Sydney, 2000, NSW,
Australia
Ord Minnett Technographics
Ord Minnett Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ord Minnett and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 537 Ord Minnett employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ord Minnett has purchased the following applications: MYOB Greentree for ERP Financial in 2014, Zoom for Audio Video and Web Conferencing in 2020, Telerik Sitefinity CMS for Web Content Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ord Minnett is running and its propensity to invest more and deepen its relationship with MYOB , Zoom Video Communications , Progress Software 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 Ord Minnett revenues, which have grown to $90.0 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 Ord Minnett 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.
Ord Minnett Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MYOB | Sage 300 ERP (formerly Accpac) | MYOB Greentree | ERP Financial | ERP Financial Management | n/a | 2014 | 2015 |
Ord Minnett implemented MYOB Greentree in 2014 to consolidate core finance workflows. The deployment targeted accounts payable as the primary locus of change and was classified as ERP Financial, replacing Sage 300 ERP (formerly Accpac) for transactional finance processing.
Configuration and functional scope centered on accounts payable and accounts receivable modules, multicurrency payment processing for USD and HKD, petty cash management, and month end accounting controls. The implementation included AP journal migration, automated AP closing routines, revenue accounting entries, and completion of three bank reconciliations to meet a second day before close deadline.
The ERP migration was planned and coordinated by the finance organization, with all AP journals migrated completely and promptly during the cutover from Sage 300 ERP (formerly Accpac) to MYOB Greentree. Operational coverage extended across accounts payable, accounts receivable, intercompany transactions, interdepartment allocations, calculation of FBT and GST, and production of management reporting used for marketing and adviser cost analysis and debtor risk control, positioning MYOB Greentree as the transactional and reporting backbone for Ord Minnett's finance function in Australia.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Ord Minnett implemented Zoom for Audio Video and Web Conferencing. Zoom is embedded on their website to provide client-facing meeting access and virtual briefing capabilities. The deployment supports Ord Minnett's professional services workflows for client meetings and advisor collaboration across its Australian operations.
The implementation leverages standard Zoom capabilities including meeting hosting, webinar sessions, screen sharing, and recording, with meeting links surfaced via the corporate website. Operational coverage centers on client engagement and advisory teams while also supporting internal collaboration across corporate functions. Governance is focused on centralized control of meeting access, attendee management, and recording retention policies to align with professional services compliance and client confidentiality requirements.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2016 | 2016 |
In 2016, Ord Minnett implemented Telerik Sitefinity CMS as its Web Content Management platform to centralize web publishing for its corporate site in Australia. The deployment targeted marketing and corporate communications functions, with the application providing a unified authoring environment and page delivery framework for the public website.
Telerik Sitefinity CMS was configured to support structured content models, page templates, media management, and role based editorial workflows consistent with Web Content Management best practices. The implementation leverages Telerik Controls on the website to provide reusable UI components and dynamic widget behavior, enabling consistent presentation and interactive elements across pages.
Operational governance emphasized editorial permissions and staged publishing workflows to separate content authoring from live publishing, and the rollout concentrated on consolidating site sections under the new CMS. The deployment scope covered the corporate web estate in Australia and embedded Sitefinity as the primary Web Content Management system for Ord Minnett’s web content and digital publishing processes.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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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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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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Ord Minnett
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Ord Minnett Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||