Kansas City, 64112, MO,
United States
Lockton Technographics
Lockton Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Lockton and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Lockton employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Lockton has purchased the following applications: Oracle PeopleSoft Payables for AP Automation in 2012, Unit4 Prosoft Leave Management for Absence and Leave Management in 2012, Adobe WorkFront for Business Process Management 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 Lockton is running and its propensity to invest more and deepen its relationship with Oracle , UNIT4 , PayScale 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 Lockton revenues, which have grown to $300.0 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 Lockton 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.
Lockton Tech Stack and Enterprise Applications
Lockton ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft Payables | AP Automation | ERP | n/a | 2012 | 2012 |
In 2012 Lockton implemented Oracle PeopleSoft Payables as an AP Automation solution within its PeopleSoft Financials estate. The deployment used PeopleTools 8.56.09 and PeopleSoft Financial/HCM 9.2 running on SQL Server, embedding Oracle PeopleSoft Payables alongside Travel and Expense, General Ledger and Purchasing modules to support core accounts payable automation.
Configuration work centered on PeopleSoft application development and automation, using Application Engine programs to create inbound and outbound interfaces, Component Interface and File Layout constructs, chartfield outbound processes and SQR and BI Publisher reporting. Development artifacts included PeopleCode, Application Packages, Application Designer objects, PS Query, Data Mover scripts and Fluid page tiles, with specific work on voucher posting, payment posting App Engine processes and AP matching workflows.
Integrations explicitly implemented connected Oracle PeopleSoft Payables to GL, Purchasing and Payroll for North America, and included Time Import and Person Export interfaces, Integration Broker channels and bulk file feeds such as Corestream deduction feeds. Operational coverage included vendor master setup, loading of deduction and corestream files, data conversion and retrofit activities, and archiving of Travel and Expense AWE tables to stabilize performance.
Governance and runbook tasks included PeopleSoft security design through creation of roles and permission lists, client query tree and query access groups, and Workflow configuration for Expense Approvals. Ongoing production support responsibilities covered Travel and Expense approvals, SQRs, Application Engine processes, BI Publisher templates and PeopleCode maintenance for GL, AP, OM and Purchasing within the AP Automation program.
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ERP Financial | ERP |
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2007 | 2007 |
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Expense Management | ERP |
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2011 | 2011 |
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Expense Management | ERP |
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2011 | 2011 |
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Lockton HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UNIT4 | Legacy | Unit4 Prosoft Leave Management | Absence and Leave Management | HCM | n/a | 2012 | 2013 |
In 2012, Lockton implemented Unit4 Prosoft Leave Management to centralize absence tracking and electronic leave processing for HR functions supporting the Chief Executive Officer and a dotted reporting line to the Regional HR Manager in Hong Kong. The deployment targeted Absence and Leave Management workflows and was positioned to support local HR administration activities tied to recruitment, benefits administration, staff movement and monthly AP region headcount reporting.
Unit4 Prosoft Leave Management was configured to manage e-leave request submission, approval routing, absence recording and employee self-service for leave balances. The implementation context shows operational use alongside PROSOFT HRMS Version 8.12 which processed payroll, NS claims and e-leave records, indicating aligned configuration for leave and payroll workflows. The narrative identifies standard Absence and Leave Management functional terminology such as approval hierarchies, leave accruals, and absence reporting.
Operational coverage included HR, payroll, benefits administration and accounts payable reporting processes, with leave data consumed for CPF submission, IRAS filings, Citi direct control report preparation and payment listing activities. The implementation supported up to 100 locally placed headcounts and contributed data used for Insurance Broking Compensation, Benefits and Employment Terms reporting across the AP region.
Governance and process alignment were implemented to match executive reporting lines, with approval workflows and staff movement procedures reflecting CEO-level oversight and regional HR governance in Hong Kong. Unit4 Prosoft Leave Management was positioned as the central Absence and Leave Management system to standardize leave approvals, support statutory reporting and integrate operationally with payroll and claims processing handled by PROSOFT HRMS Version 8.12.
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Compensation Management | HCM |
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2014 | 2018 |
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Core HR | HCM |
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2007 | 2007 |
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Core HR | HCM |
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2012 | 2013 |
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Employee Self Service | HCM |
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2022 | 2022 |
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Payroll | HCM |
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2012 | 2012 |
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Payroll | HCM |
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2012 | 2013 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Talent Sourcing, Talent Management | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2013 | 2013 |
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Lockton ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Lockton implemented Adobe WorkFront as its Business Process Management platform to manage Creative Services project intake and workload orchestration. The deployment focused on centralizing creative brief intake, vetting incoming requests, and establishing a consistent acceptance workflow for design work across the organization.
Configuration emphasized request intake and triage, formal brief vetting and acceptance, project tracking, workload monitoring, and prioritized escalation paths. Adobe WorkFront was configured to route notifications to requestors and Creative Services managers when briefs were incomplete, to surface priority projects for expedited handling, and to record status updates that support designers in delivering assets.
Operational ownership rested with the Creative Services team, with requestors from marketing, producers, and associates at all levels interacting through Adobe WorkFront and a shared departmental inbox. The implementation reinforced cross-departmental submission patterns and centralized the end-user touchpoints for creative requests within the Business Process Management system.
Governance establishment included designating a Traffic Coordinator to own Adobe WorkFront, triage the request queue, vet and accept briefs, follow up on missing information, monitor workload, and escalate issues to Creative Services managers. The Traffic Coordinator role served as the primary custodian of the end-user experience and liaison between Creative Services and other departments, formalizing intake, prioritization, and escalation workflows within Adobe WorkFront.
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Insurance ERP | ERP Services and Operations |
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2018 | 2018 |
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Insurance Policy Administration | ERP Services and Operations |
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2011 | 2011 |
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Lockton AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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ML and Data Science Platforms | AI Development |
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2023 | 2023 |
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Lockton Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2011 | 2011 |
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Data Warehouse | Analytics and BI |
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2014 | 2014 |
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Lockton 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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2020 | 2020 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Lockton 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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2021 | 2021 |
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Content Management | Content Management |
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2010 | 2010 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Enterprise Content Management | Content Management |
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2017 | 2017 |
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Web Content Management | Content Management |
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2013 | 2013 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Lockton SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Inventory Management | SCM |
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2012 | 2012 |
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Order Management | SCM |
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2012 | 2012 |
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Lockton CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement, Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Enablement | CRM |
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2017 | 2017 |
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Sales Enablement | CRM |
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2012 | 2012 |
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Sales Engagement | CRM |
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2020 | 2020 |
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Lockton EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2011 | 2011 |
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Lockton ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2022 | 2022 |
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Lockton 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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2021 | 2021 |
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Risk Management | TRM |
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2024 | 2024 |
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Lockton PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management | PaaS |
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2015 | 2015 |
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iPaaS (Integration Platform as a Service) | PaaS |
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2019 | 2019 |
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Test Automation Platform | PaaS |
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2017 | 2017 |
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Lockton 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Lockton CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Lockton
Apps Being Evaluated by Lockton Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-10-27 | Lockton | Evaluated | Intapp | Intapp Documents | Document Management | Content Management |
| 2025-06-30 | Lockton | Evaluated | Vantage Data Centers | Vantage Data Centers | Application Hosting and Computing Services | IaaS |
| 2025-02-26 | Lockton | Evaluated | Applied Systems | Applied Epic | Agency Management | ERP Services and Operations |