AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

SOCi Tech Stack and Enterprise Applications

SOCi ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2013 2013
In 2013, SOCi implemented Intuit Quickbooks Enterprise as its core ERP Financial system for corporate finance. The deployment targeted the companys U.S. finance and HR/payroll operations, aligning the ERP Financial platform with the needs of a 700 employee professional services firm. The Intuit Quickbooks Enterprise implementation focused on standard financial management modules, including general ledger, accounts payable, accounts receivable, financial reporting, and payroll workflows. Configuration work emphasized chart of accounts alignment, transaction classification rules, and reporting structures to support operational accounting and statutory reporting needs. Integrations and continuity aspects were addressed by aligning the deployment with QuickBooks Online workflows and by configuring the environment to operate alongside Intuit payroll software, preserving payroll processing continuity and data flows between accounting and HR payroll functions. Operational coverage centered on centralized finance teams and HR payroll administrators in the United States, with data consolidation and reconciliation workflows planned across those groups. Governance and process changes accompanied the rollout, establishing consolidated accounting procedures, a centralized month end close cadence, and role based access controls for finance and payroll users. The implementation narrative for Intuit Quickbooks Enterprise reflects an ERP Financial centric approach to unify transactional accounting and payroll processes within SOCis finance operations.
SOCi HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Greenhouse Legacy Greenhouse ATS Applicant Tracking System HCM n/a 2020 2020
In 2020, SOCi deployed Greenhouse ATS as its Applicant Tracking System. The HR Operations & Systems Specialist role at SOCi is documented as owning day-to-day administration of Greenhouse ATS, including system administration, data entry, candidate pre-boarding and reporting support to ensure operational continuity for recruiting and onboarding workflows. Greenhouse ATS configuration at SOCi centers on standard applicant tracking capabilities, with administration focused on candidate lifecycle management, offer and pre-boarding sequencing, and recruiting reporting. The implementation narrative emphasizes routine data audits and system configuration managed by HR Operations to maintain data integrity, and supports talent acquisition operations through configurable workflows and reporting for recruiting teams. Operationally, Greenhouse ATS is administered alongside SOCi’s core HRIS Paylocity and EOR system Deel, with the HR Operations & Systems Specialist owning processes that span offer acceptance, pre-boarding activities, and offboarding tasks. The setup is scoped to HR operations and talent acquisition functions, handled remotely for the United States, and coordinates with HR business partners for leave of absence processing and employee lifecycle events. Governance and process controls include ownership and maintenance of HR Systems documentation, coordination with the Senior Manager, HR Systems on strategic projects, and administrative support for compensation initiatives, benefits program administration, and survey and compliance reporting. The implementation is positioned as an operational, systems-first ATS deployment supporting SOCi’s recruiting, onboarding, and HR operations workflows.
Core HR HCM 2020 2020
Payroll HCM 2021 2021
SOCi AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OpenAI Legacy OpenAI GPT-4 Generative AI Platforms AI Development n/a 2023 2023
In 2023, SOCi integrated OpenAI GPT-4 into its product suite to accelerate AI-driven review management. The company framed this move within the Generative AI Platforms category as part of a broader investment in artificial intelligence funded by a reported $120 million raise, targeting automated and personalized customer engagement for multi-location brands. The implementation centered on SOCi’s online review response tool, which was configured to generate personalized, context-aware replies and to surface suggested responses for corporate review. OpenAI GPT-4 was embedded into SOCi’s developing Genius product line to enable natural language generation, template orchestration, and automated response suggestion workflows that reduce manual drafting workload while preserving brand voice. Integrations were explicit to review ecosystems, the review response tool connects with major review sites including Google, Facebook, and Yelp, enabling centralized orchestration of reputation management for customers such as Ace Hardware, Jersey Mike’s, Kumon, and Ford. Operational coverage targets enterprise marketing and reputation teams that manage reviews across thousands of local sites, shifting execution from dispersed location-level handlers to centralized corporate oversight. Governance and process changes emphasized a corporate review layer that vets automated outputs before publication, enabling a smaller central team to monitor responses at scale. SOCi reported that the approach delivers efficiency and cost savings and improves customer experience and brand reputation, framing the OpenAI GPT-4 integration as a core component of its Generative AI Platforms capabilities for digital marketing and reputation management.
SOCi AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Chatbots and Conversational AI AI-Powered Application 2017 2017
SOCi Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2021 2021
Collaboration Collaboration 2013 2013
Collaboration Collaboration 2021 2021
SOCi Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contract Lifecycle Management Content Management 2021 2021
SOCi CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2019 2019
Account Based Marketing CRM 2024 2024
Account Based Marketing, Sales Engagement CRM 2019 2019
Customer Support CRM 2018 2018
Digital Advertising Platform CRM 2017 2017
Marketing Analytics CRM 2019 2019
Marketing Analytics CRM 2019 2019
Marketing Analytics CRM 2020 2020
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Engagement CRM 2021 2021
SOCi ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2018 2018
Remote Monitoring and Management ITSM 2020 2020
SOCi PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2019 2019
SOCi IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at SOCi

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by SOCi Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SOCi IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SOCi digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD SOCi Technographics
SOCi is a Professional Services organization based in United States, with around 700 employees and annual revenues of $75.0 million.
SOCi operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Greenhouse ATS and OpenAI GPT-4, covering areas like ERP Financial, Applicant Tracking System and Generative AI Platforms.
SOCi has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Greenhouse and OpenAI.
SOCi recently adopted applications including Zoominfo Platform in 2024, OpenAI GPT-4 in 2023 and Deel Payroll in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SOCi’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates SOCi’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 SOCi technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.