The Whole Person
3710 Main Street,
Kansas City, 64111, MO,
United States
Kansas City, 64111, MO,
United States
1 816-561-0304
Non Profit
The Whole Person Technographics
The Whole Person Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Whole Person and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 249 The Whole Person 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 Whole Person has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Gray Swan Amber Clinic Manager for Medical Practice Management in 2013, Zoom for Audio Video and Web Conferencing in 2021 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 Whole Person is running and its propensity to invest more and deepen its relationship with Intuit , Gray Swan Software , Zoom Video Communications 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 Whole Person revenues, which have grown to $31.0 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 Whole Person 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 Whole Person Tech Stack and Enterprise Applications
The Whole Person ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, The Whole Person implemented Intuit Quickbooks Enterprise to establish a centralized ERP Financial platform for its nonprofit finance operations. The implementation targeted core finance and accounting business functions, aligning Intuit Quickbooks Enterprise with accounts payable, accounts receivable, general ledger, fund accounting and grant tracking needs across the organization.
Configuration work focused on chart of accounts redesign and class tracking to support nonprofit fund and program level reporting, with QuickBooks Enterprise configured for segmented fund accounting and role based access controls. Functional modules and capabilities implemented included general ledger processing, AP workflow automation, AR invoicing and payment receipt processing, bank reconciliation, and custom financial reporting templates appropriate for nonprofit stewardship and grant compliance.
Operational coverage centralized finance and program finance workflows for The Whole Person across its United States operations, with the ERP Financial deployment linked into payroll and donor accounting workflows to maintain accounting continuity between revenue recognition and program expenses. The rollout included standardized month end reconciliation processes, segregation of duties controls in application permissions, and targeted user training for finance and program staff to enforce consistent transaction coding and reporting practices.
Governance changes emphasized formalized financial controls and documented accounting procedures within Intuit Quickbooks Enterprise, including approval workflows for vendor payments and structured grant reporting. The implementation framed The Whole Person Intuit Quickbooks Enterprise ERP Financial relationship as the primary system of record for core financial processes and nonprofit fund accounting governance.
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The Whole Person ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Gray Swan Software | Legacy | Gray Swan Amber Clinic Manager | Medical Practice Management | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, The Whole Person implemented Gray Swan Amber Clinic Manager. The installation used Gray Swan Amber Clinic Manager as a Medical Practice Management application to standardize clinical and administrative workflows across the nonprofit's programs and to support the company's growth and quality of service delivery to consumers.
Implementation design emphasized a pipe and filter model to identify bottlenecks and to measure system resource usage and process behavior at operational boundaries, complemented by object oriented development methodologies and efficient database design. Configuration work aligned with typical Medical Practice Management capabilities including patient scheduling, clinical documentation, encounter tracking and billing orchestration, while architectural recommendations focused on modular interfaces and scalability.
Operational integrations administered as part of the program included company access provisioning to CyberAccess, E-Verify, Family Care Safety Registry, Employee Disqualification List, CYMA, EMOMED, the New Hire Reporting web site, Skylight, MITC, HHA Exchange and Global Cash Card System, alongside payroll processing workflows interfacing with QuickBooks, Paycor and the company bank. These integrations supported HR, compliance, payroll and clinical operations across the organization.
Program governance combined managed rollout and ongoing upkeep of software with attendance at state quarterly meetings to stay current with Consumer Directed Services Program changes, and included backup payroll administration responsibilities. Technical stewardship delivered recommended architectural improvements and integration solutions, and provided methodologies for object oriented software development and efficient database design to sustain operations.
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The Whole Person Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, The Whole Person deployed Zoom for Audio Video and Web Conferencing to provide web‑accessible virtual meetings and support remote client engagement. Zoom is surfaced on the organization website to give clients and partners direct access to scheduled conferencing and real time video sessions, with application-level presence visible to external visitors.
The deployment leverages core Audio Video and Web Conferencing capabilities typical of Zoom, including multi‑party video meetings, screen sharing, in‑meeting chat, and meeting recording to support program delivery and staff collaboration. These functional modules are configured to enable both one to one client interactions and small group program sessions consistent with nonprofit service delivery workflows.
Operational coverage extends across program delivery teams, client services, and administrative staff, with Zoom used as the primary virtual meeting channel for external-facing appointments and internal team coordination. The use on the public website indicates a mix of public meeting entry points and authenticated staff controls to balance accessibility with client privacy needs.
Governance focuses on account level configuration, meeting security settings, and scheduling workflows to align conferencing behavior with client service policies. Administrative controls and standard operating procedures are applied to manage access, meeting configuration, and recording retention in support of ongoing service operations.
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Collaboration | Collaboration |
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2015 | 2015 |
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The Whole Person Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2017 | 2017 |
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The Whole Person CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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The Whole Person TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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The Whole Person 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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The Whole Person CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at The Whole Person
| First Name | Last Name | Title | Function | Department | Phone | |
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IT Director | Director | IT | |
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Controller | Director | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Apps Being Evaluated by The Whole Person Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Whole Person IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Whole Person digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD The Whole Person Technographics
The Whole Person is a Non Profit organization based in United States,
with around 249 employees and annual revenues of $31.0 million.
The Whole Person operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Gray Swan Amber Clinic Manager and Zoom,
covering areas like ERP Financial, Medical Practice Management and Audio Video and Web Conferencing.
The Whole Person has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Gray Swan Software and Zoom Video Communications.
The Whole Person recently adopted applications including
Zoom in 2021, AdRoll in 2020 and NextRoll Cookie Consent Banner in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Whole Person’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The Whole Person’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 Whole Person technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.