AI Buyer Insights:

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

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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 Software Purchases 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, GoDaddy for Application Hosting and Computing Services in 2017, Chatra for Chatbots and Conversational AI 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 Peterman Group is running and its propensity to invest more and deepen its relationship with Applied Systems , GoDaddy , Brevo 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 Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
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.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2017 2017
Content Delivery Network IaaS 2021 2021
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Brevo Legacy Chatra Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
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
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, GoDaddy and Chatra, covering areas like Agency Management, Application Hosting and Computing Services and Chatbots and Conversational AI.

The Peterman Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Applied Systems, GoDaddy and Brevo.

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.