OCC
125 S Franklin St,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-322-6200
Banking and Financial Services
OCC Technographics
OCC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OCC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2100 OCC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OCC has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2017, Workday Recruiting for Recruiting, Applicant Tracking System in 2019, AppWorx Workload Automation for Business Process Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OCC is running and its propensity to invest more and deepen its relationship with Oracle , Workday , Broadcom 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 OCC revenues, which have grown to $451.0 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 OCC 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.
OCC Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2017 | 2018 |
In 2017, OCC implemented Oracle Cloud ERP, deploying Oracle Fusion Cloud Accounting software to establish ERP Financial capabilities within its finance organization. OCC is a United States banking and financial services firm with approximately 2,100 employees and $451,000,000 in revenue, and the implementation targeted core accounting and financial management functions.
The implementation centered on configuring core financial modules typical of ERP Financial deployments, including general ledger, accounts payable, accounts receivable, and financial close orchestration. Project activities included system configuration to align chart of accounts and accounting rules with OCC’s internal workflows, setup of period close processes, and configuration of role based access controls to support finance compliance and auditability.
Operational delivery included a structured testing program, and the team led user acceptance testing for Oracle R12, R13, and R19A updates to Oracle Fusion Cloud Accounting. Testing work covered functional validation, regression testing of accounting flows, and coordination of update windows to minimize disruption to month end and quarter end close cycles.
Governance emphasis concentrated on release management and change control within the finance organization, embedding formal sign off for configuration changes and update deployments. Oracle Cloud ERP supported the accounting and finance business functions across OCC’s US operations, with the implementation documented and operated under defined finance process ownership and testing governance.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Recruiting | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019, OCC implemented Workday Recruiting. Workday Recruiting in the Recruiting,Applicant Tracking System category is deployed on OCC's public careers site and delivered through Workday's cloud careers domain to handle job postings and candidate intake on theocc.wd5.myworkdayjobs.com.
The implementation uses standard cloud SaaS architecture and configures core recruiting capabilities including job requisition management, application submission, candidate tracking, interview scheduling and offer management to support OCC's talent acquisition and HR recruiting teams. Configuration centralizes job posting publication and applicant data capture on the public careers site, with role based access and recruiting workflows set up for recruiters and hiring managers inside Workday Recruiting.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Broadcom | Legacy | AppWorx Workload Automation | Business Process Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, OCC deployed AppWorx Workload Automation from Broadcom as its Business Process Management platform to centralize job scheduling and orchestration for BI, analytics, and data engineering workloads. The implementation targeted a multi-environment architecture, operating primarily on-premise with connectivity to an AWS test environment to support cloud integration pilots and environment synchronization across Dev, UAT, Pre-Prod and Production.
The implementation focused on core workload automation capabilities typical of Business Process Management, including event based and dynamic scheduling, job chaining, and automated backup and recovery orchestration. AppWorx Workload Automation was configured to handle scheduling for Tableau Server and Alteryx Server workflows, to drive extract refreshes and workflow runs, and to support Python driven tasks executed through TabPy and Alteryx Python environments.
Operational integrations and tooling were aligned with OCCs existing platform stack, including coordination with ServiceNow for change requests and release windows, CyberArk for automated credential management, SailPoint for group and AD synchronization, Jenkins and Artifactory for Python library distribution, and DB2 as a data source. The workload automation layer was used to orchestrate cross system workflows that touched Tableau, Alteryx, TabPy, and ancillary monitoring and DevOps tools, maintaining environment parity and scheduling consistency.
Governance for the AppWorx deployment was embedded in IT runbooks and release procedures, with change control executed through ServiceNow and daily application health checks as part of operational cadence. Runbooks covered scheduling governance, backup and disaster recovery alignment with production, site and user synchronization across environments, and incident and problem management workflows tied to the BI and platform operations teams.
The deployment placed workload orchestration under the purview of OCCs BI and IT operations groups, supporting server administration, performance troubleshooting, and automated task execution across analytics and data pipelines. AppWorx Workload Automation was referenced as the central Business Process Management control point for scheduling and operational orchestration across OCCs analytics and data infrastructure.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
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Collaboration | Collaboration |
|
2007 | 2007 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Digital Signing | Content Management |
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2022 | 2022 |
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Web Content Management | Content Management |
|
2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Customer Experience | CRM |
|
2020 | 2020 |
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Marketing Automation | CRM |
|
2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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IT Service Management | ITSM |
|
2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Risk Management | Investment Management |
|
2022 | 2023 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Critical Event Management | TRM |
|
2021 | 2021 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Transactional Email | PaaS |
|
2020 | 2020 |
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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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2023 | 2023 |
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Archive as a Service (AaaS) | IaaS |
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2007 | 2007 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
|
2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at OCC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by OCC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OCC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OCC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD OCC Technographics
OCC is a Banking and Financial Services organization based in United States,
with around 2100 employees and annual revenues of $451.0 million.
OCC operates a diverse technology stack with applications such as
Oracle Cloud ERP, Workday Recruiting and AppWorx Workload Automation,
covering areas like ERP Financial, Recruiting, Applicant Tracking System and Business Process Management.
OCC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workday and Broadcom.
OCC recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and DocuSign eSignature in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OCC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OCC’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 OCC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.