New York, 10017, NY,
United States
Travelers Technographics
Travelers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Travelers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 34000 Travelers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Travelers has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2010, Workday Absence Management for Absence and Leave Management in 2019, Exterro Zapproved ZDiscovery for Legal Practice 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 Travelers is running and its propensity to invest more and deepen its relationship with Oracle , Workday , Infinite Computer Solutions 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 Travelers revenues, which have grown to $46.43 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 Travelers 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.
Travelers Tech Stack and Enterprise Applications
Travelers ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2010 | 2010 |
In 2010, Travelers implemented Oracle PeopleSoft ERP. The Oracle PeopleSoft ERP deployment served as the company’s ERP Financial backbone for corporate accounting, GAAP consolidation, and statutory financial reporting across corporate finance and foreign subsidiaries.
Configuration centered on Oracle PeopleSoft Financials with implementations of general ledger workflows, journal entry processing, account reconciliation and controls to support Sarbanes-Oxley requirements. The environment was used to prepare external financial statements including GAAP, SEC and STAT reporting, and to support budgeting, forecasting and ad hoc financial analyses consistent with enterprise financial management practices.
The PeopleSoft implementation was integrated with the Oracle EPM suite, specifically Hyperion Financial Management and Essbase, to orchestrate consolidation and financial data aggregation from subsidiary and business unit feeds. Data extraction and validation workflows connected PeopleSoft Financials and EPM to enable consolidated close processes and to provide inputs for performance and profitability analyses across lines of business.
Governance emphasized SOX-aligned financial controls, documented account reconciliations and audit support workflows to meet internal and external audit requirements. Day-to-day operational scope included corporate accounting teams and finance personnel supporting consolidation, internal management reporting and statutory reporting, with Senior Accountant and staff level users operating key transaction and validation tasks within the Oracle PeopleSoft ERP environment.
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Travelers HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2019 | 2019 |
In 2019, Travelers implemented Workday Absence Management to standardize leave administration within its Absence and Leave Management tooling. The Employee Services Unit centralized Leave of Absence operations across Benefits, Contact Center, Leave of Absence, Payroll, Staffing Operations, and Talent Management Administration supporting the US, Canada, UK and Ireland. Leave of Absence Specialists used Workday Absence Management to coordinate administration, advise employees on eligibility and provisions, and respond to cases forwarded by the ESU call center.
Configuration work focused on case management, eligibility rules, leave plan records, and automated notice generation to meet federal and state compliance requirements, reflecting core Absence and Leave Management capabilities. Specialists performed leave and pay related calculations and maintained benefits records inside Workday Absence Management, leveraging Workday HR data for eligibility and status determination. The application was configured to support inbound case routing and multi-channel case correspondence workflows used by specialists and managers.
Workday Absence Management was integrated with Travelers payroll and benefits administration platforms to align leave calculations and benefits records, and it operated within Travelers broader Workday tenant used by HR teams. Operational coverage included ESU centers in Hartford and regional service points supporting employees across the US, Canada, UK and Ireland. The deployment consolidated LOA case handling into a single system of record for absence administration workflows.
Governance centered on the ESU Leave of Absence team with documented workflows for eligibility determination, notice preparation, and confidentiality controls, and specialists were required to apply Workday knowledge and understanding of payroll calculations. Training and role expectations emphasized case response accuracy, record maintenance, and compliance driven notice issuance.
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Applicant Tracking System | HCM |
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2015 | 2015 |
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Benefits Administration | HCM |
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2019 | 2019 |
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Compensation Management | HCM |
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2019 | 2019 |
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Core HR | HCM |
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2019 | 2019 |
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Employee Experience | HCM |
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2019 | 2019 |
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Employee Experience | HCM |
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2018 | 2018 |
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Learning and Development | HCM |
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2019 | 2019 |
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Onboarding | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2019 | 2019 |
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Performance and Goal Management | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2019 |
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Time and Attendance | HCM |
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2019 | 2019 |
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Workforce Analytics | HCM |
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2019 | 2019 |
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Workforce Management | HCM |
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2017 | 2017 |
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Travelers ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exterro | Legacy | Exterro Zapproved ZDiscovery | Legal Practice Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Travelers implemented Exterro Zapproved ZDiscovery to establish a centralized Legal Practice Management capability for its corporate legal and litigation teams. The deployment positioned Exterro Zapproved ZDiscovery as the core application for orchestrating legal hold and eDiscovery workflows within Travelers’ legal operations.
The Exterro Zapproved ZDiscovery implementation was configured to support core modules common to legal practice management, including legal hold orchestration, matter lifecycle management, preservation and collection workflow coordination, custodian notification and attestation, and audit and chain of custody logging. Exterro Zapproved ZDiscovery was provisioned to manage matter metadata, document review staging, and defensibility documentation, reflecting standard practice management and eDiscovery functional patterns.
Operational coverage focused on corporate counsel, litigation, compliance, and records teams, with the platform configured to centralize hold issuance, custodian tracking, and case-level evidence organization. The implementation was designed to interface with enterprise data sources and preservation workflows to streamline collection and review handoffs while maintaining role based access and evidence audit trails.
Governance changes emphasized standardized hold processes, documented preservation steps, and role based controls to enforce legal workflows and auditability. The rollout integrated matter intake and hold governance into legal operations processes, establishing repeatable procedures for preservation notices, custodian attestations, and evidentiary chain of custody within the Exterro Zapproved ZDiscovery Legal Practice Management environment.
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Travelers Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2010 | 2018 |
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Analytics and BI | Analytics and BI |
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2011 | 2011 |
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Analytics and BI | Analytics and BI |
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2013 | 2013 |
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Analytics and BI | Analytics and BI |
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2011 | 2011 |
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Data Warehouse | Analytics and BI |
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2018 | 2018 |
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Travelers Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Blockchain Platform | Blockchain |
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2021 | 2021 |
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Travelers 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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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Travelers 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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Document Management | Content Management |
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2016 | 2016 |
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Intelligent Document Processing | Content Management |
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2019 | 2019 |
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Travelers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Call Tracking and Recording | CRM |
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2016 | 2016 |
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Customer Analytics | CRM |
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2011 | 2011 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics, Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2019 | 2019 |
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Travelers EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Environmental, Social, and Governance (ESG) | EPM |
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2021 | 2021 |
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EPM | EPM |
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2016 | 2016 |
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Travelers IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2015 | 2015 |
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Travelers ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2015 | 2015 |
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Travelers Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2013 | 2013 |
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Sourcing | Procurement |
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2013 | 2013 |
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Supplier Relationship Management | Procurement |
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2013 | 2013 |
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Travelers SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2017 | 2017 |
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Incentive Compensation Management | SPM |
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2014 | 2014 |
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Travelers 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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Travelers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2023 | 2023 |
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Transactional Email | PaaS |
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2014 | 2014 |
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Travelers 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2011 | 2011 |
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Database Management | IaaS |
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2012 | 2012 |
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Travelers CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Threat Modeling | CyberSecurity |
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2016 | 2017 |
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IT Decision Makers and Key Stakeholders at Travelers
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Travelers Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||