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The Institute of Directors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Institute of Directors 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 Institute of Directors 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 Institute of Directors has purchased the following applications: Infor SunSystems for ERP Financial in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, DNN Evoq Content for Web Content Management in 2020 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 Institute of Directors is running and its propensity to invest more and deepen its relationship with Infor , Cisco Systems , Adobe Systems 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 Institute of Directors revenues, which have grown to $33.0 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 Institute of Directors 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, The Institute of Directors implemented Infor SunSystems as its ERP Financial application. The remit focused on maintaining the finance system while establishing finance control points between CRM, Unity and SUN, and working closely with the internal IT department and system providers to improve CRM data quality.
Configuration and functional work concentrated on core financial workflows within Infor SunSystems, including general ledger orchestration, accounts receivable revenue capture and the development of reconciliation reporting for accurate income reporting. The team created reconciliation reports to align CRM and Unity transaction records with ledger postings in Infor SunSystems, and codified validation checks to catch posting discrepancies prior to period close.
Integrations emphasized data synchronization between the CRM, Unity and SUN to ensure consistent transactional and membership income flow into the ERP Financial ledger. Liaison with IT and system providers supported mapping, data cleansing and enhancement of CRM feeds to enable more automated reconciliation and reduce manual interventions.
Governance activity centered on defining finance control points, reconciliation cadence and ownership, establishing clear process handoffs between finance, IT and system providers to support month end income validation and audit readiness. The implementation prioritized durable reconciliation workflows and control documentation to sustain accurate income reporting inside Infor SunSystems.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, The Institute of Directors implemented Cisco Webex Meetings to provide hosted conferencing capabilities. The deployment centers on embedding Cisco Webex Meetings on the Institute of Directors website, positioning the application as the primary Audio Video and Web Conferencing channel for member interactions and externally accessible events.
The implementation leverages typical Webex capabilities including browser-based video and audio conferencing, screen sharing, cloud recording, meeting link provisioning, and host-level participant controls, configured to surface join buttons and meeting links directly on website pages. Cisco Webex Meetings is configured for web client access to minimize friction for external participants while preserving administrative controls.
Operationally the deployment supports membership engagement, events, and communications workflows, with website embedding ensuring external stakeholders can join without separate portal credentials. Governance is exercised through centralized Webex administrative settings to control meeting access, recording retention, and host permissions, with IT and communications teams maintaining the website integration and administrative configuration.
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DotNetNuke | Legacy | DNN Evoq Content | Web Content Management | Content Management | n/a | 2020 | 2020 |
In 2020, The Institute of Directors deployed DNN Evoq Content for Web Content Management to power its public website www.iod.com in the United Kingdom. The DNN Evoq Content implementation centralized web content authoring and publishing, introducing role based editor permissions, templated layouts, and modular content blocks to enforce brand and editorial consistency across the site.
Operational scope covered the communications and membership teams, who used DNN Evoq Content to manage news, events, publications, and member facing pages, with governance organized around editorial workflows and multi stage approval routing. The deployment emphasized CMS configuration and content governance, and ongoing management was handled by internal digital teams responsible for publishing processes, metadata stewardship, and site taxonomy.
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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Sales Engagement | CRM |
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2025 | 2025 |
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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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2021 | 2021 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2002 | 2002 |
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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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2020 | 2020 |
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