AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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.
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.
Learning and Development HCM 2023 2023
Payroll HCM 2025 2025
Recruiting HCM 2025 2025
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.
Enterprise Asset Management ERP Services and Operations 2016 2016
SourceAmerica Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Analytics and BI Analytics and BI 2017 2018
Process Mining Analytics and BI 2017 2018
SourceAmerica Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2020 2020
SourceAmerica CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2017 2018
Customer Engagement CRM 2017 2018
Customer Experience CRM 2017 2017
Data Management Platform CRM 2021 2021
Marketing Analytics CRM 2016 2016
Marketing Analytics CRM 2016 2016
Marketing Automation CRM 2020 2020
Sales Automation, Sales Engagement CRM 2017 2018
SourceAmerica PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2021 2021
SourceAmerica PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2017 2018
Apps Development PaaS 2017 2018
SourceAmerica IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2015 2015
Cloud Storage IaaS 2017 2018
Content Delivery Network IaaS 2019 2019
SourceAmerica CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at SourceAmerica

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

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SourceAmerica IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SourceAmerica digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD SourceAmerica Technographics
SourceAmerica is a Professional Services organization based in United States, with around 489 employees and annual revenues of $173.0 million.
SourceAmerica operates a diverse technology stack with applications such as Microsoft Dynamics 365 for Finance and Operations, ADP Workforce Now and OrbusInfinity, covering areas like ERP Financial, Core HR and Business Process Management.
SourceAmerica has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, ADP and Orbus Software.
SourceAmerica recently adopted applications including ADP Workforce Now in 2025, ADP Workforce Now Payroll in 2025 and ADP Workforce Now Recruitment in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SourceAmerica’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates SourceAmerica’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 SourceAmerica technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.