Samuel, Son & Co
1900 Ironoak Wy,
Oakville, L6H 0N1, ON,
Canada
Oakville, L6H 0N1, ON,
Canada
1 905-279-5460
Professional Services
Samuel, Son & Co Technographics
Samuel, Son & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Samuel, Son & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5500 Samuel, Son & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Samuel, Son & Co has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2015, Oracle Cloud HCM for Core HR in 2015, Medius Supplier Conversations for Chatbots and Conversational AI in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Samuel, Son & Co is running and its propensity to invest more and deepen its relationship with Microsoft , Oracle , UKG 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 Samuel, Son & Co revenues, which have grown to $1.20 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 Samuel, Son & Co 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.
Samuel, Son & Co Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | n/a | 2015 | 2016 |
In 2015 Samuel, Son & Co implemented Microsoft Dynamics 365 for Finance and Operations under the ERP Financial category to consolidate finance and operations workflows across multiple business units. The program began with a structured requirements gathering phase that engaged several business units to maximize ERP design for Operations and Finance and to align system behavior with existing business processes.
Configuration and functional work focused on core finance and operations capabilities characteristic of an ERP Financial system, with teams testing existing Microsoft Dynamics functionality against documented business requirements. Project teams tested current work processes within Microsoft Dynamics to identify gaps and then authored and reviewed Functional Design Documents to specify enhancements to the core program, followed by validation testing of applied enhancements after FDD completion.
Execution was conducted in close collaboration with consulting teams who contributed to writing FDDs and reviewing solution designs, and internal teams trained end users on primary functionality and troubleshooting workflows. Operational coverage emphasized business unit level adoption, with training and testing targeted at finance and operations users to ensure the system supported day to day financial management and operational execution.
Governance established a repeatable cycle of requirements capture, FDD development, enhancement testing, and end user training to manage scope and quality. The engagement concluded with the successful implementation of Microsoft Dynamics 365 for Finance and Operations into a functioning business unit, reflecting an operational deployment of the ERP Financial application within Samuel, Son & Co.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM | Core HR | HCM | n/a | 2015 | 2015 |
In 2015, Samuel, Son & Co implemented Oracle Cloud HCM to build a single workforce view. The Oracle Cloud HCM deployment served as the company Core HR platform, centralizing employee master data to support HR administration and workforce reporting.
Implementation focused on establishing a unified employee profile within Oracle Cloud HCM, with configuration of a core HR data model, centralized employee record management, position and job structures, role based security, and workforce profile and reporting capabilities. The Oracle Cloud HCM implementation standardized HR workflows and data definitions to reduce fragmentation of personnel information.
Governance centered on centralized data stewardship and standardized process controls to maintain a single source of truth for the workforce. The program produced the stated outcome of a single workforce view, aligning HR administration and workforce analytics on Oracle Cloud HCM.
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Learning and Development | HCM |
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2015 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2015 |
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Time and Attendance | HCM |
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2018 | 2018 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Medius | Legacy | Medius Supplier Conversations | Chatbots and Conversational AI | AI-Powered Application | n/a | 2024 | 2024 |
In 2024, Samuel, Son & Co implemented Medius Supplier Conversations, a Chatbots and Conversational AI application, to automate supplier email inquiries within accounts payable. The deployment covered North American operations and integrated with Microsoft Dynamics 365 Finance & Operations to surface AP transaction and supplier data into conversational workflows.
Medius Supplier Conversations was configured to handle inbound supplier email triage, automated responses, and escalation routing, embedding conversational automation into day to day accounts payable processes. Functional capabilities emphasized supplier inquiry parsing, workflow orchestration with AP records, and automated escalation rules to route complex issues to finance staff.
Operational scope included accounts payable and supplier management across Samuel, Son & Co operations in North America, impacting finance and AP teams responsible for invoice processing and supplier communications. The solution reduced daily AP inbox work from multiple hours to under 30 minutes and reduced escalation volume, outcomes that are explicitly documented.
Governance changes aligned supplier response ownership within AP and introduced standardized conversational workflows and escalation policies to manage supplier interactions. The success of Medius Supplier Conversations prompted further AI pilots at Samuel, Son & Co such as Medius Statement Reconciliation, extending conversational and reconciliation automation across financial operations.
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Intelligent Process Automation | AI-Powered Application |
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2024 | 2024 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2006 | 2018 |
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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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2019 | 2019 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2022 | 2023 |
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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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Transactional Email | PaaS |
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2023 | 2023 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Samuel, Son & Co
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Samuel, Son & Co Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Samuel, Son & Co IT executives and key decision makers. This section highlights Samuel, Son & Co's latest recorded technology evaluations, including Oracle JD Edwards EnterpriseOne Payroll for Payroll on 2025-11-18 and IFS Cloud ERP for ERP Financial on 2025-07-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Samuel, Son & Co digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Samuel, Son & Co Technographics
Samuel, Son & Co is a Professional Services organization based in Canada,
with around 5500 employees and annual revenues of $1.20 billion.
Samuel, Son & Co operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, Oracle Cloud HCM and Medius Supplier Conversations,
covering areas like ERP Financial, Core HR and Chatbots and Conversational AI.
Samuel, Son & Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Oracle and Medius.
Samuel, Son & Co recently adopted applications including
Medius Supplier Conversations in 2024, Medius Copilot in 2024 and SMTP Transactional Emails in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Samuel, Son & Co’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Samuel, Son & Co’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 Samuel, Son & Co technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.