AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

MetaSource Tech Stack and Enterprise Applications

MetaSource ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2017 2017
In 2017, MetaSource implemented Oracle NetSuite ERP as a centralized ERP Financial platform. The Oracle NetSuite ERP deployment combined ERP, CRM, accounting, and forecasting capabilities into a single cloud based instance to unify transactional finance and customer relationship data. The implementation included configuration of core accounting ledgers, accounts receivable and payable workflows, revenue management, order to cash orchestration, CRM record management, and forecasting modules. Oracle NetSuite ERP was configured with a centralized data model and role based access controls to support finance and commercial reporting, and to provide a single source of truth for financial close and forecast cycles. Operational scope focused on finance, sales operations, and account management functions, with governance established around period close processes, forecast cadence, and stewardship of master financial data. The project emphasized application level configuration and process alignment typical for ERP Financial deployments, rather than bespoke integrations or custom platform reengineering.
MetaSource HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
JobMatch Legacy JobMatch ApplicantPro Applicant Tracking System HCM n/a 2015 2015
In 2015 MetaSource deployed JobMatch ApplicantPro as its Applicant Tracking System on its website, embedding application intake and job posting capabilities directly into its public careers pages. The decision placed JobMatch ApplicantPro at the center of the company recruiting stack for Talent Acquisition and HR teams across the United States, providing a consistent candidate entry point on the corporate site. JobMatch ApplicantPro was configured to support core Applicant Tracking System workflows including job requisition publishing, online application capture, candidate profile management, and pipeline stage tracking. The implementation included resume intake and parsing, configurable screening questions, and automated candidate communication templates, aligning the application flow with recruiting workflows and interview orchestration. Operationally the deployment emphasized career site integration, routing inbound applications into centralized recruiting queues used by HR and hiring managers. Governance focused on standardized requisition-to-hire workflows and role-based access for recruiters and hiring managers, with the Applicant Tracking System instrumenting candidate status and handoffs within MetaSource recruiting processes.
MetaSource AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020, MetaSource deployed Hubspot Live Chat on its public website. The implementation uses Hubspot Live Chat, categorized as Chatbots and Conversational AI, to provide a persistent web chat widget for real-time visitor engagement and inbound inquiry capture. Functional capabilities implemented align with the Chatbots and Conversational AI category and include conversational routing, canned response libraries, session transcript capture, and lead capture workflows for marketing and sales qualification. The deployment is web-facing and scoped to the corporate site, instrumenting visitor intent signals and chat session metadata for downstream follow up. Operational coverage centers on marketing and sales functions, enabling live qualification of prospects, handoff to human agents, and capturing chat transcripts for contact enrichment. Governance and process elements typical for this implementation include scripted messaging playbooks, response SLAs, and monitoring of chat volume and session quality to operationalize conversational interactions. MetaSource Hubspot Live Chat Chatbots and Conversational AI supports customer engagement and demand generation on the company website.
MetaSource Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2018 2018
MetaSource CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2021 2021
CRM CRM 2020 2020
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2021 2021
MetaSource ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Remote Monitoring and Management ITSM 2020 2020
MetaSource PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2017 2017
Transactional Email PaaS 2018 2018
Transactional Email PaaS 2018 2018
MetaSource IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2020 2020

IT Decision Makers and Key Stakeholders at MetaSource

First Name Last Name Title Function Department Email Phone
Chief Financial Officer CXO Finance
Finance Planning & Analysis Manager Manager Finance

Apps Being Evaluated by MetaSource Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from MetaSource IT executives and key decision makers. This section highlights MetaSource's latest recorded technology evaluations, including Microsoft Dynamics AX Payroll Module for Payroll on 2026-03-02. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the MetaSource digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-03-02 MetaSource Evaluated Microsoft Microsoft Dynamics AX Payroll Module Payroll HCM
FAQ - APPS RUN THE WORLD MetaSource Technographics
MetaSource is a Professional Services organization based in United States, with around 6000 employees and annual revenues of $500.0 million.
MetaSource operates a diverse technology stack with applications such as Oracle NetSuite ERP, JobMatch ApplicantPro and Hubspot Live Chat, covering areas like ERP Financial, Applicant Tracking System and Chatbots and Conversational AI.
MetaSource has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, JobMatch and HubSpot.
MetaSource recently adopted applications including Zoominfo Platform in 2021, ZoomInfo Chorus in 2021 and Hubspot Marketing Automation in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of MetaSource’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates MetaSource’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 MetaSource technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.