The Carlyle Group
1001 Pennsylvania Avenue, NW Suite 220 South,
Washington, 20004, DC,
United States
Washington, 20004, DC,
United States
1 202-729-5626
Banking and Financial Services
The Carlyle Group Technographics
The Carlyle Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Carlyle Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2300 The Carlyle Group 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 Carlyle Group has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2010, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) for Applicant Tracking System in 2015, LlamaIndex for AI Frameworks and Libraries in 2024 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 Carlyle Group is running and its propensity to invest more and deepen its relationship with Oracle , Infor , SAP 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 Carlyle Group revenues, which have grown to $3.40 billion 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 Carlyle Group 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 Carlyle Group Tech Stack and Enterprise Applications
The Carlyle Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Microsoft Dynamics SL | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2010 | 2011 |
In 2010, The Carlyle Group decided to upgrade its Enterprise Resource Planning system and committed to deploy Oracle PeopleSoft Enterprise and Hyperion Performance Management across its global operations, implementing Oracle PeopleSoft ERP as its ERP Financial system. The Carlyle Group migrated off Microsoft Dynamics SL and set a one year timeline to have Oracle PeopleSoft ERP live by January 1, 2011.
The implementation focused on ERP Financial capabilities typical of PeopleSoft, including core general ledger, accounts payable and receivable, fixed asset accounting, financial close orchestration, and Hyperion-driven consolidation and performance management for corporate reporting. Configuration work emphasized chart of accounts harmonization, financial close workflows, and automation of intercompany postings and control tables to align global accounting processes.
To meet the aggressive timeline Carlyle decided against in-house hosting and required a managed service provider to host the PeopleSoft environment, provide 24 X 7 management, and deliver disaster recovery capabilities along with strict confidentiality and SLA commitments. The company executed a structured RFP and solicited proposals from Oracle on Demand, IBM, Cedar Crestone, Mind Tree, and Dell Services, and it asked its integration partner Accenture for a proposal, evaluating price, client feedback, SLA terms and timetables as deciding factors.
Governance and rollout planning prioritized contractual SLAs, legal protections for data confidentiality, and a staged deployment into finance and accounting functions across Carlyle’s global footprint to satisfy the January 1, 2011 go-live objective. The hosting decision was explicitly driven by the desire to avoid building internal PeopleSoft hosting expertise and to secure an external provider willing to meet the required disaster recovery, support, and contractual terms.
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Expense Management | ERP |
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2016 | 2016 |
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Expense Management | ERP |
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2014 | 2014 |
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The Carlyle Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infinite Computer Solutions | Legacy | Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, The Carlyle Group deployed Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) as its Applicant Tracking System on its public careers site. The Carlyle Group Infinite BrassRing Applicant Tracking System supports Talent Acquisition and recruiting business functions through career site integration and candidate lifecycle orchestration.
The implementation centers on standard Applicant Tracking System capabilities including job requisition management, candidate application intake and portal, resume parsing and candidate profile management, workflow automation for screening and interview scheduling, and offer tracking. Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) is configured to present job listings on the company careers page and to route applicants through requisition based approval and recruiter assignment workflows.
Operational ownership is with recruiting and HR teams within The Carlyle Group in the United States, with the system used to centralize applicant data and enforce consistent hiring workflows. Governance focuses on recruiter access, requisition approvals, and career site publication controls, aligning the application, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ), and Applicant Tracking System processes with established talent acquisition procedures.
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Learning and Development | HCM |
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2022 | 2022 |
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Payroll | HCM |
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2014 | 2014 |
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The Carlyle Group AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LlamaIndex | Legacy | LlamaIndex | AI Frameworks and Libraries | AI Development | n/a | 2024 | 2024 |
In 2024, The Carlyle Group implemented LlamaIndex to support its finance and investment research workflows. LlamaIndex is deployed as part of the firms AI tooling under the AI Frameworks and Libraries category and was used to construct retrieval-augmented generation pipelines for document-centered analytics.
The implementation specifically leveraged LlamaParse within LlamaIndex to ingest and parse complex investment documents, preserving nested tables, spatial layouts, and embedded images to maintain higher fidelity document representations. Parsed outputs were indexed to support RAG pipelines, with structured extraction and document segmentation to preserve context across multi-page filings and research reports.
Deployment covered finance and investment research teams across the firm and integrated parsed document indexes into advanced analytics and research workflows, improving document handling and data integrity as stated. Governance efforts concentrated on parsing configuration, indexing standards, and access controls for parsed assets to ensure consistent data fidelity for downstream RAG and analytics use cases.
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The Carlyle Group 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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2021 | 2021 |
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The Carlyle Group 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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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2016 | 2016 |
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The Carlyle Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Enterprise Content Management | Content Management |
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2018 | 2019 |
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Web Content Management | Content Management |
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2020 | 2020 |
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The Carlyle Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | 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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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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The Carlyle Group EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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The Carlyle Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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The Carlyle Group 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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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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2023 | 2023 |
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The Carlyle Group TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2011 | 2011 |
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The Carlyle Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2024 | 2024 |
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The Carlyle Group 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Network Management and Monitoring | IaaS |
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2017 | 2017 |
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The Carlyle Group 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at The Carlyle Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Accounting Officer | CXO | Finance | |
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Associate Vice President - Corporate Accounting | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Principal/Director - Business Systems & Process Transformation | Director | IT | |
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Chief Information Officer (CIO) | CXO | IT | |
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Vice President, Global IT Services | VP | IT | |
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Vice President, Internal Audit | VP | Risk | |
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Vice President - Partnership Accounting | VP | Finance | |
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Vice President - Strategic Sourcing & Procurement | VP | Procurement | |
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Global Head of Procurement & Strategic Sourcing | Director | Procurement | |
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Co-Head of Technology Investing | Director | Operations | |
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Managing Director | CXO | Operations | |
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Managing Director and Head of Global Technology Investment | CXO | Operations | |
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Apps Being Evaluated by The Carlyle Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Carlyle Group IT executives and key decision makers. This section highlights The Carlyle Group's latest recorded technology evaluations, including Salesforce Sales Cloud for CRM, Sales Automation, Sales Engagement on 2025-08-13, Kenect for Brand Management on 2025-06-25, and FIS Core Banking for Core Banking on 2025-01-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Carlyle Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-08-13 | The Carlyle Group | Evaluated | Salesforce | Salesforce Sales Cloud | CRM, Sales Automation, Sales Engagement | CRM |
| 2025-06-25 | The Carlyle Group | Evaluated | Kenect | Kenect | Brand Management | CRM |
| 2025-01-29 | The Carlyle Group | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |
| 2024-08-01 | The Carlyle Group | Evaluated |
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Chatbots and Conversational AI | AI-Powered Application |
FAQ - APPS RUN THE WORLD The Carlyle Group Technographics
The Carlyle Group is a Banking and Financial Services organization based in United States,
with around 2300 employees and annual revenues of $3.40 billion.
The Carlyle Group operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) and LlamaIndex,
covering areas like ERP Financial, Applicant Tracking System and AI Frameworks and Libraries.
The Carlyle Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Infinite Computer Solutions and LlamaIndex.
The Carlyle Group recently adopted applications including
LlamaIndex in 2024, Appian in 2024 and Broadridge Sentry PM in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Carlyle Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The Carlyle Group’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 The Carlyle Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.