Vienna, 22182, VA,
United States
SourceAmerica Technographics
SourceAmerica Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SourceAmerica and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 489 SourceAmerica employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SourceAmerica has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2017, ADP Workforce Now for Core HR in 2025, OrbusInfinity for Business Process Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SourceAmerica is running and its propensity to invest more and deepen its relationship with Microsoft , ADP , Absorb 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 SourceAmerica revenues, which have grown to $173.0 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 SourceAmerica 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.
SourceAmerica Tech Stack and Enterprise Applications
SourceAmerica ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2017 | 2018 |
In 2017, SourceAmerica implemented Microsoft Dynamics 365 for Finance and Operations as part of a Digital Transformation Initiative for national operations. The deployment targeted ERP Financial functions and was coordinated alongside Microsoft Dynamics 365 Customer Relationship Management to align constituent engagement and financial workflows. The program focused on standardizing enterprise contractual, operational, and financial processes across the nonprofit's finance and operations teams.
The Microsoft Dynamics 365 for Finance and Operations implementation included core financial management modules for general ledger, accounts payable, and accounts receivable, and configuration for contract and order management to support enterprise contract lifecycles. The Microsoft Dynamics 365 Customer Relationship Management component was configured to manage constituent relationship workflows and to provide transactional context for financial postings and operational case handling.
Delivery used a hybrid Agile and Waterfall methodology, and the project developed change management and lifecycle procedures to support ITIL and ITSM best practices. Those procedures were integrated with the Project Management Office to enforce release governance, change control, and lifecycle tracking. Operational coverage was national, impacting finance, operations, contracting, and customer engagement functions at SourceAmerica.
Governance established PMO aligned release gates and ITIL based change control to institutionalize incident, change, and lifecycle workflows across the Finance and CRM environments. No explicit quantitative outcomes or cost figures were provided, the narrative focuses on system architecture, module configuration, procedural integration, and governance changes associated with the Microsoft Dynamics 365 for Finance and Operations ERP Financial implementation.
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SourceAmerica HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | UKG Pro HCM (ex UltiPro HCM) | ADP Workforce Now | Core HR | HCM | n/a | 2025 | 2025 |
In 2025, SourceAmerica implemented ADP Workforce Now as its Core HR platform, replacing UKG Pro HCM. The HR and Payroll teams completed a fast 13 week implementation and are now live with ADP Workforce Now, a milestone confirmed in a public LinkedIn post by Amanda King, SPHR, sHRBP, Vice President Human Resources at SourceAmerica.
Deployment focused on core HR and payroll processing capabilities within ADP Workforce Now. The implementation included HRIS data consolidation, payroll configuration and benefits administration, along with time and attendance setup and standard reporting to support employee lifecycle management. Configuration work emphasized payroll rules, employee records and compliance oriented payroll schedules consistent with Core HR operational workflows.
The project was executed under internal HR and Payroll ownership with an accelerated cutover timeline, indicating concentrated governance and cross functional coordination for testing and go live. The public acknowledgement of the team suggests the rollout prioritized operational readiness for HR and payroll functions across the organization.
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Learning and Development | HCM |
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2023 | 2023 |
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Payroll | HCM |
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2025 | 2025 |
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Recruiting | HCM |
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2025 | 2025 |
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SourceAmerica ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Orbus Software | Legacy | OrbusInfinity | Business Process Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, SourceAmerica implemented OrbusInfinity as a Business Process Management platform to formalize enterprise architecture and centralize process governance. The program was led by the Director Enterprise Architecture and tied directly to a broader Microsoft Cloud adoption strategy that included Microsoft 365, Dynamics 365, and Microsoft Azure, establishing OrbusInfinity as the canonical repository for architecture artifacts.
OrbusInfinity was configured to support enterprise architecture modeling aligned to TOGAF, process modeling and documentation, and a governed process repository to capture capability maps and business process definitions. Configuration emphasized structured artifacts and taxonomy, versioned models, and role based access to enable reuse across program and project lifecycles.
The implementation integrated OrbusInfinity conceptually and operationally with Microsoft Cloud services, reflecting the organizationwide Microsoft 365 and Dynamics 365 footprint and Azure platform services used for PaaS and IaaS. Operational coverage extended across the IT department, senior management and legal stakeholders, with process and architecture artifacts intended for use across business functions rather than a single team.
Governance changes accompanied the technical rollout, with a defined governance framework to streamline IT investment decisions and a reorganization of the IT department to support sustained EA practice. The Director Enterprise Architecture also used OrbusInfinity to evangelize responsible AI adoption and to collaborate with legal on an AI use policy, contributing to enterprise level efforts to meet NIST 800-171 and CMMC security standards and to transform the $2.5 billion non profit through formalized architecture and process governance.
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Enterprise Asset Management | ERP Services and Operations |
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2016 | 2016 |
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SourceAmerica Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2017 | 2018 |
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Process Mining | Analytics and BI |
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2017 | 2018 |
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SourceAmerica Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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SourceAmerica CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2017 | 2018 |
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Customer Engagement | CRM |
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2017 | 2018 |
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Customer Experience | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, Sales Engagement | CRM |
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2017 | 2018 |
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SourceAmerica PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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SourceAmerica PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2017 | 2018 |
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Apps Development | PaaS |
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2017 | 2018 |
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SourceAmerica 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Cloud Storage | IaaS |
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2017 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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SourceAmerica CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at SourceAmerica
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by SourceAmerica Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||