AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Pro Energy Services Group Tech Stack and Enterprise Applications

Pro Energy Services Group ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
MetaViewer Legacy MetaViewer AP Automation ERP n/a 2020 2021
In 2020 Pro Energy Services Group implemented MetaViewer as an AP Automation solution to centralize invoice intake and approval for its accounting organization. The deployment was led by the Accounting Systems Supervisor who served as project lead and primary system approver during rollout and ongoing operations. The MetaViewer implementation delivered core AP Automation capabilities including invoice capture and routing, approval workflows, and integration points to support AP accruals and general ledger postings. The team executed a MetaViewer upgrade that introduced web access and configured Azure permissions to enable browser-based approval and role based access control across accounting users. MetaViewer was integrated with Microsoft Dynamics 365 Business Central to synchronize vendor invoices, postings, and financial coding, and the project included testing ERP modifications and customizations to ensure companywide functionality. Operational coverage focused on the AP and accounting departments, with the accounting lead involved in inventory adjustments, monitoring and resolving open purchase order issues, and validating end to end invoice to ledger flows. Governance changes included formalizing invoice approval responsibilities within MetaViewer, instituting weekly accounting checkpoints, and embedding the accounting supervisor as the primary approver and upgrade owner. The implementation increased invoice processing throughput through AP Automation and improved departmental efficiency, and the company reported a reduction in accounting headcount by two as a direct outcome.
ERP Financial ERP 2023 2023
Pro Energy Services Group 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 2020
In 2019, Pro Energy Services Group implemented Microsoft Power BI as its Analytics and BI platform. The initial deployment targeted cross-functional reporting needs within the 200 person utilities firm, with reporting use cases including timesheet analytics, revenue reporting, inventory and stock balance analysis, and finance reporting sourced from Business Central. Microsoft Power BI was configured to deliver KPI scorecards and operational dashboards built with Power BI Desktop, using DAX and Power Query for data modeling and transform logic. Functional artifacts delivered include Timesheet Reports, Revenue Report, Stock Balance Reports, finance dashboards sourced from Business Central, and embedded KPI dashboards, alongside companion low-code applications built with Power Apps such as a Timesheet App, Equipment App, and a COVID Screening App. The implementation architecture integrated Microsoft Power BI with Azure SQL Server where tables, SQL views, and stored procedures were designed to support reporting datasets, and with Microsoft Analysis Services for semantic modeling. SharePoint Lists were created and administered as data sources for Power Apps, and SQL Server Reporting Services was used to produce and modify application reports for the Power Apps. Active Directory and SharePoint based access controls were used to provision user access across the company. Governance and operational ownership included documenting requirements with stakeholders and partnering with People Insights and People Analytics on core dashboards, with a dedicated BI Developer and Analyst responsible for developing and maintaining BI solutions. The implementation included performance tuning and optimization of SQL code, validation of data integrity and accuracy in Power BI and SSRS reports, and ongoing management of Power Apps and SharePoint as part of the Analytics and BI operational stack.
Process Mining Analytics and BI 2020 2020
Pro Energy Services Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
In 2020, Pro Energy Services Group deployed Microsoft 365 to support Collaboration. The cloud hosted Microsoft 365 tenant was provisioned for the company's US operations covering approximately 200 employees, and the deployment is observable in website instrumentation indicating public facing integration points. Pro Energy Services Group uses Microsoft 365 as its Collaboration platform for enterprise communications and document management. The implementation centers on core Microsoft 365 services, including Exchange Online email, Microsoft Teams for real time communication, SharePoint Online for intranet and content management, OneDrive for file sync and Office desktop and web applications for productivity. Tenant level governance was applied, with centralized identity and access controls and mobile device management to standardize authentication and endpoint access across corporate and field users. Configuration emphasized role based provisioning, document libraries and collaboration sites to streamline team workflows and external sharing where required. The deployment architecture reflects a cloud first Collaboration approach, with the Microsoft 365 tenancy acting as the primary platform for employee productivity and external collaboration.
Pro Energy Services Group Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Enterprise Content Management Content Management 2020 2020
Pro Energy Services Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Pro Energy Services Group

First Name Last Name Title Function Department Email Phone
CFO CXO Finance
Corporate Controller Director Finance
CEO CXO Finance
Director of Operations Director Finance
Director of Strategic Operations Director Operations
Administrative Assistant Manager Operations
Accounts Payable Manager Manager Finance

Apps Being Evaluated by Pro Energy Services Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pro Energy Services Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pro Energy Services Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pro Energy Services Group Technographics
Pro Energy Services Group is a Utilities organization based in United States, with around 200 employees and annual revenues of $35.0 million.
Pro Energy Services Group operates a diverse technology stack with applications such as MetaViewer, Microsoft Power BI and Microsoft 365, covering areas like AP Automation, Analytics and BI and Collaboration.
Pro Energy Services Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as MetaViewer and Microsoft.
Pro Energy Services Group recently adopted applications including Microsoft Dynamics 365 Business Central in 2023, MetaViewer in 2020 and Microsoft Power Automate (ex Flow) in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates Pro Energy Services Group’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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