Risk Strategies
160 Federal St 4th Floor,
Boston, 02110, MA,
United States
Boston, 02110, MA,
United States
1 617-330-5700
Insurance
Risk Strategies Technographics
Risk Strategies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Risk Strategies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 Risk Strategies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Risk Strategies has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2019, Workday Absence Management for Absence and Leave Management in 2022, Slack Connect for Collaboration in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Risk Strategies is running and its propensity to invest more and deepen its relationship with Microsoft , Workday , Sterling Talent Solutions 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 Risk Strategies revenues, which have grown to $1.50 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 Risk Strategies 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.
Risk Strategies Tech Stack and Enterprise Applications
Risk Strategies 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 | 2019 | 2019 |
In 2019, Risk Strategies implemented Microsoft Dynamics 365 for Finance and Operations to centralize core finance and accounting systems. The deployment addressed the company s ERP Financial needs across more than 100 offices and nearly 5,000 employees in the United States and Canada, positioning Microsoft Dynamics 365 for Finance and Operations as the primary finance application supporting corporate and regional finance teams.
Implementation work focused on functional modules including AP, AR, GL, FA, TAS, PA, and Procurement, with configuration, workflow customization, and extension of out of the box capabilities. The team created and modified Dynamics documentation and module guides, and built and maintained financial reports inside Microsoft Dynamics 365 for Finance and Operations to support accounting, financial close, fixed asset management, project accounting, and procurement controls.
The program included full lifecycle activities such as requirements gathering, data migration from external systems, design workshops with a third party functional and technical team, and coordinated testing. Project governance leveraged project management applications including DevOps and Smartsheet to organize requirements, test cases, system testing, user acceptance testing, and regression testing, while the Sr. Dynamics 365 Analyst acted as internal owner for third party tooling and systems.
Operational governance was routed through the Financial Systems Manager, with the Sr. Dynamics 365 Analyst responsible for ongoing strategy, major updates, maintenance of core business systems, user training, and change management for finance operations. The implementation narrative links Risk Strategies Microsoft Dynamics 365 for Finance and Operations ERP Financial to finance and accounting business functions, emphasizing configuration, integration readiness, testing governance, and centralized ownership of third party extensions.
|
Risk Strategies HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2022 | 2022 |
In 2022, Risk Strategies implemented Workday Absence Management to standardize time-off and leave workflows for its approximately 5,000 employees in the United States. The Workday Absence Management application is categorized as Absence and Leave Management and was deployed alongside Workday Recruiting, which Risk Strategies uses as its applicant tracking system on its public website.
The implementation centered on configuration of absence plans, accrual and carryover rules, defined leave types and eligibility criteria, entitlement calculations, employee self-service leave requests, manager approval routing, and automated notifications. Workday Absence Management was configured to run scheduled accrual processing and to surface absence balances and exception conditions through built-in reporting and audit logs.
Integrations explicitly included linkage to Workday Recruiting to maintain consistent worker records between hiring and absence policy enrollment. Operational coverage spanned HR case management, payroll handoffs for leave-related pay events, and manager workflows for approvals and exception handling across Risk Strategies' US operations.
Governance and process changes established central control of absence policy configuration within HR, role-based access for administrators and managers, defined approval and escalation workflows, and standardized audit reporting for compliance tracking. Workday Absence Management provided a single system of record for leave entitlements through controlled configuration and role-based access, aligning absence policy administration with established HR governance.
|
|
|
|
|
BackGround Screening | HCM |
|
2018 | 2018 |
|
|
|
|
|
Compensation Management | HCM |
|
2022 | 2022 |
|
|
|
|
|
Core HR | HCM |
|
2022 | 2022 |
|
|
|
|
|
Learning and Development | HCM |
|
2022 | 2022 |
|
|
|
|
|
Payroll | HCM |
|
2022 | 2022 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2022 | 2022 |
|
|
|
|
|
Time and Attendance | HCM |
|
2022 | 2022 |
|
Risk Strategies Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022, Risk Strategies implemented Slack Connect. Slack Connect is deployed as the companys Collaboration application and is observable in use on the corporate website. The deployment focuses on shared channels and cross-organization messaging to support broker and risk advisory engagement, positioning Slack Connect as the primary channel for external partner collaboration. Implementation scope targets corporate communications and client-facing teams, using workspace constructs to separate internal channels from externally shared Slack Connect channels. Governance was structured around workspace administration, admin-controlled provisioning of external channels, guest access controls, channel naming conventions, and retention alignment with corporate collaboration standards. Functionally, Slack Connect provides channel messaging, direct messages, file sharing, and notification workflows that align with Collaboration workflows used by sales, advisory, and operations groups within Risk Strategies.
|
Risk Strategies Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Enterprise Content Management | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Web Content Management | Content Management |
|
2022 | 2022 |
|
Risk Strategies CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Automation | CRM |
|
2022 | 2022 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Risk Strategies ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Remote Monitoring and Management | ITSM |
|
2022 | 2022 |
|
Risk Strategies PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2020 | 2020 |
|
Risk Strategies IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
Risk Strategies CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2013 | 2013 |
|
IT Decision Makers and Key Stakeholders at Risk Strategies
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Chief Human Resources Officer | CXO | HR | |
|
|
|
National Director Talent Acquisition | Director | HR | |
|
|
|
Senior Human Resources Business Partner | Manager | HR | |
|
|
|
Senior Talent Acquisition Partner | Manager | HR | |
|
|
|
HRIS Manager | Manager | HR | |
|
|
|
Director, Compensation | Director | HR | |
|
|
|
Regional Employee Benefit Operations, Senior Director | Director | HR | |
|
|
|
Vice President, Employee Benefits | VP | HR | |
|
|
|
Director of HR Operations | Director | HR | |
|
|
|
Director, HR Business Partners | Director | HR | |
|
Apps Being Evaluated by Risk Strategies Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Risk Strategies IT executives and key decision makers. This section highlights Risk Strategies's latest recorded technology evaluations, including Stripe Payments for Payment Processing on 2026-03-04, Deltek CostPoint for ERP Financial on 2025-02-17, and Applied Epic for Agency Management on 2024-11-21. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Risk Strategies digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-04 | Risk Strategies | Evaluated | Stripe | Stripe Payments | Payment Processing | ERP |
| 2025-02-17 | Risk Strategies | Evaluated | Deltek | Deltek CostPoint | ERP Financial | ERP |
| 2024-11-21 | Risk Strategies | Evaluated | Applied Systems | Applied Epic | Agency Management | ERP Services and Operations |
| 2024-10-29 | Risk Strategies | Evaluated |
|
|
Donor and Fundraising Management | CRM |
FAQ - APPS RUN THE WORLD Risk Strategies Technographics
Risk Strategies is a Insurance organization based in United States,
with around 5000 employees and annual revenues of $1.50 billion.
Risk Strategies operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, Workday Absence Management and Slack Connect,
covering areas like ERP Financial, Absence and Leave Management and Collaboration.
Risk Strategies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Workday and Salesforce.
Risk Strategies recently adopted applications including
Workday Absence Management in 2022, Workday Compensation in 2022 and Workday HCM in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Risk Strategies’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Risk Strategies’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 Risk Strategies technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.