Perpetual
Angel Place, Level 18/123 Pitt St,
Sydney, 2000, NSW,
Australia
Sydney, 2000, NSW,
Australia
61 2 9229-9000
Banking and Financial Services
Perpetual Technographics
Perpetual Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Perpetual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1789 Perpetual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Perpetual has purchased the following applications: Converga InvoiceMe for AP Automation in 2017, Workday Compensation for Compensation Management in 2017, Microsoft Power BI for Analytics and BI 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 Perpetual is running and its propensity to invest more and deepen its relationship with Converga , Microsoft , National Australia Bank 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 Perpetual revenues, which have grown to $947.0 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 Perpetual 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.
Perpetual Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Converga | Legacy | Converga InvoiceMe | AP Automation | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Perpetual implemented Converga InvoiceMe to standardize accounts payable processing. The Converga InvoiceMe deployment was scoped as an AP Automation initiative supporting invoice capture, electronic routing, and processing for finance and administrative teams across Perpetual, including support for executive offices such as the Head of Investment and the State Managing Partner for NSW.
Converga InvoiceMe was configured to provide invoice intake, automated workflow routing, exception handling, and system administration capabilities consistent with AP Automation functional patterns. The implementation emphasized invoice data capture and approval orchestration, with configuration work to align approval paths to existing corporate signoff processes and to enable administrative users to manage vendor and invoice metadata.
The solution was operated alongside Converga P2P and used in conjunction with Flexi Purchase for expense processing, reflecting an integrated appliance of Converga products in the procure to pay space. Converga InvoiceMe was used by accounts payable staff and personal assistants for invoice processing tasks, and the technical footprint emphasized interoperability between invoice processing and expense modules rather than broad ERP replatforming.
Operational governance centered on system administration and workflow ownership within finance, with administrative users responsible for day to day invoice processing, room booking and reporting activities that surfaced from executive support functions. Process changes focused on formalizing invoice intake and approval workflows through Converga InvoiceMe, while ongoing administration and exception handling remained key operational responsibilities for Perpetual staff.
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ERP Financial | ERP Financial Management |
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2020 | 2020 |
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Expense Management | ERP Financial Management |
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2017 | 2017 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Compensation | Compensation Management | HCM | n/a | 2017 | 2017 |
Perpetual selected and deployed Workday Compensation in 2017 to replace legacy people systems as part of a broader move to Workday’s suite; the engagement centers on Compensation Management and builds on an already standardized Core HCM deployment. The new application was implemented as an integrated component of Perpetual’s Workday environment, consolidating compensation data with Time and Attendance and Learning modules to create a unified source of people data and support board‑level and Remuneration Committee reporting. Deployment targeted Perpetual’s global footprint (Australia, Singapore, Hong Kong, the UK, the US and Europe) and was structured to enable acquisition integration and scale the HR model for international expansion. Using Workday’s SaaS model and regular releases, the implementation emphasized robust security, always‑on analytics and reduced manual data work; stated operational outcomes include streamlined and automated HR processes, exponentially improved employee self‑service and payslip access, enhanced confidence in people data for evidence‑based decision making, and freed HR capacity to focus on strategic priorities such as tracking variable pay and talent analytics.
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Core HR | HCM |
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2017 | 2017 |
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Employee Recognition and Rewards Management | HCM |
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2020 | 2020 |
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Employee Recognition and Rewards Management | HCM |
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2017 | 2017 |
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Learning and Development | HCM |
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2018 | 2018 |
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Payroll | HCM |
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2014 | 2014 |
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Payroll | HCM |
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2014 | 2014 |
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Performance and Goal Management | HCM |
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2017 | 2017 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Time and Attendance | HCM |
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2017 | 2017 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019 Perpetual implemented Microsoft Power BI to strengthen enterprise reporting and analytics across customer experience and operational functions. The Microsoft Power BI deployment was positioned in the Analytics and BI category and targeted customer experience teams, the PCS function, the call centre and executive board reporting within Perpetual's Australian operations.
Implementation work focused on constructing dashboards and ad-hoc reports from the ground up, including the PCS Dashboard built in Microsoft Power BI. The engagement included redesign of the customer feedback survey to surface higher quality feedback data, development of training and procedure documentation, and delivery of workshops and training sessions to build self-service reporting capabilities and standardize report production.
The implementation supported cross-project data needs, notably contributing reporting and data management for COVID early release payments and Project Dice, and providing analytics support to the Sonata Digital online investor portal rollout. Reporting assets and dashboards drew on enterprise customer and operational datasets, with oversight of critical data elements during the investor portal implementation and post-go-live enhancements.
Governance and delivery processes were structured around agile practices, with user acceptance testing expanding into full project participation, requirements gathering, authoring user stories in Jira and routine sprint activities such as daily stand-ups, sprint planning and retrospectives. The program established a liaison function between technical and business teams, and applied change management practices in the call centre to align operational workflows to new reporting outputs.
Outcomes called out in project records include enhanced overall reporting capabilities using Microsoft Power BI, simplified board reporting, empowerment of leadership to make more informed data-driven decisions and improved quality of feedback data for business change. The work continued into prioritisation and delivery of post-go-live enhancements, with analytics changes communicated up to executive management as required.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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PBX, VoiP and Phone Systems | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2015 | 2015 |
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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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2016 | 2016 |
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Customer Support | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2023 | 2023 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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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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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Perpetual
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Perpetual Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Perpetual IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Perpetual digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Perpetual Technographics
Perpetual is a Banking and Financial Services organization based in Australia,
with around 1789 employees and annual revenues of $947.0 million.
Perpetual operates a diverse technology stack with applications such as
Converga InvoiceMe, Workday Compensation and Microsoft Power BI,
covering areas like AP Automation, Compensation Management and Analytics and BI.
Perpetual has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Converga, Workday and Microsoft.
Perpetual recently adopted applications including
Bubble Platform in 2023, DocuSign eSignature in 2021 and Microsoft Dynamics 365 for Finance and Operations in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Perpetual’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Perpetual’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Perpetual technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.