Durham, 27701, NC,
United States
Self Help Technographics
Self Help Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Self Help and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2300 Self Help employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Self Help has purchased the following applications: ICE Encompass (formerly Ellie Mae Encompass) for Loan Management in 2015, Microsoft 365 for Collaboration in 2015, Telerik Sitefinity CMS for Web Content Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Self Help is running and its propensity to invest more and deepen its relationship with ICE Mortgage Technology , Microsoft , Progress Software 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 Self Help revenues, which have grown to $680.0 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 Self Help 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.
Self Help Tech Stack and Enterprise Applications
Self Help ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Encompass (formerly Ellie Mae Encompass) | Loan Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Self Help implemented ICE Encompass (formerly Ellie Mae Encompass) for Loan Management. The deployment centralized loan decision communications by updating the Encompass system to capture underwriting outcomes and to communicate approval, counteroffer and denial decisions to customers and banking partners, positioning ICE Encompass as the primary Loan Management application for loan origination and decisioning workflows.
Configuration emphasized workflow orchestration, document and case management, and decision-event triggers within ICE Encompass, aligning decision states with outbound communication processes to ensure consistent status updates. Operational scope covered loan operations, underwriting and customer service teams, with governance centered on process controls and audit logging inside ICE Encompass to support decision traceability and operational coordination with banking partners.
|
Self Help Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Self Help implemented Microsoft 365 to support Collaboration across the organization. The deployment established a cloud-hosted Microsoft 365 tenant delivering core collaboration capabilities including Exchange Online email, SharePoint Online intranet and document libraries, OneDrive for personal file storage, and Microsoft Teams for real-time communication and meetings, positioning Microsoft 365 as the central Collaboration platform for internal communication and document management within the banking and financial services business.
The implementation included tenant-level controls for user provisioning and access management, along with information governance policies for content classification and retention, and configured collaboration workspaces aligned to business functions such as client services, retail banking, and corporate operations. Microsoft 365 is also surfaced on Self Help's public website for select content and contact workflows, indicating use of Microsoft 365 collaboration and content publishing capabilities beyond internal users while governance focused on centralized administration and role based access to balance security and productivity.
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Self Help Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, Self Help deployed Telerik Sitefinity CMS as its Web Content Management platform to manage the organization web estate in the United States. The implementation centralized content creation and publishing for corporate communications, member services, and program pages across Self Help's public website.
Telerik Sitefinity CMS was configured to deliver role based authoring, structured content types, template driven rendering, a consolidated media library, built in form and landing page capabilities, workflow and approval controls, and content staging with versioning. The deployment leveraged Sitefinity's modular widget architecture to enable reusable components across templates and to support scheduled publishing and content lifecycle management.
Governance established editorial teams with role based permissions, content standards, and staged rollout plans across site sections. Training and documentation were provided to content editors and site administrators to operationalize the Web Content Management system.
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Self Help CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Marketing Automation | CRM |
|
2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Self Help
Apps Being Evaluated by Self Help Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||