TrialCard
2250 Perimeter Park Dr #300,
Morrisville, 27560, NC,
United States
Morrisville, 27560, NC,
United States
1 877-343-1238
Professional Services
TrialCard Technographics
TrialCard Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TrialCard and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 TrialCard employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TrialCard has purchased the following applications: SAP Concur Expense for Expense Management in 2016, SAP Concur Travel for Travel Management in 2016, MicroStrategy ONE Analytics for Analytics and BI in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TrialCard is running and its propensity to invest more and deepen its relationship with SAP , MicroStrategy 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 TrialCard revenues, which have grown to $250.0 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 TrialCard 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.
TrialCard Tech Stack and Enterprise Applications
TrialCard ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2016 | 2016 |
In 2016, TrialCard implemented SAP Concur Expense to centralize Expense Management across its organization. The deployment included SAP Concur Expense, Concur Invoice, Concur Travel, and the Premium Assistant service, applied across TrialCard’s Morrisville NC operations and its 900 employee base in the pharmaceutical professional services context. The program targeted finance and corporate controllership workflows as well as employee expense submission and travel approval processes.
Configuration work emphasized expense reporting, automated approval routing, invoice processing through Concur Invoice, and travel policy enforcement via Concur Travel. Premium Assistant provided ongoing configuration optimization and analytics support to extend the capabilities of SAP Concur Expense and to surface operational insights for finance leadership. The implementation positioned SAP Concur Expense as the primary application for Expense Management and expense analytics within TrialCard.
Operational coverage spanned finance and accounting functions, corporate controllership, and employee-facing expense submission and approval workflows, enabling centralized policy enforcement and approval orchestration. The deployment focused on module-level orchestration across expense, travel, and invoice flows to consolidate transactional processing and approvals. Continuous advisory support from Premium Assistant was used to tune configurations and improve end user experience.
Governance adjustments included streamlined approval workflows and expanded analytics access for controllers, backed by the Premium Assistant advisory model. According to Aylin Phelan VP and Corporate Controller, Premium Assistant elevated their use of SAP Concur solutions and configuration tuning, and TrialCard reported that expense approval time has greatly decreased.
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TrialCard ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, TrialCard implemented SAP Concur Travel as part of a broader SAP Concur deployment. The company deployed Concur Expense, Concur Invoice, Concur Travel and Premium Assistant to centralize travel and expense operations for its Morrisville, NC headquarters and support employees across the organization.
The implementation configured Concur Expense for electronic expense capture and approval routing, Concur Invoice for accounts payable processing, and SAP Concur Travel for corporate booking, travel policy enforcement and itinerary management. Premium Assistant was used to optimize existing configuration and to surface analytics from the SAP Concur solutions, improving question resolution and configuration tuning for ongoing operations.
Operational coverage focused on corporate finance and accounting workflows and employee travel management, aligning travel booking, expense submission and invoice processing into a unified Travel Management platform. The deployment emphasized standard approval workflows and analytic reporting for finance and travel stakeholders rather than named technical integrations.
Governance and support included using Premium Assistant as an ongoing service layer to answer configuration and analytics questions and to improve user experience. Expense approval time has greatly decreased according to TrialCard, and Premium Assistant helped TrialCard optimize configuration and make better use of analytics provided through SAP Concur solutions.
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TrialCard Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2015 | 2018 |
In 2015, TrialCard deployed MicroStrategy ONE Analytics as its centralized Business Intelligence platform. The implementation targeted Analytics and BI capabilities across IT and business stakeholder teams and established MicroStrategy ONE Analytics components including MSTR Projects with logical models and schema objects, Intelligent Cubes, Reports and Documents, Visual Insight, and Mobile reporting, together with provisions for third party integration such as SharePoint.
Configuration work emphasized semantic layer design and performance oriented deliveries, including prompts, hierarchies, and data transformations. Administrative responsibilities implemented during the rollout covered user management, MSTR services and engine maintenance, security roles, schedules and subscriptions, and creation of transmitters, devices and users for Automated Distribution Services, alongside product installation and version upgrades.
Integrations included connectivity to required relational databases and a big data platform, and the development of custom APIs to enable third party systems and enterprise portals to consume BI functionality. Operational coverage extended to design and monitoring of end user reporting tools, troubleshooting of MicroStrategy reports and dashboards, and ongoing performance tuning to support production reporting workloads.
Governance and delivery practices incorporated BI development lifecycles with coding, configuration, testing and debugging, formal code reviews and adherence to development best practices. The program also established visualization standards by creating a visualization library and best practices, performed proof of concepts to validate new capabilities, and maintained proactive communication of development status and risks to management while recommending architecture modifications and project rollouts.
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IT Decision Makers and Key Stakeholders at TrialCard
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President - Enterprise Applications | VP | IT | |
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Senior IT Manager, Business Intelligence | Manager | IT | |
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CIO | CXO | Finance | |
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CFO | CXO | Finance | |
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Vice President of Finance | VP | Finance | |
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Apps Being Evaluated by TrialCard Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TrialCard IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TrialCard digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD TrialCard Technographics
TrialCard is a Professional Services organization based in United States,
with around 900 employees and annual revenues of $250.0 million.
TrialCard operates a diverse technology stack with applications such as
SAP Concur Expense, SAP Concur Travel and MicroStrategy ONE Analytics,
covering areas like Expense Management, Travel Management and Analytics and BI.
TrialCard has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and MicroStrategy.
TrialCard recently adopted applications including
SAP Concur Expense in 2016, SAP Concur Travel in 2016 and MicroStrategy ONE Analytics in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TrialCard’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TrialCard’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 TrialCard technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.