AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

McCullough Robertson Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Reckon Legacy Reckon Billback Expense Management ERP Financial Management n/a 2006 2006
In 2006 McCullough Robertson implemented Reckon Billback as a project-managed deployment that ran in parallel with the implementation of the Elite Practice Management System. Reckon Billback was provisioned to address Expense Management needs, centralizing expense recovery and client billback workflows for finance and practice operations. Reckon Billback was configured for expense capture, allocation to client matters, billback rule configuration, and approval workflow orchestration, reflecting standard Expense Management functional capabilities. The rollout emphasized project governance, policy definition, configuration, and user training across finance and practice teams, and it coordinated operational alignment between Reckon Billback and the Elite Practice Management System to support coded expense routing and client invoicing processes.
Expense Management ERP Financial Management 2012 2012
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Thomson Reuters Elite Legacy Thomson Reuters Elite 3E Legal Practice Management ERP Services and Operations n/a 2009 2009
In 2009, McCullough Robertson implemented Thomson Reuters Elite 3E as its core Legal Practice Management platform, initiating a firmwide effort to bring purchasing under formal financial controls. The deployment was positioned to unify practice management records with back office accounting workflows, enabling integrated management of client matter financials and firm budgets. The firm selected OpenPurchase to provide fully functional automated purchase order capabilities and configured OpenPurchase to integrate with its Elite Enterprise practice management instance and the Thomson Reuters Elite 3E environment. Configuration work focused on purchase order request workflows, vendor invoice capture handoffs and routing rules that surfaced purchase commitments into the practice management financial ledgers. Integration points included linking purchase order requests into the General Ledger budget within the Thomson Reuters Elite 3E financial management context, creating a procurement to ledger control loop. Operational coverage centered on the firm’s purchasing and finance teams, with governance changes to route PO approvals through the practice management system so purchasing order requests are considered against GL budget lines to improve the firm’s purchasing processes and cost management.
Legal Time and Billing ERP Services and Operations 2012 2012
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, McCullough Robertson implemented DocuSign eSignature as a Digital Signing capability embedded on its public website to support client-facing document execution. The deployment uses DocuSign eSignature to capture signatures for engagement letters, client intake forms, and other externally facing legal and professional services documents, aligning the application to client engagement and contract execution workflows. The implementation configures DocuSign eSignature to run site-level signing workflows, including envelope creation, signer routing, and audit trail capture consistent with Digital Signing functionality. Configuration emphasis is on web-embedded signing experiences and administrative controls, with standard eSignature controls such as signing order, consent capture, and tamper-evident audit records described as part of the signing flow. Operational scope centers on client services and fee-earning teams, where the DocuSign eSignature integration is used to finalize client agreements directly from the firm website. Governance is managed through centralized account administration and signing policy configuration to standardize document execution practices across the firm, ensuring the McCullough Robertson DocuSign eSignature Digital Signing relationship supports legal document workflow and client onboarding processes.
Document Management Content Management 2015 2015
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2017 2017
eCommerce eCommerce 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Legal CRM CRM 2014 2014
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2019 2019
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2015 2015
IT Decision Makers and Key Stakeholders at McCullough Robertson
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by McCullough Robertson Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD McCullough Robertson Technographics

McCullough Robertson is a Professional Services organization based in Australia, with around 430 employees and annual revenues of $74.0 million.

McCullough Robertson operates a diverse technology stack with applications such as Reckon Billback, Thomson Reuters Elite 3E and DocuSign eSignature, covering areas like Expense Management, Legal Practice Management and Digital Signing.

McCullough Robertson has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Reckon, Thomson Reuters Elite and DocuSign.

McCullough Robertson recently adopted applications including Microsoft Dynamics 365 Commerce in 2024, DocuSign eSignature in 2021 and Atlassian Jira Service Desk in 2021, highlighting its ongoing modernization strategy.

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Our research team continuously updates McCullough Robertson’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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