Morgan & Morgan
20 N Orange Ave Suite 1600,
Orlando, 32801, FL,
United States
Orlando, 32801, FL,
United States
1 407-420-1414
Professional Services
Morgan & Morgan Technographics
Morgan & Morgan Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Morgan & Morgan and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Morgan & Morgan employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Morgan & Morgan has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Workable ATS for Applicant Tracking System in 2014, FreeWheel Strata for Agency Management 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 Morgan & Morgan is running and its propensity to invest more and deepen its relationship with Oracle , Apple , Google 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 Morgan & Morgan revenues, which have grown to $250.0 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 Morgan & Morgan 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.
Morgan & Morgan Tech Stack and Enterprise Applications
Morgan & Morgan ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Morgan & Morgan implemented Oracle NetSuite ERP to centralize its core financial systems. The Oracle NetSuite ERP deployment targeted ERP Financial capabilities across the firm’s corporate finance and accounting functions.
Configuration emphasized standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and revenue management, fixed assets, and financial reporting and consolidation. The implementation used role based security and workflow automation for invoice processing and month end close orchestration to strengthen accounting controls and auditability.
NetSuite was provisioned as a cloud ERP platform and integrated with Salesforce CRM to support quote to cash data flows, customer master synchronization, and transaction handoffs between sales and finance. Operational coverage included the centralized finance organization and downstream accounting teams that consumed customer, contract and billing data from Salesforce into Oracle NetSuite ERP.
Governance centered on a standardized chart of accounts, centralized reconciliation procedures and defined change control for configuration updates, with a phased rollout across finance subfunctions. Implementation planning incorporated process mapping and formal role assignments to institutionalize AP and AR workflows and month end governance.
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Payment Processing | ERP |
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2020 | 2020 |
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Payment Processing | ERP |
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2020 | 2020 |
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Morgan & Morgan HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workable | Legacy | Workable ATS | Applicant Tracking System | HCM | n/a | 2014 | 2014 |
In 2014, Morgan & Morgan deployed Workable ATS as their Applicant Tracking System to support recruiting and hiring functions, embedding the Workable ATS careers experience directly on the firm website. The web based deployment exposed job requisitions through the company career site at forthepeople.workable.com, capturing candidate applications and routing them into Workable ATS for intake and initial screening.
Configuration emphasized standard Applicant Tracking System capabilities, including job posting and publishing, candidate pipelining and status tracking, interview scheduling, and offer management, with configurable stage workflows and role based access for recruiters and hiring managers. The implementation centered on the careers site as the primary intake point and on in platform workflow orchestration and recruiter administration, with governance focused on hiring stage configuration and recruiter permissions to standardize requisition handling and pipeline visibility across the recruiting team in the United States.
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Morgan & Morgan ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FreeWheel, A Comcast Company | Legacy | FreeWheel Strata | Agency Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Morgan & Morgan implemented FreeWheel Strata to support agency-style media planning and ad operations. The deployment aligns with the Agency Management category and was positioned to centralize campaign planning, scheduling, and inventory management for the firms marketing and media buying functions. The implementation focused on instrumenting campaign lifecycle workflows and media buy orchestration within the FreeWheel Strata application.
FreeWheel Strata was configured to deliver campaign management, trafficking and spot scheduling, billing and reconciliation workflows, and reporting and analytics capabilities typical of Agency Management platforms. Configuration work emphasized role based access controls and administrative workflows to separate creative trafficking, media buying, and finance responsibilities. The environment used the platforms reconciliation and billing modules to coordinate invoice validation and spot level reconciliation across campaigns.
Operational coverage targeted internal marketing and media operations teams, embedding campaign orchestration into existing planning and finance processes. Governance was organized around workflow approvals and administrative controls to manage bookings and inventory, with process changes concentrated on media trafficking and billing orchestration. FreeWheel Strata was the core Agency Management application supporting these functions.
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Morgan & Morgan AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Chatbots and Conversational AI | AI-Powered Application |
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2025 | 2025 |
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Morgan & Morgan 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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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Online Meeting Scheduling | Collaboration |
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2019 | 2019 |
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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Morgan & Morgan CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2020 | 2020 |
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Morgan & Morgan ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Morgan & Morgan 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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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Morgan & Morgan PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2017 | 2017 |
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Morgan & Morgan 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Morgan & Morgan CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Morgan & Morgan
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Collections Manager | Manager | Finance | |
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Sr. Director, Marketing | Director | Marketing | |
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Senior Director of Web Marketing | Director | Marketing | |
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Marketing Manager | Manager | Marketing | |
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Senior Media Director | Director | Marketing | |
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Media Director | Director | Marketing | |
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Senior Salesforce Platform Administrator - Performance Tech Lead | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Senior Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Staff Salesforce Administrator - Tech Lead | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Associate Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by Morgan & Morgan Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Morgan & Morgan IT executives and key decision makers. This section highlights Morgan & Morgan's latest recorded technology evaluations, including Conduent Benefits Administration (OEM Mercer Darwin Benefits) for Benefits Administration on 2024-08-15 and Salesforce Marketing Cloud for Marketing Automation on 2024-07-17. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Morgan & Morgan digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-08-15 | Morgan & Morgan | Evaluated | Conduent | Conduent Benefits Administration (OEM Mercer Darwin Benefits) | Benefits Administration | HCM |
| 2024-07-17 | Morgan & Morgan | Evaluated | Salesforce | Salesforce Marketing Cloud | Marketing Automation | CRM |
FAQ - APPS RUN THE WORLD Morgan & Morgan Technographics
Morgan & Morgan is a Professional Services organization based in United States,
with around 1000 employees and annual revenues of $250.0 million.
Morgan & Morgan operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Workable ATS and FreeWheel Strata,
covering areas like ERP Financial, Applicant Tracking System and Agency Management.
Morgan & Morgan has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workable and FreeWheel, A Comcast Company.
Morgan & Morgan recently adopted applications including
LivePerson Conversational Cloud in 2025, CodeTwo Email Signatures in 2021 and Calendly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Morgan & Morgan’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Morgan & Morgan’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 Morgan & Morgan technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.