Ames, 50010, IA,
United States
Todd & Sargent Technographics
Todd & Sargent Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Todd & Sargent and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 310 Todd & Sargent employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Todd & Sargent has purchased the following applications: Penta Construction for Construction ERP in 2015, Microsoft 365 for Collaboration in 2017, Autodesk Navisworks for 3D Modeling 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 Todd & Sargent is running and its propensity to invest more and deepen its relationship with Penta Technologies , Microsoft , Autodesk 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 Todd & Sargent revenues, which have grown to $30.0 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 Todd & Sargent 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.
Todd & Sargent Tech Stack and Enterprise Applications
Todd & Sargent ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Penta Technologies | Legacy | Penta Construction | Construction ERP | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Todd & Sargent implemented Penta Construction, a Construction ERP, to standardize project and financial operations. Todd & Sargent is a United States construction and real estate company with approximately 310 employees and $30,000,000 in reported revenue, and the deployment targeted core project controls and accounting processes.
The Penta Construction implementation encompassed modules typical of Construction ERP deployments, including project accounting, job costing, procurement and inventory control, equipment management, payroll interfaces and scheduling workflows. Configuration emphasized job level cost tracking, contract billing schedules and integrated cost codes to align site operations with corporate finance and billing cycles.
Rollout covered finance, project management, field operations and procurement teams across the organization, with process standardization for estimating, change order handling and month end project close. Governance centered on centralized configuration ownership within finance and embedding operational controls into project workflows to ensure consistent cost capture and contract compliance.
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Todd & Sargent Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Todd & Sargent implemented Microsoft 365 as their primary Collaboration platform. The implementation is documented publicly, with Microsoft 365 referenced on the company website, and was provisioned to support the organization’s approximately 310 employees across administrative, project management, and operations functions.
The Microsoft 365 deployment centered on core collaboration capabilities typical of the suite, including Exchange Online for corporate email, SharePoint Online for centralized document management, OneDrive for Business for user file synchronization, and Microsoft Teams for real time communications and meetings. Configuration work included tenant level settings for external sharing, retention and content classification controls, and mobile access policies to enable remote and on site collaboration workflows.
Operational coverage emphasized centralized tenant administration and role based access controls to manage accounts and permissions across departments. Governance measures included naming conventions, content lifecycle and retention rules, and phased user enablement with administrative training and policy enforcement. The public site reference confirms Microsoft 365 is part of Todd & Sargent’s technology footprint, aligning the company, Microsoft 365, Collaboration, and business functions of IT, project delivery, and operations.
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Todd & Sargent PLM and Engineering
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Autodesk | Legacy | Autodesk Navisworks | 3D Modeling | PLM and Engineering | n/a | 2017 | 2017 |
In 2017, Todd & Sargent implemented Autodesk Navisworks as a 3D Modeling application. The deployment targeted construction and preconstruction workflows at the 310 employee firm, with primary users including BIM coordinators, project managers, and field engineering staff. Implementation centralized model aggregation and review to support multi discipline project coordination, enabling federated model workflows and coordinated review across design and construction teams.
Autodesk Navisworks was configured to deliver core 3D Modeling capabilities including model federation, Clash Detective style clash detection, Timeliner sequencing for 4D simulation, and quantification for takeoff support. The configuration emphasized file based model coordination and interdisciplinary clash resolution workflows, integrating model review into existing project control and coordination cadences. Governance focused on standardizing model naming, scheduled clash review cycles, and assigned resolution ownership to align BIM coordination with project management responsibilities, reinforcing Todd & Sargent Autodesk Navisworks 3D Modeling as a structural tool for construction project coordination and preconstruction estimating.
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Todd & Sargent PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2017 | 2017 |
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Project Portfolio Management | PPM |
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2015 | 2015 |
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Todd & Sargent 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Todd & Sargent
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| COO | CXO | Finance | ||||
| Vice President Of Business Development | VP | Sales | ||||
| Project Manager | Manager | Finance |
Apps Being Evaluated by Todd & Sargent Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||