AI Buyer Insights:

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● Michelin, an e2open customer evaluated Oracle Transportation Management

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

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● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

The Peterman Group
Location
105 Montgomery Ave. Suite 2051,
Montgomeryville, 18936, PA,
United States
Website
https://www.petermangrp.com/
Phone
1 215-853-3000
Artw industry
Insurance
Employee
Revenue

The Peterman Group Technographics

The Peterman Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by The Peterman Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 The Peterman 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 Peterman Group has purchased the following applications: Applied DORIS for Agency Management in 2016, Chatra for Chatbots and Conversational AI in 2020, GoDaddy for Application Hosting and Computing Services in 2017 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 Peterman Group is running and its propensity to invest more and deepen its relationship with Applied Systems , Brevo , GoDaddy 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 Peterman Group revenues, which have grown to $3.0 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 Peterman 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 Peterman Group Tech Stack and Enterprise Applications

The Peterman Group ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Applied Systems Legacy Applied DORIS Agency Management ERP Services and Operations n/a 2016 2017
In 2016, The Peterman Group implemented Applied DORIS as its Agency Management application. The deployment centralized prospect and client records for a 30 person US based insurance broker, concentrating on sales and underwriting workflows tied to new business intake. Applied DORIS was configured to manage the prospect database explicitly, with standard Agency Management capabilities applied to contact and policy records, submission tracking, document storage, and workflow orchestration for producer activities. Configuration emphasized product catalog alignment and quote assembly workflows to reflect the firm requirement to be proactive and proficient with different carrier products. The implementation included an explicit operational integration with the PL Rating System to support rating and quote generation, with prospect records exchanged between Applied DORIS and the PL Rating System to streamline quoting and submission packages. Operational coverage centered on producer teams, account management, and underwriting touch points within the United States. Governance centered on role based access to Applied DORIS, standardized intake and record ownership processes, and training to ensure staff could evaluate different products each carrier offers and map them to client needs. Rollout and ongoing operations prioritized data hygiene in the prospect database and procedural checks to enforce consistent use of the Agency Management system across the firm.
The Peterman Group AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Brevo Legacy Chatra Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020 The Peterman Group deployed Chatra on its public website to provide an on site conversational channel. The Peterman Group implemented Chatra as a web chat tool classified under Chatbots and Conversational AI, reporting use across customer facing touch points on the corporate site. The implementation centered on the Chatra widget embedded in site pages, configured for live chat, automated greeting messages, and lead capture through pre chat forms. Configuration included agent assignment and canned responses to support a small 30 person insurance firm, with conversation history retained in the Chatra console for follow up. Operational coverage focused on sales and customer service interactions initiated from the website, with administrative controls used to manage agent availability and message routing. The Peterman Group Chatra Chatbots and Conversational AI deployment emphasizes web based customer engagement tooling, managed through the Chatra admin interface and integrated directly into the company's site experience.
The Peterman Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2017 2017
In 2017 The Peterman Group deployed GoDaddy to host its public website, leveraging GoDaddy for Application Hosting and Computing Services. The implementation centralized domain registration and DNS management with GoDaddy, and used the provider's managed hosting environment and control panel to publish and update customer facing content. The deployment focused on web hosting architecture and standard hosting services, including SSL provisioning and routine hosting administration via the GoDaddy control panel, supporting marketing and client engagement functions. Operational practices aligned with small company hosting patterns, with site content management and update workflows executed through the hosting interface, basic security configuration and routine administrative maintenance managed by internal staff responsible for the website.
Content Delivery Network IaaS 2021 2021
The Peterman Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at The Peterman Group

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by The Peterman Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Peterman Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Peterman Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD The Peterman Group Technographics
The Peterman Group is a Insurance organization based in United States, with around 30 employees and annual revenues of $3.0 million.
The Peterman Group operates a diverse technology stack with applications such as Applied DORIS, Chatra and GoDaddy, covering areas like Agency Management, Chatbots and Conversational AI and Application Hosting and Computing Services.
The Peterman Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Applied Systems, Brevo and GoDaddy.
The Peterman Group recently adopted applications including Fastly in 2021, Chatra in 2020 and GoDaddy in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Peterman Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates The Peterman 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 Peterman Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.