group 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2007 | 2007 |
In 2007 The Heritage Group implemented Oracle PeopleSoft ERP as its ERP Financial platform for its construction and real estate operations. The deployment established Oracle PeopleSoft ERP as the central system supporting core financial and HR data for an organization of approximately 7,000 employees in the United States.
The implementation included a multi-tier PeopleSoft architecture with WebLogic running the PeopleSoft PIA web tier, dedicated PeopleSoft Application Servers for application processing, and PeopleSoft Process Schedulers to manage batch jobs and background processing. Functional coverage included PeopleSoft HRMS and Financials modules, with PeopleSoft Update Manager deployments used to apply maintenance and updates to PeopleSoft components.
Operational scope centered on HR and finance business functions, where the PeopleSoft HRMS and Financials configuration supported transactional processing, payroll interfaces, and financial close sequencing. A named PeopleSoft Administrator starting 1/1/1016 became the PeopleSoft Administrator for HRMS and Financials, providing ongoing operational ownership for system administration, PUM lifecycle management, and runtime service orchestration.
Architecturally the environment was organized into a web tier on WebLogic, an application server tier hosting PeopleSoft application services, and a scheduling tier for Process Scheduler workloads, enabling separation of interactive and batch processing. Governance focused on PeopleSoft PUM-driven update cycles and administrator-led change management for HRMS and Financials, aligning operational support with the ERP Financial application stack.
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ERP Financial | ERP Financial Management |
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2015 | 2018 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Criteria | Legacy | Criteria Applicant Pool | Applicant Tracking System | HCM | n/a | 2014 | 2014 |
In 2014 The Heritage Group implemented Criteria Applicant Pool as its Applicant Tracking System. The deployment embedded Criteria Applicant Pool directly on the company careers site to manage external candidate intake and online applications for corporate hiring channels. The implementation supported HR and talent acquisition teams responsible for recruiting across the construction and real estate business lines, centralizing web-based application capture and job posting administration.
Configuration centered on core Applicant Tracking System capabilities including job requisition posting, configurable online application forms, resume and candidate profile capture, configurable candidate pipelines, and recruiter and hiring manager workflows for review and selection. Automation and workflow routing typical of an Applicant Tracking System were used to move candidates through stages and consolidate applicant data for shortlisting and interview scheduling. The project prioritized career site integration to ensure a seamless web-embedded application flow handled by Criteria Applicant Pool.
Operational governance emphasized centralized administration by HR with role-based access for recruiters and hiring managers and standardized recruitment workflows to align online applications with internal hiring processes. The implementation narrative indicates a web-first ATS deployment using Criteria Applicant Pool on The Heritage Group careers site, with operational ownership in talent acquisition and HR for ongoing configuration and process control.
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Applicant Tracking System | HCM |
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2018 | 2018 |
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Benefits Administration | HCM |
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2020 | 2020 |
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Core HR | HCM |
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2020 | 2020 |
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HR Compliance | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 The Heritage Group implemented Microsoft 365 for Collaboration across its United States based organization. The deployment established a cloud tenancy of Microsoft 365 to support corporate communications, document collaboration and productivity services for roughly 7,000 employees. The Heritage Group Microsoft 365 Collaboration targets core business functions including corporate communications, project delivery and administrative operations.
Microsoft 365 was configured to provide Exchange Online email, SharePoint Online intranet and document libraries, OneDrive for Business file synchronization, Microsoft Teams for messaging and meetings, and the Office desktop and web applications, aligning with Collaboration workflows such as content versioning, co authoring and team channels. The implementation followed a centralized tenant architecture with cloud identity managed through Azure Active Directory to enable single sign on, role based access controls and policy driven retention.
The Heritage Group website references Microsoft 365, indicating use of Microsoft hosted assets in public facing content. Operational coverage included enterprise IT, communications and project teams across the United States, with tenant level governance applied to information protection and access control as part of the rollout.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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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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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2021 | 2021 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2018 | 2018 |
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