AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Trilogy Tech Stack and Enterprise Applications

Trilogy ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2018 2018
In 2018, Trilogy implemented Oracle NetSuite ERP as its ERP Financial system to establish a cloud-native financial management backbone supporting Finance and Sales Operations. The deployment was positioned to centralize financial accounting and contract-driven revenue processes across the company’s Back Office and finance organization, reporting into the EVP of Finance. Configuration emphasized core financial modules and workflows, including revenue recognition and deferred revenue management, accounts receivable and billing register, general ledger and financial reporting, plus budgeting and cash forecasting capabilities used for variance analysis. Revenue recognition controls were implemented to handle hold and release processing and to recognize revenue within correct accounting periods for deferred revenue contracts, with reconciliations scoped at customer and contract levels. Operational coverage included Finance, Back Office and Sales Operations teams, where NetSuite was used to enforce consistent contract-to-cash data flow and to populate sales internal reporting used for quarterly and annual budget reviews. Trilogy personnel also worked with SalesForce CRM for sales data and AWS QuickSight for reporting, creating integration touchpoints for contract and billing synchronization and for BI-level reporting pipelines linked to Oracle NetSuite ERP. Governance centered in the Back Office and Finance organization, with formalized reconciliation routines, month-end close controls and structured variance analysis processes to support forecasting and budget planning. Controls and workflows around deferred revenue and billing registers were embedded into operational processes to improve accuracy of financial reporting and to align sales contract administration with accounting procedures.
Trilogy AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Voiceflow Legacy Voiceflow Platform Generative AI Platforms AI Development n/a 2024 2024
In 2024, Trilogy implemented the Voiceflow Platform as a Generative AI Platforms deployment to automate customer support and CRM workflows across its global support operations. The deployment is centered on a reusable Atlas Core of AI agents that Trilogy engineered to scale support handling across product lines while maintaining consistent conversational behavior. The implementation used Voiceflow Platform capabilities to build agent templates, conversational flows, and orchestration logic, and explicitly leveraged Voiceflow Knowledge Base and vector DB integrations to triage and answer tickets. Trilogy configured the Atlas Core as a library of agent components and intent routing patterns, enabling rapid cloning and customization for new product support lines without rebuilding core logic. Operationally the rollout covered more than 90 product support lines across Trilogy's global support organization, and the deployment scope included customer support and CRM functions. The architecture linked the Voiceflow Platform agents to Knowledge Base content and vectorized retrieval, allowing agents to surface contextually relevant answers from indexed documentation during triage and resolution. Governance focused on centralized agent design combined with distributed product-level configuration, enabling reuse of the Atlas Core while allowing product teams to tune responses and escalation rules. Trilogy reported AI resolution rates of 59% to 70% and a reduction in support hours of roughly 57% after the Voiceflow Platform implementation, outcomes that are embedded in the operational narrative rather than technical assumptions.
Trilogy Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2013 2013
In 2013, Trilogy deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform to standardize corporate productivity and communications across the organization. Trilogy Google Workspace (Formerly Google G-Suite) Collaboration supports corporate productivity and communications functions for the 650 employee professional services firm headquartered in the United States. The implementation leverages core Google Workspace capabilities including Gmail for corporate email, Google Calendar for scheduling, Google Drive and shared drives for document storage, and Google Docs, Sheets, and Slides for collaborative authoring. Google Meet and Google Groups are used for virtual meetings and team distribution, while the Google Workspace Admin console provides centralized user provisioning, role based access controls, and domain management for the corporate email namespace. Google Workspace is also used on Trilogy's public website to provision corporate email addresses and to route site contact and notification workflows through the corporate domain. Operational coverage spans client delivery teams, sales and marketing, and internal IT administration, with shared drives and group configuration aligned to project and account structures used by professional services teams. Governance is administered through the Google Workspace Admin console, with centralized user lifecycle controls, group based distribution lists and shared drive policies to support collaborative delivery workflows. The deployment emphasizes category aligned capabilities of the Collaboration platform, integrating productivity tooling directly into business functions without external implementation partner disclosure.
Trilogy eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2020 2020
Trilogy CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2020 2020
Customer Engagement CRM 2018 2018
Customer Support CRM 2019 2019
Customer Support CRM 2025 2025
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Trilogy ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2019 2019
Trilogy PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
Trilogy IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Trilogy

First Name Last Name Title Function Department Email Phone
Financial Planning & Operations Manager (Central Treasury Team) Manager Finance
Chief Operating Officer CXO Finance
CEO CXO Finance

Apps Being Evaluated by Trilogy Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Trilogy IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Trilogy digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Trilogy Technographics
Trilogy is a Professional Services organization based in United States, with around 650 employees and annual revenues of $80.0 million.
Trilogy operates a diverse technology stack with applications such as Oracle NetSuite ERP, Voiceflow Platform and Google Workspace (Formerly Google G-Suite), covering areas like ERP Financial, Generative AI Platforms and Collaboration.
Trilogy has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Voiceflow and Google.
Trilogy recently adopted applications including Aurea Kayako in 2025, Voiceflow Platform in 2024 and Intuit Mailchimp in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Trilogy’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Trilogy’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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