Sageworks, Inc.
5565 Centerview Drive,
Raleigh, 27606, NC,
United States
Raleigh, 27606, NC,
United States
1 919-851-7474
Banking and Financial Services
Sageworks, Inc. Technographics
Sageworks, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sageworks, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Sageworks, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sageworks, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, New Relic APM for Application Performance Management in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sageworks, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , Google 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 Sageworks, Inc. revenues, which have grown to $45.0 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 Sageworks, Inc. 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.
Sageworks, Inc. Tech Stack and Enterprise Applications
Sageworks, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Sageworks, Inc. implemented Oracle NetSuite ERP to standardize core finance and accounting operations across the company in the United States. The implementation positioned Oracle NetSuite ERP as the firm's ERP Financial system supporting corporate accounting, accounts payable, accounts receivable, general ledger, and consolidated financial reporting.
The deployment leveraged Oracle NetSuite ERP cloud delivery, with configuration work centered on a unified chart of accounts, role based access controls, fixed asset management, cash management, and month end close automation. Functional configuration included financial reporting templates, configurable workflows for invoice to cash and procure to pay, transaction level audit trails, and period close orchestration consistent with ERP Financial practices.
Governance and operational changes emphasized central finance ownership, standardized reconciliation and close procedures, and staged user training and change management for finance and accounting teams. Operational coverage focused on the finance, treasury, and corporate reporting functions, with security controls and audit workflows embedded within Oracle NetSuite ERP configuration.
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Sageworks, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Sageworks, Inc. deployed Cisco Webex Meetings as its web-facing conferencing platform. Cisco Webex Meetings is used on the Sageworks corporate website to support live client sessions and interactive web meetings, reflecting an adoption of Audio Video and Web Conferencing capabilities for both external engagement and internal collaboration.
The implementation centers on standard Audio Video and Web Conferencing functional modules such as browser-based meeting join, multi-party video, screen sharing, meeting scheduling and attendee controls, and cloud recording. Cisco Webex Meetings is configured to support hosted demo sessions and information briefings, leveraging meeting orchestration and participant management workflows common to this category.
Operational coverage extends across customer facing functions and internal teams that require synchronous communication, with use cases anchored in sales demos, client onboarding sessions and cross-functional meetings. The deployment is surfaced directly through the company website, enabling external participants to join without client side software provisioning beyond standard browser support.
Governance is managed through centralized administrative controls for user provisioning, meeting security and policy enforcement, following typical conferencing platform administration patterns. The configuration emphasizes web embedding and cloud delivery, positioning Cisco Webex Meetings as Sageworks, Inc. cloud-hosted conferencing infrastructure within the Audio Video and Web Conferencing category.
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Collaboration | Collaboration |
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2013 | 2013 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Sageworks, Inc. ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| New Relic | Legacy | New Relic APM | Application Performance Management | ITSM | n/a | 2013 | 2013 |
In 2013, Sageworks, Inc. implemented New Relic APM on its website. New Relic APM is an Application Performance Management solution instrumented in the company website to collect real time application telemetry, transaction traces, and error monitoring. The implementation emphasizes application instrumentation and performance visibility aligned with standard APM capabilities such as response time analysis, throughput monitoring, and exception tracing.
Deployment is focused on the web application layer, with New Relic APM embedded in application processes to surface metrics and traces to engineering and operations teams. Operational ownership is centered in engineering and DevOps for ongoing monitoring, incident investigation, and performance diagnostics, and dashboards and alerting workflows are used to drive troubleshooting and service stability efforts. The configuration reflects a monitoring first approach for the website, using New Relic APM to centralize application performance data for site reliability and application support functions.
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Sageworks, Inc. TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2018 | 2018 |
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Sageworks, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Sageworks, Inc. 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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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2007 | 2007 |
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IT Decision Makers and Key Stakeholders at Sageworks, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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VP, Product | VP | R&D | |
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Vice President of Sales and Business Development | VP | Sales | |
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VP - Financial Markets | VP | Finance | |
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Apps Being Evaluated by Sageworks, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sageworks, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sageworks, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Sageworks, Inc. Technographics
Sageworks, Inc. is a Banking and Financial Services organization based in United States,
with around 250 employees and annual revenues of $45.0 million.
Sageworks, Inc. operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Cisco Webex Meetings and New Relic APM,
covering areas like ERP Financial, Audio Video and Web Conferencing and Application Performance Management.
Sageworks, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Cisco Systems and New Relic.
Sageworks, Inc. recently adopted applications including
Twilio Sendgrid in 2021, Microsoft Azure Cloud Services in 2019 and Abrigo Sageworks ALLL in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sageworks, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sageworks, Inc.’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 Sageworks, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.