Policy Services
Oracle Campus,
Linlithgow, EH49 7BF,
United Kingdom
Linlithgow, EH49 7BF,
United Kingdom
44 34 5450-7806
Banking and Financial Services
Policy Services Technographics
Policy Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Policy Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Policy Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Policy Services has purchased the following applications: Zendesk Service for Customer Support in 2018, Atlassian Jira Service Desk for IT Service Management in 2020, SparkPost for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Policy Services is running and its propensity to invest more and deepen its relationship with Zendesk , Atlassian , Bird 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 Policy Services revenues, which have grown to $5.0 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 Policy Services 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.
Policy Services Tech Stack and Enterprise Applications
Policy Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2018 | 2018 |
In 2018, Policy Services implemented Zendesk Service on its website to support customer interactions. The deployment positions Zendesk Service as the primary Customer Support platform for the company, aligning support operations with a centralized ticketing workflow.
The implementation centers on web‑facing capture and structured ticket management, using a website widget to ingest customer inquiries and route them into Zendesk Service for triage. Common Customer Support capabilities were configured to match a small business operational model, including ticket forms, priority tagging, assignment rules, macros and automated triggers to streamline agent handling and escalation.
Operational coverage is focused on the customer service function within Policy Services, supporting inbound web and email channels and consolidating case records in Zendesk Service. The deployment architecture integrates the website front end with Zendesk Service via the web widget and standard API surface, enabling a single pane of visibility for support agents across customer interactions.
Governance was implemented through defined support workflows, role based access for agents, and configured SLA policies and reporting to manage response commitments. The rollout emphasizes ongoing configuration of business rules and incremental refinement of ticket routing and automation to match the companys customer support processes.
|
Policy Services ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2020 | 2020 |
In 2020, Policy Services implemented Atlassian Jira Service Desk as an IT Service Management solution. The application is used on their public website to provide a customer portal and web-based issue intake for policy-related inquiries and support requests, exposing ticket submission and status tracking to external customers.
The deployment concentrates on core Atlassian Jira Service Desk capabilities, with configured request types, customer-facing queues, SLA management and automation rules to route and prioritize work. Configuration aligns the IT Service Management instance to both external client workflows and internal service desk processes, enabling structured ticket lifecycle management and role-based task assignment.
Governance and operational control reflect a compact administrative model appropriate for a 50 person firm, with centralized administration of request schemas, queue definitions and service level policies. Policy Services implemented Atlassian Jira Service Desk as its IT Service Management platform to support customer support and internal service operations.
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Policy Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bird | Legacy | SparkPost | Transactional Email | PaaS | n/a | 2016 | 2016 |
In 2016, Policy Services implemented SparkPost to support website-driven messaging. The SparkPost deployment functions as the Transactional Email layer for the company and is used to orchestrate website-triggered customer communications, including account confirmations and policy notifications.
The implementation focused on API and SMTP relay integration between the website back-end and SparkPost, with centralized template management for dynamic content generation and suppression list handling. Configuration work included domain authentication using SPF and DKIM and the use of event webhooks to capture delivery, bounce, and engagement events into application workflows.
Operational coverage centered on the company website and customer communications workflows, impacting customer service and operations teams that manage transactional message content and delivery policies. Monitoring and deliverability oversight were handled via SparkPost’s event streams and reporting, enabling visibility into message disposition and suppression state across the sending domain.
Governance was organized around centralized template ownership, sending domain controls, and webhook-driven event handling to feed internal ticketing or notification processes. The implementation of SparkPost established a platform-level Transactional Email capability for Policy Services, integrating message generation with website triggers and operational processes.
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Policy Services IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Archive as a Service (AaaS) | IaaS |
|
2019 | 2019 |
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Policy Services CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Policy Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Policy Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Policy Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Policy Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Policy Services Technographics
Policy Services is a Banking and Financial Services organization based in United Kingdom,
with around 50 employees and annual revenues of $5.0 million.
Policy Services operates a diverse technology stack with applications such as
Zendesk Service, Atlassian Jira Service Desk and SparkPost,
covering areas like Customer Support, IT Service Management and Transactional Email.
Policy Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zendesk, Atlassian and Bird.
Policy Services recently adopted applications including
Atlassian Jira Service Desk in 2020, Druva NAS in 2019 and Zendesk Service in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Policy Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Policy Services’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 Policy Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.