Brookfield, 53005, WI,
United States
Schwaab Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Schwaab and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Schwaab employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Schwaab has purchased the following applications: Apple Pay for Payment Processing in 2020, Epicor Manage 2000 for Manufacturing ERP in 2015, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Schwaab is running and its propensity to invest more and deepen its relationship with Apple , Epicor , LivePerson 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 Schwaab revenues, which have grown to $12.0 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 Schwaab 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Apple | Legacy | Apple Pay | Payment Processing | ERP Financial Management | n/a | 2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Epicor | Legacy | Epicor Manage 2000 | Manufacturing ERP | ERP Services and Operations | n/a | 2015 | 2016 |
In 2015 Schwaab implemented Epicor Manage 2000 as its Manufacturing ERP, deploying a core application running on a UniData database and a separate reporting environment administered through SSMS on Microsoft SQL Server 2008 R2. The deployment emphasized supporting both traditional and ecommerce transaction flows while retaining compatibility with existing reporting and shipping toolsets. Schwaab is a United States based manufacturer with a compact operational footprint, and the implementation was scoped to support finance, sales, production, marketing, and executive stakeholders.
Epicor Manage 2000 was configured to manage order processing and EDI workflow management and troubleshooting, and to feed a SQL data warehouse used for downstream reporting. Functional capabilities implemented included flat-file import processes, automated tax rate uploads for finance, and integration points to business intelligence tooling. Reporting and analytics were provided by IBM Cognos PowerPlay, Transformer, and Cognos Impromptu 7.5 producing Cognos cubes and Impromptu reports consumed by finance and operations.
The implementation integrated with operational peripherals and middleware explicitly listed in project artifacts, including ArchiType and Pitney Bowes SendSuite Live for shipping and fulfillment flows, and relied on SQL and SSMS for data warehousing and administrative tasks. EDI routing and workflow automation were emphasized to ensure ecommerce and traditional transactions were processed into and through Epicor Manage 2000 and the supporting SQL data warehouse. Project work involved cross-functional coordination with the CEO, Finance, Marketing, Sales, and Production teams to align ERP behavior with business processes.
Governance activities included requirements gathering from Finance for an automated flat-file upload of tax rates, testing of new screens and functionality, and liaison with an external consultant for the programmed changes. The automated tax-rate upload into Epicor Manage 2000 explicitly freed up more than 8 accounting hours per month and eliminated issues caused by outdated tax rates not being updated in a timely manner. ERP analysis and configuration work also supported Schwaab becoming a certified Amazon Prime vendor through targeted changes to order and fulfillment processes. Ongoing responsibilities included EDI workflow troubleshooting and maintenance of the Cognos reporting ecosystem.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2011 | 2011 |
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2022 | 2022 |
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Personalization and Product Recommendations | eCommerce |
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2022 | 2022 |
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Personalization and Product Recommendations | eCommerce |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM, Sales Engagement | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2019 | 2019 |
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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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2020 | 2020 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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