Galashiels, TD1 3RS,
United Kingdom
Panton Mcleod Technographics
Panton Mcleod Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Panton Mcleod and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8 Panton Mcleod employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Panton Mcleod has purchased the following applications: Easy Insight for Analytics and BI in 2013, Microsoft 365 for Collaboration in 2019, Constant Contact Email Marketing for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Panton Mcleod is running and its propensity to invest more and deepen its relationship with Easy Insight , Microsoft , Constant Contact 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 Panton Mcleod revenues, which have grown to $1.0 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 Panton Mcleod 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.
Panton Mcleod Tech Stack and Enterprise Applications
Panton Mcleod Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Easy Insight | Legacy | Easy Insight | Analytics and BI | Analytics and BI | n/a | 2013 | 2013 |
In 2013, Panton Mcleod implemented Easy Insight. The deployment used Easy Insight in the Analytics and BI category to report on Highrise CRM and to consolidate in-house sales and cashflow data for the UK water-services company.
The implementation centered on delivering operational dashboards and scheduled reporting, with configuration focused on CRM-to-sales performance views and cashflow forecasting tables. Easy Insight was configured to provide daily, weekly, and monthly cashflow forecasting alongside sales pipeline visibility, leveraging standard Analytics and BI capabilities such as interactive dashboards, scheduled exports, and aggregated reporting views.
Integrations included direct reporting from Highrise CRM and ingestion of internal sales and cashflow datasets, providing a single reporting layer for sales and finance functions. Operational coverage emphasized the companys sales and finance/reporting workflows, aligning reporting cadence across those business functions within the United Kingdom.
Governance included establishing recurring reporting cadences to support forecasting cycles and confidence in financial projections. After deployment the case study documents improved sales performance visibility and faster, more confident forecasting and reporting using Easy Insight.
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Panton Mcleod Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Panton Mcleod implemented Microsoft 365 as its primary Collaboration platform. The deployment is presented as a cloud-first Microsoft 365 tenant referenced on the company website, indicating organization-wide adoption rather than an isolated tool.
The implementation centers on standard Microsoft 365 capabilities, including hosted email and calendaring, cloud file storage and synchronization, and real-time collaboration and meetings. Microsoft 365 is used to provide document management and team communication functions typical of the Collaboration category, leveraging SharePoint and OneDrive for content, Microsoft Teams for messaging and meetings, and Exchange Online for mail flows.
Operational coverage extends across the firm’s workforce in the United Kingdom, supporting core business functions such as internal communications, client correspondence, and document collaboration for a small utilities firm with eight employees. Administrative configuration appears aligned to a small-organization governance model with centralized tenant administration, user provisioning, and permission controls consistent with a compact Collaboration deployment.
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Panton Mcleod CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021 Panton Mcleod implemented Constant Contact Email Marketing on their website, deploying Constant Contact Email Marketing to manage customer communications and subscriber capture. The deployment is categorized under Marketing Automation and is focused on web-embedded email workflows and list management tied directly to the company website.
Configuration emphasizes standard Marketing Automation capabilities such as hosted email templates, campaign scheduling, subscriber list management and signup form embedding, with basic analytics for delivery and engagement. Operational coverage is concentrated within the small marketing and operations function given the company size, with the implementation oriented around website-based lead capture and ongoing email campaign orchestration.
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Sales Automation | CRM |
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2016 | 2016 |
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Panton Mcleod 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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Panton Mcleod
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Panton Mcleod Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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