IOOF
800 Bourke Street Level 1 Docklands,,
Melbourne, 3008, VIC,
Australia
Melbourne, 3008, VIC,
Australia
61 1 8091-3118
Banking and Financial Services
IOOF Technographics
IOOF Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by IOOF and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 IOOF employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that IOOF has purchased the following applications: SAP S/4 HANA for ERP Financial in 2017, SAP SuccessFactors Employee Central for Core HR in 2019, Traction Teampage for Collaboration in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems IOOF is running and its propensity to invest more and deepen its relationship with SAP , MYOB , Traction Software 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 IOOF revenues, which have grown to $1.30 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 IOOF 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.
IOOF Tech Stack and Enterprise Applications
IOOF ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP | n/a | 2017 | 2018 |
In 2017, IOOF implemented SAP S/4 HANA as its ERP Financial backbone. The deployment used SAP S/4 HANA Public Cloud together with Ariba for procurement, SuccessFactors for human resources, and SAP Analytics Cloud to provide consolidated reporting and budgeting and financial planning across Australia, New Zealand and Hong Kong.
The implementation centered on core financial management, procurement orchestration and human capital management capabilities within SAP S/4 HANA. Configuration work focused on general ledger accounting, accounts payable and receivable workflows, procurement requisition to invoice orchestration and HR master data alignment, with SAP S/4 HANA serving as the primary transactional system for finance and procurement.
Integrations connected SAP S/4 HANA Public Cloud to Ariba for procurement document flows and to SuccessFactors for workforce master data synchronization, while SAP Analytics Cloud consumed transactional and master data for consolidated reporting, budgeting and financial planning. The technical architecture emphasized cloud native connections between SAP S/4 HANA Public Cloud and the complementary SAP applications to enable near real time data flow across systems.
Governance and operational rollout were organized across the Australia, New Zealand and Hong Kong footprint, aligning regional finance, procurement and HR processes to common reporting and planning practices via SAP Analytics Cloud. The program established centralized budgeting and planning workflows and standardized reporting outputs to support multi‑country financial management within the ERP Financial environment.
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ERP Financial | ERP |
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2020 | 2020 |
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IOOF HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP SuccessFactors Employee Central | Core HR | HCM | n/a | 2019 | 2019 |
In 2019, IOOF implemented SAP SuccessFactors Employee Central in a Core HR deployment running June 2019 to September 2019. The work encompassed Employee Central, Employee Central Payroll, and Performance and Goals Management as the central HRIS and payroll components for the engagement.
The implementation delivered explicit functional modules including Employee Central concurrent employment functionality, the Performance Management module, position management, time management, payments and compensation infotypes, workflow rules, and role based permission configurations. A Superannuation Capping Project was executed within the payroll configuration set, and associated deliverables included an Employee Central Payroll training manual and an Employee Central role based permission training manual.
Operational execution emphasized payroll governance and requirements engineering, the project team conducted a GAP analysis to identify enterprise bargaining agreement derived business rules that were configured inappropriately, elicited user requirements with payroll stakeholders, and translated those findings into a detailed requirements document and solution design. Training assets were produced using Captivate, the screen capture videos were incorporated into the organisation e learning software, and user training sessions were delivered for Payroll Officers, Hiring Managers, Recruitment Specialists, and experienced stakeholders.
Governance and rollout were driven by functional consultancy and ongoing BAU support, the implementation included configuration changes to enforce EBA adherence, role based access controls, and documented workflows to support deployment and production support resolution. The program combined project phase activities with post go live support, including handling production support tickets and change and adoption enablement for continued HR and payroll operations.
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Payroll | HCM |
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2019 | 2019 |
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Performance and Goal Management | HCM |
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2019 | 2019 |
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IOOF Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Traction Software | Legacy | Traction Teampage | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012 IOOF implemented Traction Teampage, deploying Traction Teampage as a Collaboration application on its corporate website to publish team pages and collaborative content. The implementation places the Traction Teampage application in a web-hosted role, exposing content and structured team workspaces via IOOF’s public digital presence while serving internal content management needs where permitted.
Configuration aligns with common Collaboration functionality, including content publishing and versioned document management, structured team pages and discussion threads, search and knowledge management, and role-based access controls. Operational ownership maps to corporate communications and knowledge management functions, with editorial workflows and permissions-based governance established to control content lifecycle and publishing approvals.
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IOOF Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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IOOF CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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IOOF 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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IOOF 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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IOOF 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at IOOF
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief People Officer | CXO | HR | |
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Head of People and Culture Partnering | Director | HR | |
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P&C Transformation Lead | Manager | Finance | |
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HR Business Partner - Wealth Management | Manager | HR | |
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Chief Executive Officer | CXO | Finance | |
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Executive Assistant | Manager | Finance | |
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Chief Financial Officer | CXO | Finance | |
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General Manager Enterprise Services & Delivery, Information Technology | Manager | IT | |
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COO | CXO | Finance | |
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Head of Technology - Technical Services | Director | IT | |
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General Manager Operations | Manager | Finance | |
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General Manager, Security, Infrastructure and Workplace (Acting) | Manager | Finance | |
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Apps Being Evaluated by IOOF Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from IOOF IT executives and key decision makers. This section highlights IOOF's latest recorded technology evaluations, including FIS Policy Administration Suite (formerly Compass) for Insurance Policy Administration on 2025-09-26, Adobe WorkFront for Business Process Management on 2025-07-22, and Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-05-13. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the IOOF digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-26 | IOOF | Evaluated | FIS Global | FIS Policy Administration Suite (formerly Compass) | Insurance Policy Administration | ERP Services and Operations |
| 2025-07-22 | IOOF | Evaluated | Adobe Systems | Adobe WorkFront | Business Process Management | ERP Services and Operations |
| 2025-05-13 | IOOF | Evaluated | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| 2024-12-09 | IOOF | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2024-06-20 | IOOF | Evaluated |
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Content Delivery Network | IaaS |
FAQ - APPS RUN THE WORLD IOOF Technographics
IOOF is a Banking and Financial Services organization based in Australia,
with around 5000 employees and annual revenues of $1.30 billion.
IOOF operates a diverse technology stack with applications such as
SAP S/4 HANA, SAP SuccessFactors Employee Central and Traction Teampage,
covering areas like ERP Financial, Core HR and Collaboration.
IOOF has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and Traction Software.
IOOF recently adopted applications including
DocuSign eSignature in 2021, Sitecore CMS in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of IOOF’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates IOOF’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 IOOF technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.