Philadelphia, 19103, PA,
United States
The Board of Pensions of the Presbyterian Church Technographics
The Board of Pensions of the Presbyterian Church Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Board of Pensions of the Presbyterian Church and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 The Board of Pensions of the Presbyterian Church employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Board of Pensions of the Presbyterian Church has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2018, Oracle Peoplesoft Benefits Administration for Benefits Administration in 2020, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The Board of Pensions of the Presbyterian Church is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Cvent 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 The Board of Pensions of the Presbyterian Church revenues, which have grown to $35.0 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 The Board of Pensions of the Presbyterian Church 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.
The Board of Pensions of the Presbyterian Church Tech Stack and Enterprise Applications
The Board of Pensions of the Presbyterian Church ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, The Board of Pensions of the Presbyterian Church (U.S.A.) implemented Oracle PeopleSoft ERP as its ERP Financial platform to consolidate financial processing and benefits administration workflows. Oracle PeopleSoft ERP was configured to centralize core financial processes alongside benefits transaction processing to support the organization’s plan operations and member services.
The implementation focused on PeopleSoft benefits administration configuration and online enrollment orchestration, enabling annual online enrollment processes for more than 14,000 members. Configuration work included functional requirements definition, enrollment process orchestration, and the operationalization of member and employer-facing portal processes to handle benefits elections and eligibility workflows.
The PeopleSoft deployment was integrated with SalesForce for CRM and service workflows, Hyland OnBase for document management, and SharePoint for web-based self-service, with coordination between Plan Operations and IT. Operational coverage included the Plan Operations and Integration team, which was led by a director and staffed with 2 managers and 5 system analysts, who handled configuration, production troubleshooting, and ongoing support for the member and employer-facing portal.
Governance practices emphasized collaborative requirements gathering, production of functional requirements documents, IT change presentation, and structured testing, reporting, and continuous improvement methodologies. The deployment enabled first-time online open enrollment for employers and members, supported a new menu-based customer-focused benefits plan, and contributed to improved customer service delivery while ongoing governance included performance management and operational troubleshooting.
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The Board of Pensions of the Presbyterian Church HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Peoplesoft Benefits Administration | Benefits Administration | HCM | n/a | 2020 | 2020 |
In 2020, The Board of Pensions of the Presbyterian Church implemented Oracle Peoplesoft Benefits Administration to enable a menu-based benefits plan and first-time online open enrollment for more than 14,000 members. The deployment positioned Oracle Peoplesoft Benefits Administration as the primary Benefits Administration platform for member and employer-facing enrollment, plan configuration, and service operations.
Configuration work concentrated on Benefits Administration workflows, online enrollment orchestration, and plan configuration to support multi-option menus and employer-level enrollment rules. The Business Systems Director functioned as the functional lead for requirements gathering, producing functional requirements documents, and directing PeopleSoft configuration and testing to support annual online enrollment cycles.
The PeopleSoft deployment was integrated with a broader application stack including SalesForce CRM for member case management, Hyland OnBase for document management, and SharePoint for web-based self-service, creating synchronized touchpoints between member portals and backend benefits processes. Operational coverage included Plan Operations and Integration teams, with stated oversight of two managers and five system analysts, and close coordination between operations staff and IT for cutover and production support.
Governance and process governance emphasized formal FRD-driven change control, liaison-led handoffs between Plan Operations and Information Technology, and ongoing troubleshooting and production issue resolution owned by the Business Systems Director. The implementation explicitly delivered first-time online open enrollment, enabled a customer-focused menu benefits offering, and was tied to improved customer service delivery and streamlined plan operations as part of the Board’s Benefits Administration program.
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The Board of Pensions of the Presbyterian Church Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, The Board of Pensions of the Presbyterian Church implemented Microsoft 365 to support Collaboration across the organization. The Board of Pensions of the Presbyterian Church uses Microsoft 365 for internal communication, document collaboration, and centralized email to align business functions around benefits administration and member services.
Deployment is based on a Microsoft 365 cloud tenant, leveraging Exchange Online for mail, Microsoft Teams for synchronous collaboration, SharePoint Online for intranet and document libraries, and OneDrive for individual file storage and version control. Microsoft 365 is surfaced on the public website, indicating use of hosted components and site level integration with the tenant for content delivery and secure access.
Operational coverage targets internal staff and benefits administration teams in the United States, consolidating collaboration, records management, and communications workflows. Governance is managed at the tenant level with centralized administration, access controls, and document retention and sharing policies to enforce consistency and compliance across departments.
The narrative links The Board of Pensions of the Presbyterian Church, Microsoft 365, Collaboration, and core business functions, describing a cloud first collaboration architecture that structures communication and document lifecycle management without referencing third party implementation partners.
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Event Management | Collaboration |
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2022 | 2022 |
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The Board of Pensions of the Presbyterian Church Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2020 | 2020 |
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Enterprise Content Management | Content Management |
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2017 | 2017 |
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The Board of Pensions of the Presbyterian Church CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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The Board of Pensions of the Presbyterian Church ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2022 | 2022 |
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The Board of Pensions of the Presbyterian Church Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2019 | 2020 |
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The Board of Pensions of the Presbyterian Church PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2022 | 2022 |
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The Board of Pensions of the Presbyterian Church 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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2022 | 2022 |
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The Board of Pensions of the Presbyterian Church CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at The Board of Pensions of the Presbyterian Church
Apps Being Evaluated by The Board of Pensions of the Presbyterian Church Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||