AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

Margaret W. Wong & Associates Co
Location
3150 Chester Avenue,
Cleveland, 44114, OH,
United States
Website
https://www.imwong.com/
Phone
1 216-566-9908
Artw industry
Professional Services
Employee
Revenue

Margaret W. Wong & Associates Co Technographics

Margaret W. Wong & Associates Co Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Margaret W. Wong & Associates Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Margaret W. Wong & Associates Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Margaret W. Wong & Associates Co has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2005, Drift AI Chatbot for Chatbots and Conversational AI in 2019, WooCommerce for eCommerce in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Margaret W. Wong & Associates Co is running and its propensity to invest more and deepen its relationship with Intuit , PayPal , Drift 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 Margaret W. Wong & Associates Co revenues, which have grown to $10.0 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 Margaret W. Wong & Associates Co 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.

Margaret W. Wong & Associates Co Tech Stack and Enterprise Applications

Margaret W. Wong & Associates Co ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2005 2005
In 2005, Margaret W. Wong & Associates Co implemented Intuit QuickBooks Enterprise as its ERP Financial application. The deployment used a centralized multiuser desktop installation hosted on an on site office server with client workstations to support concurrent accounting and billing access for the 30 person professional services firm. Intuit QuickBooks Enterprise was positioned as the system of record for transactional finance and client billing. Configuration focused on core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, invoicing and job cost tracking, and time and expense capture aligned to professional services engagements. Payroll processing and financial reporting suites were configured inside Intuit QuickBooks Enterprise, alongside a firm level chart of accounts and invoicing workflows tailored to client engagement billing cycles. Operational coverage spanned the finance and billing functions across the firm s single United States office, with role based permissions, user access controls and audit trail features enabled to support governance and month end reconciliation processes. The implementation centralized transactional accounting and practice billing in Intuit QuickBooks Enterprise and established routine financial close and invoicing workflows managed by the internal accounting team.
Payment Processing ERP 2020 2020
Margaret W. Wong & Associates Co AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
In 2019, Margaret W. Wong & Associates Co implemented Drift AI Chatbot. The firm deployed Drift AI Chatbot on its public website as a Chatbots and Conversational AI solution to handle web-based inquiries, lead capture and client intake workflows, supporting sales and marketing functions. Configuration centered on an embedded web chat widget with conversational scripting, intent recognition tuning, prebuilt response playbooks and routing rules to escalate complex queries to human staff, with administrative control retained by the firm's marketing and intake teams. Operational governance emphasized script versioning and response approvals to maintain consistent client communications, and the implementation used a lightweight, externally hosted widget architecture appropriate for a 30 person professional services firm, with no disclosed backend system integrations.
Margaret W. Wong & Associates Co eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WooCommerce eCommerce eCommerce n/a 2019 2019
In 2019 Margaret W. Wong & Associates Co implemented WooCommerce on its public website. Margaret W. Wong & Associates Co uses WooCommerce, an eCommerce application, to provide a client-facing storefront and online order capture for services or products offered through the firm website. The implementation centers on standard WooCommerce functional modules such as product catalog and listings, shopping cart and checkout workflows, customer account management, and order management. Configuration likely follows small-business patterns with catalog and pricing managed through the site CMS, checkout orchestration handled by WooCommerce, and administrative controls limited to a compact operations or marketing team given the company size. Architecturally the deployment is implemented as an on-site website integration using the WooCommerce application to unify storefront presentation and transactional processing. Governance is managed at the site and application level with administrative roles for catalog updates, order processing, and plugin maintenance, aligning the WooCommerce eCommerce instance with the firm’s marketing and client services functions.
Margaret W. Wong & Associates Co CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2017 2017
Margaret W. Wong & Associates Co IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Margaret W. Wong & Associates Co

First Name Last Name Title Function Department Email Phone
Accounting Manager Manager Finance
Business development and community liaison Manager Manager Sales
Marketing Manager Manager Marketing
Show All Contacts

Apps Being Evaluated by Margaret W. Wong & Associates Co Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Margaret W. Wong & Associates Co IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Margaret W. Wong & Associates Co digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Margaret W. Wong & Associates Co Technographics
Margaret W. Wong & Associates Co is a Professional Services organization based in United States, with around 30 employees and annual revenues of $10.0 million.
Margaret W. Wong & Associates Co operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Drift AI Chatbot and WooCommerce, covering areas like ERP Financial, Chatbots and Conversational AI and eCommerce.
Margaret W. Wong & Associates Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Drift and Automattic.
Margaret W. Wong & Associates Co recently adopted applications including Cloudflare CDN in 2021, PayPal Enterprise in 2020 and Drift AI Chatbot in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Margaret W. Wong & Associates Co’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Margaret W. Wong & Associates Co’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 Margaret W. Wong & Associates Co technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.