Service Experts
3400 N Central Expressway Ste 410,
Richardson, 75080, TX,
United States
Richardson, 75080, TX,
United States
1 866-963-7996
Professional Services
Service Experts Technographics
Service Experts Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Service Experts and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 Service Experts employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Service Experts has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2020, UKG Pro Employee Self Service (ex UltiPro Employee Self Service) for Employee Self Service in 2020, Microsoft Dynamics 365 Customer Engagement for Customer Engagement in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Service Experts is running and its propensity to invest more and deepen its relationship with Microsoft , Sage , 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 Service Experts revenues, which have grown to $200.0 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 Service Experts 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.
Service Experts Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Microsoft Dynamics AX | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | n/a | 2020 | 2021 |
In 2020, Service Experts implemented Microsoft Dynamics 365 for Finance and Operations as its ERP Financial platform, replacing Microsoft Dynamics AX to consolidate finance and operations functions. The deployment emphasized extension-based customization using X++ and leveraged Microsoft Life Cycle Services LCS for system monitoring, troubleshooting and upgrade management.
The implementation work included configuration of core finance and operational modules aligned to the ERP Financial category, and delivery of reporting and analytics using SSRS and Power BI reporting solutions. A Microsoft Dynamics 365 for Finance and Operations Application Specialist led solution and integration implementation via extensions, focusing on configuration, SSRS report development and Power BI data models to support finance and operations workflows.
Integrations were a defined component of the program, with an integration lead coordinating end-to-end connectivity between Dynamics 365 CE and D365 FO through Azure integration patterns and Azure logic app implementation and troubleshooting. Compatibility analysis and integration work included third party ISV solutions AvaTax, RedMaple and Dynarent, validating implementation approaches and operational compatibilities with the Microsoft Dynamics 365 for Finance and Operations environment.
Governance and operational coverage relied on structured collaboration with the Service Experts business team to identify issues, perform impact analysis and drive system analysis. Life Cycle Services LCS was used for monitoring and deployment orchestration, while system upgrade management and ongoing troubleshooting were institutionalized as part of the application support and release process.
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ERP Financial | ERP Financial Management |
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2023 | 2023 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Employee Self Service (ex UltiPro Employee Self Service) | Employee Self Service | HCM | n/a | 2020 | 2020 |
In 2020 Service Experts implemented UKG Pro Employee Self Service (ex UltiPro Employee Self Service). Service Experts deployed UKG Pro Employee Self Service as an Employee Self Service solution to provide web based employee access to HR and payroll functions across its approximately 3,000 employee workforce in the United States, with the UKG Pro Employee Self Service instance surfaced on the company website via the UKG welcome portal.
Configuration emphasized standard Employee Self Service capabilities, including employee profile and contact updates, pay statement and tax document access, time off requests and leave tracking, and benefits enrollment and life event management. The deployment reflects standard Employee Self Service workflows for HR, payroll, and benefits administration, with browser and portal first access for both field and office personnel.
Authentication and access are provisioned through UKG web sign in flows and OAuth2 based redirects as exposed in the public UKG welcome URL, enabling centralized web portal authentication and access control. Governance and operational ownership reside with HR and payroll teams to manage role based access and employee request workflows, and the UKG Pro Employee Self Service instance serves as the primary employee facing HR interface on Service Experts web presence.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | CRM | n/a | 2020 | 2020 |
In 2020 Service Experts implemented Microsoft Dynamics 365 Customer Engagement. Microsoft Dynamics 365 Customer Engagement, in the Customer Engagement category, was configured to centralize CRM workflows across sales, customer service and field operations for Service Experts Heating and Air Conditioning.
The implementation included configuration and extension work using X++ to adapt Dynamics 365 Customer Engagement to operational processes, and standard Customer Engagement capabilities were leveraged for sales automation and service case management. Reporting and analytics were delivered through SSRS and Power BI, and Life Cycle Services was used for system monitoring, troubleshooting and solution deployment.
Integrations were executed between Dynamics 365 Customer Engagement and Dynamics 365 Finance and Operations using Azure integration patterns, with Azure Logic Apps implemented and troubleshot for orchestration. The program included ISV compatibility and implementation analysis for AvaTax, RedMaple and Dynarent, and the project team worked directly with business stakeholders to identify issues, perform system analysis and manage system upgrades through Life Cycle Services.
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Sales Engagement | CRM |
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2019 | 2019 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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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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2016 | 2016 |
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Transactional Email | PaaS |
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2019 | 2019 |
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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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2020 | 2020 |
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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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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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IT Decision Makers and Key Stakeholders at Service Experts
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Service Experts Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Service Experts Technographics
Service Experts is a Professional Services organization based in United States,
with around 3000 employees and annual revenues of $200.0 million.
Service Experts operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, UKG Pro Employee Self Service (ex UltiPro Employee Self Service) and Microsoft Dynamics 365 Customer Engagement,
covering areas like ERP Financial, Employee Self Service and Customer Engagement.
Service Experts has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and UKG.
Service Experts recently adopted applications including
Sage Intacct in 2023, Lumen Cloud (ex CenturyLink) in 2022 and StackPath CDN in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Service Experts’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Service Experts’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 Service Experts technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.