Rotork Technographics
Rotork Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rotork and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3500 Rotork employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rotork has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2021, Microsoft Dynamics 365 Human Resources for Core HR in 2019, Amex GBT Egencia for Travel Management 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 Rotork is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , ClickLearn 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 Rotork revenues, which have grown to $1.02 billion 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 Rotork 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.
Rotork Tech Stack and Enterprise Applications
Rotork ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021 Rotork implemented Microsoft Dynamics 365 for Finance and Operations as its ERP Financial platform, deploying core finance and advanced warehouse management capabilities across manufacturing and logistics operations. The implementation centered on the D365 FinOps core ledger and inventory functions together with the D365 Warehouse App to support an advanced warehousing environment and integrated inventory workflows.
Design and configuration work was driven by a subject matter expert for warehouse management who designed configuration set up and operational logic for slotting, picking, receiving and goods movement scenarios within Microsoft Dynamics 365 for Finance and Operations. The SME led the development, design and process mapping activities, and authored and executed test scripts through UAT cycles and DILT performance testing to validate warehouse and finance transaction flows.
The program worked with SI partner functional consultants to align warehouse application behavior with corporate supply chain, production, finance and engineering processes, ensuring transaction orchestration between the D365 Warehouse App and core finance and inventory modules. Operational coverage included warehouse and logistics operations with downstream touchpoints into supply chain planning, production reporting and financial posting, reflecting a cross-functional implementation footprint.
Governance emphasized documented process maps, iterative testing and structured training deliverables, using the ClickLearn Digital Adoption Platform to develop end to end training materials and provide learning support to authors across Supply Chain, Production, Finance and Engineering. Implementation activities included configuration, testing, training and rollout support, with the SME role embedded across design, UAT and performance validation phases.
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Expense Management | ERP |
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2017 | 2017 |
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Rotork HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Human Resources | Core HR | HCM | n/a | 2019 | 2019 |
In 2019, Rotork deployed Microsoft Dynamics 365 Human Resources as its Core HR system. The implementation established Microsoft Dynamics 365 Human Resources as the company’s first HRIS across Rotork’s four divisions and 90 global locations, providing a centralized platform for employee records and HR operations.
The deployment focused on master data activities and modular configuration, including extensive data cleansing, mapping, testing and migration. Functional capabilities implemented include core employee record management, structured recruitment tracking and onboarding document workflows, absence and case management for grievances and disciplinaries, and formal leave processes for parental, paternity and maternity rights.
Integrations and operational touch points were explicitly addressed, with SharePoint used for maintaining complete electronic personnel files and HireRight used for reference checking as part of the recruitment workflow. The project also established operational handoffs to global payroll teams and financial controllers for pay review and annual bonus processes, with multi-template approval mail merges used to orchestrate increases and payments.
Governance and rollout responsibilities were embedded in the HR operating model, supporting the Senior HR Operations Manager, four Heads of HR and the HR Director, and enabling recurring board-level reporting on diversity, gender pay gap, salary and benefits. Data governance, process improvement and the design and management of a global recruitment tracker were core parts of the program, ensuring Microsoft Dynamics 365 Human Resources supported both operational HR services and strategic reporting needs.
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Digital Adoption | HCM |
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2021 | 2021 |
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Payroll | HCM |
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2013 | 2013 |
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Recruiting, Applicant Tracking System | HCM |
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2021 | 2021 |
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Workforce Management | HCM |
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2016 | 2016 |
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Rotork ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| American Express Global Business Travel | Legacy | Amex GBT Egencia | Travel Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017 Rotork implemented Amex GBT Egencia as its enterprise Travel Management platform. The deployment ran alongside a global Microsoft Dynamics 365 program and addressed centralized travel booking and control for multiple Group Functions and international sites.
Amex GBT Egencia was configured to manage booking workflows and to provide transaction-level travel data into the corporate expense and project accounting fabric. The implementation was integrated with SAP Concur for expense claiming and aligned with Project Accounting in Microsoft Dynamics 365, while reporting and reconciliation workflows connected to OneStream FP&A and Sage 200.
Operational coverage included finance, project teams, HR and procurement across Rotork headquarters and distributed sites, with rollout coordinated through group level governance. Delegation of authority and approval level monitoring were enforced to control travel approvals and supplier spend. The program also supported the initiation of auditable actuals reporting and the first use of project accounting in D365, outcomes that contributed to auditors approving the 2023 actuals reporting process.
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Rotork Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Rotork SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Inventory Management | SCM |
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2020 | 2021 |
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Supply Chain Management | SCM |
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2023 | 2023 |
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Warehouse Management | SCM |
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2021 | 2021 |
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Rotork CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, Sales Engagement | CRM |
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2020 | 2021 |
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Rotork EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2017 | 2017 |
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Financial Consolidation and Close | EPM |
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2019 | 2019 |
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Rotork PLM and Engineering
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Product Lifecycle Management | PLM and Engineering |
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2018 | 2018 |
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Product Lifecycle Management | PLM and Engineering |
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2016 | 2017 |
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Rotork Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2020 | 2021 |
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Rotork 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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2017 | 2017 |
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Rotork CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Rotork
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Rotork Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||