AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

McLeod Software Tech Stack and Enterprise Applications

McLeod Software ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2012 2012
In 2012, McLeod Software implemented Oracle NetSuite ERP as its core ERP Financial application. The deployment targeted the companys finance organization within this professional services firm, supporting centralized financial management and accounting workflows during a conversion from Softrax to Oracle NetSuite ERP. The Oracle NetSuite ERP implementation encompassed core ERP Financial capabilities including general ledger configuration, accounts payable, accounts receivable, invoicing and billing, and financial reporting and reconciliation processes. The project included configuration work to support invoice management that interfaced with customer financing processes, and standard ERP Financial controls and chart of accounts setup aligned to McLeod Softwares accounting practices. Operational ownership rested with the finance function, with close collaboration between implementation resources and the Finance Director of McLeod Financial Solutions. Finance team members handled invoices required to obtain funding from various banks, and strong Microsoft Excel usage, including pivot tables and complex formulas, was leveraged for large-spreadsheet data handling, reconciliation and transition tasks during the accounting software implementation to Oracle NetSuite ERP.
McLeod Software HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Breezy HR Legacy Breezy HR Attract Recruiting, Applicant Tracking System HCM n/a 2020 2020
In 2020, McLeod Software implemented Breezy HR Attract as its public-facing recruiting application. The deployment uses Breezy HR Attract on the company website to centralize job postings and candidate intake, positioning the platform as the primary Recruiting,Applicant Tracking System for the organization. Breezy HR Attract was configured to handle core applicant tracking workflows, including job posting management, candidate pipelines, resume parsing and stage-based interview coordination, leveraging standard Recruiting,Applicant Tracking System capabilities for screening and candidate communication. The implementation emphasizes web-embedded application flows for external candidates, and internal configuration focused on pipeline visibility and interview scheduling for hiring teams. Operational ownership sits with talent acquisition and HR stakeholders, who use the platform to manage requisitions and coordinate hiring manager reviews, while the careers site integration channels external applicants directly into Breezy HR Attract. Governance centered on consolidated hiring workflows and role-based access for recruiters and hiring managers, aligning the application with enterprise recruiting operations rather than point tools.
McLeod Software ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAP Legacy SAP Concur Travel Travel Management ERP Services and Operations n/a 2020 2020
In 2020, McLeod Software implemented SAP Concur Travel to centralize employee travel and expense workflows. The deployment was scoped as a Travel Management solution to standardize booking, expense capture, and policy enforcement across corporate travel activities. The SAP Concur Travel implementation focused on core Travel Management capabilities, including online booking and itinerary management, automated expense capture and receipt imaging, travel policy controls and automated approval routing, and expense reporting and audit workflows. SAP Concur Travel was configured to reflect McLeod Software travel policies and approval hierarchies, and to support mobile submission and receipt reconciliation for traveling employees. Operational coverage included McLeod Software headquarters in Birmingham, Alabama, and regional offices with training facilities in Salt Lake City, Utah and Downers Grove, Illinois, aligning user access and support across those sites. Product Support and Finance were designated as primary operational owners, with Product Support responsibilities explicitly including Concur travel and expense compliance and first level user assistance. Governance for the SAP Concur Travel rollout incorporated service operations workflows, queue monitoring, and adherence to internal service level goals, with training and role-based compliance checks emphasized as part of change management. The implementation tied travel approvals and expense workflows into established internal processes, and required ongoing user training and support to maintain Concur travel and expense compliance.
McLeod Software Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2017 2017
Audio Video and Web Conferencing Collaboration 2017 2017
McLeod Software Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2021 2021
McLeod Software CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2023 2023
Customer Experience CRM 2016 2016
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2016 2016
McLeod Software ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Incident Management ITSM 2020 2020
McLeod Software PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
McLeod Software IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2018 2018
McLeod Software CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at McLeod Software

First Name Last Name Title Function Department Email Phone
Director, IT Services Director IT
Chief Financial Officer CXO Finance
Group Finance Director - McLeod Financial Solutions Director Finance
Accounting Manager Manager Finance
Manager of Special Projects - Accounting Manager Finance
Accounting Specialist - Financial Software Services Manager IT
Senior Accountant Manager Finance
Senior Auditor / Accounting Specialist Manager Finance
Accounting Specialist Manager Finance
Executive Vice President and the Chief Information Officer CXO IT
IT Manager Manager IT
Chief Financial Officer CXO Finance
Collection Manager Manager Finance
Accounting Manager Manager Finance
Accounts Receivables Manager Manager Finance
Director, Quality Assurance Director IT

Apps Being Evaluated by McLeod Software Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from McLeod Software IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the McLeod Software digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD McLeod Software Technographics
McLeod Software is a Professional Services organization based in United States, with around 600 employees and annual revenues of $112.0 million.
McLeod Software operates a diverse technology stack with applications such as Oracle NetSuite ERP, Breezy HR Attract and SAP Concur Travel, covering areas like ERP Financial, Recruiting, Applicant Tracking System and Travel Management.
McLeod Software has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Breezy HR and SAP.
McLeod Software recently adopted applications including Zoominfo Platform in 2023, DocuSign eSignature in 2021 and Breezy HR Attract in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of McLeod Software’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates McLeod Software’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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