AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Penn Mutual Tech Stack and Enterprise Applications

Penn Mutual ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Financial Management ERP Financial ERP n/a 2022 2023
In 2022, Penn Mutual implemented Workday Financial Management, adopting Workday Financial Management as its ERP Financial application to centralize core finance functions across the enterprise. The implementation targeted the company finance organization including corporate accounting, treasury operations, financial planning and analysis, and statutory reporting teams, aligning the system footprint with Penn Mutual’s enterprise finance responsibilities. Configuration emphasized core financial modules and controls common to ERP Financial deployments, including general ledger configuration, accounts payable and accounts receivable processing, cash management, fixed assets accounting, and consolidated financial reporting. Implementation workstreams focused on chart of accounts standardization, accounting rule sets, period close orchestration, and automation of recurring journal processing to establish consistent ledgers and audit trails. The deployment was structured to support end to end financial workflows and internal integrations typical for an insurer scale organization, concentrating on ledger centric data flows and standardized reporting output for internal and statutory stakeholders. Role based security and transaction level controls were configured to segregate duties across accounting, treasury, and FP&A domains while enabling centralized financial data models. Governance changes accompanied the rollout, with finance process owners assigned for month end close, reconciliation ownership, and change control over accounting configurations. Operational rollout planning emphasized phased module activation and controlled cutover windows to establish steady state financial operations under Workday Financial Management, consistent with ERP Financial implementation practices.
Penn Mutual HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Absence Management Absence and Leave Management HCM n/a 2023 2023
In 2023 Penn Mutual implemented Workday Absence Management to address enterprise absence tracking and leave administration within its Absence and Leave Management program. The deployment was executed as part of a broader Workday HCM footprint that included Benefits, Payroll, Recruiting, Time Tracking, and Talent Management and positioned Workday Absence Management to integrate with those HR processes. The implementation included functional HCM configuration work such as staffing models, jobs and positions, advanced compensation rules, defining business processes and security groups, and customized report generation. Configuration activities specifically referenced Time and attendance and absence management workflows, Advanced Compensation eligibility rules, and creation of Enterprise Interface Builder artifacts for data exchange. Data conversion activities documented in the program included extraction and transformation from PeopleSoft HCM for HR, payroll, base benefits, benefits administration, and time and labor to populate Workday modules. Integrations and operational coverage focused on payroll and benefits data movement, time tracking feeds, and Workforce Data Manager administration, including configuration of clock communications on DCM and WDM. The implementation provided production support channels into Corporate HR and involved ad-hoc reporting, workflow administration, and ongoing support for Time and attendance and absence management business processes. Workday Absence Management was restated in run books and support documentation to ensure continuity between absence processes and downstream payroll and benefits integrations. Governance activities emphasized requirement analysis, data privacy and data validation, testing of business processes and integrations, hyper care after go live, and documentation artifacts such as workflow diagrams, activity diagrams, sequence diagrams, and entity relationship diagrams. The project narrative ties Penn Mutual, Workday Absence Management, Absence and Leave Management and HR operations into a coordinated implementation effort supported by functional configuration, integration engineering, data conversion, and production support.
Benefits Administration HCM 2023 2023
Compensation Management HCM 2023 2023
Core HR HCM 2023 2023
Payroll HCM 2023 2023
Performance and Goal Management HCM 2023 2023
Recruiting, Applicant Tracking System HCM 2023 2023
Succession and Leadership Planning HCM 2023 2023
Time and Attendance HCM 2023 2023
Penn Mutual Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IBM Legacy IBM Netezza Data Warehouse Data Warehouse Analytics and BI n/a 2019 2019
In 2019, Penn Mutual implemented IBM Netezza Data Warehouse. Penn Mutual's IBM Netezza Data Warehouse functions as the enterprise Data Warehouse supporting actuarial, underwriting and finance analytics across the organization. Deployment aligned with appliance oriented, massively parallel processing architecture to handle analytic query concurrency and large scale data volumes typical for insurance data. Configuration work concentrated on structured ingestion pipelines, transformation and cleansing workflows, and the creation of subject area data marts to support reporting and actuarial model execution. Integrations concentrated on consolidating feeds from policy administration, billing and distribution systems and on serving cleansed datasets to business intelligence and reporting layers. Operational coverage included corporate actuarial, finance, underwriting and distribution analytics teams, centralizing historical policy, transaction and financial data for cross functional analysis. Governance focused on ETL orchestration, role based access controls and audit logging to support regulated reporting and model reproducibility, with standardized ingestion and data stewardship processes. The IBM Netezza Data Warehouse implementation at Penn Mutual emphasizes centralized data management and analytical readiness for insurance business functions.
Penn Mutual Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2020 2021
Penn Mutual eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2019 2019
Penn Mutual CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2020 2020
Customer Experience CRM 2020 2020
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2019 2019
Penn Mutual ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
Penn Mutual PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Transactional Email PaaS 2019 2019
Penn Mutual IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2019 2019
Data Warehouse Appliance IaaS 2019 2019
Penn Mutual CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2011 2011
Penn Mutual Professional Services
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Professional Services Professional Services 2015 2015

IT Decision Makers and Key Stakeholders at Penn Mutual

First Name Last Name Title Function Department Email Phone
VP of Solutions Delivery and Chief Technology Officer CXO IT
SVP of Service Operations and Chief Information Officer CXO IT
Assistant Vice President, Software Architecture VP IT
AVP Data Architecture & Management VP IT
Chief Human Resources Officer CXO HR
Benefits Director Director HR
Director, Compensation & HRIS Director HR
Vice President, Total Rewards VP HR
Director, Payroll & HRIS Director HR
Talent & HR Operations Manager Manager HR

Apps Being Evaluated by Penn Mutual Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Penn Mutual IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Penn Mutual digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Penn Mutual Technographics
Penn Mutual is a Insurance organization based in United States, with around 3200 employees and annual revenues of $5.30 billion.
Penn Mutual operates a diverse technology stack with applications such as Workday Financial Management, Workday Absence Management and IBM Netezza Data Warehouse, covering areas like ERP Financial, Absence and Leave Management and Data Warehouse.
Penn Mutual has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Workday and IBM.
Penn Mutual recently adopted applications including Workday Absence Management in 2023, Workday Benefits in 2023 and Workday Compensation in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Penn Mutual’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Penn Mutual’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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