London, W1J 5BQ,
United Kingdom
Tilney Smith and Williamson Technographics
Tilney Smith and Williamson Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Tilney Smith and Williamson and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1800 Tilney Smith and Williamson employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Tilney Smith and Williamson has purchased the following applications: SAP Concur Invoice for AP Automation in 2019, Microsoft 365 for Collaboration in 2020, Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) for Digital Signing 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 Tilney Smith and Williamson is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , 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 Tilney Smith and Williamson revenues, which have grown to $1.00 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 Tilney Smith and Williamson 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.
Tilney Smith and Williamson Tech Stack and Enterprise Applications
Tilney Smith and Williamson ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Invoice | AP Automation | ERP | n/a | 2019 | 2019 |
In 2019, Tilney Smith and Williamson deployed SAP Concur Invoice as part of their AP Automation program to centralize accounts payable and expense processing. The implementation positioned SAP Concur Invoice as the primary system for daily invoice intake and employee expense capture, while NetSuite served as the payment execution layer producing weekly payment runs every Tuesday.
The configuration routed daily invoices and expenses into SAP Concur Invoice for processing and approval, and included setup processes for new suppliers and new employees in both NetSuite and Concur to maintain master data alignment. The team generated payment confirmation reports in NetSuite and imported those confirmations back into SAP Concur Invoice to close the payment loop, supporting both invoice and expense lifecycle tracking.
Operational integration was executed as a daily Concur to NetSuite reconciliation process, reconciling both invoices and expenses between systems and ensuring matching of payment confirmations. Concur reporting was used to extract lists of unapproved invoices and expenses, and the finance team chased the appropriate managers for approvals, embedding an approval escalation workflow into the AP process.
Governance centered on coordinated supplier and employee onboarding across NetSuite and SAP Concur Invoice, and on a scheduled weekly payment run cadence tied to NetSuite. The implementation impacted accounts payable and broader finance functions by consolidating invoice processing, approval chasing, supplier interactions, and reconciliation into a two system operational model.
|
|
|
|
|
Expense Management | ERP |
|
2019 | 2019 |
|
Tilney Smith and Williamson Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Tilney Smith and Williamson deployed Microsoft 365 as its primary Collaboration platform. The deployment is referenced on the firm website and positions Microsoft 365 as the central productivity and communications layer for the business.
The Microsoft 365 implementation uses standard Collaboration components, including Exchange Online for corporate email, SharePoint Online for document management and intranet, Microsoft Teams for meetings and persistent chat, OneDrive for user file storage, and Office client applications for desktop productivity. Configuration work included tenant level provisioning and identity management via Azure Active Directory, together with information protection settings and retention policy configuration to align with firm policies.
Operational coverage for the Microsoft 365 rollout was firmwide across the United Kingdom and targeted advisory, wealth management, finance, compliance and corporate IT functions. Governance activity focused on access control, information classification and retention workflows to support compliance and recordkeeping obligations, and the implementation is surfaced on the public website as evidence of the firm Office productivity stack.
|
Tilney Smith and Williamson Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) | Digital Signing | Content Management | n/a | 2020 | 2020 |
In 2020 Tilney Smith and Williamson implemented Adobe Acrobat Sign as a Digital Signing solution. The deployment embeds Adobe Acrobat Sign on the public website to capture client signatures and to enable web based execution of client facing agreements. The implementation leverages cloud hosted e signature capabilities and standard Digital Signing functionality such as embedded signing flows, reusable document templates and audit trail records.
This configuration positions Tilney Smith and Williamson to use Adobe Acrobat Sign for Digital Signing to streamline online agreement capture and signature workflows through the corporate website. Operational ownership is aligned to client services and legal teams who manage templates and signing governance, while the platform provides compliance oriented audit logs and time stamped signature records typical for the category. The rollout emphasizes website integration and workflow automation for client interactions, with signing orchestration centralized on the Adobe Acrobat Sign service.
|
Tilney Smith and Williamson CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Tilney Smith and Williamson Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM and Investor Relationship Management | Investment Management |
|
2016 | 2016 |
|
Tilney Smith and Williamson TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
Tilney Smith and Williamson IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
Tilney Smith and Williamson CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Tilney Smith and Williamson
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Tilney Smith and Williamson Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||