London, EC2R 6EA,
United Kingdom
ICAEW Technographics
ICAEW Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ICAEW and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 768 ICAEW employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ICAEW has purchased the following applications: Microsoft Dynamics 365 Business Central for ERP Financial in 2017, MHR iTrent HR for Core HR in 2021, Lexis VisualFiles for Case Management, Legal Practice Management in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ICAEW is running and its propensity to invest more and deepen its relationship with Microsoft , MHR (formerly MidlandHR) , Moodle 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 ICAEW revenues, which have grown to $170.0 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 ICAEW 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.
ICAEW Tech Stack and Enterprise Applications
ICAEW ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Business Central | ERP Financial | ERP | n/a | 2017 | 2018 |
In 2017, ICAEW implemented Microsoft Dynamics 365 Business Central as its ERP Financial application. The deployment established a centralized finance platform for the Institute of Chartered Accountants in England and Wales, with system administration anchored in the Milton Keynes office in the United Kingdom.
The Microsoft Dynamics 365 Business Central environment was configured to deliver core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, cash management, fixed assets and financial reporting modules. Configuration emphasis in the role of Finance Systems Analyst included workflow documentation, role based access management, day to day administration, and routine system maintenance to preserve data quality and transactional integrity.
Operational support centered on ICAEW finance teams, with the Finance Systems Analyst providing end user support for access and queries, and contributing to systems development and configuration changes. The job specification noted that experience with NAV, Dynamics 365, Continia, Zetadocs, Jet, Ungerboeck and Configio was beneficial, indicating a candidate profile oriented to extending and interfacing Business Central functionality within an accounting and event management context.
Governance activities emphasized documented workflows, prioritized user support, and ongoing administration as part of a hybrid working model based from Milton Keynes. The implementation narrative reflects a centrally managed ERP Financial platform where process ownership, access controls and system documentation were key elements of operational governance.
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ICAEW HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MHR (formerly MidlandHR) | Legacy | MHR iTrent HR | Core HR | HCM | n/a | 2021 | 2021 |
In 2021, ICAEW implemented MHR iTrent HR as its Core HR solution, pairing the iTrent HR software with a Fully Managed Payroll service. The deployment addressed HR administration, payroll operations, manager and employee self service, and centralisation of training events across ICAEW's approximately 800 employees in the UK and international staff, with more than 500 people on the payroll. The implementation emphasized real time HR and payroll data to provide a single source of employee information.
Configuration focused on Employee Self Service and Manager Self Service capability to reduce manual administrative requests, alongside HR administration modules that remove double entry between HR and payroll. iTrent HR's configurable modules were used to give HR and payroll teams direct control over operational changes and to adapt workflows without external intervention. The solution included functionality to centralise training event administration and visibility to improve course uptake.
The project integrated HR records and payroll processing by adopting MHR's Fully Managed Payroll service alongside MHR iTrent HR to create a connected operational flow between HR and payroll functions. Operational coverage extended to HR, payroll, line managers, and all employees who now access employment data directly through self service. The implementation supported cross functional processes such as data governance, payroll reconciliation, and manager approvals.
Governance changes emphasized devolving configuration and routine administration to HR and payroll teams, enabling staff to implement changes internally and to request new module functionality as a team. Outcomes explicitly reported include elimination of double data entry, a significant reduction in employee queries, improved accuracy of employee information, and time savings within HR that were redeployed to other tasks. MHR iTrent HR has become an embedded operational tool for managers and employees at ICAEW, improving visibility of employee data and streamlining HR and payroll workflows.
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Learning and Development | HCM |
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2021 | 2021 |
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Payroll | HCM |
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2021 | 2021 |
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Recruiting, Applicant Tracking System | HCM |
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2021 | 2021 |
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ICAEW ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LexisNexis | Legacy | Lexis VisualFiles | Case Management, Legal Practice Management | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, ICAEW implemented Lexis VisualFiles as a Case Management,Legal Practice Management application to formalize matter handling and case workflows at its Milton Keynes site. The deployment targeted professional services workflows used by accountants, legal advisers and senior administrators, aligning the Lexis VisualFiles installation with legal and case operations across those teams.
The Lexis VisualFiles implementation emphasized workflow automation and case lifecycle management, with development of bespoke workflow solutions to translate functional specifications and change requests into system functionality. Development activities included interpreting UAT feedback, configuring case routing and document handling rules, and implementing role based access and case status controls consistent with Case Management,Legal Practice Management functional patterns.
Operational architecture followed a multi environment pipeline with Development, Test and Live instances, and releases promoted from Development to Test and Test to Live. The program required close liaison between developers, business analysts, accountants, lawyers and senior administrators to validate requirements and ensure operational coverage for intake, matter progression and case administration processes.
Governance practices included maintaining QA documentation in accordance with ICAEW development procedures, peer review of developer work and a detailed implementation plan to control releases. Releases were executed outside usual business working hours to limit system downtime, and UAT driven change control was used to manage configuration updates to Lexis VisualFiles.
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ICAEW AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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ICAEW Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Event Management | Collaboration |
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2016 | 2016 |
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PBX, VoiP and Phone Systems | Collaboration |
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2009 | 2009 |
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ICAEW Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2022 | 2022 |
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Digital Signing | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2011 | 2011 |
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ICAEW CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2009 | 2009 |
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Customer Engagement | CRM |
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2017 | 2017 |
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Customer Engagement | CRM |
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2014 | 2014 |
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Customer Engagement | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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ICAEW ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2017 | 2017 |
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ICAEW SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2017 | 2018 |
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ICAEW TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2025 | 2025 |
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ICAEW PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2020 | 2020 |
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ICAEW 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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2016 | 2016 |
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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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2015 | 2015 |
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ICAEW CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at ICAEW
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by ICAEW Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||