Horsham, 19044, PA,
United States
Penn Mutual Technographics
Penn Mutual Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Penn Mutual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3200 Penn Mutual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Penn Mutual has purchased the following applications: Workday Financial Management for ERP Financial in 2022, Workday Absence Management for Absence and Leave Management in 2023, IBM Netezza Data Warehouse for Data Warehouse in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Penn Mutual is running and its propensity to invest more and deepen its relationship with Workday , IBM , Crafter CMS 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 Penn Mutual revenues, which have grown to $5.30 billion 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 Penn Mutual 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.
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.
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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.
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Benefits Administration | HCM |
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2023 | 2023 |
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Compensation Management | HCM |
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2023 | 2023 |
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Core HR | HCM |
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2023 | 2023 |
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Payroll | HCM |
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2023 | 2023 |
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Performance and Goal Management | HCM |
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2023 | 2023 |
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Recruiting, Applicant Tracking System | HCM |
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2023 | 2023 |
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Succession and Leadership Planning | HCM |
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2023 | 2023 |
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Time and Attendance | HCM |
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2023 | 2023 |
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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.
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Penn Mutual Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2020 | 2021 |
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Penn Mutual eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2019 | 2019 |
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Penn Mutual CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Penn Mutual ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Penn Mutual PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Penn Mutual 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Data Warehouse Appliance | IaaS |
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2019 | 2019 |
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Penn Mutual 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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2011 | 2011 |
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Penn Mutual Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Penn Mutual
Apps Being Evaluated by Penn Mutual Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||