Armidale, 2350, NSW,
Australia
Roberts & Morrow Technographics
Roberts & Morrow Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Roberts & Morrow and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 160 Roberts & Morrow employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Roberts & Morrow has purchased the following applications: Apxium Collect for AP Automation in 2020, Microsoft 365 for Collaboration in 2016, Intuit Mailchimp for Marketing Automation 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 Roberts & Morrow is running and its propensity to invest more and deepen its relationship with Apxium , Xero , 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 Roberts & Morrow revenues, which have grown to $13.0 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 Roberts & Morrow 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.
Roberts & Morrow Tech Stack and Enterprise Applications
Roberts & Morrow ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Apxium | Legacy | Apxium Collect | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, Roberts & Morrow implemented Apxium Collect for AP Automation within its finance function. The deployment is surfaced on the company website to support invoice intake and supplier interactions, indicating a web accessible collection point tied to accounts payable operations.
Apxium Collect was configured to provide core AP Automation capabilities such as invoice capture, optical character recognition based data extraction, automated invoice routing and approval workflows, and exception management. Configuration emphasized small to mid market finance controls, with role based approvals and electronic audit trails expected to align with banking and financial services compliance requirements. The full application name Apxium Collect is referenced as the primary application handling these AP workflows.
The implementation scope centers on the accounts payable team and finance operations at Roberts & Morrow, supporting supplier onboarding and invoice intake processes through a public facing touchpoint. No specific back office integration vendors are documented in the source, however typical integration points for AP Automation include connectivity to the general ledger, payment initiation systems, and supplier master data. The website exposure suggests the deployment includes a supplier facing intake or portal component.
Governance activity focused on workflow standardization and approval matrixing to enforce control and auditability across invoice processing, with configuration expected to support segregation of duties and retained audit logs. Rollout timing beyond 2020, costs, named integrations, and measurable outcomes were not provided in the source.
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ERP Financial | ERP |
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2016 | 2016 |
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Roberts & Morrow Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Roberts & Morrow implemented Microsoft 365 as its Collaboration platform. The implementation is visible on the corporate website, indicating a tenant-level presence tied to the firm’s external facing infrastructure.
Deployment focuses on standard Microsoft 365 Collaboration capabilities, including hosted email, team chat and meeting functionality, cloud file storage and synchronization, and Office productivity suites. Microsoft 365 is used to provide centralized document management, shared team workspaces, and client-facing communications consistent with collaboration category workflows.
Their public site references Microsoft 365, which signals integration of the Microsoft 365 tenant with corporate communication channels and document access points. Operational coverage spans core business functions such as client services, advisory teams, and internal operations across the firm’s Australia-based offices, enabling cross-department collaboration and file sharing.
Governance is organized around tenant-level administration with role-based access controls and standard collaboration governance patterns, aligning user provisioning, mailbox and site ownership, and document sharing policies. The implementation reflects a typical Microsoft 365 Collaboration posture for midsize financial services firms, emphasizing centralized administration and controlled information sharing.
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Collaboration | Collaboration |
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2018 | 2018 |
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Roberts & Morrow CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Roberts & Morrow implemented Intuit Mailchimp for Marketing Automation. The deployment is focused on website integration, with Intuit Mailchimp used to host audience lists, manage subscription forms embedded on rm.net.au, and orchestrate template driven email campaigns and campaign analytics. Configuration emphasized audience segmentation, campaign builder workflows, automated sends, and reporting modules consistent with Marketing Automation functional patterns. The implementation is scoped to the corporate marketing function in Australia and supports customer and prospect engagement on the public website.
Integrations are centered on the company website where Intuit Mailchimp captures opt in subscriptions and delivers campaign messaging. Operational ownership is with the marketing team, with governance practices inferred to include centrally managed templates and compliance oriented subscription handling consistent with email marketing controls. Intuit Mailchimp is restated as the primary Marketing Automation application managing audience management, campaign execution, and basic analytics for Roberts & Morrow.
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Roberts & Morrow ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2024 | 2024 |
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Roberts & Morrow PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Roberts & Morrow 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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2016 | 2016 |
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Roberts & Morrow CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Roberts & Morrow
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Roberts & Morrow Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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