Santa Ana, 92702-3161, CA,
United States
OCERS (Orange County Employees Retirement System) Technographics
OCERS (Orange County Employees Retirement System) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OCERS (Orange County Employees Retirement System) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 OCERS (Orange County Employees Retirement System) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OCERS (Orange County Employees Retirement System) has purchased the following applications: Sage Intacct for ERP Financial in 2021, DocuSign eSignature for Digital Signing in 2021, Backstop CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OCERS (Orange County Employees Retirement System) is running and its propensity to invest more and deepen its relationship with Sage , DocuSign , Backstop Solutions 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 OCERS (Orange County Employees Retirement System) revenues, which have grown to $15.0 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 OCERS (Orange County Employees Retirement System) 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.
OCERS (Orange County Employees Retirement System) Tech Stack and Enterprise Applications
OCERS (Orange County Employees Retirement System) ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2021 | 2021 |
OCERS implemented Sage Intacct in 2021 as its ERP Financial application, replacing a legacy financial system. The deployment focused on standardizing core financial management functions—general ledger, accounting, and financial reporting—under the Sage Intacct ERP Financial platform to consolidate pension accounting workflows. Sage Intacct now serves as OCERS’ primary enterprise financial system of record for organization-wide accounting and reporting.
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OCERS (Orange County Employees Retirement System) 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, OCERS implemented DocuSign eSignature as a Digital Signing solution on its public website to support member-facing document execution and online signature capture. The deployment positioned DocuSign eSignature to manage web-based signing ceremonies for member services, enabling OCERS to collect electronic signatures and maintain audit-ready records for document workflows initiated through its site.
The implementation of DocuSign eSignature was executed as an embedded web signing flow and server-managed envelope processing, using standard Digital Signing capabilities such as reusable templates, signing ceremonies, signer authentication, and audit trails to structure signature workflows. Governance focused on centralizing signature policy and retention for web-captured agreements, and operational ownership was aligned to member services and records management to ensure signed artifacts were captured and retained within OCERS document processes.
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OCERS (Orange County Employees Retirement System) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Backstop Solutions | Legacy | Backstop CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, OCERS implemented Backstop CRM. The Backstop CRM deployment is surfaced on the OCERS public website to capture inbound contacts and public form submissions, providing a web front end for stakeholder intake. The implementation uses Backstop CRM as a CRM to centralize constituent records and activity histories, and the system is deployed as a cloud hosted web application integrated with site forms and contact flows. The deployment focuses on contact management, engagement tracking, and document attachments tied to constituent profiles.
Functionally the Backstop CRM configuration includes contact and account management, activity and task tracking, workflow automation for follow up, and embedded document storage, consistent with standard CRM capabilities. Operational coverage centers on client service and communications functions at OCERS, where the CRM standardizes data capture, role based access controls, and communication logging across intake channels. Governance activity is oriented to centralizing stakeholder records and enforcing consistent data fields and permissions to support auditability and controlled access. Backstop CRM is referenced on the OCERS website as the customer facing CRM and supports the organization in managing stakeholder engagement and communications.
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OCERS (Orange County Employees Retirement System) Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2011 | 2012 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Risk Management | Investment Management |
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2018 | 2018 |
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OCERS (Orange County Employees Retirement System) IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2021 | 2021 |
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OCERS (Orange County Employees Retirement System) 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at OCERS (Orange County Employees Retirement System)
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Investment Officer | CXO | Investment | ||||
| Director of Investment | Director | Investment | ||||
| Director of Investment | Director | Investment |
Apps Being Evaluated by OCERS (Orange County Employees Retirement System) Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||