Sydney, 2000, NSW,
Australia
Jana Investment Advisers Technographics
Jana Investment Advisers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Jana Investment Advisers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Jana Investment Advisers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Jana Investment Advisers has purchased the following applications: Xero for ERP Financial in 2018, JobAdder ATS for Applicant Tracking System in 2020, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Jana Investment Advisers is running and its propensity to invest more and deepen its relationship with Xero , National Australia Bank , JobAdder 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 Jana Investment Advisers revenues, which have grown to $20.0 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 Jana Investment Advisers 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.
Jana Investment Advisers Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Xero | Legacy | Xero | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Jana Investment Advisers implemented Xero as its core Xero ERP Financial application to centralize accounting and payroll-related bookkeeping for the firm. The deployment targeted the finance function within a 200 employee professional services firm, supporting clerical accounting, payroll processing, supplier invoice processing, and client billing workflows.
Configuration work focused on general ledger consolidation, accounts payable invoice processing, accounts receivable and sales invoicing, bank posting, and payroll journal imports. Xero was configured to receive payroll journal transfers from the ADP payroll system and to host supplier and sales transaction postings, supporting the organisation’s weekly and monthly financial cycles.
The implementation included explicit integrations with ADP for payroll data transfer into the Xero general ledger, with FlexiPurchase for credit card expense approval and transaction transfer into Xero, and with the organisation’s banking system for movement of approved payment transactions. Operational tasks described in the implementation scope include loading supplier invoices into finance systems for processing and approval, transferring approved payments into the banking system, and transferring sales data for client invoicing into Xero. The operational coverage aligns to the firm’s finance team serving Sydney CBD, Inner West and Eastern Suburbs.
Governance and process changes accompanied the rollout, with a part time Payroll and Finance Administrator role established reporting to the Head of Finance to maintain ADP and Xero data, run fortnightly payroll imports into Xero, reconcile FlexiPurchase transactions, upload supplier invoices, and coordinate payment and billing handoffs. Controls emphasized weekly and monthly cycle ownership, approval gates for supplier payments via the finance approval system, and clerical handoffs between payroll and finance functions to sustain ongoing bookkeeping and reconciliation in Xero.
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Expense Management | ERP Financial Management |
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2021 | 2021 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JobAdder | Legacy | JobAdder ATS | Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020, Jana Investment Advisers deployed JobAdder ATS as its Applicant Tracking System on their website. The JobAdder ATS is being used to manage job postings and candidate pipelines for the firm's recruitment and HR teams operating in Australia.
The implementation configures core Applicant Tracking System capabilities, including career site integration, job requisition posting, candidate profile management, resume parsing, pipeline stage configuration and interview scheduling workflows, aligning the applicant lifecycle to the firm's recruiting processes. JobAdder ATS is provisioned to handle inbound applications from the public careers pages and to centralize applicant records and hiring activity.
JobAdder ATS operates as a web-integrated SaaS application tied directly to Jana's website, capturing candidates via the career site and consolidating records for recruiter and hiring manager review. Operational coverage focuses on talent acquisition and HR functions, with role-based access and recruiter-facing pipeline orchestration to support end-to-end applicant tracking.
Governance emphasizes standardized pipeline stages and configurable approval gates to enforce consistent hiring workflow and candidate data governance across the organization. Using JobAdder ATS on their website provides a single point of entry for external applicants and a centralized system of record for the firm’s hiring operations.
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Payroll | HCM |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Jana Investment Advisers deployed Microsoft 365 to support Collaboration across its Australian operations. The implementation centralized cloud-based email, document management, and team communication under Microsoft 365 to provide consistent collaboration tooling for the firm.
The deployment leveraged core Microsoft 365 Collaboration capabilities, including Exchange Online for email, SharePoint Online for intranet and document libraries, Microsoft Teams for real-time collaboration, and OneDrive for Business for personal file sync and sharing. Administration was structured around a single Microsoft 365 tenant with role based administration and tenant level security controls to govern access and content lifecycle. Jana Investment Advisers is documented as using Microsoft 365 on their website.
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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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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Disaster Recovery as a Service (DRaaS) | IaaS |
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2019 | 2020 |
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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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IT Decision Makers and Key Stakeholders at Jana Investment Advisers
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Jana Investment Advisers Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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