PlanSource
122 W Pine St. Ste 203,
Orlando, 32801, FL,
United States
Orlando, 32801, FL,
United States
1 877-549-8549
Professional Services
PlanSource Technographics
PlanSource Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PlanSource and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 PlanSource employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PlanSource has purchased the following applications: UKG Pro HCM (ex UltiPro HCM) for Core HR in 2020, Drift AI Chatbot for Chatbots and Conversational AI in 2018, GoDaddy Webmail for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PlanSource is running and its propensity to invest more and deepen its relationship with UKG , Drift , GoDaddy 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 PlanSource revenues, which have grown to $29.0 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 PlanSource 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.
PlanSource Tech Stack and Enterprise Applications
PlanSource HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2020 | 2020 |
In 2020, PlanSource deployed UKG Pro HCM (ex UltiPro HCM) as its Core HR platform. The implementation centralized employee records, position and job data, benefits administration, and HRIS functions that align with standard Core HR capabilities for a 150 employee professional services firm in the United States. UKG Pro HCM is provisioned for employee self-service and administrative access via PlanSource's public-facing employee portal on their website. The cloud-delivered architecture was configured to support configurable HR workflows, role-based access controls, and employee lifecycle management modules typical of Core HR implementations. Operational ownership sits with HR and People operations, with managers using self-service approval flows and HR maintaining configuration and governance of workforce data and benefits enrollment.
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PlanSource AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, PlanSource implemented Drift AI Chatbot on its public website. The deployment uses the Drift AI Chatbot as an embedded conversational layer to engage visitors in real time, providing automated responses, intent capture, and initial qualification workflows. This implementation falls within the Chatbots and Conversational AI category and addresses web engagement and self-service interaction patterns.
Configuration emphasized conversational playbooks, scripted qualification flows, and escalation paths to human agents, with response logic and content templates managed through the Drift interface. Operational ownership is positioned primarily with marketing and sales for lead capture and routing, with customer success leveraging the chat channel for inbound triage. Governance work included defining qualification criteria, standard response templates, and handoff procedures to maintain consistent conversational behavior across the website.
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PlanSource Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, PlanSource implemented GoDaddy Webmail as its Collaboration solution for corporate email and messaging. PlanSource uses GoDaddy Webmail on their website to provide employee mailboxes and web based access to corporate email.
The deployment is a cloud hosted GoDaddy Webmail configuration tied to the company domain managed through GoDaddy DNS and the vendor administration console. Functional capabilities implemented include webmail interface for inbox and folder management, mailbox provisioning and administration, calendar and contact management consistent with standard webmail offerings, and support for SMTP and IMAP access for external mail clients.
Operational coverage spans PlanSource internal communications across its United States operations and approximately 150 employees, with mailbox lifecycle and access controls managed through the GoDaddy admin portal. Governance is centralized in the vendor console, with administrative user provisioning and domain record management performed through GoDaddy as the vendor, aligning email account creation and deprovisioning with corporate user management processes.
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PlanSource CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2022 | 2022 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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PlanSource 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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PlanSource Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Sourcing | Procurement |
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2018 | 2018 |
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PlanSource 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at PlanSource
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by PlanSource Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PlanSource IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PlanSource digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD PlanSource Technographics
PlanSource is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $29.0 million.
PlanSource operates a diverse technology stack with applications such as
UKG Pro HCM (ex UltiPro HCM), Drift AI Chatbot and GoDaddy Webmail,
covering areas like Core HR, Chatbots and Conversational AI and Collaboration.
PlanSource has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, Drift and GoDaddy.
PlanSource recently adopted applications including
6sense Account Engagement Platform in 2022, Amazon EC2 in 2022 and Amazon CloudFront in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PlanSource’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PlanSource’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 PlanSource technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.