Warrenville, 60555, IL,
United States
Symbria Technographics
Symbria Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Symbria and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Symbria employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Symbria has purchased the following applications: ancoraDocs Invoices for AP Automation in 2015, Microsoft 365 for Collaboration in 2018, Salesforce Pardot for Marketing Automation in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Symbria is running and its propensity to invest more and deepen its relationship with ancora Software , Network Merchants , Microsoft 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 Symbria revenues, which have grown to $200.0 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 Symbria 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.
Symbria Tech Stack and Enterprise Applications
Symbria ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ancora Software | Legacy | ancoraDocs Invoices | AP Automation | ERP | n/a | 2015 | 2015 |
In 2015, Symbria implemented ancoraDocs Invoices, an Invoice automation solution from ancora Software, to increase processing efficiencies in its accounts payable operations. The deployment targeted invoice capture and straight-through processing workflows used by Symbria’s finance and accounts payable teams, with the specific objective of capturing and extracting invoice data and exporting that data into its Financials-based application.
The implementation centered on document capture and automated data extraction capabilities of ancoraDocs Invoices, including optical character recognition, line-item and header data parsing, and validation logic to reduce manual entry. Configuration work focused on mapping extracted invoice fields to Symbria’s financial data model, establishing validation rules for exceptions, and enabling export routines from ancoraDocs Invoices into the company’s Financials-based application.
Integration scope explicitly included export interfaces between ancoraDocs Invoices and Symbria’s Financials-based application to move invoice metadata and accounting codes into downstream payable ledgers. Operational coverage emphasized accounts payable and treasury touchpoints, with user workflows for exception handling and approval routed through the ancoraDocs Invoices processing engine and then handed off to finance for posting.
Governance adjustments accompanied the technical rollout, embedding electronic invoice capture and exception management into AP procedures and formalizing validation and approval steps within the nuovo invoice workflow. The project narrative reflects a focused adoption of invoice automation to streamline AP operations, using ancoraDocs Invoices as the central capture, extraction, and export layer.
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Payment Processing | ERP |
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2021 | 2021 |
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Symbria Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Symbria implemented Microsoft 365 for Collaboration. The deployment established Microsoft 365 as the primary Collaboration platform across the organization and is visible in Symbria's external technology footprint.
Configuration focused on core Microsoft 365 modules including Exchange Online for enterprise email, Microsoft Teams for chat and meetings, SharePoint for intranet and document libraries, OneDrive for user file synchronization, and the Office productivity suite for desktop and web authoring. Identity and access management were handled through Azure Active Directory to enable single sign-on, group based access, and conditional access controls, while tenant level policies addressed retention and compliance settings common to healthcare operations.
Operational coverage extended to clinical coordination, care management workflows, and administrative functions to support cross functional collaboration and secure document sharing. Rollout incorporated phased provisioning of mailboxes, Teams workspaces and SharePoint sites, alongside governance for site lifecycle, Teams sprawl control and policy enforcement to align collaboration tooling with organizational workflows.
Symbria's public website explicitly references use of Microsoft 365, reinforcing the presence of Microsoft 365 in their Collaboration and content management stack. Microsoft 365 provides integrated messaging, meetings, document management and identity services to support Symbria's business functions.
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Symbria CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018 Symbria implemented Salesforce Pardot on its corporate website as its Marketing Automation platform. Salesforce Pardot was instrumented for web prospect tracking and form capture to support marketing and demand generation activities across the organization.
The implementation focused on standard Marketing Automation capabilities, including inbound lead capture from the website, email campaign orchestration, landing page and form deployment, prospect scoring and segmentation, and automated nurture workflows. Deployment architecture centered on a website-embedded Pardot tracking implementation feeding marketing operations workflows, with campaign reporting and dashboarding used to manage program performance. Governance was organized under marketing operations with configuration of scoring, segmentation and automation rules to standardize lead handling and nurture processes.
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Marketing Automation | CRM |
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2018 | 2018 |
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Symbria 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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Symbria CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Symbria
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Symbria Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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