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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Pregenzer Baysinger Wideman & Sale Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CARET (formerly AbacusNext) Legacy CARET Legal Legal Practice Management ERP Services and Operations n/a 2023 2023
In 2023, Pregenzer Baysinger Wideman & Sale implemented CARET Legal, deploying the Legal Practice Management application to centralize firm operations. The Albuquerque-based estate planning firm consolidated intake, case management, billing, and document workflows across roughly 11,000 matters to create a single operational platform for client matter lifecycle management. The deployment leverages CARET Analytics, Workflows and Templates to provide structured automation and standardized content. CARET Analytics is used to automate reporting and surface matter-level transparency, while Workflows and Templates standardize estate-planning documents and intake procedures, enforcing consistent matter setup and document generation across the practice. Operational coverage centers on the firm’s Albuquerque office with client service extending across the Southwest U.S. Governance was implemented through templated workflows and reporting controls that orchestrate intake through billing, and the CARET Legal configuration was applied to streamline onboarding processes. The implementation addressed frequent downtime issues and improved transparency and onboarding speed through centralized case management, standardized templates, and automated reporting.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Mailchimp Marketing Automation CRM n/a 2021 2021
Tag Management CRM 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Pregenzer Baysinger Wideman & Sale
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Pregenzer Baysinger Wideman & Sale Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pregenzer Baysinger Wideman & Sale Technographics

Pregenzer Baysinger Wideman & Sale is a Professional Services organization based in United States, with around 16 employees and annual revenues of $2.0 million.

Pregenzer Baysinger Wideman & Sale operates a diverse technology stack with applications such as CARET Legal, Microsoft 365 and Intuit Mailchimp, covering areas like Legal Practice Management, Collaboration and Marketing Automation.

Pregenzer Baysinger Wideman & Sale has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as CARET (formerly AbacusNext), Microsoft and Intuit.

Pregenzer Baysinger Wideman & Sale recently adopted applications including CARET Legal in 2023, Intuit Mailchimp in 2021 and Google Cloud Platform (GCP) in 2021, highlighting its ongoing modernization strategy.

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Our research team continuously updates Pregenzer Baysinger Wideman & Sale’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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