AI Buyer Insights:

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

Portfolio Solutions Group
Location
155 N Michigan Ave #201,
Chicago, 60601, IL,
United States
Website
https://www.askpsg.com/
Phone
1 312-279-5350
Artw industry
Construction and Real Estate
Employee
Revenue

Portfolio Solutions Group Technographics

Portfolio Solutions Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Portfolio Solutions Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Portfolio Solutions Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Portfolio Solutions Group has purchased the following applications: Harbor Flex for Lease Management in 2012, Microsoft 365 for Collaboration in 2017, Automattic Jetpack CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Portfolio Solutions Group is running and its propensity to invest more and deepen its relationship with Lease Harbor , Visual Lease , Microsoft 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 Portfolio Solutions Group revenues, which have grown to $10.0 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 Portfolio Solutions Group 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.

Portfolio Solutions Group Tech Stack and Enterprise Applications

Portfolio Solutions Group ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Lease Harbor Legacy Harbor Flex Lease Management ERP Services and Operations n/a 2012 2012
In 2012 Portfolio Solutions Group implemented Harbor Flex as its Lease Management application to centralize lease administration and contract data. Harbor Flex is used to support visual lease reviews and to serve as the system of record for lease abstracts, schedules, and obligation tracking. The deployment configures Harbor Flex to handle OPEX reconciliations and real estate tax reconciliations, implementing workflows for review cycles, invoice matching, and lease lifecycle tracking. Operational ownership resides with the companys real estate and finance functions, where governance formalized review and approval processes and role based access to lease records. Harbor Flex Lease Management supports standardized documentation for lease amendments and audit ready recordkeeping across Portfolio Solutions Group.
Lease Management ERP Services and Operations 2016 2016
Portfolio Solutions Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Portfolio Solutions Group implemented Microsoft 365 to provide cloud-based productivity and communication services. The implementation is categorized as Collaboration and the company’s public website indicates an active Microsoft 365 tenant supporting its email and cloud productivity footprint. The deployment aligns with standard Collaboration functional modules, including Exchange Online for email, SharePoint Online and OneDrive for document management and file sync, and Microsoft Teams for real-time chat and meetings. Operational scope covers project teams, office administration, and client communications across the construction and real estate business, sized to the firm’s approximate 50 employees, with tenant-level administration, user provisioning, and domain verification tied to the corporate web presence. Governance is oriented around centralized admin controls and cloud identity management, reflecting common configuration and security patterns for small professional services firms using Microsoft 365.
Portfolio Solutions Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2017 2017
In 2017, Portfolio Solutions Group implemented Automattic Jetpack CRM on their website. The deployment positions Automattic Jetpack CRM as the primary CRM for contact capture, client records, and lead handling across its construction and real estate business functions. The implementation focused on core CRM modules such as contact and company records, web-based lead capture forms embedded on askpsg.com, a configurable sales pipeline for tracking opportunities, and activity logging for calls and notes. Automattic Jetpack CRM was configured with custom fields and segment tagging to align project-level contacts with construction and real estate workflows. For a company of approximately 50 employees, configuration emphasized lightweight administration and bulk data import of existing contacts. Operationally the Automattic Jetpack CRM instance supports sales, client services, and project coordination teams through the website interface. Governance included administrative user roles, controlled data imports, and templated forms to standardize lead capture and contact hygiene. The implementation scope is limited to the company website and internal teams, providing CRM functionality without reported integrations to external enterprise systems.
Marketing Analytics CRM 2014 2014
Portfolio Solutions Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Portfolio Solutions Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Portfolio Solutions Group

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Portfolio Solutions Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Portfolio Solutions Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Portfolio Solutions Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Portfolio Solutions Group Technographics
Portfolio Solutions Group is a Construction and Real Estate organization based in United States, with around 50 employees and annual revenues of $10.0 million.
Portfolio Solutions Group operates a diverse technology stack with applications such as Harbor Flex, Microsoft 365 and Automattic Jetpack CRM, covering areas like Lease Management, Collaboration and CRM.
Portfolio Solutions Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Lease Harbor, Microsoft and Automattic.
Portfolio Solutions Group recently adopted applications including GoDaddy in 2021, Mimecast Email Security in 2019 and Microsoft 365 in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Portfolio Solutions Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Portfolio Solutions Group’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 Portfolio Solutions Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.