SM Investments
OneE-com Center 10th Floor Harbor Drive Mall of Asia Complex,
Pasay City, 1300,
Philippines
Pasay City, 1300,
Philippines
63 2 8857 0100
Professional Services
SM Investments Technographics
SM Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SM Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 142000 SM Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SM Investments has purchased the following applications: SAP S/4 HANA for ERP Financial in 2018, Microsoft 365 for Collaboration in 2019, JDA Merchandise Management System for Inventory Management in 2009 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SM Investments is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , Salesforce 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 SM Investments revenues, which have grown to $11.80 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 SM Investments 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.
SM Investments Tech Stack and Enterprise Applications
SM Investments ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, SM Investments implemented SAP S/4 HANA as its ERP Financial platform. The program was led by the Senior Manager IT for Finance who was directly accountable to the CEO, CIO, and Controllers for delivery of critical finance systems, and it executed a Big Bang rollout covering more than 50 SM Department Store and retail affiliate entities, constituting the first and largest SAP S/4 HANA implementation within the SM group.
The SAP S/4 HANA deployment concentrated on core ERP Financial capabilities, including general ledger consolidation, accounts payable and receivable processes, fiscal year configuration, and centralized cash management. Configuration activities included conversion of Uniqlo books to a new fiscal year setup and implementation of automation rules to standardize voucher and gift pass processing across participating entities.
Integrations and adjacent systems were implemented to address operational and regulatory needs, including automation of Gift Pass and Voucher processing with Sodexo, a Customer Information System for forex and remittance services to support BSP and AMLA compliance, and a centralized cash box monitoring system for treasury oversight. These integrations were connected to SAP S/4 HANA to consolidate transactional processing, compliance reporting, and cash visibility across retail affiliates.
Governance and rollout control were centralized under the Senior Manager IT for Finance with direct executive oversight to coordinate the Big Bang cutover across over 50 companies. The program delivered a successful transition to SAP S/4 HANA and established standardized financial processes and centralized controls across the SM Investments retail group.
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ERP Financial | ERP |
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2015 | 2015 |
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ERP Financial | ERP |
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2015 | 2015 |
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ERP Financial | ERP |
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2015 | 2015 |
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SM Investments Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, SM Investments implemented Microsoft 365 as its Collaboration platform. Microsoft 365 is used on the corporate website and serves as the primary cloud collaboration and productivity fabric for the enterprise.
The deployment leveraged core Microsoft 365 capabilities typical for Collaboration implementations, including hosted email and calendaring, real-time chat and meeting services, cloud document libraries and intranet functionality, and enterprise Office productivity applications. Configuration emphasis was on tenant-level provisioning, user account and license management, and document collaboration workflows to support distributed teams across the organization.
Operational coverage extended across corporate functions, providing collaboration tooling to HR, finance, corporate communications, and IT groups, and surfacing content and communication channels on the public site. Identity and access governance was organized around centralized administration, role-based access controls, and information classification and retention policies to align collaboration usage with enterprise compliance requirements.
Governance and rollout focused on standardizing collaboration patterns, establishing governance policies for external sharing and guest access, and instituting phased user onboarding and training to normalize document management and synchronous collaboration practices. The implementation positioned Microsoft 365 as the core Collaboration solution for SM Investments while being surfaced directly through the company website.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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SM Investments SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Blue Yonder | Legacy | JDA Merchandise Management System | Inventory Management | SCM | n/a | 2009 | 2009 |
In 2009, SM Investments implemented JDA Merchandise Management System to support Inventory Management across its merchandising operations. The implementation explicitly included JDA Merchandise Management System MMS Ver 7.5 and JDA Advanced Allocation Ver 8.1 as the primary application components for inventory control and allocation logic.
Configuration work focused on merchandising hierarchies, item lifecycle management, replenishment rules, and an allocation engine. JDA Advanced Allocation Ver 8.1 provided rule-based distribution of inventory to channels and stores while MMS Ver 7.5 managed assortment, inventory visibility, and scheduled replenishment processes aligned to buying and planning cycles.
Operational coverage targeted merchandising, inventory planning, buying, store replenishment, and distribution center workflows, using JDA Merchandise Management System to centralize allocation policies and automate routine allocation runs. Data governance activities emphasized master data stabilization and rule governance for allocation and replenishment to ensure consistent distribution logic across retail operations.
Rollout and operationalization centered on application configuration, allocation rule tuning, and embedding allocation workflows into planning and store replenishment processes. The deployment established a core Inventory Management capability for SM Investments, with JDA Merchandise Management System and JDA Advanced Allocation operating as the central merchandising and allocation platform.
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SM Investments 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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Customer Experience | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2018 | 2018 |
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SM Investments EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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SM Investments 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2019 | 2019 |
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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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2024 | 2024 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at SM Investments
| First Name | Last Name | Title | Function | Department | Phone | |
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IT Manager | Manager | IT | |
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Senior Vice President, Finance | VP | Finance | |
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Senior IT Manager | Manager | IT | |
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Senior Accounting Manager | Manager | Finance | |
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SAVP - Controller | Director | Finance | |
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AVP for ITS SAP and Finance Services | VP | Finance | |
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Senior Vice President - Finance | VP | Finance | |
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Apps Being Evaluated by SM Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SM Investments IT executives and key decision makers. This section highlights SM Investments's latest recorded technology evaluations, including Zoho ManageEngine ServiceDesk Plus for IT Service Management on 2025-05-23, Jupiter Systems ERIC ERP for ERP Financial on 2025-03-13, and Microsoft Azure AI Platform for ML and Data Science Platforms on 2024-11-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SM Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-05-23 | SM Investments | Evaluated | Zoho Corp. | Zoho ManageEngine ServiceDesk Plus | IT Service Management | ITSM |
| 2025-03-13 | SM Investments | Evaluated | Jupiter Systems | Jupiter Systems ERIC ERP | ERP Financial | ERP |
| 2024-11-29 | SM Investments | Evaluated | Microsoft | Microsoft Azure AI Platform | ML and Data Science Platforms | AI Development |
| 2024-06-30 | SM Investments | Evaluated |
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Customer Experience | CRM |
| 2024-06-18 | SM Investments | Evaluated |
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ERP Financial | ERP |
| 2024-06-18 | SM Investments | Evaluated |
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Core HR | HCM |
FAQ - APPS RUN THE WORLD SM Investments Technographics
SM Investments is a Professional Services organization based in Philippines,
with around 142000 employees and annual revenues of $11.80 billion.
SM Investments operates a diverse technology stack with applications such as
SAP S/4 HANA, Microsoft 365 and JDA Merchandise Management System,
covering areas like ERP Financial, Collaboration and Inventory Management.
SM Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Microsoft and Blue Yonder.
SM Investments recently adopted applications including
Adobe Experience Cloud in 2021, Salesforce Sales Cloud in 2021 and Amazon Elastic Load Balancing (ELB) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SM Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SM Investments’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 SM Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.