SWBC
9311 San Pedro Ave Ste 600,
San Antonio, 78216, TX,
United States
San Antonio, 78216, TX,
United States
1 121-052-1241
Professional Services
SWBC Technographics
SWBC Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SWBC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2600 SWBC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SWBC has purchased the following applications: Workday Financial Management for ERP Financial in 2014, Articulate 360 Platform for Learning and Development in 2016, Quadient Neopost IS-5000 for Mailing System in 2000 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SWBC is running and its propensity to invest more and deepen its relationship with Workday , SAP , Articulate 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 SWBC revenues, which have grown to $500.0 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 SWBC 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.
SWBC Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | IBM AS/400 | Workday Financial Management | ERP Financial | ERP Financial Management | n/a | 2014 | 2015 |
In 2014 SWBC implemented Workday Financial Management as its ERP Financial backbone, replacing IBM AS/400 for core accounting and financial master data consolidation. The deployment centralized finance and accounting functions onto Workday Financial Management, positioning the application as the single source for ledger accounts, cost centers and revenue categories across corporate finance.
Workday Financial Management was configured to support detailed security and business process control. Security work included creating new security groups and assignable roles, reviewing end user security requests, assigning necessary roles and removing outdated roles, and providing external audit support. Business process work encompassed documenting process flows in Visio, maintaining business process policies and definitions, authoring Conditional Rules for existing business processes and updating end user notifications to align approvals and task routing.
The implementation included extensive master data management within Workday Financial Management, creating and editing Sales Items, Revenue Categories, Spend Categories, Cost Centers, Ledger Accounts and Investment Profiles, and maintaining hierarchical structures to support financial reporting and transaction processing. The application was operated as a centralized ERP Financial platform to orchestrate financial transactions and master data, consistent with Workday cloud SaaS deployment patterns for enterprise financial systems.
Governance and operational practices established during rollout focused on role lifecycle management, documented business process definitions and ongoing maintenance of master data hierarchies. Operational support work continued post go live to improve end user experience, sustain audit readiness and keep conditional business rules and notifications aligned with evolving finance workflows.
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Expense Management | ERP Financial Management |
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2013 | 2013 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Articulate | Legacy | Articulate 360 Platform | Learning and Development | HCM | n/a | 2016 | 2016 |
In 2016, SWBC implemented the Articulate 360 Platform to build and deploy an Articulate Storyline security training course as part of its Learning and Development program. The deployment centered on authoring interactive security awareness content using Articulate Storyline within Articulate 360 Platform, producing scenario based modules and knowledge checks aligned to corporate security objectives.
Configuration emphasized reusable Storyline templates and centralized content management to support ongoing updates to phishing and scam avoidance scenarios. The implementation supported standard e learning outputs and distribution through the company learning delivery channels while allowing instructional designers to iterate content without engineering involvement.
Operational ownership sat with Learning and Development in collaboration with Information Security, aligning course governance, cadence for content refresh, and employee enrollment workflows. The Storyline security training course is credited with keeping scammers locked out according to the customer case, and the implementation is described as a targeted enterprise security awareness effort within SWBC.
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Quadient | Legacy | Quadient Neopost IS-5000 | Mailing System | ERP Services and Operations | n/a | 2000 | 2000 |
In 2000, SWBC implemented Quadient Neopost IS-5000 as its central Mailing System. The deployment targeted the corporate mailroom to centralize outgoing postage, automated envelope insertion, and high-volume document scanning workflows under a single physical inserter and postage platform.
Configuration of Quadient Neopost IS-5000 focused on functional modules typical of mailing systems, including automated folding and insertion, integrated postage metering, barcode-based sortation and tracking, and document capture for downstream processing. The implementation supported scanning for digital archiving and batch processing that aligned with existing Proscan Software and document management routines, and the Quadient Neopost IS-5000 was used to generate the daily operational reports delivered to Corporate via Microsoft Outlook.
Operational integrations explicitly included UPS WorldShip and FedEx shipping workflows for outgoing parcels, Proscan Software for image capture and indexing, and existing document management systems for retention and retrieval. The scope of use covered mailroom operations, shipping and receiving interactions, and direct interfaces with other corporate departments to resolve customer service and mail transition issues, leveraging bilingual mailroom staff for cross-department communication and training.
Governance and process work centered on mailroom leadership establishing standardized sorting, scanning, and posting procedures, with a lead mailroom clerk providing supervisory oversight and training for equipment utilization. Daily reporting of mailroom operations to Corporate and documented procedures for scanning and outgoing mail processing formalized operational controls around the Quadient Neopost IS-5000 implementation.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2012 | 2012 |
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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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2017 | 2017 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2011 | 2011 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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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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2018 | 2018 |
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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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2012 | 2012 |
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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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2021 | 2021 |
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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 SWBC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SWBC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD SWBC Technographics
SWBC is a Professional Services organization based in United States,
with around 2600 employees and annual revenues of $500.0 million.
SWBC operates a diverse technology stack with applications such as
Workday Financial Management, Articulate 360 Platform and Quadient Neopost IS-5000,
covering areas like ERP Financial, Learning and Development and Mailing System.
SWBC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, Articulate and Quadient.
SWBC recently adopted applications including
Hubspot Marketing Automation in 2021, Amazon CloudFront in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SWBC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SWBC’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 SWBC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.